Create your first connection by specifying configuration details for your existing server:
Protocol - FTP, FTPS, or SFTP
Address / Host
Username
Password or SSH Key (with optional passphrase)
Default path (optional)
Custom name to reference this connection (optional)
Custom color to reference this connection (optional)
Save your connection info
Test your connection by clicking the "Test Connection" button. If there is any issue connecting follow the helpful messages you receive or reach out to EasyFTP support via chat or email.
Once you confirm via testing you are able to connect you are ready to use the connection in Pabbly.
Create a workflow where your trigger step is another app like Google Drive, Dropbox, Email, or something else that will provide a File or File URL when triggered.
Choose EasyFTP as the application for your workflow's second action.
Choose the Upload File action to transfer an existing file, either from a previous action or from a URL.
Click the "Connect" button to authorize Pabbly to access your EasyFTP account.
Fill out fields with details of the upload:
Choose the connection you created at easyftp.io as the destination FTP, FTPS, or SFTP server.
For "File", choose either a URL to the File or the File Object from an earlier step.
For "Overwrite existing file?", choose if you want to overwrite existing files with the same name or not. If you choose not to overwrite existing files, then a transfer that would upload a file with the same name as an existing file will fail. You can use EasyFTP's dynamic syntax to ensure file names are unique.
For "Folder Path", specify the folder path on the FTP server where you want files to be written. This field is optional, and leaving it blank will cause the files to be written to the connection's default path.
For "Custom File Name", specify what the name of the uploaded file should be. By default, EasyFTP will use the name of the given file when uploading, so this field is optional. It is helpful to set this value if the File URL / File does not end with the actual filename you want. Or if you want to make the filename something custom. Example value: leads_{MM}_{DD}_{YYYY}.csv
For "Custom File Extension", specify what the file extension of the uploaded file should be. As with filename, EasyFTP will use the extension of the given file by default, so this field is optional. It is helpful to set this value if the File URL / File / Filename does not have a file extension or you need to explicity set the file extension. Example value: .pdf
Test the action in Pabbly. You should receive a success message that a file transfer was queued and should see your example file on your FTP server shortly. If you receive an error, click to view details and follow any suggestions in the error message. If you need any help please reach our to EasyFTP support via chat or email on easyftp.io
