Understanding Exports destinations
If you enable the Create files on a schedule option when creating your export template, you will then also see the option to Send files to destinations. You can configure email and SFTP as destination options.
Before being able to select a destination for a scheduled template, you need to first add destinations in the Destinations tab of the Exports view.
Create a destination
The Destinations tab includes a table that displays four properties related to the destinations you create.
- ID: the unique Fundraise Up identifier for the destination.
- Name: the name you assign to a destination (e.g. “Finance team email” or “Secure file storage”).
- Type: the destination type — Email or sFTP.
- Last time used: the timestamp of the last time an exports template sent a data file to the destination.
Each destination also includes controls for modifying the settings for the destination or deleting it.
You can configure a data file to be sent to any valid email address. The configuration options are described below:
- Name: the internal name used to reference the email destination.
- Email: the email address to which data files will be sent.
You can configure a data file to be sent to a server destination using SFTP. The configuration options are described below:
- Name: the internal name used to reference this SFTP destination.
- Host: the hostname or IP address of the destination server.
- Port: the port number that Fundraise Up should attempt to connect to. In most cases, you should use 22, the default value for SFTP connections.
- Login: the username or email address that should be used to authenticate the SFTP connection.
- Password: the password that should be used to authenticate the SFTP connection.
- Path: the directory on your server where Fundraise Up should upload data files.
Add Fundraise Up IP addresses to your allow list
If your SFTP destination is behind a firewall, it may be necessary to add our IP addresses to your allow list. The IP addresses used for SFTP traffic are listed below: