How to ftp an import file that will be used with a bulk import process

In order for a file to be used with a bulk import process, it needs to be uploaded to the default import directory specified in CRM.  This can be uploaded using Filezilla.

Article Number: 120379

Products:

  • Blackbaud_CRM
  1. Download FileZilla and install on local machine
  2. Open/Launch FileZilla.
  3. Click 'File' at the top.
  4. Choose 'Site Manager'.
  5. Near the bottom of the new window, click 'New Site' and specify it's name. 
  6. Change the 'Protocol' to "SFTP - SSH File Transfer Protocol".
  7. In the host field, enter the appropriate link.
  8. Type "22" for the port. 
  9. Change 'Logon Type' to 'Normal'. 
  10. Enter the username and password.  This would be the credentials you use to login to CRM with the username: Username@bbec (ex: john.smith1111Stg@bbec).
  11. On the advanced tab, remote directory, set the appropriate default remote directory (/staging/5740 for example).  If you are not sure, this information can be obtain within CRM by going to Administration, Import, Import Sources (Default Network Import Path).Click 'OK' to save settings.
  12. Select Edit, Settings in the main menu bar.
  13. Increase the field 'Timeout in seconds,' from 20 seconds to 60 seconds.
  14. Select 'OK' to save settings.
  15. Click the down arrow on the icon directly below 'File', then choose the newly created site to connect.


If you are unable to connect to this folder, your user may need to be granted permissions.  Create a case including the username needing access and a link to the environment the request is for.

Steps to Duplicate


           

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