Saving automated export files (.csv/.xlsx) to specific SFTP folders or Network Shares - Hosted BBCRM

Nigel Henriques · February 17

Hi, New to the forum but thought I would ask my BBCRM peers if there are ways to save automated (scheduled) exports to specific SFTP folders or network shares?

We are hosted.

I saw a few references in past discussions, but they were not clear.

Thanks in advance, Nigel

Rob Downs · February 17

Hi Nigel, We have an add-on called "Autofile downloader" - we purchased from Blackbaud a while back (pre-Cloud hosting), so not sure if it's still available, but allows for exports to be saved to the network share and sent to configured SFTP sites. There is no key-based authentication, so it doesn't work with every vendor, but maybe check with your account rep to see if it's available for you.

Nigel Henriques · February 18

Thanks Rob, I will ask my Blackbaud rep about that add-on.

Nigel Henriques · February 25

FYI …I will need to purchase a File Transfer Feature Pack

Saving automated export files (.csv/.xlsx) to specific SFTP folders or Network Shares - Hosted BBCRM

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