Avid AI Data File Upload Guide
1. Click on Setup Integrations…
When you initially log into your organization, you can select to set up your integrations through the tile located on the first screen.
2. Select File from the Add drop down menu
You will be taken to the Organization Settings screen to set up your first connection. If you decide to connect your CRM, you can always do that from this screen. To add a file upload protocol, click on the Add button. You will see two options: System and File. Click on File.
3. Three choices to share your files
You will see three options to share your files: SFTP 3rd party hosting, SFTP Avid AI hosted, and a traditional file upload. For file uploads, make sure to visit the knowledge base article for Required Columns for Data.
4. SFTP 3rd Party Hosting
This option allows you to use your own SFTP hosting, especially if you are already using a third party system or your administration requires it. This file upload method ensures more regular uploading of data. If you have any issues with SFTP, please view our troubleshooting tips in the knowledge base. Please verify all the columns needed for data mapping through the knowledge base article required columns noted above.
5. You can also choose for Avid to host your SFTP for your organization
If you prefer to upload data manually through an SFTP, you can choose to use the Avid hosted SFTP, but remember you will have to refresh this data as required. Please verify all the columns needed for data mapping through the knowledge base article required columns noted above.
6. SFTP (Avid AI Hosted) information
7. Manually upload supplemental files
If you have a file or two you need to merge into your existing data or would like to upload email lists to use in Pathways, you can use the Upload option in the data files screen. We do not recommend using this option for uploads that need to be regularly updated and suggest an SFTP option instead.
8. Choosing local files
Choose your curated files and drop them in the upload section.
9. Once the file is uploaded, Click on File tab
After a file is uploaded, you can check on its status in the file tab.
10. Share a public upload link
If you need to share a public link with an agency who is administering your donor data, you can create a secure upload link to share with other users that do not have access to your Avid platform.
11. One last place to find the File Upload menu
If you click on file under your connections, you will be able to see all the files you have uploaded. Once your uploads are complete, return to this Connections screen to finish your setup through column mapping.
