Add FTP Account

FTP Server Setup

Ensure the following are available from your FTP server administrator:

1. The FTP server URL (e.g. ftp://ftp.yourcompany.com or ftp://192.168.1.100)
2. A username with access to the target directory
3. 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

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