In the top-right of the screen, select Create Connection.
Give the connection a name.
Select the data type using the dropdown.
Use the dropdown to select FTP for the method, then under methodology select Push to Impact.
-
Select Create new credentials:
- Display Name
Give the credentials a name.
- Username
impact.com will automatically generates an FTP username for this connection.
- Password
impact.com will automatically generates an FTP password for this connection.
Select Save.
On the Credentials Provisioned modal, make sure to copy and save your FTP credentials somewhere safe, like a password manager — they will not be shown again.
At the bottom of the Setup screen, select Next.
On the Additional Setup screen, enter in your FTP username and password for this connection (i.e., the credentials you just created), then select Next.
On the Confirmation screen, take note of the URI — this is the FTP address you will connect to in order to initiate a batch job.
In the top- right of the screen, select Create Connection.
Give the connection a name.
Select the data type using the dropdown.
Use the dropdown to select FTP for the method, then under methodology select Pull From Third Party.
Under Folder, enter the absolute directory path that contains the file (.e.g,
/home/AcmeAdvertiser/Reversals). )-
Under File Pattern, enter either the exact file name (e.g.,
Conversions_2022_01_01.csvor enter a a wildcard pattern matching the filename (e.g.,Conversions_202?_*.csv).Tip
Using an asterisk (
*) will search for any sequence of characters. Using a question mark (?) will search for a single character only. Filenames/attachments prefixed withreceipt_orresult_will be ignored, as those are reserved for receipt and result files. -
Select Create new credentials:
- Display Name
Give the credentials a display name.
- Plain FTP
Yes — uses the standard FTP protocol.No [Recommended] — uses FTP over TLS (or FTPS).
- [Delete Files?]
Yes — once the file is pulled, impact.com will delete it from the FTP server.No [Recommended] — once the file is pulled, impact.com will leave the file as is.
- Password
Provide the case-sensitive password that impact.com will use to connect to the FTP server.
- [FTP over TLS]
Yes — uses Implicit TLS mode at the beginning of the connection; usually listens on TCP port 990.No [Recommended] — uses Explicit TLS, which connects normally (and listens on TCP port 21), then switches in secure mode (TLS) once connected.
- Host
Provide the IP Address of the FTP server that impact.com will connect to.
- Port
Provide the TCP port for the connection to listen on — usually 21, but for implicit TLS, this can be 990.
- Results folder
[Optional] Provide an absolute file path where impact.com should upload results and receipt files. Leave blank to opt-out of receiving these files.
- Username
Provide the username that impact.com will use to connect to the FTP server.
Confirm that all information entered for your connection is correct and select Save.
At the bottom of the Setup screen, select Next.
On the Additional Setup screen, input your FTP server username and password that were provisioned for impact.com, then select Next.
On the Confirmation screen, select Done.