10 – FTP Upload

This step will upload the CSV file just created to our FTP server.

  1. Save the integration and click on the Setup tab at the top of the main screen.
  2. Click on FTP Servers item in the left hand menu and double click the top row to create a new record.

  1. FTP Server
  2. Port
    • The port number for the FTP server. Leave the port as 0 unless the FTP service is listening on a non-standard port.
    • For training, enter:
      0
  3. Connection Type
    • For training:
      select Passive (PASV)
  4. Username
    • For training, enter:
      upload
  5. Password
    • For training, enter:
      upl04d98 (note the zero and number four)
  6. SSL/Implicit SSL
    • Rarely used FTP over SSL. Due to the nature of FTP. FTP over SSL is difficult to setup, difficult to support and is flaky at best.
    • For training:
      Leave unchecked.
  7. SSH
    • Check to SSH vs. FTP.
    • For training:
      Leave unchecked.
  8. Connection & Idle Timeouts
    • These can be set to control the timeout settings for slow and unresponsive servers.
  1. Save the FTP Server connection.
  2. Return to the Design tab, and reload the integration
  3. Open the Transform Setup tab.
  4. Drag an FTP Task from the Tasks group. Connect it to the end of the CSV Write transform and double click to open the transform.



  1. FTP System
    • Select the FTP server.
  2. Action
    • The action to complete.
    • For training, select:
      Upload
  3. Local Directory
    • The same directory to which the OrderStatus file has been saved.
  4. Local File
    • The file(s) to process.
    • For training, enter:
      OrderStatus*.csv
  5. Remote Directory
    • The directory on the server to upload the files to.
    • For training, enter:
      /
  6. Remote File
    • For training:
      Leave Blank
  7. Delete From Server
    • Only valid for download actions.
  1. Press Refresh to upload the file. If the status goes to Complete without an error the file should have uploaded.
  2. Use an FTP Client such as FileZilla, connect to server use the above credentials to check the file has been uploaded.
  3. Apply to Save any changes and close.
Step 11: Simple File Archiving>