AccountView Microsoft Dynamics 365 Business Central Integration

accountview AccountView Microsoft Dynamics 365 Business Central Integration microsoft dynamics 365 business central

What can you integrate between
AccountView and Microsoft Dynamics 365 Business Central?

Sales Orders
4498 / MO
AccountView
Microsoft Dynamics 365 Business Central
  • Sales orders
  • Sales invoices
  • Customers
  • Stock
  • TAX-code
  • TAX-code per country
  • Shipping costs
  • Shipping methods
  • Payment conditions
  • Payment methods
  • Discounts
  • Revenue account by country
  • Order status
  • Default debtor
  • Unlimited transactions
Set up integration
Customers
3998 / MO
AccountView
Microsoft Dynamics 365 Business Central
  • Revenue account by country
  • Customer update
  • Default TAX-code per country
  • Unlimited transactions
Set up integration
Products
4998 / MO
AccountView
Microsoft Dynamics 365 Business Central
  • Articles
  • Update checkbox
  • Custom filters possible
  • Product Image
  • Unlimited transactions
Set up integration

Details
AccountView + Microsoft Dynamics 365 Business Central Integration

Orders
Customers
Prerequisits

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 Microsoft Dynamics 365 Business Central to AccountView.

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 AccountView. 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

Customers are synced from Accountview to Business Central

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

Accountview.net needs to be installed and publically available.

The user connected to accountview.net should also be available in accountview and should have the corresponding rights with the functionality you want to use.

For the integration with Business Central our app should be installed.

Work faster
and more efficient

Connect your applications yourself
in the APIcenter dashboard

Insights from your
data in dashboard

Always orders, customers,
products Up to date

Automatically sync
your data between

AccountView
Microsoft Dynamics 365 Business Central
Set up your integration

Set up the integration
yourself ? Set up in 5 steps!

Create a free account and start the installation assistant. Select the applications you want to integrate and select which data you want to sync. Then some questions are asked about the basic configuration. In the advanced settings you can adjust a lot of settings. You can turn on the integration and try it for free for 14 days. Can’t quite figure it out? Then we will help you in a short, free online meeting.

Do it yourself
0,-
  • APIcenter access
  • Setup manuals
  • Setup videos
  • Authorize the applications
  • Select which data you want to sync
  • Short meeting to get started
  • 14 day trial
More information
Set up your integration

Let APIcenter setup the basics.

We can help you setup the integration. Within this package we authorize the 2 applications you'd like to integrate. Also we setup 1 flow and let data go through it. So we make sure the integration works and then schedule a video call to demonstrate the integration. This package can be purchased in your dashboard. You will also find packages to integrate more flows there.

Installation package
500,-
  • Setup by APIcenter experts
  • Authorization of 2 applications
  • Setup integration
  • Configure 1 flow
  • Make sure the basics work perfectly
  • Video meeting to demonstrate integration

Purchase

How APIcenter
works

APIcenter is a platform where you can set up an integration yourself. But how does this work? By registering you will enter the dashboard. Here you can “connect” your different systems together. You add your systems/applications first. Then you generally indicate what you want to link, for example products or orders. In the next step you will be asked what your specific wishes are. When that is filled in, you are done and you can test whether everything works as you wish! It can be that simple.

Always up to date

Always up to date

While it would take you hours to copy data between AccountView and Microsoft Dynamics 365 Business Central, APIcenter can do it in seconds. APIcenter is more efficient not only in cost and time, but most importantly: accuracy & security. A constant flow of data from one end to another has never been easier.

Access to API Center

Configurable

With APIcenter you have complete control over all your data flows from AccountView to Microsoft Dynamics 365 Business Central and the other way around. You can map the data exactly how you want it, and even invoke extra functions to transform the data when needed.

Exact Partner

Full transparancy

You will get access to your own personal dashboard in which you can see extensive activity logs for your integrations. See exactly which data was from AccountView, and which data was pushed to Microsoft Dynamics 365 Business Central and the other way around. Add flows per your wish.

More about the AccountView and Microsoft Dynamics 365 Business Central integration.

image

The AccountView and Microsoft Dynamics 365 Business Central integration is very easy to setup with the APIcenter installation assistant. Simply create a free account and start the installation assistant. You will be asked which integrations you'd like to add. Simply select AccountView and Microsoft Dynamics 365 Business Central .

  • Add the API credentials for both applications. We will walk you trough it.
  • Add the flows you'd like to add, like orders, products and stock.
  • Then add some settings per your needs and answer some questions to setup the integration properly.
  • Finally pay 1 euro for the trial period. When you are happy with the integration you can decide to go for a paid subscription.
Monitoring

Monitoring

APIcenter constantly monitors your integrations, so if any integration fails for whatever reason, we will instantly notify you exactly with what the problem is. This way you can have your AccountView integration with Microsoft Dynamics 365 Business Central fixed in minutes.

Scalability

Scalability

Nobody wants to be "punished" for their success by causing unwanted delays when the data flow grows bigger. Your data is business critical, you cannot afford any delays. By utilizing a redundant serverless architecture, APIcenter is able to handle any amount of data for your integration, without ever slowing down.

GDPR Proof

GDPR Proof

Our platform is GDPR proof. Transferring data is handled on the fly over an end-to-end encrypted connection without ever being saved on any of our servers. We only store logs to show to you. They are deleted on a frequently basis.