Connect to your SFTP server within Planful Application

The initial step to integrate FTP/SFTP involves a one-time configuration on the Cloud Services page. To perform the configuration, please follow these steps:

1. Navigate to Maintenance > Admin > Configuration Tasks.
2. Click Cloud Services under Data Integration Configuration on the Configuration Task List page.
3. On the Cloud Services page, click FTP/SFTP.
   Note:

   The FTP/SFTP edit feature requires activation through the Planful Support team.
4. Enter your IP address in the Host Name field.
5. Choose the FTP or SFTP radio button to indicate your preferred Protocol.
6. Enter your FTP/SFTP server User Name and Password to grant access to the Planful application to load data.
7. Click Save.
   

Upon successful server configuration, the system will automatically generate three folders: Input, Success, and Failure, in the configured server. Each DLR you create in the Planful application in FTP/SFTP data load type will automatically create new folders with the DLR name within all three (input, success, and failure) folders.

• Input - Within this folder, place the data file into the corresponding DLR’s folder to execute the Process Flow in the Planful application.
• Success - If the Process Flow is successfully executed, the data file located in the corresponding DLR folder within the Input folder will be moved to the corresponding DLR folder in the Success folder.
• Failure - If the Process Flow fails, the data file located in the corresponding DLR folder within the Input folder will be moved to the corresponding DLR folder in the Failure folder.