The FTP / SFTP Export integration allows you to send exported expense files directly to your own server, rather than downloading them to your computer first. This is particularly useful if you have automated processes or accounting software that already monitors an FTP/SFTP location for incoming files.
Important: This integration does not automatically import expenses into your accounting software. It simply delivers the export file to a location you control.
Setting up the FTP / SFTP export
Go to Setup → Settings → Integrations
On the right-hand side, open the dropdown and select: FTP Export.
Complete the following fields using the details for your own FTP or SFTP server:
Description: A friendly name to help you identify this integration
Host: The server address (e.g. sftp.yourcompany.com)
Remote Directory: The folder where exported files should be placed
Port: Typically:
22 for SFTP
21 for FTP
Username: Your FTP/SFTP username
Password: Your FTP/SFTP password
Note: At present, only username and password is supported.
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Using the FTP / SFTP Export
Once the integration is set up:
Go to the Accounting page
Start an expense export
Choose your required file format
Complete the export as normal
Instead of downloading the file to your computer:
The export file is sent directly to the configured FTP/SFTP location
If the export completes successfully, the file will be available in the remote directory you specified.
What the FTP / SFTP export is and isn’t
What it does
Sends an expense export file directly to your FTP or SFTP server
Removes the need for users to download files locally
Supports automated or server-side processing workflows
What it does NOT do
It does not automatically post expenses into accounting software
It does not configure or manage your accounting system
It does not transform data beyond the chosen export format
Most accounting platforms or middleware tools will still need their own configuration to:
Monitor the FTP/SFTP location
Pick up the file
Import or process it into the correct destination
The FTP / SFTP Export is a delivery mechanism only. It is simply a way to move files from our system to yours.