Exporting Salesforce data to FTP/SFTP

With dataloader.io you can export your data in CSV files directly into an FTP server. All you have to do is add a destination folder in your FTP server in the final step of the process.

Let's see how easy it is to do this!

Start out by creating a new Export Task as you ordinarily do.

Complete the first two steps by selecting the Salesforce connection and building the query as usual, then refer back to this page when you get to the third window, labeled "run".

Add a destination folder.

1. Click on the Add Destination folder option.
2. Check the box labeled Send a copy of the results to this location
3. Select the FTP tab
4. Choose your FTP connection and folder
5. You can now Run your task!

SFTP (which stands for SSH File Transfer Protocol, or Secure File Transfer Protocol) is a separate protocol packaged with SSH that works in a similar way over a secure connection. The advantage is the ability to leverage a secure connection to transfer files through both the local and remote system.

In almost all cases, SFTP is preferable to FTP because of its underlying security features and ability to piggy-back on an SSH connection. FTP is an insecure protocol that should only be used in limited cases or on networks you trust.

Do you need higher security when transfering files to and from SalesForce? Dataloader.io Enterprise Edition allows you to use Secure FTP to encode all of the transfered data.