Integration Requirement: FTP Data Sync with Creatio & Workaround Options
I need to implement a scheduled process that retrieves Account and Financial Account data from an external system where the data is stored on an FTP server, and migrate this data into Creatio on a daily basis. Additionally, I need to check if there is any workaround available to achieve this requirement.
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Hello,
Creatio does not provide built-in functionality for retrieving files directly from an FTP server within business processes or standard integration modules.
In this scenario, the recommended approach is to use an external script or service (for example, Python, PowerShell, or any preferred integration tool) that connects to the FTP server, downloads the Account and Financial Account data, and transforms it into the required format.
Once the data is prepared, it can be imported into Creatio using the available open APIs such as OData or DataService. The external script can be scheduled to run daily using any task scheduler (cron, Windows Task Scheduler, etc.). After the upload is completed, you can optionally trigger a Creatio business process to handle the internal logic by calling the ProcessEngineService.svc from the script.
In summary, Creatio does not support direct FTP integrations, and the recommended solution is to manage FTP retrieval externally and use Creatio APIs for data import.