How to export data to FTP servers?

Export data to FTP servers

 

 

You can export files to FTP servers using the following steps.

To export data to FTP servers

1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab. You can bring your data from 50+sources.

2. On the Pipeline Builder page, once you have completed creating your data flow and applying the necessary transforms in your stages, you can right-click a stage and select the Add Destination option.

 

 

3. You can search FTP under the All destinations tab or choose it from the Files category.



Note: If you had already added a FTP connection earlier, you can simply select the existing connection under FTP servers in the Saved connections section and proceed with exporting. To learn more about Saved data connections, click here.
4.  If your data contains columns with personal data, you can choose to include or exclude them in the PII columns section. You can also apply the required security methods to protect your data as follows.

A. Data masking  
Data masking hides original data with 'x' to protect personal information.
 
B. Data Tokenization  
Data tokenization replaces each distinct value in your data with a random value. Hence the output is statistically identical to the original data.
 
C. None
You can select none if you do not want to use any security method. You can choose whether to export these column using the corresponding check boxes.  


 

5. Configure FTP connection to connect to the server and export the file. Enter the folder path in FTP server.

6.  Select an option from the FTP server type drop down as follows.

  • FTP - File Transfer

  • FTPS - File Transfer Over Implicit TLS/SSL

  • FTPS - File Transfer Over Explicit TLS/SSL

  • SFTP - SSH File Transfer Protocol

7. Enter the FTP server host. You can also enter the IP address or the FQDN (Fully Qualified Domain Name) of the server.

8. Enter the Username and Password if authentication is required.

The connection configuration will be saved for exporting data in the future. Credentials are securely encrypted and stored.

9. Give a name to your connection in the Connection name text box.



10. Click Next and do the following as required.

 

  • You can choose to export the file in any of the supported file formats: CSV, TSV, JSON, XLS, XLSX and XML formats.

  • Select the required option from the File export option drop down. You can choose to replace or update the file with a new version at the destination, or add as new file during export.

  • Use the Compress file option to save your export as a .zip file.

  • You can also encrypt the file and protect it with a password.



11 . You can also click the Advanced options link for the following options.

  • You can encode the file using character encoding methods like UTF-8 using the File encoding option.

  • You can use a Row Separator such as UNIX (Line Feed) or MAC (Carriage Return) to ensure the line endings are translated properly.

  • You can distinguish the point at which the content of a text field begins and ends using Text qualifiers such as Single Quote(') or Double Quote(").

  • You can separate out the data or split using a Delimiter such as a Comma(,) , Semicolon(;) , Space, Tab, or Custom.

 

12. Now that you have added a destination, you may want to try executing your pipeline using a manual run at first. Once you make sure manual run works, you can then set up schedule to automate the pipeline. Learn about the different types of runs here.

Info: Each run is saved as a job. When a pipeline run is executed, the data fetched from your data sources will be prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination. This complete process is captured in the Jobs page.


SEE ALSO

How to import data from FTP servers?
What other export options are available?

Learn about scheduling a pipeline.

How to export data to cloud database?


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Import configuration for FTP servers

                                                                                                                You can import data from FTP s using simple selection or advanced selection. Look into the following sections to learn about the import configuration of each selection type. How to import data from FTP servers without using Databridge? How to import ...
                                                                                                              • Import data from FTP servers

                                                                                                                You can import files from FTP servers using the following steps. To import data using an FTP connection 1. Create a pipeline or open an existing pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option. You can also ...
                                                                                                              • Import incremental data from FTP servers

                                                                                                                Incremental data fetch is a method used to import new files from a source. Zoho DataPrep helps you import incremental data from your FTP servers using Zoho Databridge. In DataPrep, you can incrementally import various file types from FTP, including ...
                                                                                                              • Export options

                                                                                                                DataPrep offers a wide range of export options. Your data can be exported to BI tools, cloud storage services, cloud databases. They can also be downloaded as files in different formats. To export your data 1. Open an existing pipeline or create a ...
                                                                                                              • Export data to Oracle Cloud

                                                                                                                Zoho DataPrep allows you to export data to Oracle Cloud, a cloud computing service offered by Oracle Corporation. It provides servers, storage, network, applications and services through a global network of Oracle Corporation managed data centers. To ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources