Sales Simplicity® FTP Settings

These settings must be configured appropriately to allow the user to connect to and send data to the Sales Simplicity FTP site.

To set up FTP connection data to connect to Sales Simplicity:

1. From the Setup menu, select Company.
   Or, click the  Company icon within the Setup toolbar.

2. Click the Sales Integration icon within the vertical list of icons on the left.

3. Click the Sales Center (Sales Simplicity®) tab.
   
   
   
    

4. Under FTP Settings, enter the appropriate information in each field.

5. • Address - Enter the FTP site address that Sales Simplicity® provides.

   • User Name - Enter the FTP user name that Sales Simplicity® provides.

   • Password - Enter the FTP user password that Sales Simplicity® provides.

   • Verify - Enter the FTP user password again for verification.

   • Builder Code - Enter the builder code that Sales Simplicity® provides. The builder code is a unique identifier of the data being sent to the sales center.

   • Port - Enter the FTP port that is used to connect to the Sales Simplicity® site.  Port 21 is the default FTP port in most cases.

   • Passive Mode - Some FTP sites require the connection to the FTP site to be in Passive mode. Verify if Sales Simplicity requires this option.

5. To verify the user can successfully connect to the sales center, click .

If the connection is successful, the Connection Successful message displays.

If the connection is not successful, an error message displays.

6. Follow the steps outlined in Sales Simplicity Troubleshooting FTP Connection to research any errors connecting to the FTP site.

7. Click on Save to save any changes.

8. Continue with setting up the Accounting Integration preferences for the company as necessary, or click the Close button to exit the screen.

Related Topics

Sales Simplicity FTP Settings

Sales Simplicity Troubleshooting FTP Connection
Company Sales Center Integration Settings

Sales Center Integration Options