Skip to main content

Uploading files to the school-level data importer via SFTP

Updated

Step-by-step guide to setting up SFTP to send school data through the Data Importer

GiveCampus recently released The Data Importer that allows you to send your data to your GiveCampus dashboard to power things like donor status calculations, matches and challenges for first time donors, benchmarking, goal tracking, and more!

After you prepare and map your file configuration within the School Dashboard, then you can upload files to the data importer through a .csv file or through a SFTP (Secure File Transfer Protocol). 

Below are the steps for how to set up a SFTP to start sending your files to GiveCampus through the Data Importer:

Step 1: Select and install a third-party FTP provider. While GiveCampus is not affiliated with any one provider, Partners have used FileZilla and Cyberduck successfully in the past (bonus points: both are free!).

*If you already leverage SFTP through our Volunteer Management System or to receive automated Deposit/Donation Reports, you can use the same FTP provider but you will need to take the steps outlined below to generate new credentials and different folders to send your data through the data importer.

Step 2: Navigate to the SFTP Access section of the School Dashboard 

  • When you are logged into your GiveCampus account, select “School Dashboard” in the left navigation at the Account level. Once in the School Dashboard, select Data Import>Data Sources>the “SFTP Access” tab.
  • Select the ‘+ New Credential’ button.

Step 3: Input the following fields:

  • Description - Internal only description (ex: SFTP Data Importer service) 
  • Credential Type - There are two options in the dropdown
    • Username/Password (most common) > will receive a generated Username & Password from GiveCampus 
    • Public SSH Key > Type in Public SSH Key
  • Trusted Network (Optional) - If you would like to isolate the SFTP to one location, you can input the IP address here

Step 4: Select the Create Credentials button.  NOTE: Username and Password will only show once on the screen, please copy and keep this information in a secure place. 

Step 5: Open the selected FTP provider to add your credentials. Select Open Connection and input the following information:

  • Confirm that the input SFTP is selected
  • Server = securetransfer.givecampus.com
  • Port = 22
  • Username = The Username generated from GiveCampus  
  • Password (if using this method) = The password generated from GiveCampus 
  • SSH Private Key (if using this method) 

Select Connect. *A popup will appear about the fingerprint, this is expected, click allow.

Two Folders will now appear in your FTP Provider

  • from_givecampus
  • to_givecampus 

Now you’re ready to add your files to the SFTP to send to GiveCampus! 

Adding files to your SFTP

  • To start sending your files to GiveCampus, upload them into the to_givecampus/school_data_importer/ folder as often as you’d like to update your data. Files will only live on the server for 90 days. 
  • In order for the system to recognize your files, the file name needs to match your import file name(s) created during your file configuration setup (ex: gifts.csv).
  • The system will look for new files every 10 minutes as they are uploaded.

Related articles