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xTuple Connect Guide
Creating Customer Characteristics for FTP
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Creating Customer Characteristics for FTP

If you read the query in the previous section, you'll know that it looks for four Characteristics associated with the Customer: ftpserver, ftplogin, ftppassword, and ftpdirectory. These do not yet exist in the database, so we have to add them:

  1. Follow this path: Sales > Setup > Master Information > Characteristics

  2. Click the NEW button

  3. In the "Name" field, enter "ftpserver"

  4. Check the "Customer" field

  5. In the "Description" field, enter "Used for EDI Profiles"

  6. Click the SAVE button

Repeat these steps to create the other three Characteristics that we need: "ftplogin", "ftppassword", and "ftpdirectory".

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Entering the Required Customer Data Home Defining Characteristic Values for each Customer