When setting up your Kolleno integration with Microsoft Dynamics 365 Business Central, you may have custom fields that contain important business data. These custom fields need to be explicitly requested and configured by the Kolleno team to be imported and synced into Kolleno. This article explains what information you need to provide to support so we can add these fields to your integration.
Important Requirements
⚠️ Before requesting a custom field import, ensure:
The custom field already exists in Business Central
The custom field is populated with data on existing records
If a field does not exist or is empty, synchronization errors will occur and may stop your syncs from running
Steps
Verify the custom field exists in Business Central and contains data on at least one record (Customer, Contact, Sales Invoice, Credit Memo, or Customer Payment).
Find the field name for the custom field. Follow the steps in our How to Find a Business Central Field Name for API Integration article.
Identify a record example where the field is already populated:
Gather the required information for each field:
Kolleno URL(s): Your Kolleno instance URL (or multiple URLs if you have multiple instances)
Field name: The exact field name from Business Central (e.g.,
customField,paymentTermsCode) — keep upper/lower case and special characters exactly as they appearField level: Where the field exists in Business Central (Customer, Contact, Sales Invoice, Credit Memo, Customer Payment)
Field type: The data type of the field (String, Number, Boolean, Date, Code, Text, Decimal)
Is default field: Whether this is a native Business Central field or a custom one created for your company
Requires extension: Whether the field requires a Business Central extension to function
Display preferences: Whether you want the field to appear as a column in Kolleno and/or as a filter option
Example record: A customer or invoice number where the field is populated (so we can verify it's working)
Submit a support request with all the information listed above. Include details about how you plan to use each field in your workflows.
Wait for confirmation from the Kolleno team. We will configure the field imports and notify you when they are live in your instance.