What is SFTP?

We recommend using SFTP with the following CRMs: Slate, Ellucian, Finalsite, Renweb, Veracross and EMP. Before you connect via SFTP, we strongly advise that you set up a call with our Success Team as some parts may require information that you might not have readily available.

The SFTP method is helpful when you don't want Goodkind to directly connect with your CRM. Instead, SFTP acts as an intermediary by connecting to a SSH FTP server (SFTP) to bring data securely from your CRM into Goodkind.

Before you connect your SFTP server, the pre-requisite is to have at least one file already in the server. Before proceeding, please ensure that your CRM admin or IT admin has transferred files into the server and shared the credentials with you.

Caveats and Limitations Before You Connect

We support exports as CSV files. Please ensure that files are not saved in any other format (.XLS, .XLSX, .JSON, etc.).
If you want multiple files connected via SFTP, make sure each file is in a different folder.
For best results, please ensure that every time your CRM exports the file into Goodkind, it overrides the existing file.
Admins can choose to bring lists as needed, or they can send Goodkind one master file which can be then segmented by your team to create mapped segments. Here is a list of fields we need in order to send a video message.

🔔Reminder

Do not share your password with anyone, including anyone at Goodkind.

Connecting your SFTP Server with Goodkind

Open Settings (⚙️) in the bottom left corner of your workspace, select Contact Importing and choose SFTP.
Enter your server details. If unsure, contact your IT or CRM admin. You will need the hostname, username and password. *Please note that anytime you add a new file that you want to be connected, you will need to enter the password. It is a security setting to ensure the data is transferred by authorized users only.
Once you have entered the details, click Connect. After you have successfully connected, select Add Tables.
Enter the name of the folder where the file is located as the Table Name.
Enter the path (after root) to the folder in the Search Prefix field. Most SFTP folders have an upload folder. You can simply create new folders inside the upload folder and follow this syntax: "/upload/name of folder".
In the field Search Pattern, enter the exact file name as the extension. If your folder has multiple files, simply type:
```
.*.csv
```
If all of your files will remain in the same folder, we recommend having the file structure be <file name based on list name in your CRM>_date.csv.
```
The Search prefix then would be <filename>.*.csv
```
Click Connect to add the table. You can add multiple tables before clicking connect. Make sure to review the whole form before connecting. Since we don't save your password, double check that the password field is not blank.
Once you are connected, it will run an initial sync. Get yourself a cup of coffee...this can take a few minutes.
You will see the following screen once the sync is complete:
You can now configure your sync schedule. Please make sure that you select a sending method for the imported contacts before creating a campaign.
If your file has custom fields such as "Specialization" or "CRM ID" etc., follow the steps here to map these fields to Goodkind attributes.

And that's it! 🎉

Now, when you create a new campaign and have to select an 'Audience,' choose Import contacts using integrations.

Upon selecting this tab, you will see the Table names to choose from:

Choose the "Table name" and you will see the actual list you can select.

Select the list, and it will automatically bring in contacts to your CRM as per your sync schedule.

Have Questions?

We are here to help. Feel free to message us at any time by clicking on the chat icon on the bottom right of your Goodkind homepage.