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How do I set up BatchRobot delivery?

Before you begin, you'll need to know a few details 

  • How will the batch files will be delivered? (email, FTP, SFTP, or FTPS)

  • Where the batch files will be delivered (email addresses or FTP URL and credentials)

  • What style of delimiter will be used in the files (comma, pipe character, tab delimited or fixed-width columns)

  • If there are any specific file-naming instructions

  • If the files are to include a header row with the column names

  • The column names and the order in which they are to be arranged, if any.

  • The frequency and schedule at which batch files are to be delivered.

 

Select the type of delivery required

From the BatchRobot home page, select email, FTP or SFTP.  

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Delivery Info:

Here's where you'll set up the basic parameters of your delivery settings. 

Name: Give your delivery a unique name. This can always be changed later. 

Deliver File As: Choose the type of formatting your integration requires. 

Comma separated values:
Homer, Simpson, 45 
Marge, Simpson, 39 

Pipe delimited:
Homer|Simpson|45 
Marge|Simpson|39 

Tab Delimited:
Homer     Simpson   45 
Marge      Simpson   39


Row Separator: 

Unix systems use newlines (\n) to mark line endings in text files. Windows uses a carriage-return followed by a newline (\r\n).  We find that you won't have to change this setting ever, so just leave it as unix.

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File Formatting:

Include Header Row: This is useful if you wish to know the names of the fields you are collecting as part of your campaign. We suggest enabling this for each BatchRobot delivery. 

Individual cells should be formatted as name=value pairs: The default workflow is to leave this box unchecked. In addition, 99% of our customers leave this box unchecked. However, if you do decide to use this option, make sure that your column names match between BatchRobot and Lead Conduit.

Use a field to segment data into separate files:  If you'd like to receive individual files based on the value of a particular field, select "Use a field to segment data into separate files". BatchRobot will generate individual files for your delivery using the value in the specified column. Make sure that when sending records to BatchRobot that any value you send for that column will be alphanumeric only. File generation will fail if any of the file names contain special characters or punctuation.

Create a custom file naming scheme: Leave blank for "#{yyyy}-#{mm}-#{dd}.txt", e.g. 2008-09-27.txt. Feel free to customize the name of your outbound files.

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Signing and Encryption:

Signer:

Delivery Schedule:

Deliveries can be scheduled for daily or weekly delivery as well as on a schedule of every 15 or 30 minutes. If you need more advanced scheduling, you can utilize the advanced "cron expression" feature. For more information on how to formulate cron expressions, check outthis Wikipedia article . Also, while the daily, weekly and every deliveries calculate time zones automatically to match your configured timezone, cron expressions are based on UTC and will require manual adjustment to the hour portion of that expression

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Delivery Caps:

Leave this blank (or 0) if you want to deliver everything that has been received up to the time of delivery. To limit each delivery to a specific number of records, enter that number in the "Delivery Caps" field.

Delivery Notification:

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Error Notification:

If there's an error or problem with your scheduled delivery, we'll send an error notification to each email address in this list. Enter one address per line. Error notifications for manual delivery requests will still go to the user who requested the delivery.

Where should the file be delivered?

You can choose between the following to deliver your files. 

  • Email
  • FTP
  • SFTP (FTPS is not supported)
  • Password-less SFTP

Email: Please add one email address per line.  Feel free to add a subject line. 

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FTP: 


Hostname:

Port: This information is only necessary when you have a target system running on a non-standard port. Most users will be able to leave this blank.

Username/password: Please ensure the correct data is supplied here to ensure successful delivery. 

Remote Path: If you'd like the resulting batch file to be delivered in the default folder upon login to the remote server simply leave the "Remote Path" box blank. Otherwise, post a relative subfolder and the file will be placed there. 

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Password-less SFTP: If you wish to use key-based authentication for SFTP transfers, please contact us and we'll be glad to help you set this capability up.

Password-less SFTP: Recipients of BatchRobot deliveries can set up password-less SFTP. This is done by us giving them BatchRobot's public key, which they then have to install on their SFTP server:

IP Address
Some recipients may need to configure their firewall to allow BatchRobot ftp or sftp deliveries. You'll find the IP address from which BatchRobot delivers here:

https://support.activeprospect.com/hc/en-us/articles/201326209-What-are-the-IP-addresses-of-the-servers-that-deliver-leads-

 

 

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