Fetch File via SFTP Job in Planning and Budgeting Sync

To upload data from an external SFTP server to your application in Oracle Cloud Enterprise Performance Management (EPM), you can set up the Fetch File via SFTP job in NetSuite.

Note:

For information about configuring the SFTP server connection used by the Fetch File via SFTP job to upload data, see Configuring External Connections.

To set up job parameters for the Fetch File via SFTP job type:

In NetSuite, go to NetSuite EPM > Planning and Budgeting > Manage Jobs.
On the Manage Jobs page, do one of the following:
- In the list of jobs, click Edit next to a job of your choice.
- If you don't see the job in the list, click the Add Job button, and follow steps 3 through 6 in Adding a Job in Planning and Budgeting Sync.
Click the Job Parameters subtab, and do the following:
1. From the Connection Name list, select the SFTP connection that this job should use to upload files. The list includes connections that you've previously created as described in Configuring External Connections.
2. In the Download Files from Folder field, enter the path to the folder on the SFTP server from where you want to download files. For example: bank1
  
  Note:
  The entered path shouldn't start with a parent directory notation (../).
3. In the Filename to Download field, enter a filename pattern for files that this job should download. You can use the asterisk (*) wildcards to match any character sequence. For example: dailytrans*.csv
4. (Optional) In the After Download Move Files to Folder field, enter a path to the folder where you want to move successfully downloaded files. For example: bank1/Archive
  
  Note:
  The entered path shouldn't start with a parent directory notation (../). This should be a subfolder that is relative to the folder path specified in Download Files from Folder.
5. In the Upload Files to Folder field, enter a path to the folder in the Planning and Budgeting inbox where you want to upload the downloaded files. For example: inbox/bank1data
  
  Note:
  The entered path shouldn't start with a parent directory notation (../).
  
  To access the inbox folder in your Planning and Budgeting, go to Data Exchange, and then from the Actions list, select File Browser.
6. (Optional) In the Filename to Upload as field, specify a name you want to use to rename the file before uploading to your Planning and Budgeting application. For example: bank1file.csv
To schedule the job, click the Schedule subtab, and follow step 3 in Scheduling a Job in Planning and Budgeting Sync.
Click Save.

To set up job parameters for the Fetch File via SFTP job type:

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