FTP Integration

How to integrate FTP with your WinRed account

Updated over a week ago

WinRed's FTP Integration allows you to post your custom WinRed reports to an SFTP server. This allows for committees to store multiple custom reports on an SFTP server. You can also add multiple FTP integrations to a WinRed account to support sending your reports to different FTP servers.

To do this, you must first set up an FTP integration in WinRed.

WinRed only uses SFTP -- WinRed does not support regular FTP.

Table of Contents

How to add an FTP integration

Navigate to the Utilities tab and then to the Integrations tab. From there, click the green Add Integration button.

Then select FTP from the list of available Integrations:


Next, enter the name of the integration and any notes you'd like to add. Then input the Username and Password for your FTP server.

Next, enter the FTP Address and FTP Path for your FTP server. This can be just the folder name or include subfolder names (for example, "foldername/subfoldername").

Please note: You cannot start off your directory with a forward slash (i.e /example). This will lead to a directory error.

Toggle the Integration to Active and hit Save. Once this is completed, you can now send reports to this integration.

How to Edit the Integration

To edit or delete your Integration, navigate to the Integrations tab and click the blue Edit Integration button. Then you will be able to either edit any information within the Integrations settings or delete it.

If you have questions or are unsure on any of these steps, please reach out to our support team by clicking the red chat box a the bottom right corner of your screen.

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