The FTP Export connection enables automated exports of order, product, or custom data as CSV or TXT files to your FTP or SFTP server. You'll need administrator permissions and valid FTP/SFTP credentials to configure this connection.
Set up an FTP or SFTP export connection
To add an FTP Export connection, follow these steps:
Click Connect, then click Order Integrations.
Click FTP Export, then click Create Account.
(3PL accounts only) Select the Client from the dropdown.
Select the Warehouse.
Select the Channel.
Filter to export data from a specific channel. Only applies to CustomDataModel Order types.
Configure the connection settings using the tables below.
Click Test Export Connection to verify connectivity.
Turn on the Active toggle once configuration is complete and tested.
Click Add to save the connection.
Connection settings
Configure your FTP or SFTP server connection details.
Setting | Description | Example Data | Required |
Host | The IP address or hostname of your FTP or SFTP server. | ftp.mintsoft.co.uk | Yes |
Port | The connection port. Use 21 for standard FTP or 22 for SFTP (SSH). | 21 or 22 | No (defaults to 21) |
Path | The directory path where files will be uploaded. | /exports/ | Yes |
UserName | Your FTP or SFTP username. | mintsoft | Yes |
Password | Your FTP or SFTP password. | ******** | Yes |
Sftp | Turn on to use SFTP (SSH) connections instead of standard FTP. | ON/OFF | No |
Note: SFTP export connections currently support password authentication only. Private key authentication is not available for export accounts.
Schedule settings
Control when and how often your export runs.
Setting | Description | Example Data | Required |
Active | Turn on to enable this export to run automatically. | ON/OFF | Yes |
Delay | How often the export runs in minutes (15-360) when RunOnceADay is turned off. | 30 | Yes |
RunOnceADay | Turn on to run the export once per day at a specified time. Turn off to run at regular intervals based on Delay. | ON/OFF | No |
Time | The specific time to run the export in HH:MM:SS format. Only applies when RunOnceADay is turned on. | 09:00:00 | Required if RunOnceADay is ON |
Tip: When RunOnceADay is turned on, the export runs once per calendar day at the specified time. Once run, it won't run again until the next calendar day.
Export content settings
Define what data will be exported and in what format.
Setting | Description | Example Data | Required |
ExportType | The type of data to export. | Order, Product, CustomDataModel, CustomExtras, WaspManifest | Yes |
ExportSpreadsheetType | The specific export template. This must match the ExportType group selected. | See options below | Yes |
ExportFormat | The file format for your export. | csv, txt | Yes |
ExportSpreadsheetType options by ExportType
The spreadsheet you select must appear within the section of the ExportType selected.
Order exports:
MultiLineOrderExport
EDI945
Product exports:
ProductStockLevelExport
ProductStockLevelBundleAltCodeExport
CustomDataModel exports: Select from your custom reports in the format:
Order reports: "ModelName | Status"
Product reports: "ModelName | ALL/Discontinued/Non-Discontinued"
Important: When using EDI945 format, the system uses pipe "|" as the delimiter instead of comma.
File naming settings
Control how your export files are named.
Setting | Description | Example Data | Required |
FileName | The base filename for your export. Required for CustomDataModel exports. | OrderExport | Required for CustomDataModel |
AppendDateTimeToFileName | Turn on to append a timestamp to the filename. Only applies to CustomDataModel exports. | ON/OFF | No |
FixedFileName | Turn on to use a constant filename without timestamp. Applies to Product exports only, not CustomDataModel. | ON/OFF | No |
Important: When ExportType is CustomDataModel, the FileName field is mandatory. The system will prevent saving if this field is blank.
File naming examples
CustomDataModel with FileName="OrderExport" and AppendDateTimeToFileName turned on:
OrderExport11/12/2025 13:30:00.csvProduct with FixedFileName turned on:
InventoryExport.csv(overwrites each time)Product with FixedFileName turned off:
InventoryExport11/12/2025 13:30:00.csv(unique each time)
Historical data settings
Control how far back to include data in your exports.
Setting | Description | Example Data | Required |
DaysBackToExport | How many days back to include data for Order exports and CustomDataModel BarcodeVerification first runs (-30 to 0). | -7 (last 7 days) | No (defaults to -7) |
LastOrderIdProcessed | Internal tracking field showing the last exported order ID. Orders with ID greater than this value will be exported. | 12345 | No |
Tip: For incremental Order exports, the system tracks LastOrderIdProcessed and only exports orders with ID greater than this value. To re-export previously exported orders, reset LastOrderIdProcessed to a lower value.