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How to connect FTP/SFTP with Microsoft Dynamics CRM
FTP/SFTP / Microsoft Dynamics CRM
Documentation

Connect FTP/SFTP to Microsoft Dynamics CRM with LeadsBridge

FTP/SFTP » Microsoft Dynamics CRM

In this article, you'll learn how to set up the bridge and connect FTP/SFTP to Microsoft Dynamics CRM using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your FTP/SFTP source

  1. Type in the name you'd like to call your integration
  2. Enter Use SFTP? (Secure FTP), FTP Host, FTP Port, FTP Username, FTP Password, Root directory, Charset, File's extension (eg. txt), Fields Separator Char, Headers row number (default 0) and Destination filename pattern to connect your FTP/SFTP with LeadsBridge
  3. Some FTP/SFTP details such as host name, username and password are required for accessing your files on the server by using an FTP client. The FTP details will comprise a server address (similar to ftp.yourdomain.com), a username and a password.

    In case that you don't have, or you don't know, those details, you should contact your web hosting provider, and they will be able to give you this information.

    Usually, web hosting services provide you these details after you sign up for a web hosting package. In most cases you’ll receive your FTP/SFTP information details in the welcome email sent from your web host provider after signing up to their services.

    Below you can find a short description for each field from the FTP/SFTP integration:

    • Use SFTP This toggle will allow you to use the Secure mode (SFTP), if your FTP server implements it
    • FTP Host This is the hosting server name
    • FTP Port This is the server port, the default port for FTP is 21, and for SFTP is 22
    • FTP Username/Password Your FTP credentials, usually they're the same as your cPanel login details
    • Root Directory This is the folder in your FTP service where you would read files from or put files to. If any provided, the root dir will be used
    • Headers row number This is the row index (0 based) in which the file headers are located
    • Charset This is the charset encoding of your input files
    • File's extension This is the extensions that will be used to filter files in case you use your integration as a Source
    • Fields Separator Char The char used as separator in the CSV file
    • Destination filename pattern This value will be used to define the name of the output file in case the integration is used as Destination. You may use Date and Time patterns chars such as Y/m/d H:i:s. Notice that you should type the pattern inside square brackets, for instance [Ymd]
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Microsoft Dynamics CRM destination

  1. Type in the integration's name in the dedicated field
  2. Enter Username, Password and CRM URL to connect Microsoft Dynamics CRM with LeadsBridge
  3. Click Authorize and you’ll be redirected to Microsoft's site, where you should grant the access permission.
  4. Select the segmentation concept you'd like to use from the dropdown
  5. Click on the Authorize button
  6. Login to the account you'd like to use
  7. Allow LeadsBridge to access your Microsoft Dynamics CRM information
  8. You'll see the blue info success message at the top right of your screen
  9. Click on the Next button
  10. You'll now be able to select the destination segment to send your leads to
  11. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  12. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from FTP/SFTP to Microsoft Dynamics CRM with LeadsBridge, do not hesitate to contact our Support!