Integration · Finance and ERP

Business Central + Workspace.

Sales orders or sales invoices from Business Central become orders in Workspace, and the tracking number is put back on the order as a comment line once the parcel has shipped.

Direction
Orders in, tracking number back
Connection
Sign in with Business Central
Note
Connected through Microsoft Entra ID.
Visual
Illustrated workflow

Into Workspace

What Workspace takes from Business Central

  • Sales orders

    The orders to ship, with lines and recipient.

  • Or sales invoices

    Where the invoice is the document the goods ship on, it is picked instead.

Back

What goes back to Business Central

  • Tracking number

    Written back as a comment line on the document.

How Business Central is connected

  1. Pick the system

    Under Integrations in Workspace, with the fields Business Central needs.

  2. Sign in with Business Central

    Approve access in Business Central's own sign-in window. The keys Workspace gets back are kept in a vault, never in the database.

  3. First sync

    The history is mirrored in, and from then on a sync job of its own keeps it current. A stop shows on Sync health before it shows in the numbers.

Do you use Business Central?

We show what Business Central looks like in Workspace, in a demo with your own setup.

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