How to Select Files via FTP on the Import Tool

Introduction

When it comes to importing data into your system, the initial step involves providing the crucial CSV or Excel file containing your content. For smaller files, typically under 5MB, the import tool offers a straightforward method: direct upload via the "Choose your file" button or a simple drag-and-drop action. This intuitive approach caters to the majority of everyday import needs.

However, when dealing with larger datasets that exceed this size limit, a more robust method becomes necessary. This is where the "Browse FTP" option comes into play, offering a reliable way to select your file for import. Utilizing FTP (File Transfer Protocol) allows you to bypass the size restrictions of direct uploads by first transferring your file to a designated location on your server.

To leverage the "Browse FTP" functionality, you'll need FTP access to the "import_files" folder within your eDirectory installation. If you haven't already been provided with these credentials, reaching out to the support team at support@edirectory.com is the necessary first step. They will be able to grant you the required access information.

Once you have your FTP credentials in hand, you can employ various FTP client software such as the popular FileZilla or the user-friendly Cyberduck to securely upload your large CSV or Excel file directly to the "import_files" folder on your server. These clients provide a graphical interface for easy file transfer, allowing you to navigate your local file system and the remote server effortlessly.

After successfully uploading your file via your chosen FTP client, return to the import tool interface. Now, click on the "Browse FTP" option. This action will present you with a list of all the files currently residing within your "import_files" folder. Simply locate the file you just uploaded, select it, and click the "Choose your file" button.

The system will then begin the process of reading your selected file. It's important to note that for larger files, this reading step might take a bit longer as the system processes the extensive data. Once the file has been successfully read, the screen will display its extension (e.g., .csv or .xlsx) along with its filename, confirming that the correct file has been selected. At this point, you can confidently proceed with the subsequent steps of the import process, knowing that your large dataset has been successfully accessed and is ready for integration.

Conclusion

The "Browse FTP" option within the import tool provides a vital solution for handling larger import files that exceed direct upload limits. By utilizing FTP clients to first transfer your file to the designated server folder, you can then seamlessly select it within the import interface. This two-step process ensures a smooth and efficient workflow, allowing you to import even substantial datasets with ease and continue with the remaining steps of your data integration.