SFTP

  • 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

  • Setting Up Scheduled Exports

    EverTrue offers the ability to “set it and forget it” with scheduled exports. If you are an EverTrue Owner, you can schedule automated daily exports to run at a designated time and have them…

  • 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.…

  • 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…

  • 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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