System Setup FTPs

Overview

The FTPs page in System Setup lets admins configure FTP connections used for imports, exports, and automated file exchange.

It typically covers FTP and secure variants like FTPS and SFTP.

Purpose

Use this page to:

• Define new FTP/FTPS connections.

• Store credentials and connection details.

• Enable or disable a configuration.

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Page Overview

Fields and Configuration Options

Field	Description
Name	Unique identifier for the FTP configuration.
Username	FTP server login username.
Password	Encrypted password for the FTP account.
Host Address	IP address or domain of the FTP server (e.g., ftp.example.com).
Path	Remote folder path used for uploads/downloads (for example /incoming).
Private Key	Private key used for key-based authentication (typically SFTP).
Passphrase	Passphrase used to decrypt the private key (if the key is encrypted).
Secure FTP	Enables encrypted file transfer (FTPS or SFTP, depending on the server).
Enabled	Activates this FTP configuration.

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Typical Use Cases

• Export PNL reports nightly to a transport operator via FTPS.

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How to Add a New FTP Configuration

1. Go to Setup → System Setup → FTPs.

2. Click Create.

3. Fill in Name, Host Address, and Path.

4. Add credentials:

   • Use Username/Password for password login.

   • Use Private Key (and Passphrase) for key login.

5. Enable Secure FTP if your server requires encryption.

6. Tick Enabled, then click Save.

FTP credentials are sensitive.

Limit access to admins and rotate passwords if exposed.

Troubleshooting

Login failed

• Re-check Username and Password.

• If you use keys, verify Private Key and Passphrase.

Can’t connect to the server

• Verify Host Address is correct.

• Check that outbound FTP/SFTP/FTPS is allowed by firewall.

Files land in the wrong folder

• Verify the Path matches the provider’s folder.

• Confirm whether a leading / is required.

FAQ

What’s the difference between FTP, FTPS, and SFTP?

FTP is unencrypted.

FTPS is FTP over SSL/TLS.

SFTP runs over SSH and uses different authentication options.

When do I need a private key?

Use Private Key when the server requires key-based login.

This is most common with SFTP.

What should I enter in “Path”?

Use the remote folder where files should be read or written.

Example: /incoming or /exports.

How do I verify the setup works?

Enable the configuration, then run the related import/export job.

Confirm the file appears on the remote server.