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So we’re now downloading all the network-shared documents we want thanks to instructions posted on our Knowledge Base, and we’re on our way to mastering FTP in Alteryx. But what if we want to take it a step further? A lot of our users rely on FTP as a drop zone for datasets that are generated periodically (e.g. weekly, monthly, or quarterly datasets). We should then be able to schedule a workflow to coincide with those updates, automatically select the most recent dataset, crank out all the sweet data blending and analytics we have in our scheduled workflow, and proceed with the rest of our lives, right? Right. We can do just that, and with a little work up front, you can automate your FTP download and analysis to run while you’re enjoying the finer things in life. Here’s how in v10.1:
In a previous article , we've shown you how you can upload to FTP using the Download tool. With the release of Alteryx 10.5, the Download tool now supports uploading to SFTP . With this addition, we'll take the opportunity to show you some more examples of uploading data to SFTP/FTP and show you how seamless it can be.
To go along with our example on how to download a file from FTP, we’ve assembled steps in the attached workflow (credentials, server removed) as an example of uploading a file to FTP. In this example (attached) I’ve encoded a string field as a Blob to be posted as a text file. Theoretically, all your fields could be concatenated to a CSV format, or another delimited format, to be converted and posted using the same steps:
My field string to be converted:
1. First identify the field to be converted to Blob in your Blob Convert Tool:
2. Specify in a Formula Tool your FTP URL and filename in the format URL/filename.extension:
3. Have your Download Tool use this field as the URL field in the Basic Tab:
4. In the Payload tab specify the HTTP action PUT and select the option “Take Query String/Body from Field” and specify your Blob field:
5. Specify your credentials in the Connection tab of the Download Tool, leave all other configuration options default:
6. Run the workflow!
After running, you should be able to confirm the successful transfer of your file in the DownloadHeader field returned from the Download Tool (it'll also be hosted on your FTP path):
Take a look at the results below: