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Setting up Five9 with FTP

Setting up Five9 with FTP (File Transfer Protocol) involves configuring the platform to exchange data or upload recorded calls, reports, and other files to a remote FTP server. This tutorial will guide you through the steps to set up Five9 with Hosted~FTP~.

Creating the Five9 user in Hosted~FTP~

Our best practice use case allows the admin full control of the entire Five9 data, but limiting access to the user, such as read/write/ and no delete permissions.

  1. Logging in as the admin, go to your Files tab and create a new main folder called /Recordings
  2. Create the user with restricted settings such as: Manage user settings to prevent the user from editing any settings, a storage quota of 0GB to prevent the user from uploading outside of the administrators control, and a default FTP folder set to /Recordings to have Five9 correctly populate into the folder
  3. Next, go to your Files tab and click on the /Recordings folder and click on the Share button to share restricted access to the new Five9 user such as Read/Write/No Delete and Save

Connecting Five9 to Hosted~FTP~ via FTP

Login to your Five9 account and configure your system to send files to ftp.hostedftp.com or one of our static IP addresses located around the world. You’ll need the following info:

  • Hostname
  • Username
  • Password
  • Port
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