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Getting Started with SFTP Data Automation
Here at EverTrue, we offer the ability to automate data transfers from your CRM. We highly encourage your organization to pursue this option if available to you.…
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Naming Your SFTP Files
If your organization is using EverTrue's Data Manager Platform or Console to import files, review this article to understand necessary naming conventions.…
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Troubleshooting SFTP Imports
Taking General Troubleshooting Steps If your institution sends files to EverTrue via SFTP and you encountered a hiccup, please review the following items to get your automated data imports back up…