Can Acumatica working with SFTP client in automation.

NO we are not generating version but separate files for each cash purchases.

We had another client who needed the same functionality to upload the batch to the Wells Fargo SFTP site.  We created a customization to upload from the batch payments screen.

Hi ​@KurtBauer Can you please tell me What approach did you use to implement the SFTP upload from the batch payments screen?

I’m not quite sure what you mean by approach, we created a customization.

We stored the SFTP credentials in the AP preferences screen.

Then we created a new Upload action on the batch payments screen that would allow them to upload the file after it is exported and attached to the batch payment.

Note: SFTP connections typically require a certificate to be passed during the connection.  This requires uploading file to the encryption certificates screen (SM200530).  That is explained a bit more on this post.

How to configure SSH authentication key for SFTP file synchronization | Community

​@KurtBauer Thanks for the reply. Really appreciate . I am also planning to do the same.

Hi Acumatica Fam,

This is very helpful, thank you.

I have same configuration from above and everything is working, except the new file is not appearing on the "File Synchronization" screen. I see the older files in the File Sync screen but those are manually triggered SFTP transfers.

Is there a specific step I might have missed? Client is using version 25R1.