Microsoft Dynamics 365 Business Central Pipedrive Integration
What can you integrate between
Microsoft Dynamics 365 Business Central and Pipedrive?
Microsoft Dynamics 365 Business Central + Pipedrive Integration
Products are synced from Microsoft Dynamics 365 Business Central to Pipedrive. Within this sync different types of products are supported. APIcenter gathers the data from Microsoft Dynamics 365 Business Central, then it is run through the APIcenter to have the correct settings, values and formats before it is send to Pipedrive. Products are created or updated based on the SKU.
You can differentiate within APIcenter the behaviour between creating and updating products. For example when APIcenter creates a product and sends in the long description from the Microsoft Dynamics 365 Business Central, but if you enrich the data after this in Pipedrive, you don't want to have it overwritten with an update. For this you can set a checkbox to update the product info.
Supported product types: Simple, virtual, variant/configurable products.
Besides the generic and custom added fields from Microsoft Dynamics 365 Business Central also Item Attributes from Microsoft Dynamics 365 Business Central are supported. These needs to be manually mapped in APIcenter.
Attributes are used for creating configurable products, like size/color/options. Features are used as extra information fields, think about country of origin, type, delivery time etc.
Categories can be created or updated from Microsoft Dynamics 365 Business Central to Pipedrive.
Images are supported from Microsoft Dynamics 365 Business Central to Pipedrive. Please be aware that Microsoft Dynamics 365 Business Central only supports 1 image.
You can map extra fields that are available in the API. For a default working integrations we already mapped the basic fields that are needed; for example
- Long Description
- Short Description
- Price excl. tax or incl. tax
Stock is synced from Business Central to Pipedrive.
Different types of stock calculations are supported. By default the available stock - sales reservations is send.
You can set the value towards target system if you want to have the stock managed or not.
Orders can be synced from Microsoft Dynamics 365 Business Central to Pipedrive or from Pipedrive to Microsoft Dynamics 365 Business Central.
You can set the status on which orders are send from Pipedrive, like only the paid orders.
Once APIcenter retrieves the order data it is processed, add missing data(for example mandatory data for business central like Business Posting Group) and start the send process towards Microsoft Dynamics 365 Business Central. First APIcenter checks if the order already exists, if it exists we skip the order. If it does not exists APIcenter checks if the customer exists and depending on the outcome create or update the customer. APIcenter checks if all products exist and then the order is committed.
APIcenter differentiates in creating the customer based upon the source data received. If APIcenter receives from the source a company name then a company debtor is created with the underlying contact. If there is no company then a person debtor is created.
The check on customer exists is done per default by email address.
You can determine what type of order you want to send towards Microsoft Dynamics 365 Business Central.
Our Microsoft Dynamics 365 Business Central integrations support Orders or Invoices.
Within APIcenter you can set specific settings that are mandatory for Microsoft Dynamics 365 Business Central, like Customer Posting Group, General Business Posting Group etc. For a complete overview please check the documentation.
Standard we offer functionality to make specific mappings like payment terms and methods from the Pipedrive to the Microsoft Dynamics 365 Business Central.
Do you want to make use of a default debtor? This is also per default available in APIcenter.
Per default APIcenter supplies a mapping that makes sure you can send an order towards Microsoft Dynamics 365 Business Central. You can also make adjustments to this yourself.
Default fields that are mapped are for example:
- Customer Name
- Billing address street
- Shipping address street
The customer flow is different then the customers that are created via the order flow. In this flow customers are always updated on a change. And in the order flow the customers are only updated on an order.
We check if the customer exists per default by email address.
You can set the mandatory fields for Microsoft Dynamics 365 Business Central in settings tab, for example the business posting group.
Per default the flow is already mapped. You can also make adjustments to this yourself.
Default fields that are mapped are for example:
- Customer Name
- Billing address
- Shipping address
For setting up a successful integration between Microsoft Dynamics 365 Business Central and Pipedrive you need to install an app in your Microsoft Dynamics 365 Business Central environment. You can find the app here .
This app extends your articles table with some setting fields and a long description for the article. It also creates additional API endpoints where we can retrieve additional data from Microsoft Business Central.
We support Business Central cloud and local from version 14 and higher.
For detailed documentation, click here.
and more efficient
Link your applications yourself
in the APIcenter dashboard
Insight from you
data in dashboard
Always orders, customers,
products Up to date
your data between
Set up the integration
yourself ? Set up in 5 steps!
Create a free account and start the wizard. 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.
No time to set up
your integration yourself?
The integration is set up by an APIcenter specialist. After consultation with a consultant, we will create the account for you and set the API data for both systems. The desired flows are then set up and fully configured. Advanced settings are also set and consideration is given to the optimal use of the integration. After a thorough test phase, the integration will go live.
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
While it would take you hours to copy data between Microsoft Dynamics 365 Business Central and Pipedrive, 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.
With APIcenter you have complete control over all your data flows from Microsoft Dynamics 365 Business Central to Pipedrive 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.
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 Microsoft Dynamics 365 Business Central, and which data was pushed to Pipedrive and the other way around. Add flows per your wish.
More about the Microsoft Dynamics 365 Business Central and Pipedrive integration.
The Microsoft Dynamics 365 Business Central and Pipedrive integration is very easy to setup with the APIcenter wizard. Simply create a free account and start the wizard. You will be asked which integrations you'd like to add. Simply select Microsoft Dynamics 365 Business Central and Pipedrive .
- 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.
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 Microsoft Dynamics 365 Business Central integration with Pipedrive fixed in minutes.
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.
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.