Use FTP or SFTP as a data source

Resources

Data Source Type: FTP / SFTP
Authentication: Server authentication
File formats supported: XML, RSS, CSV, Excel, TXT, and JSON

Step-by-Step

Creating a data source using FTP or SFTP

To create a data source in Klipfolio using FTP or SFTP, you need to accomplish the following tasks:

  • Start the data source creation process.
  • Configure the connection to the FTP or SFTP server.
  • Select your spreadsheet.

Note: You can select a file on an FTP or SFTP (secure FTP) server and use it as a data source to build Klips. When the file is updated, the data source and all of its associated Klips are updated.

Step 1: Start the data source creation process

To create a data source using FTP/SFTP, go to the Connector Gallery page in Klipfolio and select FTP/SFTP.

Step 2: Configure the connection to the FTP or SFTP server

  1. Type the host name for the FTP or SFTP server.
  2. Type the port number for the FTP or SFTP server. The default port is 21.
  3. Provide a valid username and password.
  4. Provide a Start Path. For example, \.
  5. Use the drop down menu to select the correct Protocol setting.
    Optional: Select Enable passive mode, if required.
  6. Click Connect.

Step 3: Select your spreadsheet

  1. From the Pick a file window, select a file.
  2. Click the Get File button.
  3. Verify the correct content is uploaded.
  4. Click the Continue button.
  5. Name the data source.
  6. Adjust the Auto-Refresh rate.
    Optional: Share the data source.
  7. Click the Save button.

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