At a Glance: This guide will assist you setting up FTP.
What is File Transfer Protocol (FTP)?
FTP is a standard network protocol used for transferring files between a client and a server on a computer network. It allows for the secure and efficient transfer of large files, making it a popular choice for businesses and individuals who need to share or access files remotely.
FTP works by establishing a connection between a client and a server, where the client can upload or download files from the server. This is done through a series of commands and responses, which are sent over a TCP/IP network. FTP also allows for user authentication, ensuring that only authorized individuals have access to the files.
FTP Details
You can enter the FTP information here to process customer/activity data in the panel by providing the details.
To access the FTP uploads, navigate to your dashboard and click on the Automation section on the right. From there, choose FTP uploads.
Host: The server address (domain or IP) where the FTP connection is established.
Port: The network port used for the FTP connection, typically 21 for standard FTP.
User: The username required to authenticate and access the FTP server.
Password: The secret key used along with the username to securely log in to the FTP server.
Path (File Location): This specifies the exact location where files are stored on the FTP server.
File Path Format:
files/activities/{YYYY-MM-DD}/filename.csv
files/customers/{YYYY-MM-DD}/filename.csv
Explanation:
files/ → Main directory folder
activities/ or customers/ → Sub-folder indicating the data type (Activities or Customers)
{YYYY-MM-DD}/ → Date-wise folder structure (Example: 2026-02-11)
filename.csv → The actual CSV file containing the respective data records
Additionally, as you are importing customers or activities, please ensure that the file structure and column order strictly match the sample acitivty CSV file and sample customer CSV file provided in the panel. The headers, sequence of fields, and data format must remain exactly as specified to ensure accurate processing. here
FTP Logs
This way, you can successfully configure the FTP settings within your Affnook panel and enable automated processing of activity data. Once the FTP details and file path are correctly set up, the system will fetch and process the uploaded files accordingly. You can monitor the status of each upload request in the FTP Logs section, where you will be able to view processing details, success confirmations, or any error messages for troubleshooting purposes.
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