FREE SFTP Connector for Dynamics 365 Finance & Operations

Send and receive files over SFTP, right from Dynamics 365 Finance & Operations

Available in

D365 F&O has no built-in SFTP

Banks, e-invoicing providers and logistics partners still exchange files over SFTP. So teams end up with one of two workarounds:

Manual uploads

Someone downloads files from F&O and uploads them by hand. One missed day means a late payment file or an undelivered invoice.

Azure middleware

Logic Apps, Functions or a third-party integration platform: extra services to pay for and a developer to maintain them.

What you can automate

One add-on, three ways to take file transfers off your team’s plate.

USE CASE 1

Bank payment files

Vendor payments in F&O generate SEPA credit transfer (pain.001) and other bank files through Electronic Reporting. The connector delivers them to your bank’s SFTP server on schedule. No manual uploads, no late payments.

USE CASE 2

Send e-invoices to your ASP

Posted sales invoices become e-invoice XML through Electronic Reporting, and the connector drops them in your e-invoicing provider’s SFTP folder. Ready for UAE and European e-invoicing mandates when your ASP accepts SFTP.

USE CASE 3

Import vendor e-invoices into Accounts payable

E-invoices your vendors send through the ASP are picked up from its SFTP folder and created as pending vendor invoices, ready for matching and approval. No downloads, no rekeying.

See it in 4 minutes

How SFTP Connector takes bank files and e-invoices off your team’s to-do list.

How it works

1. Install

Import the add-on package we send you into your D365 F&O environment.

2. Connect

Add your SFTP server: host, port and credentials, then test the connection.

3. Configure

Point your Electronic Reporting formats or Data management projects at SFTP folders.

4. Run

Schedule transfers as standard F&O batch jobs and track every file.

Key features

Native add-on

Built inside D365 F&O with standard extensions. No middleware, no Logic Apps.

Export and import documents

Send files out of F&O and bring files in, with one connector.

Compatible with any SFTP

Bank, ASP, partner or your own server, including Azure Blob Storage with SFTP.

ER sources and destinations

All Electronic Reporting sources and destinations can use SFTP instead of SharePoint.

Get FREE SFTP Connector

Tell us a little about your company and we’ll send you the add-on package and your free licence.

Frequently asked questions

Does Dynamics 365 Finance & Operations support SFTP out of the box?

No. Standard F&O has no SFTP client. SFTP Connector adds SFTP export and import as a native add-on.

Is SFTP Connector free?

Yes. Contact us and we’ll send you the add-on package and a free licence.

Do I need Azure Logic Apps or middleware?

No. Files move directly between F&O and the SFTP server.

Can I use it for e-invoicing in the UAE or Europe?

Yes, when your ASP, PDP or Peppol access point accepts files over SFTP. It sends your sales e-invoices to the ASP and imports vendor e-invoices into Accounts payable.

Which SFTP servers does it work with?

Any standard SFTP server, including bank servers, ASP servers and Azure Blob Storage with SFTP enabled.

Need more than a connector?

SysBrilliance delivers e-invoicing integrations with ASPs and tax platforms, and fixes, extends and integrates live D365 F&O systems across the GCC and Europe.

Disclaimer. SFTP Connector is provided free of charge and “as is”, without warranty of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, or uninterrupted or error-free operation. SysBrilliance accepts no liability for any malfunction of the add-on or for any loss or damage arising from its use. Test it in a non-production environment before deploying to production.