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    Page: FTP Account Card

    The FTP/SFTP Account card page is where you view and edit the configuration of a single FTP/SFTP account.

    To open: From the File Accounts page (search for External File Storage), select an FTP/SFTP account and choose Manage Account.

    Fields

    General

    Field Description
    Name The descriptive name for this account. Displayed in the File Accounts list and in storage selectors throughout Business Central
    Protocol The protocol used to connect to this server: FTP, FTPS (FTP over TLS), or SFTP (SSH). Changing this value automatically adjusts the default port and the available authentication types
    Host Name The hostname or IP address of the FTP/SFTP server
    Port The port to connect on. Default is 21 for FTP/FTPS and 22 for SFTP
    Passive Mode When enabled, the FTP or FTPS connection uses passive mode. Recommended for servers behind NAT or firewalls. Not shown for SFTP

    Authentication

    Field Description
    Authentication Type How Business Central authenticates to the server. Available options depend on the selected Protocol — see Authentication Types
    Username Your server login username. Shown when Authentication Type is Username & Password or SSH Private Key
    Password Enter a new password to update the stored credential, or leave blank to keep the current value. Always shown blank — a blank value does not clear the stored credential. Shown when Authentication Type is Username & Password
    SSH Private Key Enter a new PEM-formatted SSH private key to update the stored credential, or leave blank to keep the current value. Always shown blank. Shown when Authentication Type is SSH Private Key
    Client Certificate Enter a new PEM-formatted client certificate to update the stored credential, or leave blank to keep the current value. Always shown blank. Shown when Authentication Type is Client Certificate

    Advanced

    Field Description
    Default Directory An optional base path on the server that is automatically prepended to all file operation paths for this account. Use the browse button to navigate the server and select a directory
    Disabled When enabled, this account is excluded from the connector account list and is not available as a storage option. The account and its credentials are retained and can be re-enabled at any time

    Actions

    Test Connection

    Sends a test request through the NAV-X Azure Function bridge to your FTP/SFTP server using the current settings and credentials.

    • Success — a confirmation message is shown
    • Failure — an error message describes the problem. Common causes: incorrect hostname or port, wrong authentication credentials, server not reachable from the internet, or firewall blocking the connection

    Run this action after saving credential updates or when troubleshooting file access errors.

    See Also

    • How to Add an FTP/SFTP Account
    • How to Manage Accounts
    • FTP Account Setup Wizard

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