Go to appAcademyWhat's new?

                                                          File Storage System

                                                          Overview
                                                          Copy

                                                          File Storage System is now a native capability within Tray.ai that enables secure and scalable file management within your workflows and projects. It provides a centralized location to store, manage, and process files, making it ideal for data transformation, file aggregation, and managed file transfer (MFT) scenarios.

                                                          Key capabilities:
                                                          Copy

                                                          • Create, read, write, and delete files within your Tray projects

                                                          • Append data to or overwrite existing files

                                                          • Organize files using folders/directories

                                                          • Receive files from 3rd party service connectors, and store them in Tray

                                                          • Access files through both the UI and dedicated connector

                                                          • Secure file storage with project-level isolation

                                                          Accessing File Storage System
                                                          Copy

                                                          Files can be managed through two primary interfaces:

                                                          • Project UI: Navigate to your project to access the Files section, where you can:

                                                            • Upload new files

                                                            • Create folders

                                                              • Parent folders

                                                              • Child folders

                                                            • Browse and manage existing files

                                                              • Download files

                                                              • Delete files and folders

                                                              • Edit file and folder names

                                                              • Copy file and folder ID

                                                          • File Storage Connector: Access file operations programmatically within your workflows. Find the File System connector in the Tray.ai connector library under "File System". It's available to all users with appropriate workspace permissions. Common Use Cases:

                                                            • Data Aggregation: Progressively append data to files, such as collecting daily sales data into a monthly report

                                                            • File-Based Integration: Store and process files received from external systems before forwarding to target systems

                                                            • Temporary Storage: Store intermediate files during multi-step data transformations

                                                          Operations
                                                          Copy

                                                          The Tray File System connector allows users to work with the file storage entity using the following connector operations:

                                                          • Create file

                                                          • Create folder

                                                          • Delete file

                                                          • Delete folder

                                                          • Get file content

                                                          • Get file information

                                                          • Get file reference

                                                          • List folder items

                                                          • Write to file

                                                          Note that Tray File Storage Service currently does not support temporary backup. Connector operations run on files and folders to modify them cannot be undone.

                                                          Create File
                                                          Copy

                                                          This default operation creates a new file in the folder you specify. The file can be created from either plain text, or from a URL. If you don't specify the content schema (via the field "Content information"), Tray will create an empty file. Once created, head to Files in your Project nav bar to view the new file. The below example illustrates how to create a CSV file (from plain text) containing account data and store it in a dedicated "Salesforce Exports" folder using the File Storage connector:

                                                          Create folder
                                                          Copy

                                                          This operation creates a new folder in the Files menu of your project. Use this operation to either create a new parent (or root) folder, or to add a new child folder to an existing parent folder. The below example illustrates how to create a new child folder under an existing parent folder:

                                                          Delete file
                                                          Copy

                                                          This operation deletes a file from file storage. To enable, choose the file you wish to delete by clicking Select file > File ID and use the File Explorer to find the file you wish to delete.

                                                          Delete folder
                                                          Copy

                                                          This operation deletes a folder from file storage. To enable, choose the folder you wish to delete by using the File Explorer.

                                                          Get file content
                                                          Copy

                                                          This operation returns the contents of a text-based file stored in Tray File Storage. Use the File Explorer to select the file you wish to view.

                                                          Note, this operation is limited to files up to 5MB in size. For larger files, use Get file reference. For example, if you wish to import a CSV for use in Data Tables, Get file reference is the recommended operation to use.

                                                          Get file reference
                                                          Copy

                                                          This operation allows users to create a temporary URL that can be used to pass files to other connectors. For example, the below workflow creates a shareable reference for a file that already exists in Tray File Storage, adds a new row to it, and saves a new version of the file in File Storage:

                                                          Depending on the use case, users can choose to select the file from File ID or from Folder & Name. Typically, "from File ID" will be the option of choice; however in cases where you don't know the File ID because the file has not yet been created, select the "from Folder & Name" option.

                                                          List folder items
                                                          Copy

                                                          This operation lists all files and child folders (if any) from within a specified folder ID. Use the File Explorer to select a folder. The elements this operations outputs contain all details Tray stores about the files and folders, such as name, size (in MB), object type, content type, creation date and time, and update date and time.

                                                          Write to file
                                                          Copy

                                                          This operations overwrites or appends content data to an existing file stored in Tray. By selecting the "write mode" in the properties panel, users can choose to either overwrite or append to an existing file. Either option can be executed in three different ways, defined in the "content information" field.

                                                          • Plain Text

                                                            • Overwrite: For example, create new comma-separated values to overwrite your existing CSV.

                                                            • Append: In the same way, new values can be appended to an existing CSV file.

                                                          • From URL (specify file URL)

                                                            • Overwrite: wipes existing file data and overwrites it with the content of the file the URL points to.

                                                            • Append: Reference a file from another connector step (could be an external file or one that is stored in Tray File Storage). Note that this operation likely only makes sense where file types and structures are compatible for merging.

                                                          • From File

                                                            • Overwrite: select a file from Tray File Storage that should overwrite any existing content on the specified file.

                                                            • Append: Merge with another file stored in Tray File Storage. Note that this operation likely only makes sense where file types and structures are compatible for merging.

                                                          Data retention
                                                          Copy

                                                          Tray does not delete files available in File Storage System automatically and they are stored as long as users intend to persist them in the system. Users wanting to delete this data (for example, to free up storage) must do so manually. Data that is deleted by the user cannot be restored at this point.

                                                          Limitations
                                                          Copy

                                                          Storage
                                                          Copy

                                                          When using File Storage System, be aware that the usage tier that is included with all Tray pricing plans has the following capacity restrictions:

                                                          • Each file stored has a maximum file size limitation of 5 MB

                                                          • Storage repository per workspace has a maximum size limitation of 1 GB

                                                          • The monthly transfer limit per workspace is 5 GB

                                                          Enterprise customers should contact their account representative for custom storage and transfer limits.

                                                          Embedded
                                                          Copy

                                                          The current version of File Storage Service cannot be accessed from within an end-user solution instance. While direct file storage access isn't currently available in Embedded workflows, we recommend leveraging Tray API Management as a workaround: in a Tray Platform project, build out the files and logic you wish to handle in a Tray Platform project, then, turn that project into an API operation using API Management. This endpoint can subsequently be called from your Embedded workflows using the HTTP Client connector.