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.
Best answer by vkumar
Hi
Here are the steps,
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,
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
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
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.
Did you create a schedule on the File Synchronization processing screen? Are there any errors when that ran?
Did you create a schedule on the File Synchronization processing screen? Are there any errors when that ran?
Actually, that was the step I was missing. I created one yesterday, and it is now sending files successfully. Thanks for getting back to me!
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