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Create an FTP Push for Recordings, Call Logs, Reports, and Voicemail

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Julianna Rodriguez
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Overview

File Transfer Protocol (FTP) transfers files between devices over a network. The FTP Push feature allows the system to push information to a designated FTP site. The system will push files automatically overnight and can also do it manually. This will allow the Admin to send files such as recordings, call logs, reports, or voicemails. This is an advantage for clients who need to have a copy of the recordings since our server can only hold them for 30 days.

Contents:

Before you Begin

Before you continue this article, you will need access information for your FTP and folder destinations.

You'll need to configure your FTP Push with these details.

 

Create an FTP Push

1.) Click the Apps main menu.

2.) Click the FTP Push menu option.

The Manage FTP Pushes page will open.

Open Manage FTP Pushes.png

3.) Click the Add FTP Push button.

Click Add FTP Push.png

The Add FTP Push page will open on the General tab.

4.) Fill in the following fields:

  • (A) FTP IP Address or URL: Enter the URL or IP address of the FTP Server.
  • (B) FTP Description (Optional): Enter a short description for the FTP Push.
  • (C)FTP Port (Usually 21): Enter the Port that the FTP will check against, usually Port 21.
  • (D) FTP Username: Enter the Username of your FTP. 
  • (E) FTP Password: Enter your FTP password.

    Add FTP Push page 1.png

Additional notes on FTP credentials:

  • IP addresses are recommended; we can also use web addresses, but they should not contain forward slashes (Example: myftp.com/other).
  • The Username cannot contain forward slashes (Example: username/other).
  • Optional settings can be left as default but must be configured based on your FTP server's requirements.

5.) Select an FTP Type: 
Which tells the system what kind of data you intend to push.

(Click one of the FTP Types to see the subsection defining the remaining settings.)

6.) Configure the remaining fields as needed.

 

Recordings Type

  • (F) Push Type:
    Select FTP or SFTP from the drop-down.
  • (G) Login with Private Key:
    This field only appears when you have chosen the SFTP Push Type; select Yes or No for using a Private Key. 
  • (H) Fields to Create File Name:
    The fields chosen here will make up the name of the pushed file. 
  • (I) File Name Format:
    Choose a format for the FTP File name or leave it as the default.
  • (J) Delete Local File After Push:
    Select Yes or No for whether you want the local file deleted after the data is pushed to the FTP Server.
  • (K) FTP Mode: 
    Choose the mode that your FTP is set to Active or Passive.
  • (L) SSL:
    Select Yes to turn the Security Sockets Layer on to encrypt your connection.
  • (M) Store into Camp/Date Folders:
    Choose a file format.
  • (N) Server Path:
    Enter the path to where the files will go in your FTP Server.
  • (O) Customer Email Confirmation: 
    Enter one or more email addresses to receive a confirmation email when the FTP Push is complete.
  • (P) Agent Email Confirmation:
    Enter one or more Agent email addresses to receive a confirmation email when the FTP Push is complete.
  • (Q) Time Range:
    Set the duration for the data to be pushed to your FTP server. For example, the default 24 hours tells the system onlsend data only from the last 24 hours.
  • (R) Private Key:
    Click the button to generate a new pair of RSA Keys. You will only need this if you use a Private Key to log in to your FTP Server.
  • (S) Include all Agents:
    Set to Yes if you want all Users included in the FTP Push. Otherwise, you can select specific Agents using the Users within this FTP Push field.
  • (T) Include Deleted Agents:
    Set to Yes to include data from Agents deleted during the FTP Time Range.

Recordings Type Settings - FTP.png

7.) The following fields will filter the data pushed to your FTP Server.

  • Assign Users:
    Highlight Users with your mouse and move them to the Users within this FTP Push group.
    • Move Individual Users by clicking the < or > buttons.
    • To move all Users, click the << or >> button.
  • Assign Campaigns:
    Highlight Campaigns with your mouse and move them to the Campaigns within this FTP Push group.
    • Move Individual Campaigns by clicking the < or > buttons.
    • To move all Campaigns, click the << or >> button.
  • Assign Dispositions: 
    Highlight Dispositions with your mouse and move them to the Dispositions within this FTP Push group.
    • Move Individual Dispositions by clicking the < or > buttons.
    • To move all Dispositions, click the << or >> button.

Users, Campaigns, and Dispositions - FTP Filters.png

8.) Click the Create FTP Push button.

Click Create FTP Push.png

Call Logs Type

  • (F) Push Type:
    Select FTP or SFTP from the drop-down.
  • (G) Login with Private Key:
    This field only appears when you have chosen the SFTP Push Type; select Yes or No for using a Private Key. 
  • (H) Delete Local File After Push:
    Set to Yes if you want the local file to be deleted each time a push goes through.
  • (I) FTP Mode: 
    Choose the mode that your FTP is set to Active or Passive.
  • (J) SSL:
    Select Yes to turn the Security Sockets Layer on to encrypt your connection.
  • (K) Store into Camp/Date Folders:
    Choose a file format.
  • (L) Server Path:
    Enter the path to where the files will go in your FTP Server.
  • (M) Customer Email Confirmation:
    Enter one or more email addresses to receive a confirmation email when the FTP Push is complete.
  • (N) Agent Email Confirmation:
    Enter one or more Agent email addresses to receive a confirmation email when the FTP Push is complete.
  • (O) Time Range:
    Set the duration for the data to be pushed to your FTP server. For example the default 24 hours tells the system to only send data from the last 24 hours.
  • (P) Private Key: 
    Click the button to generate a new pair of RSA Keys. This is only needed if you use a Private Key to log in to your FTP Server.
  • (Q) Include All Agents:
    Set to Yes if you want all Agents included in the FTP Push. Otherwise, you can select specific Agents to include using the Users within this FTP Push field.
  • (R) Include System Users:
    Set to Yes to include System User data from automated calls.
  • (S) Include Custom Fields:
    Set to Yes to include Custom Lead Fields in your File.

