Configure Import Sources

Before you can create import processes, the system administrator must configure the import source locations where import files are stored on Secured FTP servers or a shared network directory. Each source includes a URL or file path and the credentials to access the location. When you create a new import process, you select the import source file location for that process.

Warning: When the path for a network directory import source is configured incorrectly, the SFTP server import may fail. Since SFTP imports are dependent upon network setup, a failure may occur even when the SFTP server import is configured correctly.

After an import process uses an SFTP import source, how does the program archive it?

After an import process uses an SFTP import source, the program archives it under the directory path that was defined for the network directory import source. This ensures the process does not import the file again.

The folder name is generated from the import source name and ID (name_ID). If a sub-directory is specified on the import, a folder with the same sub-directory name is created under the importname_importID folder and the file is copied to this location. Note that the program does not remove the file from the initial directory.

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.

Blackbaud, Inc. | 2000 Daniel Island Dr. | Charleston, SC 29492