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How to integrate Business Central with Plecto

  1. Go to Data management > Data sources > + New data source > Dynamics 365 Business Central.

  2. If you want to import your data from the production environment, simply click Next to proceed and log in to your Business Central account. If you want to connect a sandbox account, change the environment name to sandbox.

  3. Select the data you want to import.

  4. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  5. Click Next to choose how much data to import and how long you want to keep it in the data source.

  6. Click Import to finish.

Available data

Currently, you can import the following data from Dynamics 365 Business Central to Plecto:

  • Customers

  • General Ledger Entries

  • Items

  • Purchase Invoices

  • Sales Invoices

  • Sales Orders

  • Sales Quotes