Biller FTPSettings: Difference between revisions
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(Created page with "<translate> == FTP Settings == In the ''FTP settings'' view you can add, edit or delete FTP connections, that are used when exporting data from Pro 9. A typical scenario is that the ERP system is expecting a monthly file to import in a specific folder. Rather than manually exporting the file from Pro 9 and copy it into that folder, the FTP function can handle that automatically. === How to - Show FTP Settings === # Click on '''Reports & Integrations''' # Click on ''...") |
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== FTP Settings == | == FTP Settings == <!--T:1--> | ||
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In the ''FTP settings'' view you can add, edit or delete FTP connections, that are used when exporting data from Pro 9. | In the ''FTP settings'' view you can add, edit or delete FTP connections, that are used when exporting data from Pro 9. | ||
<!--T:3--> | |||
A typical scenario is that the ERP system is expecting a monthly file to import in a specific folder. Rather than manually exporting the file from Pro 9 and copy it into that folder, the FTP function can handle that automatically. | A typical scenario is that the ERP system is expecting a monthly file to import in a specific folder. Rather than manually exporting the file from Pro 9 and copy it into that folder, the FTP function can handle that automatically. | ||
=== How to - Show FTP Settings === | === How to - Show FTP Settings === <!--T:4--> | ||
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# Click on '''Reports & Integrations''' | # Click on '''Reports & Integrations''' | ||
# Click on '''FTP settings''' in the '''Links''' menu [[Image:Icon Links.png]] | # Click on '''FTP settings''' in the '''Links''' menu [[Image:Icon Links.png]] | ||
=== How to - Add an FTP Connection === | === How to - Add an FTP Connection === <!--T:6--> | ||
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# Click on '''add''' [[Image:Icon Add.png]] | # Click on '''add''' [[Image:Icon Add.png]] | ||
# Edit the fields described in the table below | # Edit the fields described in the table below | ||
# Click on '''save''' [[Image:Icon Save.png]] | # Click on '''save''' [[Image:Icon Save.png]] | ||
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=== How to - Edit an FTP Connection === | === How to - Edit an FTP Connection === <!--T:9--> | ||
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# Click on '''edit''' [[Image:Icon Edit.png]] next to the connection you want to edit | # Click on '''edit''' [[Image:Icon Edit.png]] next to the connection you want to edit | ||
# Edit or add information in the fields | # Edit or add information in the fields | ||
# Click on '''save''' [[Image:Icon Save.png]] | # Click on '''save''' [[Image:Icon Save.png]] | ||
=== How to - Delete an FTP Connection === | === How to - Delete an FTP Connection === <!--T:11--> | ||
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# Click on '''delete''' [[Image:Icon Delete.png]] next to the connection you want to delete | # Click on '''delete''' [[Image:Icon Delete.png]] next to the connection you want to delete | ||
Latest revision as of 13:00, 13 February 2023
FTP Settings
In the FTP settings view you can add, edit or delete FTP connections, that are used when exporting data from Pro 9.
A typical scenario is that the ERP system is expecting a monthly file to import in a specific folder. Rather than manually exporting the file from Pro 9 and copy it into that folder, the FTP function can handle that automatically.
How to - Show FTP Settings
- Click on Reports & Integrations
- Click on FTP settings in the Links menu
How to - Add an FTP Connection
- Click on add
- Edit the fields described in the table below
- Click on save
| Field | Contains |
| Description | Description or server name |
| Remote server | Address to server |
| User name | Login for the FTP server |
| Password | FTP Password |
| Proxy address | Proxy address, if used |
| Proxy port | Proxy port, if used |
| Path | Default path to folder on FTP server |
How to - Edit an FTP Connection
- Click on edit
next to the connection you want to edit - Edit or add information in the fields
- Click on save
How to - Delete an FTP Connection
- Click on delete
next to the connection you want to delete
