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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Export Vendor Payment ...
Finance | Project Operations, Human Resources, ...
Answered

Export Vendor Payment file to SFTP

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Posted on by JayJay123 88
Hi all
 
Is it possible to automate the export of Vendor Payments file from D365 Finance SAAS to a local SFTP? 
 
I would like to have this action be automated once a user presses on Generate Payment from Vendor Payment journal window. 
 
Has anyone managed to export either the vendor payment file, or any other file, to an SFTP location? 
 
Many thanks 
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    I found these two old threads for you: Automate excel Import/export to /from SFTP server (dynamics.com), Send text file to SFTP location from D365 (dynamics.com). Both of them mention two methods, one is to 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; the other is code customization, it describes that how to transfer some payment files to SFTP location using customized code in dynamics 365 finance & operation. The reference link is below: axmriganka.wordpress.com.
    Best regards,
    Kevin
  • bankk Profile Picture
    bankk 6,611 on at
    I'm looking for a similar solution without ER.
     
    @Kevin Xia
    I'm not clear on how your recommendations would work in this instance. Can you describe further?
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 15,227 Super User 2026 Season 2 on at
    Hi Naweed,
    There is not a standard function in D365FO for sending payment file directly from D365FO to SFTP. In order to send file into SFTP you need to create a automatic for this sending and this can be done by several approaches like:
    - Using logic apps
    - Creating customization in D365FO to send file SFTP from Electronic reporting jobs
    - Archive the payment file in SharePoint and then create an automate to send files from SharePoint to SFTP + Evaluating to use PowerAutomate 

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