FTP Using FileZilla in Salesforce Marketing Cloud

FTP Using FileZilla in Salesforce Marketing Cloud

Are you facing difficulties to connect directly on FTP Server in Marketing Cloud?

Then, this blog is just for you! Here, I will introduce you to connect your FTP with Third Party Client using FileZilla.

We cannot use FTP in the Marketing cloud server directly. In order to use FTP and perform operations like – IMPORT, EXPORT and REPORTS we must connect with the third-party client known as FileZilla.

But before I introduce you to connect your FTP with FileZilla, let’s have a quick understanding about FTP.

•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 large subscriber data file into a Subscriber list.

Marketing Cloud supports only Standard ports when Configuring FTP Sites. 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 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 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 directly 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 Marketing Cloud FTP, we need to use third-party FTP client.
⮚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 marketing cloud and they wanted to use Marketing cloud automation process. They were using manual process to import data into Data Extension.

Challenge to use the FTP location:

●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.
●Customer also wanted to move the file from Report folder to Import Folder then perform the Automated process.

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

●Create 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.

On this note, I am signing off now. Don’t forget to check out my colleague’s previous blog on ENFORCING SECURITY IN APEX.

Written by- Ravina Barud

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