SFTP

SFTP remains the standard exchange channel for EDI partners, banks, and logistics providers. The framework supports it for both loading inbound files and uploading outbound exports.

Framework classes: DEVIntegMessagesLoadSFTP (inbound load), DEVIntegConnectionHelperSFTP (connection handling, based on the Renci.SshNet library that ships with the model — no separate installation needed).

Setup

The Connection type requires the hostname and user/password credentials; store the password encrypted or in Azure Key Vault for production. The Test connection button validates access, and any SFTP client (for example FileZilla) can be used to verify the folder structure independently.

Outbound message types add a target folder, a file name template with a %d date placeholder, and a CSV delimiter — see Outbound message types.

Tutorial

• Implement periodic data export from D365FO to SFTP — covers SFTP server setup in Azure, no-code SQL exports, X++ export classes, and an incremental EDI invoice scenario.