Microsoft Dynamics 365 Business Central AccountView Integration

Customers are synced from Accountview to Business Central

This flow is triggered when a customers is created or updated.

Orders can be synced from Business Central to Accountview.

Process

You can select the status of the order that you want to be send, like only the paid orders.

When APIcenter retrieves the order data, it is processed and missing data (for example, storeid) is added. After the order is ready for sending the sending process is started.

First, APIcenter checks if the order already exists; if it exists, we skip the order. If it does not exist, APIcenter checks if the customer exists and, depending on the outcome, creates or updates the customer. APIcenter checks if all products exist, and then the order is committed.

APIcenter differentiates in creating the customer based on the source data received. If APIcenter receives a company name from the source, then a company debtor is created with the underlying contact. If there is no company, then a person debtor is created.

The check for customer existence is based on the email address.

Ordertypes

Accountview supports; sales orders and sales invoices

Settings

For a complete overview please check the documentation.

Standard we offer functionality to make specific mappings like payment terms and methods from AccountView to Microsoft Dynamics 365 Business Central.

Do you want to make use of a default debtor? This is also available by default in APIcenter.

Datamapper

By default APIcenter supplies a mapping that makes sure you can send an order towards Microsoft Dynamics 365 Business Central. You can also personalize this to your needs.

For a default working integration, we have already mapped the basic fields that are needed, for example:

• Customer name
• Billing address street
• Number
• Postalcode
• City
• Country
• Shipping address street
• Number
• Postalcode
• City
• Country
• SKU/EAN
• Quantity
• Price