SFTP settings

You can configure as many SFTP settings as needed to manage data feeds with your team. For example, you can deliver the Pledge data feed to one SFTP and the Volunteer and Employee data feeds to another SFTP.

Manage your organization’s SFTP settings from CSRconnect Admin Portal, Report, Data Feeds, Edit SFTP Configurations. If data feeds has not been activated for your community, contact your Customer Success Manager.

To manage your SFTP settings, you must have the Can Access Data Feeds and Can Configure Data Feed SFTP permissions. See Roles and permissions.

Configure SFTP settings

To add a new STFP setting, select + Add SFTP Setting. To edit an existing SFTP setting, select the edit icon to the left of the desired SFTP setting.

  1. Enter a Name. This is a nickname for this SFTP setup and does not need to be a unique identifier.

  2. Enter a URL.

  3. Enter a Username.

  4. Enter a SFTP server Port number. This is usually set to 22.

  5. Enter a Password, then Retype Password.

  6. Upload a SSH key.

    Note: At minimum, you must use either a password or an SSH key. If desired, you can use both.

  7. Enter a Passphrase, if desired.

  8. Upload a PGP Public Key.

  9. Select Save.

The different available combinations for authentication are:

  1. Just Password

  2. Just SSH Key

  3. Password with Passphrase

  4. Password with SSH Key

  5. Password with SSH Key and Passphrase

Once your SFTP location has been configured, the changes will take effect with the next nightly data feed delivery.

Note: All data feeds delivered to a client’s SFTP location will be PGP encrypted.

Report Location Settings

To edit an SFTP’s report location settings, select the edit icon under Report Location Settings.

  1. Select the data feeds that should be delivered to this SFTP.

  2. For each selected data feed, enter a FTP Destination Path.

  3. For each selected data feed, enter an Archive Skeleton.

  4. Enter a Default File Extension for files in the zip file.

  5. Select Save.

  • {datafeedtype} substitutes in the data feed name.

  • {yyyy} substitutes in the current year.

  • {mm} substitutes in the current month.

  • {dd} substitutes in the current day.

For example, entering “{yyyy}{mm}{dd}{datafeedtype}data.gz” would create a file named “20251204volunteeringdata.gz” on December 4, 2025 for the Volunteering data feed.

Notification Settings

For each SFTP configured, you can send email notifications to key admins.

  1. To manage email notifications, select the edit icon under Notification Settings.

  2. To send notifications to a new admin, enter their email address.

  3. To stop sending notifications to an admin, select the X next to their email address to remove them.

  4. Select Save.

Admins receive three types of notifications:

  • SFTP Server Upload Success: Confirms their data feed(s) were successfully delivered to the expected SFTP.

  • SFTP Server Connection Failed: Notifies the admin that the system could not connect to the SFTP.

    • There are several reasons why a connection can fail. Please try these troubleshooting steps before contacting your Customer Success Manager:

      • Retry the transfer. Go to CSRconnect Admin Portal, Report, Data Feeds and select the desired data feed. Select Retry.

      • Check your connection settings and make sure you have the correct password/key.

      • Confirm your system has not blocked our IP address.

  • SFTP Server Upload Failed: Notifies the admin that the upload failed and the data feed was not uploaded into the SFTP.

    • If received, please contact your Customer Success Manager to request Engineering support.