File Transfer Protocol (FTP) is also one of the scheduling options available in Data Export. FTP is known to be one of the most secure ways to schedule your reports.

It is essential that you have basic knowledge of FTP before going through the following document.

Steps to Schedule any Report through FTP 📤

  1. Open the report that needs to be scheduled.

  1. Select how often you want to run the report like Hourly, Daily, Weekly, or Monthly, and proceed to the next step. Click on Save and continue.

  2. Pick the date & time and select how much data you want to capture, and proceed to the next step

  3. Select the FTP tab and click on Add FTP account.

  1. Fill in the credentials of your FTP account. Entering the Private Key is optional.

Note: Kindly Contact us, If you want to connect through a different PORT NUMBR, apart from 20 or 21.

  1. Passive Mode: It is enabled by default. Some customers use FTP in active connection mode. To resolve the issue permanently, we recommend that you switch to passive mode. You can ask your FTP provider to set up the FTP to accept the connection in passive mode.

To learn more about passive mode, you can click here.

  1. Select a connection mode and Click on the 'Test Connection' button. If the result is 'Success', click the 'Save and Update' button.

If the result is 'failed' or anything else, it can be due to multiple reasons.

  • You might have to whitelist Data Export's IP Address

    • Public IP Address

    • Private IP Address

  • You might have chosen the wrong directory path.

  • You might have chosen a different Port Number, apart from 21or 22.

  • You might have typed an incorrect password or private key.

If you still aren't able to connect, kindly contact us, and we shall help you set it up.

🌟 That's it! Your FTP report scheduling is all set. Good job!

Passive Mode

In Passive Mode, the FTP client still initiates a command channel connection to the server. However, instead of sending the PORT command, it sends the passive command, which is basically a request for a server port to connect to, for data transmission. When the FTP server replies, it indicates what port number it has opened for the ensuing data transfer. Here's how passive mode works in a nutshell:

  1. The FTP client connects from a random port to port 21 on the server and issues the PASV command. The server replies, indicating which (random) port it has opened for data transfer.

  2. The FTP client connects from another random port to the random port specified in the server's response. Once the connection is established, data transfers are made through these client and server ports.

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