Export Destinations

Configure where your export files are saved: download, cloud storage, or FTP

Overview

PrimeLink supports multiple export destinations, allowing you to automatically save your export files to various locations. You can download files directly, upload to cloud storage services, or send to FTP servers.

Download to Computer

Default Destination

The default destination is to download the export file directly to your computer. This is the simplest option and requires no additional configuration.

How It Works

  • Export file is generated on the server
  • Download link is provided when export completes
  • Click the download link to save the file to your computer
  • File is also saved in WordPress uploads directory for later access

When to Use

  • One-time exports
  • Manual downloads
  • Testing export configurations
  • When you don't need automatic uploads

Upload to FTP/SFTP

What is FTP/SFTP?

FTP (File Transfer Protocol) and SFTP (SSH File Transfer Protocol) allow you to upload files directly to a remote server. SFTP is more secure as it uses encrypted connections.

Configuration

To use FTP/SFTP, you need to configure credentials in PrimeLink Settings:

  • FTP Host: Server address (e.g., ftp.example.com)
  • FTP Port: Port number (21 for FTP, 22 for SFTP)
  • Username: FTP username
  • Password: FTP password
  • Remote Path: Directory path on server (e.g., /exports/)
  • Use SFTP: Enable for secure SFTP connection

Setting Up FTP/SFTP

  1. Go to PrimeLink → Settings
  2. Navigate to Integrations section
  3. Enter your FTP/SFTP credentials
  4. Test the connection
  5. Save settings

When to Use FTP/SFTP

  • Automated file transfers to remote servers
  • Integration with external systems
  • Backup to remote server
  • When you need direct server access
🔒 Security Tip: Always use SFTP instead of FTP when possible. SFTP encrypts the connection, protecting your credentials and data during transfer.

Upload to Dropbox

What is Dropbox?

Dropbox is a cloud storage service that allows you to store and share files online. PrimeLink can automatically upload export files to your Dropbox account.

Configuration

To use Dropbox, you need to set up API access:

  1. Go to PrimeLink → Settings → Integrations
  2. Find the Dropbox section
  3. Enter your Dropbox API token
  4. Test the connection
  5. Save settings

Getting a Dropbox API Token

  1. Go to Dropbox App Console
  2. Create a new app or use an existing one
  3. Generate an access token
  4. Copy the token to PrimeLink settings

When to Use Dropbox

  • Cloud backup of export files
  • Sharing files with team members
  • Accessing files from multiple devices
  • Integration with Dropbox workflows

Upload to Google Drive

What is Google Drive?

Google Drive is Google's cloud storage service. PrimeLink can automatically upload export files to your Google Drive account.

Configuration

To use Google Drive, you need to set up OAuth credentials:

  1. Go to PrimeLink → Settings → Integrations
  2. Find the Google Drive section
  3. Configure OAuth credentials (Client ID and Client Secret)
  4. Authorize PrimeLink to access your Google Drive
  5. Test the connection

Setting Up Google Drive OAuth

  1. Go to Google Cloud Console
  2. Create a new project or select existing
  3. Enable Google Drive API
  4. Create OAuth 2.0 credentials
  5. Add authorized redirect URI
  6. Copy Client ID and Client Secret to PrimeLink
  7. Authorize PrimeLink in the settings

When to Use Google Drive

  • Cloud backup and storage
  • Integration with Google Workspace
  • Collaborative file sharing
  • Access from Google ecosystem

Upload to OneDrive

What is OneDrive?

OneDrive is Microsoft's cloud storage service. PrimeLink can automatically upload export files to your OneDrive account.

Configuration

To use OneDrive, you need to set up OAuth credentials:

  1. Go to PrimeLink → Settings → Integrations
  2. Find the OneDrive section
  3. Configure OAuth credentials (Client ID and Client Secret)
  4. Authorize PrimeLink to access your OneDrive
  5. Test the connection

Setting Up OneDrive OAuth

  1. Go to Azure Portal
  2. Register a new application
  3. Configure API permissions (Files.ReadWrite)
  4. Add redirect URI
  5. Create client secret
  6. Copy Application (Client) ID and Client Secret to PrimeLink
  7. Authorize PrimeLink in the settings

When to Use OneDrive

  • Microsoft ecosystem integration
  • Office 365 users
  • Enterprise file sharing
  • Windows environment workflows

Destination Configuration in Export

Selecting Destination

When creating an export, you can select the destination in Step 3:

  1. Go to Step 3 (Export Options)
  2. Find the Export Destination section
  3. Select your desired destination
  4. If using cloud storage or FTP, ensure credentials are configured in Settings

Destination-Specific Options

Some destinations may have additional options:

  • FTP: Remote path, file naming pattern
  • Cloud Storage: Folder path, file naming
  • All: Option to keep local copy

Best Practices

  • Test connections first: Always test cloud storage and FTP connections before scheduling exports
  • Use secure protocols: Prefer SFTP over FTP, use HTTPS for cloud APIs
  • Organize files: Use folder paths to organize exported files
  • Monitor uploads: Check export logs to ensure files uploaded successfully
  • Keep local copies: Consider keeping local copies even when using cloud storage
  • Set up notifications: Enable email notifications to be alerted of upload status
  • Regular backups: Use scheduled exports with cloud storage for automated backups

Troubleshooting

FTP/SFTP Connection Failed

  • Verify host, port, username, and password are correct
  • Check firewall settings
  • Ensure server allows connections from your IP
  • Try SFTP if FTP doesn't work
  • Check remote path exists and is writable

Cloud Storage Upload Failed

  • Verify API credentials are correct and not expired
  • Check API token/access token is valid
  • Ensure OAuth authorization is still active
  • Verify API permissions are correct
  • Check file size limits
  • Review export logs for specific error messages

File Not Found After Upload

  • Check the configured folder/path
  • Verify file naming pattern
  • Check export logs for upload confirmation
  • Verify destination credentials are correct

Next Steps

📥 Creating Exports

Learn how to create and configure exports

Learn More →
📄 Export Formats

Learn about CSV, XML, and XLSX formats

Learn More →
⚙️ Settings

Configure destination credentials in Settings

Learn More →