Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

Automate excel Import/export to /from SFTP server

(0) ShareShare
ReportReport
Posted on by 5

We have a requirement where we need to export/import excel from SFTP server(with private key authentication). It should be automatically at regular intervals.


As X++ code for excel can not be scheduled in batch we have to create a custom entity which is used to create Excel. If we use scheduling feature of Data framework this file needs to be generated at some location what would it be ? Then the point is how it will be shared to SFTP ?

It would be appreciable if someone can explain the flow for this. Need simple approach for this requirement.

  • Suggested answer
    zhifeng Profile Picture
    zhifeng on at
    RE: Automate excel Import/export to /from SFTP server

    Hello AnkitW,

    You can use package API/Recurring integrations export data and put file somewhere then copy to your SFTP server.

    docs.microsoft.com/.../data-management-api

    docs.microsoft.com/.../recurring-integrations

  • Martin Dráb Profile Picture
    Martin Dráb 230,235 Most Valuable Professional on at
    RE: Automate excel Import/export to /from SFTP server

    I disagree with the statement that you can't work with Excel files in batch, but anyway using data entities look like the right approach to me.

    You could, for example, create a Logic App that will use a data management API to export data to a file and then it'll push this file to the SFTP server.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans