Connecting to FTP and Dropbox

A detailed breakdown on how to send data to FTP or Dropbox by connecting it to your Plytix PIM account.

Plytix Channels integrate directly with Dropbox and FTP servers.  By creating a connection between Plytix and an FTP server or Dropbox account, you can send copies of channel files whenever they are processed. This way, you can push channel feed data for redistribution or storage. 

 

Connections overview

Connection details

Creating a connection 

Pushing data from a channel 


Connections overview 

You can create and manage all FTP and Dropbox connections from the "Connections" tab of the PIM settings. 

To get here: 

  1. Click on "Settings" in the top navigation menu
  2. On the left side menu, choose "Connections"

FTP Dropbox Plytix Connection overview

Your FTP and Dropbox connection will be listed in the table along with the following basic information:

  • Name - The name used to identify the connection
  • Type - Connection type (FTP or Dropbox)
  • Last result - The result of the last time the connection was tested 
  • Last time processed - The date and time when this connection was last processed.

 

💡 Use the search bar to quickly find the connection you are looking for. You can also sort your connections by any of the columns above. 


Connection Details 

From the connection overview table, click on a connection's name. This will take you to the connection's details page where you can see all the details of that connection.

Settings - Connections - Details

You will see three sections in the details page: 

Header

Connection Setup

Used in

 

Header

The header provides you with an overview of the connection.

Connection details - header

It tells you: 

1. Type of connection (FTP or Dropbox).

2. Name of the connection (hover over the name and click on the pencil to rename it).

3. Last processed - The day and  time this connection was last used to push data from a channel.

4. Last time updated - The last time the connection setup was edited.

5. Created - The day and time this connection was added

 

Connection Setup 

The "Connection Setup" section will look different depending on if it's an FTP connection or a Dropbox connection. This is where you can add your login credentials to setup the connection between an FTP server or a Dropbox account. 

 

Setup FTP and dropbox connections

 

Used in

This section will list the channels that are currently using this connection to push data. You can click on a channel listed to see that channel's details. 

connections used in channel


Creating a connection

There are two steps to adding an FTP or Dropbox connection with your Plytix account. 

Adding the connection 

Setting up the connection (FTP)

Setting up the connection (Dropbox)

 

Adding the connection

To add a connection between your Plytix account and an FTP server or Dropbox account: 

select connection type

  1. Click on "+ Add connection"
  2. Select the type of connection you want to add: FTP or Dropbox
  3. Name the connection
  4. Click "Save"

This will take you to the connections dashboard where you can continue with the set up process. 

 

FTP Connection Setup

Connecting Plytix and an FTP

Once in the connection details page, head to the Connection Setup area.

  1. Click the "Edit" button found on the bottom right of the Connection Setup area. 
  2. Fill in the Host information. This will be the main URL of the website. 
  3. Define the Port (this is optional).
  4. Add the login credentials (username and password) for the server. 
  5. Click "Test connection" to test and save your connection. 

When you test the connection, a window will appear letting you now if the connection test was successful or not. 

 

ℹ️ If you don't have the server credentials, contact your site administrator for these details or get direct connection information to a specific folder on your server.

Dropbox Connection Setup

Once in the connection details page, head to the Connection Setup area.

  1. Click the "Connect to Dropbox" button. A popup will appear where you can sign in to your dropbox account.
  2. Sign in to the Dropbox account you want to connect. 
    Sign in to dropbox
  3. Click "Allow" in the popup. 
    Dropbox connection to Plytix
  4. Another popup will appear letting you know if the connection was successful or not. Click "Close"
    Dropbox - Plytix connection successful

You are now ready to begin using these connections in your channels. 

 


Pushing Data 

Once you have added connections to your Plytix account, you can begin using them in your channels. Doing so will send a copy of your channel file to the connection you want every time you process the channel. You can add as many connections as you'd like to send a copy of the channel to. 

channels connections

To do this: 

  1. Click on "Channels" in the top navigation menu.
  2. Click on the name of the channel that you want to add the connection.
  3. Head to the "Settings" tab of the channel details 
  4. Under the "Connections" section select the connection where you want to send the file.
  5. Click "Save changes".
💡 Define the destination folder name or leave the space blank to use the channel's name.

 


What's next? 

 

If you have any questions just click on the chat box in the bottom-right corner and we'll be happy to answer them...



and please let us know 👇