A somewhat common requirement for file-based integrations between Dynamics GP and external services or SaaS solutions involves uploading or downloading files from an SFTP server (SSH File Transfer, completely different than the similarly named FTP or FTPS). SFTP has some technical quirks, so it is often a hassle for customers to automate SFTP file transfers as part of their Dynamics GP integrations.
Some of those integrations also involve exporting data from Dynamics GP to a CSV file and uploading that data to an SFTP server.
To handle this task, I have developed an application that can export data from GP, save it to a CSV file, and upload it to an SFTP server. It can also download files from an SFTP server. The tool is fully automated, can be scheduled using Windows Task Scheduler, and it includes file archiving, logging, and email notification in case of errors.
If you use Blackline, Coupa, IQ BackOffice, or any other provider or service that requires upload or download of files with an SFTP server, this tool may be helpful. It can be used in place of WinSCP or similar tools that require command line scripting.
I am offering this tool for free to the Dynamics GP community. It can be downloaded from my web site at:
https://precipioservices.com/sftp/
The download includes a user guide and sample configuration file. There are quite a few configuration settings, so please make sure to review the documentation to understand how the settings are used.
If you end up using the Precipio SFTP tool, I would be love to hear about which system or service you are using it with and how it ends up working for you.
I started a thread on the GPUG Open Forum if you want to discuss the SFTP tool:
https://www.gpug.com/communities/community-home/digestviewer/viewthread?GroupId=247&MessageKey=d6f5ce8b-1fdd-4fb1-abcc-9e7e529ce013&CommunityKey=4754a624-39c5-4458-8105-02b65a7e929e&tab=digestviewer
If you have questions or encounter issues, you can contact me through my web site at:
https://precipioservices.com/contact-us/
Steve Endow is a Microsoft MVP in
Los Angeles. He is the owner of Precipio Services, which provides
Dynamics GP integrations, customizations, and automation solutions.
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