Description: A tool that allows you to automatically export system data (such as customer records or sales logs) in CSV format and upload them to an external FTP server you own.
What is it for? (Practical examples)
This tool is essential for keeping data updated between Framework360 and other external systems.
- Use it to automatically synchronize sales data or customer records with your company management software (ERP) or accounting software.
- Use it to perform periodic and automatic backups of company data on a secure external server.
- Use it to provide updated data to third-party services (such as email marketing platforms or CRM) without having to perform manual exports.
Main features
The features are divided into three areas: activation and scheduling, data customization, and connection configuration.
- Automatic scheduling: Allows you to precisely define the time and frequency at which the export should occur (e.g., every day at 12:00).
- Data selection: You can choose which types of data (e.g., Customers, Orders, Products) should be included in the synchronization process.
- CSV content customization: For each selected data type, you can choose exactly which fields (columns) to include in the final CSV file and define the name the file should have once uploaded to the FTP server.
- Connection test: A dedicated button allows you to immediately verify if the entered FTP credentials are correct before activating the synchronization.
How to configure
The configuration is divided into three main steps:
1. Status and Scheduling
| Field | Description |
|---|---|
| Enable synchronization | Activates or deactivates the entire automatic export process. |
| Data to export | Select one or more types of data you want to be exported (e.g., Customers, Sales, etc.). |
| Export start time | Defines the exact time when the system should start generating the CSV files. |
2. FTP connection data
Enter here the credentials needed to access your FTP server.
| Field | Description |
|---|---|
| Host | FTP server address (e.g., ftp.miodominio.it). |
| Username | Username for access. |
| Password | Password for access. |
| FTP connection test | Button to verify that the credentials are valid and the connection is possible. |
3. Specific settings (per data type)
This section appears only after selecting the "Data to export". For each chosen data type (e.g., "Customers"), you will need to define:
1. File name: The name with which the CSV file will be saved on the FTP server. (You can use the placeholder {date} to include the date and time of generation in the name).
2. Fields to export: A table or list that allows you to select, by checking boxes, which specific columns (e.g., first name, last name, email address) should be present in the CSV file.
Automatic integrations
Once configured and enabled, the synchronization operates completely autonomously:
- Automatic start: The system automatically starts the CSV file generation process at the exact time you defined in the scheduling.
- Immediate upload: As soon as the CSV file has been generated and completed, the system connects to the FTP server using the provided credentials and uploads the file.
- Restart on save: Every time you modify and save the settings of this module, the system recalculates and updates the automatic scheduling to ensure that operations are executed according to your new preferences.
