Articles on: Organization Administration

How to automatically update the user base via FTP?

Want to simplify user database management and save time? This article is for you! 👇


1. Overview


This feature is based on a configurable FTP connection from the "Manage Users" page. It allows you to import data via a remote file in a scheduled and automated manner. Administrators can:


  • Update data in real-time
  • Run simulations before execution
  • Monitor and track the connection status


2. Initial Setup


Access the User Management Page


  • Log in to the platform as a super administrator.
  • Go to the "Manage Users" page.
  • Click on the Automation button.


Configure the FTP Connection


  • Fill in the essential information using the FTP configuration form, including:
  • Host (FTP server address).
  • Directory where the file is located on the server.
  • File containing the user data.
  • Click on Save to validate the configuration.


3. Connection Monitoring and Management


Track Connection Status


  • Go to the Status Page to monitor the FTP connection status.
  • Check the possible statuses:
  • Active: The connection is operational.
  • Suspended: The connection is on hold.


Available Actions


  • Edit FTP settings (host, port, directory, file...).
  • Suspend the connection to pause automatic updates.
  • Resume the connection to restart the process.


4. Update and Simulation


Run an Update


  • Click on the Update Now button.
  • The system applies the changes directly to the user database.
  • A detailed report is sent by email


Run a Simulation


  • Click on the Run Simulation button.
  • This option allows you to test the update without modifying the user database.
  • A detailed report is sent by email, showing potential changes.


Action Availability


  • Actions can be triggered even if the FTP connection is suspended.


🎉 Congratulations! You now know how to configure and automate your user database updates via FTP.


See you soon on Incenteev 😉

Updated on: 20/07/2026

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