How to Send Submission Data & File Upload via FTP

January 16, 2021

FTP or File Transfer Protocol is a way of transferring files between computers. If you have an upload field in your form and want to forward those submitted files directly into your own server, FTP Integration can do that.

In the form builder, go to the Integrations tab, search FTP or FTP Integration, and click on it:

Enter your FTP Credentials, and click the Authenticate button.

Note that you would need to check FTP connection is passive if your hosting provider says so. Otherwise, leave it unchecked.

On the next screen, you get to choose an existing folder. When you do, the color of the selected folder will change to blue (figure 1). You’ll also see the folder path right below the folder section (figure 2):

If you haven’t created the folder yet, you can type it in the folder path box.

The default path goes this way: Main Folder > Submissions Folder > Subfolder for Form Submissions.

If you wish to save the file uploads and the submissions’ PDF to the Submissions Folder only, uncheck Create a subfolder for each submission from the screen options.

Note, there is no option you can save submissions to the main folder only. The Submissions Folder will always base its name on the Form Title

If you wish to create a subfolder for each submission, check the Create a subfolder for each submission. Select the applicable field to be the name of the subfolder.

Submission ID is selected by default, but it supports the following fields: Name, Email, Short Text, Dropdown, and Single Choice fields.

If there’s a file upload field in the form, you can also choose to send or not to send the PDF Document of the submission (figure 1). You can also choose which file upload field to send to your FTP server (figure 2):

If there’s no file upload field in the form, the integration will send the Submissions PDF to the FTP server. Both options to send the submission PDF and the file upload field selection are hidden.

Please don’t forget to click the Save button to save the integration, and the Finish button to complete the integration.

And that’s it!

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