Export Vendor Payment file to SFTP

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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

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Kevin Xia Microsoft Employee on at

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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

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bankk 6,611 on at

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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?

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Alireza Eshaghzadeh 14,849 Super User 2026 Season 1 on at

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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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