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Connectors

A "connector" is used to transmit a file to another system. A connector is essentially a set of connection details for the target system. These can be SFTP, FTP or SCP credentials, or a folder on the current system if you do not wish to transmit the file elsewhere.

Managing connectors

Connectors are managed via the Forms menu.

If your account has permission to access connectors, you navigate to their management area by the following:

  1. Click the Forms icon in the left navigation bar. The Forms menu will open.
  2. Click the Connectors link.

Connectors can also be created when creating an Export as File action template.

Connector fields

FieldNotesRequired?
TitleThe name of the connector
TypeFTP, SFTP, SCP or This Web Server
HostnameThe address of the target system✅ (apart from This Web Server)
PortThe port to connect to on the target system✅ (apart from This Web Server)
UsernameThe username to sign in with on the target system✅ (apart from This Web Server)
PasswordThe password to sign in with on the target system✅ (apart from This Web Server)
TimeoutThe time allowed to connect to the target system
DirectoryThe directory to place the file on the target system✅ (This Web Server only)