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Configuration - Jobs - Data providers

Updated over a week ago

Data providers enable automatic or manual data import from external sources, such as FTP/SFTP servers or email. They form the link between Zero Friction and external data systems that supply files, such as meter readings or other bulk data.

You can find this component via Configuration → Jobs → Data Providers.

Correct configuration of data providers is essential to:

  • receive measurement data automatically and on time

  • to automate import processes

  • reduce manual uploads and errors


What does this part show?


The Data Providers page shows an overview of all configured data providers.

For each data provider you will see:

  • Name – Your chosen provider name

  • File Format – The format used to read files

  • Communication Type – FTP, SFTP, FTPS or Incoming Email

  • Disabled – Whether the provider has been temporarily deactivated

  • Automatic Processing – Whether import jobs are processed automatically or require manual approval

If no data providers exist yet, an empty status is shown with the message "No data providers found" and a button to create a new provider.


Layout

General information

When creating or editing a data provider, you configure:

  • Name – Unique and recognizable name (e.g. Main FTP meter data)

  • File Format – Built-in or custom format from Configuration → Jobs → File Formats


Communication method

You choose one fixed method for file delivery:

  • FTP – Standard file transfer

  • SFTP – Secure transfer via SSH

  • FTPS – FTP with SSL/TLS

  • Incoming Email – Files as Email Attachments

The communication type cannot be changed after creation. A new data provider must be created for a different type.


Connection settings (FTP / SFTP / FTPS)

For server-based providers, configure:

  • Host – Server address (e.g., ftp.example.com)

  • Port – Default 21 (FTP), 22 (SFTP)

  • Username

  • Password – Securely stored, never visible

  • Directory – Path where files are retrieved


Scheduling (FTP / SFTP / FTPS)

You determine how often Zero Friction checks for new files:

  • Recurrence:

    • Every 5 minutes

    • Every 30 minutes

    • Every hour

    • Daily

    • None (manual only)

  • Next Processing Date – Time of the next check


Processing options

  • Automatic processing

    • Enabled: Import jobs are processed immediately

    • Disabled: Import jobs await manual approval

  • Disabled

    • Temporarily pause without deleting


Incoming email providers

For email providers, the system automatically generates a unique email address, for example:

Files sent as attachments to this address:

  • are automatically received

  • lead to an import job

  • are processed according to the Automatic processing setting


Actions

Users with appropriate rights can:

  • create data providers

  • change existing providers

  • temporarily disable providers

  • remove providers (soft delete)

Deleted providers are hidden by default but remain for historical purposes.


Behaviors & Logic

Automatic processing

When a provider is active and receiving files:

  1. Files are being downloaded or received

  2. An import job is being created

  3. Depending on the setting:

    • directly processed, or

    • queued for manual approval

Import jobs are visible via Jobs → Import.


Planning and repetition

  • For scheduled providers, the system automatically checks for new files

  • After a successful check, the next execution time is calculated based on the set repetition

Example

  • Last run: 2:00 PM

  • Recurrence: every hour

  • Next run: 3:00 PM


Changes

You can at any time:

  • adjust connection data

  • change the schedule

  • turn automatic processing on or off

  • select a different file format

Not editable:

  • the communication type (FTP/SFTP/FTPS/email)


Use in Jobs

Data providers are used for:

  • automated import of meter readings

  • bulk imports via scheduled or manual jobs

  • email-based data delivery

Important: If the file format in use is deleted, the data provider will be automatically disabled to prevent errors.



Why isn't my planned provider working?
Check that the provider is not disabled, has a repeat, and is approaching its next execution time.

Can I change FTP to SFTP?
No. Create a new provider with the desired type.

What happens if I delete a file format?
The provider is disabled; you need to associate a new format.

How do I change only the password?
Leave the password field blank when editing to keep the existing password.

Can I use multiple providers on the same server?
Yes, for example with different directories or file formats.

Which reruns are available?
Every 5 minutes, 30 minutes, every hour, daily or none (manual).


  • Data provider – Link to an external data source

  • Import Job – Registering a file import

  • Repetition – Frequency of automatic checks

  • Automatic processing – Direct processing without manual approval

  • File Format – Rules for Reading Files

  • Communication Type – Data delivery method (FTP, SFTP, FTPS, email)

  • Soft delete – Delete without permanent deletion

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