xTuple Connect Guide

Follow this path: System > Setup > Master Information > EDI Profiles

Click the NEW button

In the "Name" field, enter "Sales_FTP_CSV"

Leave the "EDI Type" set to "FTP"

Check the "Review Before Sending" box

In the "Server" field, enter </ftpserver>

In the "Login Name" field, enter </ftplogin>

In the "Password" field, enter </ftppassword>

In the "Directory" field, enter </ftpdirectory>

Create an EDI Form for Invoices

In the "Query" field, enter the following text to retrieve the FTP connection information required to send an Invoice:

SELECT (SELECT charass_value
        FROM charass JOIN char ON (charass_char_id=char_id)
        WHERE charass_target_type='C'
          AND charass_target_id=cust_id
          AND char_name = 'ftpserver') AS ftpserver,
       (SELECT charass_value
        FROM charass JOIN char ON (charass_char_id=char_id)
        WHERE charass_target_type='C'
          AND charass_target_id=cust_id
          AND char_name = 'ftplogin') AS ftplogin,
       (SELECT charass_value
        FROM charass JOIN char ON (charass_char_id=char_id)
        WHERE charass_target_type='C'
          AND charass_target_id=cust_id
          AND char_name = 'ftppassword') AS ftppassword,
       (SELECT charass_value
        FROM charass JOIN char ON (charass_char_id=char_id)
        WHERE charass_target_type='C'
          AND charass_target_id=cust_id
          AND char_name = 'ftpdirectory') AS ftpdirectory
FROM invchead JOIN custinfo ON (invchead_cust_id=cust_id)
WHERE (invchead_id=<? value("docid") ?>);

Click SAVE to save the EDI Form

Click SAVE to save the EDI Profile