Make BBCRM Data Forms Available with SFTP Connector
Currently the SFTP connector only allows for 1 constituent import option. While this option does have a variety of fields, there a few non-constituent based imports we would like to use the SFTP connector for.
The regular flat file option allows for connecting to any single data form in BBCRM. This is a helpful tool for infrequent imports. However, being able to use this same logic while having the convivence of the SFTP scheduled auto imports would save us a lot of time and allow us to connect Omatic to many more 3rd parties that do not have dedicated connectors with Omatic Cloud [at this time :) ]
Michael Kracke
shared this idea
Hi Michael - We have updated our SFTP to BBCRM formula types to include a new one for you: SFTP to BBCRM Data Form. You should be able to then setup a SFTP folder location and have it go to a BBCRM Data Form.
Let us know if you notice any problems by submitting a support ticket and we can review.
