Can Acumatica working with SFTP client in automation.

@schneur96  Thank you. It is a bright idea.
However, in this way, it is a semi-automation not a full automation. The key question here is how can I get the “file” in an automation way.
The way you suggested is in the precondition that we already have a file in system, and then define the sync schedule based on that file.
Can we also to generate that kind of file like from a GI or from a report run in an automatically way?
thank you in advance.

@vkumar 
wonderful, wonderful, fantastic, amazing, super. I don’t know how to choose the words to express how I feel about the workflow you pointed out. This is why I love Acumatica so much, it is powerful, strong, efficient tool. And with so many nice people to help us with. Thank you.
Thank you very much, it is the best solution I can imagine.
Wish you a happy and safe thanksgiving day.

@vkumar 
I have repeated your steps, all is OK. however, in your steps, you didn’t mention the File Synchronization screen, ScreenId=SM202530.
The only scheduler I set is on “process export scenarios” screen, will the export of file automatically trigger the synchronizaion file? 
or I still have to add a scheduler maybe 1 to 2 minutes later on “file synchronizaion” screen after the scheduler on “file exporting”.
Please advise, thank you.

Hi @ray20 

Glad to know its working. Yes, you need to set the scheduler on ‘file synchronization’ as well. Did not get a chance to respond to your previous question sooner.

Regards,

Here are the couple steps to automate the export of the file to the FTP server. 

1. Once the file is created via the export scenario you can go into the File Maintenance and setup the synchronization tab.  You can test the sync by clicking on the Synchronization > Export File action to test if it works.
2. Once the sync is working manually it can be automated via the File Synchronization processing screen by setting up an automation schedule.

Hi Mac,

I have never tried to do what you need using Export Scenarios but I can tell you that my approach in most of the cases is a 2 step procedure:

1. I use Export Scenarios to extract the required data ;
2. I use ETL tools to read , transform and distribute the data according to multiple business rules (by order/invoice, all together by customer, etc.) , multiple media formats (csv, Excel, pdf, etc.) and multiple destinations (upload to SFTP or other sites, copies via email, and so on)

I believe this approach gives me the best and fastest results as extracting the data from Acumatica database using Export Scenarios saves me a great deal of time and by using ETL tools I can add distributing rules, schedules, business rules and media choice that I would not be able to add to Export Scenarios. There are other indirect benefits as well such as:  transferring all that secondary workload from Acumatica to an external application or even environment; higher flexibility to adapt the distribution of data to new requirements; it is a solution that fits very well to instances running in cloud.  
 

I hope this helps. 

Hey guys, thanks for all the answers on this.  I have a scenario where we do have to ftp a file out and I’ve done all the steps outlined.  Everything is working when I do the steps manually.  The file is exported and the sync puts the file out on the ftp server.  great.  My issue is this will need to be run nightly and when I setup the automations to test this, it didn’t work.  The automation history said it was all completed successfully, but I don’t see any evidence that the export scenario was prepared, exported, or the file was sent out.  What  I’m noticing or seeing now, is that even if I just go into the Process Export Scenario screen, pick the scenario and choose either just Prepare, or Prepare and Export, nothing seems to happen.  No error, but nothing changes.  The status of the export scenario doesn’t change to Prepare if I just do Prepare, etc.  I’m thinking that maybe that is why the automations also didn’t seem to do anything.  Any thoughts or ideas on why the Process Export Scenario screen doesn’t seem to do anything or what else I can try?   Thanks.

Here are the high-level steps to get the process working to automatically send out data created via a generic inquiry.

1. Create the GI with the data
2. Create the export scenario to export the GI to a data provider (Excel or CSV)
3. Setup the synchronization on the file maintenance tab of the file created by the export scenario
4. Schedule the export scenario to run using the Process Export Scenarios screen (SM207035)
5. Schedule the synchronization of the file using the File Synchronization screen (SM202530)

Do you have both #4 and #5 setup?  The file synchronization will only work when a new version of the file has been created by the export scenario.

I just setup something similar for a client that needs to export daily transactional data to a parent company.

Thanks,

Kurt

Any ideas on how to export only prepared records?  Overwriting anything previously exported?

If you are exporting the data to a file, You can always name the file with the same naming convention, and it will override.