Data sync & configuration
Configure how customer data and contacts are imported, and control invoice/credit note references and field mappings.
By Kolleno1 author7 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.