Ai/TrafagSalesExporter/docs/SAGE_SPAIN_RCLONE_UPLOAD_GUIDE_2026-06-03.md

Sage Spain Rclone Upload Guide

Status: 2026-06-03

Purpose: The Sage server in Spain creates the sales CSV locally and then automatically uploads the file to the SharePoint folder used by the dashboard import.

Target Folder

SharePoint URL:

https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien

Technical folder:

Shared Documents/Import/Finance/Spanien

Recommended rclone target path:

trafag-bi:Import/Finance/Spanien

The rclone remote trafag-bi should point to the Shared Documents document library of this SharePoint site:

https://trafagag.sharepoint.com/sites/WorldwideBIPlatform

Required Files On The Spain Server

Recommended folder:

C:\Trafag\SageSpain

Required files:

Export-SageSpainSalesCsv.ps1
Run-SpainExportAndUpload.ps1

The files are included in:

SageSpainFinalExportPackage.zip

Install rclone

If winget is available:

winget install Rclone.Rclone

Alternatively, install the rclone ZIP manually, for example to:

C:\Tools\rclone\rclone.exe

Test the installation:

rclone version

If rclone is not in the PATH, use the full path later:

C:\Tools\rclone\rclone.exe version

Configure The rclone Remote

On the Spain server:

rclone config

Recommended input:

n
name> trafag-bi
Storage> onedrive

Then complete the Microsoft login.

Important:

• Site: WorldwideBIPlatform
• Document library: Shared Documents
• The rclone remote trafag-bi should point to the document library Shared Documents.

Test rclone

rclone lsd trafag-bi:
rclone lsd trafag-bi:"Import"
rclone lsd trafag-bi:"Import/Finance"
rclone lsd trafag-bi:"Import/Finance/Spanien"

If the last command lists the folder without an error, the target path is correct.

Manual Export Without Upload

Full export for 2025:

Set-ExecutionPolicy -Scope Process Bypass
cd C:\Trafag\SageSpain
.\Export-SageSpainSalesCsv.ps1 -ExportMode Full -Year 2025 -OutputDirectory C:\Trafag\SageSpain\out

Delta/range export:

Set-ExecutionPolicy -Scope Process Bypass
cd C:\Trafag\SageSpain
.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03" -OutputDirectory C:\Trafag\SageSpain\out

Notes:

• ToDate is exclusive.
• The range "2026-06-02" to "2026-06-03" exports June 2.
• For daily delta exports, LineRegistrationDate is recommended because it captures newly registered or changed lines.

Run Export And Upload Together

Default: daily delta run, yesterday until today:

Set-ExecutionPolicy -Scope Process Bypass
cd C:\Trafag\SageSpain
.\Run-SpainExportAndUpload.ps1

Explicit date range:

.\Run-SpainExportAndUpload.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03"

Full export with upload:

.\Run-SpainExportAndUpload.ps1 -ExportMode Full -Year 2025

If rclone is not in the PATH:

.\Run-SpainExportAndUpload.ps1 -RcloneExe "C:\Tools\rclone\rclone.exe"

If the rclone remote has another name:

.\Run-SpainExportAndUpload.ps1 -RcloneRemote "YOUR_REMOTE_NAME"

What Gets Uploaded?

The wrapper script uploads these files from the newest export folder:

*.csv
*_summary.txt

Target:

trafag-bi:Import/Finance/Spanien

The script does not change any data in Sage or SQL Server.

Windows Task Scheduler

Recommended daily run, for example at 02:00:

$action = New-ScheduledTaskAction `
  -Execute "powershell.exe" `
  -Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1"

$trigger = New-ScheduledTaskTrigger -Daily -At 02:00

Register-ScheduledTask `
  -TaskName "Trafag Spain Sage Export Upload" `
  -Action $action `
  -Trigger $trigger `
  -Description "Exports Sage Spain sales CSV and uploads it to SharePoint via rclone"

If rclone is not in the PATH:

$action = New-ScheduledTaskAction `
  -Execute "powershell.exe" `
  -Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1 -RcloneExe C:\Tools\rclone\rclone.exe"

Check After The Run

Local output:

Get-ChildItem C:\Trafag\SageSpain\out -Directory | Sort-Object LastWriteTime -Descending | Select-Object -First 1
Get-ChildItem C:\Trafag\SageSpain\logs

SharePoint via rclone:

rclone ls trafag-bi:"Import/Finance/Spanien"

Browser check:

https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien

Common Issues

rclone: command not found

• rclone is not in the PATH.
• Use -RcloneExe "C:\Tools\rclone\rclone.exe".

directory not found

• The remote may not point to Shared Documents, or the target folder may be different.
• Check with rclone lsd trafag-bi: and rclone lsd trafag-bi:"Import/Finance".

Access denied

• Microsoft login or SharePoint permissions are missing.
• The Windows user running the scheduled task must have access to the rclone configuration and to SharePoint.

Empty delta file:

• Check the date range.
• ToDate is exclusive.
• For a daily run, yesterday until today is correct.