CX FTP Integration

FTP Sync is another way to automate the transactions import and report export process. You need to provide the FTP details while scheduling the Import/Export feature. With the scheduler in place, CX will read the excel files to be imported and even send out the survey invite to imported transactions (only if you select to do so). You can even get the Raw Data or Dashboard exported at your FTP location periodically. Set the scheduler and wait for it to run. Apart from Raw data report, you can even get the report for Bounced, Delivered and Unsubscribed users.

What does Auto Scheduler FTP do?

  • The Auto scheduled FTP allows you to do the following:-
    1. A. Automate the transaction upload process.
    2. B. Automate the report exporting in PDF or Excel format.

How can I set up the FTP for Importing Contacts and sending the survey invite?

To set up the import, go to – Login >> Customer Experience >> Business Data >> Integration >> FTP

Click on Add Auto-scheduler button

Survey Software Help Image

Import Contact option is by default selected in the pop-up

Survey Software Help Image
  • Name: Give the name for the import event.
  • Frequency: The scheduler will run every hour to check if there is a file uploaded in the FTP location. If the file if found, it will import the records in CX.
  • Send Mode: If you want to send the survey invite immediately when the contacts are imported, select send mode as Email, SMS or Both. If you do not want to send the survey immediately, leave send mode to 'None'.
  • Survey: Select the survey for which the survey invite has to be sent to the contacts.
  • Email Template: Select the template to be sent in the survey invite to the imported contacts.

From the FTP connection details:

  • If you are using SFTP, make sure to check the Secure FTP box.
  • Set up the FTP details and click on Create Scheduler Event to create the Import Contacts scheduler.
Once the FTP is created, you need to create the contact file and upload it in the FTP location. You can download the contact import template by clicking on: "Contacts - Import Template". It will give you a sample file in which you need to fill the contact details and put in the FTP location.
Survey Software Help Image

How do I test if FTP is successful or not?

After creating the FTP scheduler, you need to upload the sample contact file in the FTP location.

After uploading the sample contact file in the FTP location, you can click on 'Run Now' to test the connection.

If the connection is successful, the system will import the contacts from the sample contact file and delete the file from the FTP location.

If the connection is unsuccessful, the scheduler will get suspended.

Survey Software Help Image

How do I activate the scheduler if it gets suspended?

If the scheduler gets suspended, click on 'Activate' link to again reactivate the scheduler.

Survey Software Help Image

Is there a naming convention for the contact file uploaded in FTP?

No, there is no specific naming convention in the the contact file needs to be uploaded.

Only make sure the data in the contact file is in the same format as of the sample contact file.

How many files can I upload at a time in the FTP location?

You can upload n number of files in the FTP location at a time. The scheduler will read each file one by one and import the contact from the file.

For better and faster execution, we prefer to upload one file at a time in the FTP location.

Does QuestionPro keeps a copy of the files uploaded in the system?

No, QuestionPro doesn't keep a copy of your files.

Once the system processes the file(s) from the FTP location and upload the contact details, it deletes the file from the location.

Is there logs created for the FTP processes?

Yes, logs are created with the details of file name processed and imported in the system. In addition, it consists of number of records processed in the file.

Survey Software Help Image

You can view the logs, by clicking on the Logs under the Action tag besides each of scheduler.

Survey Software Help Image

Can I edit the scheduler?

Yes, you can edit the scheduler and make changes to it.

To edit the scheduler, click on Edit and make the changes you want in the scheduler.

Survey Software Help Image

How to set up Export Report Scheduler?

In the Pop-up select, Export Report radio button.

  • Name: Give the name for Export event.
  • Frequency: Select when you would like to export the report to your FTP location. You can select either weekly or daily option from the drop down.
  • Day: Select a day on which you would like to export the report.
  • Hour: Select the time at which you would like to export the report.
Survey Software Help Image

From the Export options, use the following:

  • Segment: Select the segment for which you need to export the report.
  • Export: You can export the raw data report in excel format. There are two additional options for the same -
    1. i. Display Answer Values : To get the answer values in the excel sheet.
    2. ii. Display Question Codes: To get the question codes in the excel sheet.
Give your FTP connection details and click Create Scheduler Event button to create export scheduler. The scheduler will export the raw data excel in the export FTP location.

How to set up Export Email Report Scheduler?

In the Pop-up select, Export Email Report radio button.

  • Name: Give the name for Export event.
  • Frequency: This is set by default to 'daily'.
Survey Software Help Image
Give your FTP connection details and click Create Scheduler Event button to create export scheduler. The scheduler will export the email engagement excel report in the export FTP location.

Was this article helpful?
Sorry about that
How can we improve it?
Submit