This integration type is used when you have to send files containing lead information directly to either an email address or FTP, FTPS, SFTP connection, or to a specific Dropbox folder.
With this integration, you will be able to schedule sends for any days day of the week, which automatically sends a password-protected file to the end - user.
File Format
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The file for the user has For the file format, users have two options to type here:
xlsx
csvCSV
Include Fields
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The section of the configuration allows users to map the Convertr Fields to the excel spreadsheet
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The CSV delimiter will only be used if the file type format is set to CSV. This setting determines how the CSV is separated.
Number | Type | Example |
|---|---|---|
0 |
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None | ||
1 | Comma | value1,value2,value3 |
2 |
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Semicolon | value1;value2;value3 | |
3 | Tab | value1 value2 value3 |
4 | Hypen | value1-value2-value3 |
CSV Encapsulation
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The CSV delimiter will only be used if the file type format is set to CSV. This setting determines how the CSV is encapsulated.
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Number |
|---|
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0 is none
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1 is a single quote eg ‘value1’
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2 is a double quote eg “value1”
Type | Example | |
|---|---|---|
0 | None | |
1 | Single quote | ‘value1’ |
2 | Double Quote | “value1” |
3 | Tab |
Encoding
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File Name
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Here is where you can name the file that the user will download.
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