Automating File Transfer

Interactions Export Proposals Export Portfolio Assignments Export Setting Up Schedule Exports All About: Data Getting Started with STFP Data Automation Getting Started with Data Manager

CSV Formatting Crash Course

Proposal File

Take a look at our Proposal File Guide to learn more!

Interaction File

Check out our Interaction File Guide to learn more!

Portfolio Assignment File

Check out our Portfolio Assignment File Guide for more information!

Gift Transaction File

Check out our Gift Transaction File Guide to learn more!