The File Transfer Protocol (FTP) is a standard network protocol used for the transfer of computer files between a client and server on a computer network. Users can leverage FTP support to export data from Zentail and transfer it to their own, or an externally hosted, server. 

A common use-case of this tool is to set up a scheduled report on Zentail, either of product or sales data, and transfer this report to an externally hosted server.

A few key things to know before getting started:

  • Zentail currently supports transferring files to external servers.
  • Zentail does not yet support receiving files through FTP, SFTP or FTPS.
  • You can set up FTP, SFTP, or FTPS transfers on Zentail.

Field Definitions

Type

Choose FTP, SFTP, or FTPS. This depends on the protocol required by your hosting service. If you are unsure which to select, please contact your host to verify.

Address

Also referred to as the Host or FTP URL, this is the url where Zentail will transfer the file. Please format this as ftp.yourdomain.com.

Username

Use this field to enter the username required to access the address.

Password

This is for the password that corresponds with the above username.

Destination

Destination is the full path and filename, including the extension (.csv, .tsv), that you want it to appear as on the remote server i.e /Uploads/report.csv

FAQs

What is the file name?

The file name is defined by the destination field.

What if I don't include an extension in the destination?

If you do not include an extension in the destination (ie. "/Uploads/report" without ".csv" or ".tsv"), it depends on the software you are using for how it will try and open it the file.  Some software will try to guess the format, others will just open the file as text.

Can this be scheduled to regularly transfer a file?

Yes! The schedule this report tool is very useful when setting up an FTP. Please note that any existing files in the destination with the same name (like previously transferred versions of the same report) will be overwritten with the most recently transferred file.

How will the headers of the file appear?

The headers of the file will appear exactly as they would on a normal file export from Zentail. They will appear as the attribute is labeled within Zentail's data dictionary. If you are unsure how they will appear, you can download a template of the report.

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