Automatic data transfer via SFTP

2 January, 2026 donor management

Avoid manual handling of reports and exports. Transfer fundraising data automatically to your SFTP server, according to the intervals and formats that suit your operations best.

How it works

We configure a secure and encrypted connection between Octany and your SFTP server. We then schedule automatic transfers – daily, weekly or according to your requirements. Data is delivered in the format you prefer, ready to be imported directly into your existing systems for finance, CRM or analytics.

Benefits of automatic data transfer

Save time and resources by eliminating manual exports and downloads. Reduce the risk of errors that occur with manual data handling. Get access to current data when you need it, without delay. Maintain full control over your data in your own systems, whilst benefiting from Octany's powerful fundraising platform.

Perfect for you who:

Have established processes and systems that require regular data import
Need to integrate fundraising data with other systems in your operations
Value data security and want full control over where data is stored

The add-on package is configured by our team based on your specific needs and technical requirements. Contact us and we'll tell you more about how automatic data transfer can simplify your daily work.