Add SFTP Connections

Custom data feeds like Ad Hoc reports and Accounts Payable exports can be delivered using SFTP sites.

Note: Blackbaud IP addresses need to be added to your allow list so that files can be sent to your SFTP server. For more information, see Inclusion and exclusion lists - IP addresses in the CSRconnect Help Center.

1. Navigate to the Grant Manager Portal by going to yourcausegrants.com or your client URL. Sign in with your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

2. After signing in, select Settings in the side navigation and then SFTP Connections.

3. In SFTP Connections, select Add connection.

4. In the Add Connection screen...

   1. Enter a name for the connection.

   2. Select who can access it.

      Note: Users with access to the connection can send scheduled data feeds to the SFTP server and view a history of non-expired feeds.

   3. Specify the address of the host or server.

   4. Optional - If you want to send files to a specific folder, enter it in the Folder field. Leave this field blank to add the file to the root folder.

      Tip: Designate sub-paths by using / between the folder and sub-folder. For example, reports places the file in the reports folder while reports/Weekly places it in the Weekly sub-folder.

      Note: Folder names are case sensitive and must already exist on the SFTP server.

   5. Specify the username and password for the server or host.

   6. Optional - Enter the PGP public key in the text box or upload the .pgp file to encrypt files sent to this location using PGP encryption.

      Warning: The data feed process won't work if this field is configured incorrectly. See the FAQ for the required format.

   7. Optional - Enter a description.

   

5. Select Test SFTP connection to run a test. This ensures all information is valid and the system can connect to the server.

6. Correct any errors that occur and retest.

7. Select Save in the confirmation screen after establishing a successful connection.

   Note: The Confirm Connection screen shows the connection details you specified as well as the fingerprint.

Frequently asked questions (FAQs)

What can an SFTP connection be used for?

It is used in GrantsConnect for...

• Ad Hoc reporting - Schedule an Ad Hoc report to send to an individual or group via SFTP connection on a daily, weekly, or monthly basis.

• Accounts Payable - Configure Accounts Payable to automatically send payment files to a connection when a batch of payments is sent to processing.

 

How should the PGP public key be configured?

An example of the proper configuration is shown below.

 

-----BEGIN PGP PUBLIC KEY BLOCK-----

(token goes here)

-----END PGP PUBLIC KEY BLOCK-----

 

Warning: Only the token should be included in the block. Do not include any other information, like version or comment.