FTP
Getting Started
FTP allows you to upload data in bulk from your server every 24 hours. This works for both Excel and XML formats. Users are required to set up an Active FTP connection and the filenames to be retrieved from the server.
Average Transfer Speed: 30 secs ~ 2 mins, may vary depending on the quality of the data
Acceptable Formats: XLSX and XML
Recommended: Small, Medium, and Large Certification Bodies that have anywhere between 20 to 50,000 certifications
Prerequisites
Set up an Active FTP Connection
In your FTP server, upload files (.xlsx or XML) with your formatted data
Define the filenames you want to retrieve from the server
How to import Certification data via FTP
go to 'Import Certification' page
Choose 'FTP' as your data import method
If an FTP connection is not yet added, you'll be asked to set it up
Fill out or edit the following text fields
FTP Access Status
Active, continuously fetch/download the files from the FTP
Inactive, stops fetching /downloading the files from the FTP
FTP Server Protocol
FTP, relies on usernames and passwords for authentication
SFTP, uses SSH keys for authentication, which are much more secure
Server Host
Server Port
Server Username
Server Password
If SFTP is selected, add the Private Key
To check if the FTP is successfully connected, click the 'Test FTP Connection' button.
Once the FTP is connected, click the 'Save and Continue' button.
In the next screen, add the file names you want to fetch from the FTP server
You can tick the 'Wildcard' option if you have multiple files in the FTP directory to be fetched with a common naming convention
Example:
The filename is certs and the 'Wildcard' option is ticked.
Then, the system will look for the following filenames in the directory:
certs_1.xlsx
2_certs.xlsx
3_certs_4.xlsx
Once added, click the 'Fetch Data' button
Once done, the process proceeds to Step 2 where data validation is initiated
Once validated, your data will successfully be added to IAF CertSearch