Add FTP Account

Add an FTP (File Transfer Protocol) account to PlaidCloud for importing and exporting data files using traditional FTP servers.

FTP Server Setup

Ensure the following are available from your FTP server administrator:

The FTP server URL (e.g. ftp://ftp.yourcompany.com or ftp://192.168.1.100)
A username with access to the target directory
A password for authentication

Note: FTP transmits credentials and data in plain text. For production use, consider SFTP instead which encrypts all traffic over SSH. Use FTP only when connecting to legacy systems that do not support SFTP.

You should now have everything you need to add your FTP account to PlaidCloud Document.

PlaidCloud Document Setup

Sign into PlaidCloud
Select the workspace that the new Document account will reside
Go to Document > Manage Accounts
Select the + New Account button
Select FTP as the Service Type
Fill in a name and description
Enter the FTP server URL into the Start Path field (e.g. ftp://ftp.yourcompany.com)
Select an appropriate Security Model for your use case. Leave it Private if unsure.
Enter the username into the Username field under Auth Credentials
Enter the password into the Password field under Auth Credentials
Select the Save button and your new Document account is live