web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
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.

I have the same question (0)
  • Suggested answer
    zhifeng Profile Picture
    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
    235,800 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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Sohaib Cheema Profile Picture

Sohaib Cheema 665 User Group Leader

#2
Martin Dráb Profile Picture

Martin Dráb 595 Most Valuable Professional

#3
Yng Lih Profile Picture

Yng Lih 558

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans