FTP and File Drop Automation Example workflow

break down for each step

FTP and File Drop Automation Example workflow

1. On your Enhanced SFTP site using your FTP software, create a directory inside the ‘Import’ directory. For this example, the new directory name is NEWDR. 2. In ‘Setup’, create a file location for the new directory. Name the file location and external key. For example, NEWDR File Location. Select the 'Relative location under FTP Site' type. Enter the path to the new directory. In this example, it's Import\NEWDR. Don't use a leading backslash (\). 3. To import encrypted or compressed files, create a ‘file transfer’ activity in Automation Studio. Otherwise, skip this step. Select the 'Manage File' transfer type. Enter the file naming pattern. For example, %%BASEFILENAME_FROM_TRIGGER%%. Select the source file location. In this example, it's NEWDR File Location. 4. Create a ‘Data Copy or Import’ activity. Select the new file location. In this example, it's NEWDR File Location. Select File Location as your data source. Enter the same file naming pattern that’s used in the ‘file transfer’ activity, if applicable. In this example, it's %%BASEFILENAME_FROM_TRIGGER%%.txt. 5. Use the new activities to create a ‘file drop’ automation. Select the new directory as the trigger. Add the ‘file transfer’ activity to the ‘Step 1’. Add the ‘Data Copy or Import’ activity to the ‘Step 2’. Save and activate the automation.

On your Enhanced SFTP site using your FTP software

create a directory inside the ‘Import’ directory. For this example, the new directory name is NEWDR.

In ‘Setup’

Create a file location for the new directory.

Name the file location and

external key.

For example, NEWDR File Location.

Path for new directory

Select the 'Relative location under FTP Site' type. Enter the path to the new directory. In this example, it's Import\NEWDR. Don't use a leading backslash (\).

Use ‘File Transfer’ activity in Automation Studio

To import encrypted or compressed files, create a ‘file transfer’ activity in Automation Studio. Otherwise, skip this step.

Select the 'Manage File' transfer type. Enter the file naming pattern. For example, %%BASEFILENAME_FROM_TRIGGER%%. Select the source file location. In this example, it's NEWDR File Location.

‘Data Copy or Import’ activity in Automation Studio

Create a ‘Data Copy or Import’ activity. Select the new file location. In this example, it's NEWDR File Location. Select File Location as your data source. Enter the same file naming pattern that’s used in the ‘file transfer’ activity, if applicable. In this example, it's %%BASEFILENAME_FROM_TRIGGER%%.txt.

‘File Drop’ starting source in Automation Studio

Use the new activities to create a ‘file drop’ automation. Select the new directory as the trigger. Add the ‘file transfer’ activity to the ‘Step 1’. Add the ‘Data Copy or Import’ activity to the ‘Step 2’. Save and activate the automation.