Setting Up FTP Details on an Import Definition
Import definitions can pull files straight from an FTP, SFTP, or FTP/SSL server instead of waiting for someone to upload a file manually. That behavior lives in the FTP section near the bottom of the import definition record.
Where to find it
The Import definition module sits under the Utilities section and requires System Admin access to edit. Open the import definition you want to configure and scroll down to the FTP section of the form.
Turning on FTP for the definition
- Set FTP Active to Yes on the import definition header. This tells the import to check the FTP location instead of waiting for a manual file upload.
- Add a row in the FTP Details grid that appears below it. You can add more than one row if the import needs to pull from more than one host.
Filling in the FTP Details record
| Field | Purpose |
|---|---|
| Active | Turns this specific FTP host on or off without deleting the row |
| FTP Host | The server address (see the protocol note below) |
| Local Folder | The FleetWave-side folder the file lands in, defaults to INBOX |
| Remote Folder | The folder on the FTP server to look in (If left blank, FleetWave will not change directory after login, it checks the FTP account's own landing folder. Make sure that account's home directory contains only the files meant for this import, otherwise the file template may match files it shouldn't) |
| FTP User / FTP Password | Login credentials for the server |
| Allow Anonymous Login | Skips the username and password for servers that accept anonymous FTP |
| FTP Mode | ASCII or Binary transfer mode |
| FTP Template | The file name pattern to match, for example 'FUEL_*.csv' where the asterisk acts as a wildcard character. This template would be a match for a file called 'FUEL_912026.csv' but not for a file called '912026_FUEL.csv' |
| Delete Files | Whether files are removed from the server after a successful download |
FTP Host, Local Folder, and FTP Template are mandatory fields.
Testing the connection
Once the host, folder, and credentials are filled in, use the Test Connection button on the FTP Details screen to confirm the login works before saving. That way a bad password shows up immediately instead of on the next scheduled import run.