Connecting to FTP

Use an FTP server as a source or destination for CSV files in Dataloader from MuleSoft for import and export tasks. FTP connections in Dataloader are unencrypted. For encrypted transfer, use Connect to SFTP when your plan supports it.

  • FTPS: Dataloader from MuleSoft doesn’t support FTP over TLS (Transport Layer Security) / SSL (Secure Sockets Layer). For a secure file transfer connection, use Connect to SFTP instead.
  • Passive mode: Dataloader supports only passive mode and requires permission for the LIST command.
  • Firewalls: If your FTP directory is behind a firewall, open your ports to Dataloader from MuleSoft’s IP addresses.

Use your FTP server as a CSV source and select the FTP tab on the source file chooser.

During an import, follow Importing Data into Salesforce until you upload your CSV file. From the source file chooser, connect to FTP and select your file:

  1. If this is your first FTP connection, click the plus icon in the source file chooser to add an FTP account.

    Source file chooser with FTP tab and add server connection control.

  2. Enter your FTP account credentials on the form then click Save.

  3. Select files from your FTP server in the chooser instead of uploading from local storage.

    FTP directory listing after connection for selecting a CSV file.

  4. Continue with map the fields to complete your import task.

With Dataloader from MuleSoft, export data as CSV files to an FTP server. In the last step of the export wizard, add a destination folder there.

When you export data from Salesforce, follow the connection and query steps then, on the Run step, add an FTP destination:

  1. Click Add Destination folder.

  2. Select the checkbox labeled Send a copy of the results to this location.

  3. Select the FTP tab.

  4. Select your FTP connection and folder.

  5. Click Save and Run to run your task (or Save to run it later).

Export Run step with the FTP tab selected for an external results folder.