Export Vendor Payment file to SFTP

(1) Share

Report

Posted on by JayJay123

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

I have the same question (0)

All responses (3)

Answers (1)

Suggested answer

Kevin Xia Microsoft Employee on at

Like (0)

Report

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

Was this reply helpful? Yes No
bankk 6,609 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

Like (0)

Report

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

Was this reply helpful? Yes No

Join the conversation

Community site session details

Export Vendor Payment file to SFTP

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

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

Featured topics

Product updates

Community site session details

Export Vendor Payment file to SFTP

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

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

Featured topics

Product updates