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Automate excel Import/export to /from SFTP server

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Posted on by AnkitW

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.

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zhifeng on at

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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 231,493 Most Valuable Professional on at

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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.