Connecting to FTP

Connecting to FTP

Authenticating a connection to an FTP server enables communication between the two platforms. This must be successfully added before Form Connectors can push or Data Sources can pull data.

Adding

The Data Hub area of the platform is where you can add connections for connectors. Navigate the side menu to Data Hub > Connections.

On the Connections page:

  • Click the ADD CONNECTION button in the top-right-hand corner to bring up a list of connections.
  • Click on the FTP option.

Authenticating

After adding a connection, fill in the required properties and save.

Host

Enter the FTP host server – e.g., files.mycompany.com, ftp://files.mycompany.co,m, or sftp://files.mycompany.com
You MUST specify the ‘sftp://’ prefix for SFTP hosts.

Username

Enter the username used to connect to this FTP server.

Password

Enter the password used to connect to this FTP server.

Port

Enter the port you connect to this server on. The default is usually port 21 unless your server uses a different one.

Use Passive Mode

If enabled, Passive Mode will be used for FTP connections.
Passive Mode is recommended as it is generally more firewall compatible.
If not enabled, then Active Mode will be used.

Encryption Type

Specify the encryption type your server uses, if any. Encryption options are:

  • None (NOT RECOMMENDED)
    No encryption will be used to secure your FTP connection.
  • Implicit SSL
    This SSL option is used when connecting to legacy FTP systems.
  • Explicit AUTH TLS SSL
    When this option is selected, a checkbox will appear, allowing you to “Validate Any Certificate. If you enable “Validate Any Certificate,” the SSL connection to your FTP server can use a self-signed or Let’s Encrypt SSL certificate.

Once all properties are entered correctly, hit the SAVE button on the top right to store your configuration and automatically verify the connection.

Troubleshooting

When troubleshooting a failed connector, the first place to check is the Connector Logs for that specific entry in the platform’s Feed View.

SSL/TLS Errors

We highly recommend using SSL or TLS for your FTP connection to ensure security. However, if your server isn’t configured for SSL support, enabling this feature will cause the connection to fail. To fix this, you should upgrade your FTP server to support SSL, TLS, and the latest encryption ciphers.

Hostname SSL Error

Your SSL certificate is often tied to the server’s hostname rather than your domain name (this is common with web servers like Cpanel and Plesk). If you try to connect using your domain name, the SSL certificate will fail. To resolve this, use the server’s IP address or its hostname instead to establish a secure connection with the server’s SSL certificate.

Support Limitations

While we make every reasonable effort to help you, there are limits to the support we can offer. We can’t assist with issues related to FTP servers running on custom ports or those behind a firewall or router that require port-forwarding. Our service is designed to support general FTP connections that run on standard ports on a properly configured web server.

    • Related Articles

    • Data Source Connector – FTP

      Connecting a data source to a file on an FTP server is a quick and easy process on our platform. This creates a one-way synchronization, automatically updating your data source whenever the FTP file changes. Your data will be kept up to date until ...
    • Form Connector – FTP

      Connecting a form to a remote FTP server allows you to automatically send PDF reports and other documents to an FTP location. This guide explains how to use the FTP Form Connector to push reports to your remote FTP server after you’ve added and ...
    • FTP

      Our platform enables you to quickly and easily connect your data sources to data from a file located on an FTP server. This enables a one-way synchronization to occur - where any changes in the FTP file are downloaded into your data source on a ...
    • Connecting to OneDrive (Personal)

      MS Graph Connection Recommended We highly recommend connecting your Microsoft services using the Microsoft Graph integration. As the unified gateway to Microsoft 365, a single MS Graph connection securely authenticates SharePoint, OneDrive, and Excel ...
    • Connecting to SharePoint

      Authenticating a connection to SharePoint allows the two platforms to communicate. This authentication must be completed before Form Connectors (SharePoint List and SharePoint Document) can push data or Data Source Connectors can pull data. The ...