Zoho Analytics: Setup DataSource via FTP Connection

: Joel Lipman; Zoho; 12 January 2022; Hits: 3099

What?
So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP.

Why?
The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are:

Setup recurring FTP connection.
Make data readily available to ZohoCRM.

How?
Well, let's setup the FTP connection first in Zoho Analytics:

Login to Zoho Analytics
Click on "Data Sources" in the left sidebar then click on "Add Data Sources" in the top right:
Type FTP in the filter field in the top right and there should be a single FTP option displayed to you:
Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter in the FTP details as per your configuration, then click on "Next":
Step 2 of 2: specify whether first row are headers/column/field names. If necessary, specify the format of the data per column (in this example, I highlight the Date column, it then prompted me what format this is in, eg. dd/MM/yyyy):
You will then be shown a summary of your import:
You can then setup a schedule for the import to automatically download the data file regularly:
After all that you will be shown your data table:

Additional Note(s):
Here are some notes & settings you may need on your quest to setup Zoho Analytics FTP Data Sources:

Zoho Analytics IP Addresses to whitelist (if necessary):
copyrawstyler
```
// EU Data Centers
31.186.226.0 - 31.186.226.255
185.20.209.0 - 185.20.209.255
87.252.213.0 - 87.252.213.255
84.207.209.0 - 84.207.209.255
185.20.211.0 - 185.20.211.255
31.186.243.0 - 31.186.243.255
89.36.170.0 - 89.36.170.255
217.163.72.0 - 217.163.72.255
213.244.146.0 - 213.244.146.255
185.230.214.0 - 185.230.215.255

// US Data Centers
136.143.178.0 - 136.143.179.255
136.143.176.0 - 136.143.177.255
136.143.190.0 - 136.143.190.255
```
1. // EU Data Centers
2. 31.186.226.0 - 31.186.226.255
3. 185.20.209.0 - 185.20.209.255
4. 87.252.213.0 - 87.252.213.255
5. 84.207.209.0 - 84.207.209.255
6. 185.20.211.0 - 185.20.211.255
7. 31.186.243.0 - 31.186.243.255
8. 89.36.170.0 - 89.36.170.255
9. 217.163.72.0 - 217.163.72.255
10. 213.244.146.0 - 213.244.146.255
11. 185.230.214.0 - 185.230.215.255
13. // US Data Centers
14. 136.143.178.0 - 136.143.179.255
15. 136.143.176.0 - 136.143.177.255
16. 136.143.190.0 - 136.143.190.255
The file on the FTP server to download can be of type: CSV, TSV, Text, Excel, MS Access DB, HTML, JSON, XML and others:
Supports server types of FTP, FTPS - File Transfer over Explicit TLS/SSL, FTPS - File Transfer Over Implicit TLS/SSL, and SFTP - SSH File Transfer Protocol on a Port number of your choosing:
Set for new imports to append, replace, or check if exists then insert/replace:
Schedule to repeat: Every X Hours, Every Day, Weekly, Monthly:
Schedule with Timezone specified (click on the "(Change)" link next to timezone: