This guide outlines the information needed from clients to ensure a seamless setup of their FTP integration with Gelato Connect (GC).
Setting Up Your FTP Integration with Gelato Connect
To configure your FTP integration, please provide us with the following details:
Order File Examples
Sample PDF and XML/JSON files for each product type (e.g., postcards, brochures) you want to process in orders submitted through FTP.
FTP Scan Frequency and Schedule
Desired frequency for our system to scan the FTP folder for new files (e.g., every 15 minutes, hourly, twice daily).
Specific times when the folder should not be scanned (e.g., weekends, 10 pm-4 am).
File Deletion Policy
Decision on whether files should be deleted after processing.
If yes, specify the deletion timeframe (e.g., immediately after processing, after X days).
Alternative action: Should files be moved instead of deleted? If so, specify the destination folder.
FTP Directory Structure
Path where files are initially placed when uploaded to the FTP server (Initial Drop Folder).
Confirmation on whether a separate directory exists for each customer.
Procedure for handling files once orders are processed successfully (Processed Files Folder).
Procedure for handling files when order processing encounters issues (Failed Files Folder).
For better clarity, consider providing a screen recording or screenshots of your current directory structure and process.
Manual Processes
Description of any existing manual steps in your FTP order intake workflow (e.g., manual file deletion).
Anticipated File Volume
Estimated number of files expected to be added to the FTP folder daily.
FTP Server Login Credentials
FTP server address.
Email address for FTP access.
Password for FTP access.
For security purposes, please share your FTP access details securely via zbin. Additionally, let us know if we can create a dedicated folder on your FTP server for testing purposes.
Next Steps and Collaboration
Once you've gathered this information, please submit it to the Gelato team. We'll then:
Validate the provided information.
Set up the FTP connection, potentially starting with a test FTP server or dedicated test folders on your production server.
Guide you through setting up your products and lookups within Gelato Connect.
Provide test scenarios for verification to ensure a smooth and successful integration.
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