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Can Acumatica working with SFTP client in automation.

  • 24 November 2020
  • 10 replies
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Hello,

     Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis.
       Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file. 
      However, I am wondering can this be done in an automation way?
      Thanks in advance.

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Best answer by vkumar 25 November 2020, 08:45

Hi @ray20 

Here are the steps,

  • You can create a GI to pull required results
  • Create a data provider for an export scenario to be built using GI. You can use an excel file with required columns
  • Create an export scenario to export the result of the Gi
  • On data provider, enable Synchronization to move exported file required destination folder based on date or file version
  • Set an automation schedule to run the export scenario on the required interval

Here are the screenshots:

Created a GI to pull Customer Code and Customer description

Created data provider to export details to an excel 

Created an export scenario to export the data from GI result

 

Export by scenario exports GI result content to the file specified on provider

 

Click here to open file maintenance on data provider and enable synchronization

 

 

Screate a schedule to automate running the export scenario on required time interval

Hope this helps,

Regards,

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10 replies

Yes

On the File Synchronization (SM202530) Page, you can set up a clock to create an Automation Schedule (SM205020). 

Note that synchronization needs to be enabled on the file maintenance to display on the File Synchronization page. 

Userlevel 5
Badge +2

Yes

On the File Synchronization (SM202530) Page, you can set up a clock to create an Automation Schedule (SM205020). 

Note that synchronization needs to be enabled on the file maintenance to display on the File Synchronization page. 

@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.

Userlevel 5
Badge +5

Hi @ray20 

Here are the steps,

  • You can create a GI to pull required results
  • Create a data provider for an export scenario to be built using GI. You can use an excel file with required columns
  • Create an export scenario to export the result of the Gi
  • On data provider, enable Synchronization to move exported file required destination folder based on date or file version
  • Set an automation schedule to run the export scenario on the required interval

Here are the screenshots:

Created a GI to pull Customer Code and Customer description

Created data provider to export details to an excel 

Created an export scenario to export the data from GI result

 

Export by scenario exports GI result content to the file specified on provider

 

Click here to open file maintenance on data provider and enable synchronization

 

 

Screate a schedule to automate running the export scenario on required time interval

Hope this helps,

Regards,

Userlevel 5
Badge +2

@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.

Userlevel 5
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@ray20 wish you a happy thanksgiving day :)  stay safe

 

Userlevel 5
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@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.

Userlevel 5
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@vkumar 
hello, it looks like I still have to set scheduler on “file synchronization”
thank you. vendor successfully received our report.

Userlevel 5
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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,

Userlevel 1
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Hi Vijay,

Brilliant work! 

I did not manage to get a data provider using SFTP working correctly. Is it possible to have a sample/screenshots of the data provider you created ? just want to check how you specified it. 

Please send e at eudes.coelho@tascoli.com.

 

Many thanks

Userlevel 1
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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.

 

 

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