Call Logs Type Settings - FTP.png

Configure the following fields. These will filter what data will be pushed to your FTP Server.

  • Assign Users:
    Highlight Users with your mouse and move them to the Users within this FTP Push group.
    • Move Individual Users by clicking the < or > buttons.
    • To move all Users, click the << or >> button.
  • Assign Campaigns:
    Highlight Campaigns with your mouse and move them to the Campaigns within this FTP Push group.
    • Move Individual Campaigns by clicking the < or > buttons.
    • To move all Campaigns, click the << or >> button.
  • Assign Dispositions: 
    Highlight Dispositions with your mouse and move them to the Dispositions within this FTP Push group.
    • Move Individual Dispositions by clicking the < or > buttons.
    • To move all Dispositions, click the << or >> button.

Users, Campaigns, and Dispositions - FTP Filters.png

8.) Click the Create FTP Push button.

Click Create FTP Push.png

Report Type

  • (F) Push Type: 
    Select FTP or SFTP from the drop-down.
  • (G) Login with Private Key:
  • This field only appears when you have chosen the SFTP Push Type; select Yes or No for using a Private Key. 
  • (H) Delete Local File After Push:
    Select Yes or No for whether you want the local file deleted after the data is pushed to the FTP Server.
  • (I) FTP Mode: 
    Choose the mode that your FTP is set to Active or Passive.
  • (J) SSL:
    Select Yes to turn the Security Sockets Layer on to encrypt your connection.
  • (K) Store into Camp/Date Folders:
    Choose a file format.
  • (L) Server Path:
    Enter the path to where the files will go in your FTP Server.
  • (M) Customer Email Confirmation: 
    Enter one or more email addresses to receive a confirmation email when the FTP Push is complete.
  • (N) Agent Email Confirmation:
    Enter one or more Agent email addresses to receive a confirmation email when the FTP Push is complete.
  • (O) Time Range:
    Set the duration for the data to be pushed to your FTP server. For example the default 24 hours tells the system to only send data from the last 24 hours.
  • (P) Private Key:
    Click the button to generate a new pair of RSA Keys. This is only needed if you use a Private Key to log in to your FTP Server.

Report Type Settings.png

Configure the following fields. These will filter what data will be pushed to your FTP Server.

  • Assign Reports:
    Highlight Reports with your mouse and move them to the Reports within this FTP Push group.
    • Move Individual Reports by clicking the < or > buttons.
    • To move all Reports, click the << or >> button.
  • Assign Campaigns:
    Highlight Campaigns with your mouse and move them to the Campaigns within this FTP Push group.
    • Move Individual Campaigns by clicking the < or > buttons.
    • To move all Campaigns, click the << or >> button.
  • Assign Dispositions: 
    Highlight Dispositions with your mouse and move them to the Dispositions within this FTP Push group.
    • Move Individual Dispositions by clicking the < or > buttons.
    • To move all Dispositions, click the << or >> button.

Reports - Filter FTP.png

8.) Click the Create FTP Push button.

Click Create FTP Push.png

Voicemail Type

  • (F) Push Type: 
    Select FTP or SFTP from the drop-down.
  • (G) Login with Private Key:
  • This field only appears when you have chosen the SFTP Push Type; select Yes or No for using a Private Key. 
  • (H) Delete Local File After Push:
    Select Yes or No for whether you want the local file deleted after the data is pushed to the FTP Server.
  • (I) FTP Mode: 
    Choose the mode that your FTP is set to Active or Passive.
  • (J) SSL:
    Select Yes to turn the Security Sockets Layer on to encrypt your connection.
  • (K) Store into Camp/Date Folders:
    Choose a file format.
  • (L) Server Path:
    Enter the path to where the files will go in your FTP Server.
  • (M) Customer Email Confirmation: 
    Enter one or more email addresses to receive a confirmation email when the FTP Push is complete.
  • (N) Agent Email Confirmation:
    Enter one or more Agent email addresses to receive a confirmation email when the FTP Push is complete.
  • (O) Time Range:
    Set the duration for the data to be pushed to your FTP server. For example the default 24 hours tells the system to only send data from the last 24 hours.
  • (P) Private Key:
    Click the button to generate a new pair of RSA Keys. This is only needed if you use a Private Key to log in to your FTP Server.
  • (Q) Include All Agents:
    Set to Yes to include all Agents within this FTP Push. This will cause the Assign Users field to disappear. 
  • (R) Include System Users:
    Set to Yes to include System User data from automated calls.

Voicemail Type Settings - FTP.png

7.) Assign Users to this FTP Push. Highlight Users with your mouse and move them to the Users within this FTP Push group.

    • Move Individual Users by clicking the < or > buttons.
    • To move all Users, click the << or >> button.

Users FTP Filter.png

8.) Click the Create FTP Push button.

Create FTP Push VM.png

 

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