FTP Connection Set Up

Starting in Acctivate 10.3 and beyond, users will be able to set up an FTP connection within Acctivate to communicate with EDI Value Added Networks (VAN) like SPS Commerce. By using the built in FTP settings, your import and export functions will become more streamlined and intuitive. In this guide, we’ll walk through how to set up the FTP connection in Acctivate. We’ll use settings for connecting to an SPS Commerce server, simply because it is the most common FTP server we work with at Acctivate.

First, open configuration manager and open the EDI folder. In this case, we’re going to set up the FTP connection at the <system> level. However, if you have specific FTP servers for certain trading partners, you can repeat the steps in this guide to connect to them individually.

Once you’ve clicked on <system> from the list, expand the “Hide Advanced” option and click on the “FTP Options” tab.

If you’re using an SPS server, simply type in “SPS Commerce” into the “FTP Partner Name” field and the “FTP Server In/Out” fields will automatically populate. If you’re using another FTP service, type in the name of the service, and then enter in the file path to the appropriate folder on the server. You may need to work with your VAN to get this information.

Next, enter in the username and password needed to access the FTP server. You should receive these from your VAN.

After these fields are filled in, use the “Test upload” button to make sure that Acctivate is able to send files into the proper “Server In” folder specified. If it is successful, you should see a message like the following:

Next, we’ll need to set up the incoming and outgoing files tabs. In each you’ll need to enter the UNC path for the Import and Export folders within the EDI folder on your server. This informs Acctivate where to go to look for new EDI files, and where to place outgoing files for the FTP protocol to send to the cloud server.

The incoming tab should look like this:

And the outgoing tab should look like this:

Note: The Mailbox File Mask is an optional field.

Fill in the file extension field with the proper extension for your files. You may need to speak with your VAN about which extensions to use here.

Once you have your System level settings complete, check each trading partner that is going to be using these FTP settings and make sure that “FTP enabled” is checked under their FTP options tab. You don’t need to add in the FTP information for each trading partner, you just have to make sure that one box is checked.

And with that, your FTP set up is complete. If you run into any issues or have questions, please contact Acctivate Support for help!

Posted in EDI - Last modified on May 22, 2019
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