Uploading Data to FlowWorks Via FTP

Whether you want to upload new data files or historical data, the process for FTP-ing data is the same.

This topic discusses how to set up FTP and how to send data files to FlowWorks using a commonly-used FTP client (FileZilla).

Verify the Data File Format is Compatible

Before you begin setting up FTP (File Transfer Protocol), you may want to ensure that your data files are in an acceptable format. You can either follow , or you can submit a sample data file to FlowWorks' Support team for confirmation - please see Communications Methods: Considerations (Data Format).

If you already maintain a standard tabular format for storing and moving data, it is highly likely that FlowWorks can accommodate your specifications. However, if you do not have such a schema, we highly recommend using FlowWorks' Standard Data Format. Otherwise, please send to FlowWorks a sample data file so we can verify the format.

Please send any sample data files that you wish to verify to: support@flowworks.com.

Request an FTP User Name and Password

If you are setting up FTP for the first time, you will need to establish your FTP account with FlowWorks by requesting a user name and password. These credentials will be used in your FTP client to determine the destination of data files.

In the case of FTP, users have the choice of requesting FTP credentials during initial Site setup; or they can choose to submit a request after the Site have already been setup (i.e., they submitted a Site Setup form and now Sites are present in their FlowWorks client). In either case, support will send FTP credentials upon a user's request.

To submit your request, please submit a new Support Ticket, including your client number, and your request for FTP account setup. Once you have your FTP user name and password, you can proceed to the next part of this topic.

Download and Install the FTP Client

There are many different FTP Clients around; in this topic we discuss using FileZilla - an open-source FTP client with which we have had favorable experience.

To download and install FileZilla:

  1. Go to https://filezilla-project.org/.
  2. Click the appropriate icon to Download FileZilla Client. This will initiate the download. Once complete, the downloaded file can be found in your PC's Downloads folder, or wherever your web browser is configured to save files.
  3. Open the downloaded file to begin installation.
  4. Follow the installer's instructions and prompts to successfully install the software.
  5. Launch FileZilla.

With installation complete, we can now move on to FTP-ing Data Files.

Manually FTP-ing Data Files using FileZilla

With your FTP account established by FlowWorks (we would have sent you a user name and password upon your request), and with your data file format verified for compatibility, you can now FTP data files.

One of the commonly-used methods for sending Data Files to FlowWorks is via manual FTP, using FileZilla FTP Client. This section describes how to use FileZilla manually for FTP.

Note: These instructions provide guidance on FTPing data using FileZilla.

To FTP data files to FlowWorks using FileZilla:

  1. Open FileZilla client. You will arrive at the following screen:

  2. In the Host text box, type: ftp.flowworks.com
  3. Enter your Username. This is the FTP username that was provided to you by FlowWorks. Username is case sensitive. If you don't have one, please scroll up for details or click here.

  4. Enter the password. This is the password that was provided to you by FlowWorks. Password is case sensitive. If you don't have one, please scroll up for details or click here.
  5. Click . FileZilla will begin connecting to the FTP host server. You can view connection progress and status in the first box that spans across the top of the application (see image below). You are ready to continue when you get a 'connected' and 'ready' message here.

    If you receive messages like "Not Authorized," "Critical Error," "Could not connect to server," or some other error-type message, this could indicate a problem. Check your login entries for a typo, including an incorrect password - then try connecting again.
  6. Upon successfully connecting to the FTP Server, locate the file you wish to send. In the Local Site box, use the navigation tree to locate the desired folder / file. As you select folders in the Local Site box, its contained files will appear as a list in the box directly below.

  7. Drag and drop your desired files into the folder found in the Remote Site box. From the box found just below the Local Site box, click, hold, and drag your file into the folder that is in the Remote Site box. The file upload will begin - a progress bar will appear at the bottom of the window; you can also view upload status in the first box that spans across the top of the window.

    Depending on the size of your file(s) and the distance they must travel, this process may take several moments to complete. The messages in the progress bar and the top 'status' box will indicate when a file has been successfully received by FlowWorks.

    Note: This will send a copy of your file(s) to FlowWorks - they will not be removed from the original folder(s) during the file transfer process.

  1. Verify the file transfer was successful. At the bottom of the FileZilla window are three tabs - click Successful Transfers. Your most recent upload will appear in this list once the file has been successfully transferred to FlowWorks.

  2. Exit FileZilla. Click File > Exit.

This completes the process for manually FTP-ing files to FlowWorks, using FileZilla. Our Support and Technical staff will review your files. If their format is accepted, the data will be uploaded to your Sites. Should there be any issues with the data format, our Support team will contact you.

Automatically FTP-ing Data Files to FlowWorks

Automatic FTP-ing of data can be configured to provide consistent data uploads without the need of someone repeating the FTP process each time.

To configure automatic data transferring, it is required that a script be written - this is used to configure the FTP automation process, in conjunction with your FTP software. Most typically, this script is written by the Client's IT department. In other cases, our FlowWorks technical staff can provide a template of this particular script; however, since each of our Client's data and file setup is unique to them, the templated script FlowWorks can provide is only a starting point and some setup (on the side of the Client) is required. Clients can request FlowWorks' help in configuring the script for an additional fee.

If you are interested in setting-up automatic FTP and need assistance, please contact FlowWorks Support.

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