Page: FTP Account Setup Wizard
The Set Up FTP/SFTP Account wizard walks you through connecting an FTP, FTPS, or SFTP server to Business Central in three steps.
To open: From the File Accounts page (search for External File Storage), choose Add Account, select FTP/SFTP, and choose OK.
Step 1: Connection
Configure the account name and server connection details.
| Field | Description |
|---|---|
| Name | A descriptive name for this account. Required |
| Protocol | The protocol to use: FTP, FTPS, or SFTP. Automatically sets the default port and adjusts available authentication options |
| Host Name | The hostname or IP address of the server. Required |
| Port | The connection port. Defaults to 21 for FTP/FTPS and 22 for SFTP |
| Passive Mode | Enable for FTP/FTPS servers behind NAT or firewalls. Not shown for SFTP |
All required fields are validated before the Next button advances.
Step 2: Authentication
Configure how Business Central authenticates to the server.
| Field | Description |
|---|---|
| Authentication Type | The authentication method. Available options depend on the protocol selected in Step 1 |
| Username | Server login username. Shown for Username & Password and SSH Private Key authentication |
| Password | Server password. Masked input. Shown for Username & Password authentication |
| SSH Private Key | PEM-formatted private key. Masked input. Shown for SSH Private Key authentication (SFTP only) |
| Client Certificate | PEM-formatted client certificate. Masked input. Shown for Client Certificate authentication (FTPS only) |
Required credential fields for the selected authentication type are validated before advancing.
Step 3: Advanced & Finish
Configure optional settings and test the connection before saving.
| Field | Description |
|---|---|
| Default Directory | An optional base path automatically prepended to all file operations for this account. Use the browse button to navigate and select a folder on the server |
| Connection Status | Shows the result of the last connection test run on this wizard page |
Actions
| Action | Description |
|---|---|
| Back | Return to the previous step. Not available on Step 1 |
| Next | Validate the current step and advance. Not available on Step 3 |
| Test Connection | Available on Step 3. Tests the connection to the FTP/SFTP server using the entered settings and credentials. Shows the result in Connection Status |
| Finish | Save the account and close the wizard. Only available on Step 3. Strongly recommended to run Test Connection before choosing Finish |