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Upload: FTP - Task settings

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Use this reference to understand the task settings of the Upload: FTP task.

The Upload: FTP task uploads one or more files from Workflow to a specified FTP server. You configure this task on the Setup and Files tabs.

Specify the required FTP server information

On the Setup tab, select FTP as the connection type and enter the required information for the FTP server, including credentials and the target folder location on the server.

Connection details

Specify the FTP server host name or IP address, and the port number.

For FTP, you can select an encryption method. Available options are:

  • Plain FTP
  • Explicit FTP over TLS

Credentials

Enter your credentials for the FTP server.

  • Username: The FTP username.
  • Password: The corresponding password.

File path

Specify the target folder location on the FTP server where the files will be uploaded. You can optionally configure the task to create the folder if it does not already exist. Do not include a trailing slash (/) at the end of the path. For example, use: /folder_a/folder_b/folder_c instead of /folder_a/folder_b/folder_c/.

Specify the files to be uploaded

On the Files tab, specify the files to be uploaded. File names can include variables using Liquid syntax, so that you can generate dynamic file names based on workflow data.

You can provide files from two sources:

  • Zuora Files: Specify file IDs for files generated in Zuora but outside Workflow.
  • Workflow Files: Files produced by preceding workflow tasks are listed automatically.

Select the files that you want to upload to the FTP server. You can change the file names before upload if needed. For Workflow Files, the key shown next to each file corresponds to the index in the payload file name where the file originates.