Data sync & configuration
Configure how customer data and contacts are imported, and control invoice/credit note references and field mappings.
12 articles
- Credit Note Reference in Business CentralConfigure credit note reference from Business Central via business_central_credit_note_ref.
- Invoice Reference in Business CentralConfigure invoice reference from Business Central via business_central_invoice_ref.
- How to Find a Business Central Field Name for API IntegrationSubmit to Kolleno support the exact BC field name (via Inspect) env URL, record type, native/custom.
- Import Business Central ContactsFind out the two places where contacts come from Business Central.
- Customer contact marked as PrimaryAutomatically mark Business Central imported customers as Primary contacts.
- Credit Limit from Business CentralImport the credit limit you have in Microsoft Business Central.
- Configuring customer portfolios on Kolleno with Microsoft Dynamics Business CentralUsing Microsoft Dynamic Business Central you are able to automatically populate your customer portfolios in Kolleno.
- Business Central invoice PDFs in KollenoHow Kolleno retrieves invoice PDFs from Microsoft Dynamics 365 Business Central, and what to do if they are not appearing.
- Business Central credit note PDFs in KollenoHow Kolleno retrieves credit note PDFs from Microsoft Dynamics 365 Business Central, and how this differs from invoice PDFs.
- Business Central Deep LinkView a Business Central link next to customer names. Automatically enabled when imported from Business Central.
- Request Business Central Custom Field ImportsRequest custom fields from Business Central to be imported and synced with Kolleno.
- Updating Business Central Records Using API Request in WorkflowsCall Business Central endpoints from the API Call action in workflows, using the connection you already have.