FTP USING FILEZILLA IN SALESFORCE MARKETING CLOUD | BlueFlames Lab

Introduction

Many clients complain about difficulties in connecting FTP Server in Marketing Cloud directly.

In this presentation, you will understand how to connect FTP with Third-party clients using Filezilla. Blueflame Labs Is One Of The Best Salesforce Implementation P artners . We have hands-on experience in handling such issues.

FTP In The Marketing Cloud Server

● We cannot use FTP In the Marketing Cloud Server directly. ● To Use FTP and perform operations like – IMPORT, EXPORT and REPORTS We Must Connect With The ThirdParty Client Known As FileZilla. ● You need to understand before starting the connection process.

What is FTP?

● File Transfer Protocol (FTP) is a method for transferring data from one system to another. ● The FTP server uses the SSH File Transfer Protocol (SFTP). ● It also Imports a large subscriber data file into a Subscriber list. ● Marketing Cloud supports only Standard ports when Configuring FTP Sites ● The organization-wise folder will be created, and it will be only for Organization which contains the User ID and Password to access the folder.

Why use FTP?

● Marketing Cloud creates IMPORT, EXPORT, and REPORTS folder in SFTP Site. ● Use the SFTP folder to import data into a list or Data Extension in Marketing Cloud. ● We can Import the Data using Automation Process and we need to use the File Transfer activity. ● Use SFTP for Data Extract functionality. ● It pulls data from your application database to review and use it with other applications.

How to add FTP Account

● FTP Accounts to assign FTP Privileges to users in Marketing Cloud ● Each account includes an individual status. ● Enabled – FTP Account is ready to use ● Pending – FTP account is pending for approval ● Locked – The FTP account cannot be used. ● Contact your Marketing Cloud account representative for assistance.

The FTP site is available at these locations

● S1: ftp://ftp1.exacttarget.com ● S4: ftp://ftp.s4.exacttarget.com ● S6: ftp://ftp.s6.exacttarget.com ● S7: ftp://ftp.s7.exacttarget.com ● S10: ftp://ftp.s10.exacttarget.com

Enhance FTP Site Import and Export Directory

● Create Import or Export directly and allow you to select those directed by the time you create a file transfer activity. ● Now that you have learned about FTP, follow the steps below to connect your FTP with Marketing Cloud through FileZilla. ● Marketing Cloud FTP cannot be used directly. To use the Marketing Cloud FTP, we need to use a third-party FTP client.

Enhance FTP Site Import and Export Directory

● Download FileZilla, Install it ● Open FileZilla ● Enter- Host, Username, Password, and Port (All the details will be available on Marketing Cloud) ● Administrator–>Accounts Tab–>FTP Account ● Click on Quick Connect ● Locate your file in the folder and you can Import and Export using FileZilla. ● Don’t miss out on the case study below, you might be looking for a solution to the same issue our client had.

Salesforce Marketing Cloud Case-Study

Scope: Our client has millions of subscribers in the marketing cloud and they wanted to use the Marketing cloud automation process. They were using a manual process to import data into Data Extension.

The challenge to use the FTP location: â—?The customer wanted to implement a process in which, once the report is exported to the Report Folder in FTP it would import into Data Extension. â—?The customer also wanted to move the file from the Report folder to Import Folder then perform the Automated process.

Solution: Now our client is using Enhance FTP and connect with FileZilla.

Salesforce Marketing Cloud

● Create a new Data Extract activity with “Enhance FTP File Move and Copy” Extract type. ● It will Move/Copy file from one folder to another folder ● Then Create an Import Activity to import the same file into Data Extension ● To automate the Process, Use Automation for the Import Activity.

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