Table of Contents

FTP & SFTP Connection

To use FTP or SFTP actions in Profitbase Flow, you need to create a connection to the FTP/SFTP server.

This guide outlines how to configure and test a new FTP or SFTP connection.


Creating a New Connection

When adding an FTP or SFTP action, you will be prompted to select or create a connection. To create a new one, enable Create new connection and fill in the required details.


Connection properties

Name Description
Name A custom name for the connection. This name will be displayed in Flow when selecting the connection.
Connection Type Choose either FTP or SFTP depending on your server protocol.
Host name The address of your FTP or SFTP server (e.g., ftp.myserver.com).
Port number (Optional) Port number to connect to. Default is 21 for FTP and 22 for SFTP.
Username Username required for authentication on the server.
Password Password corresponding to the username above.
Connection timeout (seconds) (Optional) Duration before the connection attempt times out.

Testing the Connection

After filling out the form:

  1. Click Test connection to verify if the server is reachable and the credentials are correct.
  2. If the connection succeeds, click Ok to save it.
  3. If the connection fails, verify the hostname, port, username, and password.

FTP Configuration

FTP Connection


SFTP Configuration

SFTP Connection