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    How to Add an FTP/SFTP Account

    This guide explains how to connect an FTP, FTPS, or SFTP server to Business Central using the account setup wizard.

    Prerequisites

    Before starting the wizard, you need:

    • The hostname or IP address of your FTP/SFTP server
    • The port number (default: 21 for FTP/FTPS, 22 for SFTP)
    • The authentication credentials appropriate for your server:
      • Anonymous — no credentials required
      • Username & Password — your FTP username and password
      • SSH Private Key — a PEM-formatted private key (SFTP only)
      • Client Certificate — a certificate for mutual TLS authentication (FTPS only)
    • Whether the server requires Passive Mode (common for servers behind NAT or firewalls)
    • The FTPSTANDARD permission set assigned to your BC user — see Permission Setups

    Opening the Wizard

    Choose the Tell me what you want to do icon, enter External File Storage, and then choose the related link.

    On the File Accounts page, choose Add Account. A list of available connectors is displayed. Select FTP/SFTP and choose OK.

    The Set Up FTP/SFTP Account wizard opens.

    Step 1: Connection

    Configure the account identity and server connection:

    Field Description
    Name A descriptive name for this account. Appears in the File Accounts list and storage selectors throughout Business Central. Example: FTP - Production Server
    Protocol The protocol to use: FTP (plain), FTPS (FTP over TLS), or SFTP (SSH). Changing the protocol automatically sets the default port and adjusts the available authentication options
    Host Name The hostname or IP address of the FTP/SFTP server
    Port The port to connect on. Defaults to 21 for FTP/FTPS and 22 for SFTP
    Passive Mode Enable for FTP and FTPS connections when the server is behind a NAT or firewall (most common for internet-facing FTP servers). Not applicable to SFTP

    All required fields are validated before advancing. Choose Next.

    Step 2: Authentication

    Configure how Business Central authenticates to your server:

    Field Description
    Authentication Type How to authenticate. Options depend on the selected protocol — see Authentication Types below
    Username Your login username. Required for Username & Password and SSH Private Key authentication
    Password Your login password. Required for Username & Password authentication. The value is masked and not stored in the database
    SSH Private Key A PEM-formatted SSH private key. Required for SSH Private Key authentication (SFTP only). The value is masked and not stored in the database
    Client Certificate A PEM-formatted client certificate. Required for Client Certificate authentication (FTPS only). The value is masked and not stored in the database

    All required fields for the selected authentication type are validated before advancing. Choose Next.

    Authentication Types

    Authentication Type Supported Protocols Required Credentials
    Anonymous FTP, FTPS None
    Username & Password FTP, FTPS, SFTP Username, Password
    SSH Private Key SFTP only Username, SSH Private Key
    Client Certificate FTPS only Client Certificate

    Step 3: Advanced & Finish

    Configure optional settings and test the connection:

    Field Description
    Default Directory An optional base path on the server. When set, this path is automatically prepended to all file operations for this account. For example, if the default directory is /uploads/bc, a file written to invoices/INV-001.pdf is stored at /uploads/bc/invoices/INV-001.pdf. Use the browse button to navigate and select a directory
    Connection Status Shows the result of the last connection test

    Choose Test Connection to verify that Business Central can reach your server using the provided credentials. The Connection Status field shows the result:

    • Connection successful — the server is reachable and credentials are valid
    • Connection failed: [error message] — check the error and return to earlier steps to correct the settings
    Note

    You can choose Finish without running the test, but it is strongly recommended to verify the connection before saving.

    When the connection test passes, choose Finish. The account is created and registered in Business Central's External File Storage system.

    After the Wizard

    The new account appears in the File Accounts list. To open it, select the account and choose Manage Account to open the FTP Account Card.

    The account is now available as a storage destination for any Business Central feature that uses External File Storage.

    See Also

    • How to Manage Accounts
    • FTP Account Setup Wizard
    • FTP Account Card
    • Getting Started

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