Cloud and FTP Integrations

Import documents automatically from external storage and export results back to remote locations.

What is available today

Cloud and FTP integrations require a Growth or Scale plan.

Google Drive

Import setup

1. Create or edit a workflow and select Google Drive as the import method.
2. Connect your Google account from the Import tab.
3. Select the source folder to watch.
4. Set a sync interval (15 minutes to 5 days).
5. Optionally restrict allowed file types.

New files in the folder are imported on each sync cycle. Check Last sync on the Files toolbar for status.

Export setup

1. Set Google Drive as the export destination on the Export tab.
2. Connect your account and select the target folder.
3. Choose the export format.

Exported files are written to the folder when the export step runs.

FTP/SFTP

Import setup

1. Select FTP Server as the import method.
2. Enter host, port, username, password, and folder path.
3. Click Test to verify the connection.
4. Set a sync interval.

Up to 50 files are imported per sync run. Optional delete-from-source removes files from the remote folder after successful import.

Export setup

1. Set FTP Server as the export destination.
2. Enter connection credentials and target folder path.
3. Click Test to verify.
4. Choose the export format.

Results are uploaded to the remote folder on each export run.

Sync intervals

Both Google Drive and FTP support these sync intervals:

Last sync status

Scheduled imports show Last sync on the Files page with a relative timestamp and status indicator. If sync stops:

1. Open the workflow Import tab.
2. Verify credentials and folder path.
3. Run Test (FTP) or reconnect (Google Drive).
4. Confirm the workflow is Active.

Coming soon

OneDrive, Dropbox, and Box appear in the workflow setup UI for both import and export but are not yet available for production use. Documentation will be updated when they launch.

Tips

• Use a dedicated folder per workflow to avoid mixing document types.
• Start with a longer sync interval and shorten it once stable.
• For FTP, confirm firewall rules allow outbound connections from the platform.
• For Google Drive, ensure the connected account has access to the target folder.

See Import Methods and Export Destinations for full configuration options.