The File Transfer Protocol Secure (FTPS) servers are a simple and safe way to transfer files to or from the system. The system supports both XLSX and CSV files for both import and export capabilities.

Prerequisites

There are two main prerequisites to use FTPS datasources:

  1. A staging table must be present to populate the staging table from the FTPS Source. Read Create a Staging Table for the Data Import to read more about a staging table.
  2. You must have a connection string and authentication ID to the FTPS server. It's used while defining the connection string in the system.

Create a data source

To create a data source:

  1. Select Configure and select + to create a new data source.
  2. Enter the data source name in Name.
  3. Select FTP from the dropdown in Provider.
  4. Enter the Blob SAS URL in Details.
    Sample connection string    :
    {"Server":"myftps-server.ftp.azurewebsites.windows.net", "UserName": "username ", "Password": "password",}
    The typical ftps:// used when connecting to an FTPS server isn't required.
  5. Select Save to create the data source.
  6. Now select Save in the Connection Strings window to save the connection string for future use.

The next step is to define a workflow to import or export data from the FTPS Server to the system. 

See Automated Import Workflow Tasks to learn how to set up the workflow.