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Connect to Dynamics Business Central

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Integrating with Dynamics Business Central

There is a 1:1 connection between each Re-Leased company and the corresponding Dynamics Business Central company. Once a Re-Leased company has been connected to a Dynamics Business Central company, it cannot be re-connected to any other Dynamics Business Central company.

 

Prior to connecting

To set up your Dynamics Business Central account, you will need:

  • Tax types
  • Chart of accounts
  • Products/services

 

Connecting

1. On the Settings page, select the company to sync with Dynamics Business Central from the drop-down in the top left. Scroll down and select Manage Add-ons and Integrations.

 

Your Dynamics Business Central status will show that the integration is not connected.

 

2. Click on Connect

 

3. Once on the Dynamics Business Central integration page, there are explanations on what will be synced between Re-Leased and Dynamics Business Central. Click on Connect to Dynamics Business Central

 

 

4. Select Accept for the Extension Installation

 

5. Select the Dynamics Business Central company to link to Re-Leased

You will now be redirected to Re-Leased to prepare for your first sync.

 

If the Re-Leased company has existing data present, then you will need to reconcile the Tax Types, Chart of Accounts, Dimensions and Contacts. However, if Dynamics Business Central is being connected to a blank Re-Leased company, there will be no matching of entities needed.

 

6. Select your Sync from Date (this can't be prior to 2018)

Only invoices, credit notes or payments that are dated on or after the date entered will be synced with Dynamics Business Central. If you edit an invoice that is dated prior to the sync date after connection it will not sync with Dynamics Business Central.

 

 

You have the option to exclude transactions syncing between Dynamics Business Central and Re-Leased.

 

7. Tax Type Reconciliation 

 

If you have Tax Types in Re-Leased that are not in Dynamics Business Central, you will need to reconcile them.

You will have two options:

  1. Archive the tax type. If the type is archived, it will not be available for us in Re-Leased for any future invoices
  2. Match the tax type to an existing Dynamics Business Central rate. If this option is chosen, any invoices using the Re-Leased tax type will sync across and now be present in Dynamics Business Central and Re-Leased under the newly matched tax type

Note: A Dynamics Business Central tax type can only be used once.

 

The status display on the right of the window will show if that tax types have been matched or archived. Once all tax types have been reconciled, select 'Continue' and the onboarding will continue.

 

8. Account Reconciliation

 

If you have Accounts in Re-Leased that are not in Dynamics Business Central, you will need to reconcile them. 

You will have two options:

  1. Archive the account. If the account is archived, it will not be available for use in Re-Leased for any future invoices
  2. Match the account to an exisiting Dynamics Business Central account. If this option is chosen, any invoices using the Re-Leased account will sync across and will now be present in Dynamics Business Central and Re-Leased under the matched account

Note: A Dynamics Business Central account can only be used once.

 

The status display on the right of the window will show if the accounts have been matched or archived. Once all chart of accounts has been reconciled, select ‘Continue’ and the onboarding will continue.

 

9. Dimensions Reconciliation

 

If you have Dimensions in Re-Leased that are not in Dynamics Business Central, you will need to reconcile them.

You will have two options:

  1. Archive the dimension. If the dimension is archived, it will not be available for use in Re-Leased for any future invoices.
  2. Match the account to an existing Dynamics Business Central dimension. If this option is chosen, any invoices using the Re-Leased dimension will sync across and will now be present in Dynamics Business Central and Re-Leased under the matched dimension.

Note: A Dynamics Business Central dimension can only be used once.

 

The status display on the right of the window will show if the dimensions have been matched or archived. Once all dimensions have been reconciled, select ‘Continue’ and the onboarding will continue.

 

10. Contacts Reconciliation

 

If you have Contacts in Re-Leased that are not in Dynamics Business Central, you will need to reconcile them.

You will have two options:

  1. Create the contact in Re-Leased. If the ‘Create New Contact’ option is selected, the contact will be created in Re-Leased.
  2. Match the contact to an existing contact in Re-Leased. If this option is chosen, any invoices using the Re-Leased contact will sync across and now be present in Dynamics Business Central and Re-Leased under the matched contact

Note: Dynamics Business Central contacts can only be used once.

 

The status display on the right of the window will show if the contacts have been matched or created. Once all contacts have been reconciled, select ‘Continue’ and the onboarding will continue.

 

The initial onboarding and reconciliation is now completed. Once ‘Confirm’ is selected, a new page will open, and the first sync will automatically start.

 

 

This initial sync may take some time depending on how much data needs to be copied between Re-Leased and Dynamics Business Central, but you can continue to work while this continues in the background.

 

Once the sync is complete the spinning circle in the header will be replaced with a blue flag.

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