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FTP Delivery Method Configuration

Provides the ability to drop an Excel, CSV, or TXT file to an external FTP server.

Written by Gabriel Buck

Overview

The FTP delivery method provides the ability to drop an Excel, CSV, or TXT file to an external FTP server.

Create an FTP delivery method

  1. In Delivery Methods, click the Create button in the upper left-hand corner. A popup window opens for the basic settings of the delivery method.

  2. Configure the basic settings:

    • Description: Name your delivery method.

    • Delivery Type: Select FTP.

    • Lead Type: Select the lead type the delivery method will be based on. Important: This setting cannot be changed after the delivery method is created.

    • Environment: If applicable, set this to "Testing" mode to use a separate testing endpoint.

  3. Click Create. You are taken to the main settings page of the delivery method, starting on the General settings tab. Review the settings you just saved, then move on to the next tab.

FTP delivery tabs

Set up the tabs in this order:

  1. Mappings: see Field Mappings Tab.

  2. FTP Server (below).

  3. FTP Authentication (below).

  4. Retry Settings: see Retry Settings Tab.

  5. Portal Permissions: see Portal Permissions Tab.

  6. Delivery Schedule: see Delivery Schedule Tab.

  7. Notifications: see Notifications Tab.

FTP Server

Input the FTP server address. There are also options to set a testing endpoint and file path if required by the buyer.

FTP Authentication

Input the FTP credentials provided by your buyer:

  • Username

  • Password

Next step

Next article: Field Mappings Tab

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