How to check if my SFTP credentials are up to date? (Blackbaud Raiser's Edge NXT)

As part of the Dataro integration we extract data using SFTP. This extract process requires up-to-date SFTP credentials that can be obtained from inside NXT

Step 1: Verify whether credentials are up to date

In the Dataro App, head to Settings > Connected CRM

If you see "Can't connect" then it's time to update your SFTP credentials

Step 2: Update your credentials:

You can find your credentials in NXT. Head to Options > Database Options

You will need the following pieces of information:

• User name
• Password
• Server
• Site ID (only required when hosted on BB, not Azure)

Step 3: Update your details with Dataro

In the Dataro App, head to Settings > Connected CRM > Edit SFTP credentials and add your details and click "Save".

If hosted on Azure, leave Site ID blank.

Step 4: Verify the system is working

You should now see a green tick next to SFTP settings

Troubleshooting

If the above steps do not provide the green tick. You can try the following:

• Refresh the page and try to connect again with the same details
• Remove the Site ID information and try to connect again