How to set up the Microsoft Dynamics 365 Business Central Integration (Beta)

What is Microsoft Dynamics 365 Business Central Integration

Our Microsoft Dynamics 365 Business Central Integration allows you to

• sync approved bills, including bill attachments and in-line tax information to Business Central.
• sync paid bill payments to your Business Central account.
• sync account codes and vendors from Business Central to Procurify.

What are the benefits?

• Easily sync bill and payment information to your MS Dynamics 365 Business Central Account.
• Eliminate sync errors by ensuring MS Dynamics BC is the source of truth for vendor and account code information.

Business Central integration with Bill Sync

Business Central integration with Bill Payment Sync

Set-Up Instructions:

1. Navigate to Settings → Integrations.
2. Click Set Up under Microsoft Dynamics 365 Business Central
3. Follow the set-up wizard to complete the setup for the integration.
   • Begin the setup wizard by clicking Accept. This page may take a while to load.
   • Select the company name to connect to Procurify. 

Steps to set up Vendor List and Account Code sync:

1. Navigate to Settings → Integrations. 
2. Click View below Business Central. 
3. On the Vendor and Account Code tabs, toggle Start Scheduled Sync to ON
   • All new vendors will be created/synced as Preferred Vendors
   • All account codes created/synced via this method will require manual linking to departments. For how to link account codes to departments, see:
     • How to link Account Codes to Locations & Departments
     • How to link Account Codes and Departments in bulk?

For more information on Master Data Sync, see What is Master Data Sync?

You will be redirected back to Procurify when the connection is successful.