As part of the 22.10.1 TD Sprint, any AP1 user is now able to create FTP details directly from the import screens for both Listings and Leads
Provisioning
Step 1: Create the Import Record
System Admin > Imports & Exports > Listing or Lead Imports > '+'
Create the import record as if the credentials already existed, you will need to select the
- Client
- Portal
Click Save
Step 2: Create the FTP Credentials
Once the record is saved then the FTP Details section appears on the screen. There is now a 'Create User' Option available
- Select Secure FTP for the SFTP Option or leave it unchecked for the FTP server
- Enter the User Name - This will be the AutoPlay Account ID for Listings, and the AutoPlay Account ID +L for Leads
example:
Listings User Name: 1234
Leads User Name: 1234L
Click Save
Click Create User
There will be a prompt to confirm if you would like to create the FTP User
The password FTP User is then created and the password generated to the screen