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 you remove the connection or an error occurs, such as a loss of authorization.
Adding
Data Source Settings
- Navigate the side menu to Data Hub > Data Sources
- Hover over a data source and click the “Settings” icon link ()
- In Settings, hit the “Add Connector” button
- Select the relevant option to add the connector
This will refresh the page with the newly added connector ready for configuration.
Nothing has been saved at this stage, so save your connector after making any changes to enable or update it.
Alternatively, if you’re viewing the rows of a data source, you can navigate to the Settings page using the option under the page’s title.
Configuring
Next, configure the following:
- Refresh Frequency
Specify the time interval for which data is pulled and refreshed by this connector. - File Location
Enter the file location on the FTP Server configured in the Connections screen to import data from.
Location should be entered in the following format: ‘FolderName/Folder2/FileName.csv’. The following file types can be imported as a Data Source: Comma Separate Values (.csv), Microsoft Excel (.xlsx).
When you save your changes, the connector will fire for the first time and run at the scheduled interval. Please wait a minute, or click the three-dot menu ( ) and select Run Now to trigger it manually. Then, check the Rows in your data source.
If rows are not downloaded, there may be an error with the FTP connection. To troubleshoot the issue, click the three-dot menu ( ) and select View Logs to review them.