How to ftp an import file to be used in bulk import

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.
1. Create a new site in Filezilla to connect to files.blackbaudhosting.com
2. Type in your blackbaudhost\username and password used to login to CRM
3. 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).

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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