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SFTP Export

Tenant administrators can schedule selected CSV exports to an SFTP destination. Go to Setup > Settings > SFTP Export.

Configure the destination

Enter the SFTP host, port, user name, password, and cadence. Select Enabled only when the destination is ready to receive exports.

The available cadence choices are hourly, every six hours, daily, and weekly. The configured remote file is replaced each time its export runs. Select Save to retain the configuration. Select Clear to disable the export and remove the saved credential.

Select export files

Each selected file has its own enabled flag, remote path, and file name. A tenant can send one or more files to the same SFTP destination.

Sales Order Profitability

This is the first and default file. It exports one row per Sales Order line item linked to a Production Order. The file includes Sales Order, customer, product/part number, warranty status, received/completed dates, quote and line revenue, actual parts cost, actual labor hours, and planned labor hours.

Set the Profitability start date to define the first date included. The export runs through the date it is generated. Profitability snapshots are used where available and are backfilled when missing.

Production Orders

Enable this optional file to send the complete Production Orders CSV. It includes production order status, scheduling information, Sales Order context, assigned resources, task planned minutes, and tags.

Test the connection

Select Save and test to save entered changes and authenticate to the SFTP server. A successful test confirms that Velosity can connect with the saved host, port, user name, and password. It does not upload a CSV file or verify write permission to the configured remote path.

Events and troubleshooting

SFTP activity is recorded in the tenant event log using the integration export events:

  • Export started
  • Export completed, including the exported row count
  • Export failed, including the error message
  • Connection test succeeded or failed

The event entity is SftpExport. API diagnostic logs use the VELO.API.SftpExport prefix. Passwords and CSV contents are never recorded in events or logs.

Common causes of failure are blocked outbound port 22, an incorrect host or port, invalid credentials, an unavailable SFTP service, and missing write access to the configured remote path.

Credential security

The password is stored in a private, encrypted SFTP credential record. It is not saved in the tenant general settings JSON and is never returned to the browser or general settings API. The page reports only whether a password has been saved.