Seamlessly connect your sales and financial processes with Business Central and Upsales. Automate order and invoice syncing, eliminate manual data entry, and ensure your team always has access to up-to-date customer and transaction data. Save time, reduce errors, and drive efficiency with a fully integrated system.

Supported Modules

• Orders: Syncs both ways. Historical orders are retrieved during initialization.

• Invoices: One-way sync from Upsales to Business Central. Historical invoices are retrieved during initialization.

• Quotes: Not supported at this time.

Getting Started

1. Activate the Application

   • Go to the Upsales app library and activate Business Central integration.

   • If the app is not available, contact your account manager.

2. Authenticate and Configure

   • Authenticate with Business Central and press Save.

   • Select the environment and company in Business Central.

   • Choose the stage in Upsales that should sync to Business Central.

   • Select a fallback user (if an order does not match an existing user, it will default to this user).

   • Decide whether to create orders or invoices in Business Central from Upsales.

3. Initial Sync Process

   • Once authentication is successful, the sync process begins:

     1. Products: Imported from Business Central to Upsales.

     2. Clients: Only clients that have active orders/invoices
        

     3. Contacts: Only contacts linked to a client with an order are synced

     4. Historical Orders/Invoices: Imported depending on the selected module.

How to Use

• Close an order or invoice in the matching stage chosen in the configuration in Upsales. It will automatically create this entity in Business Central.

Field Mapping

Product Fields

• Name: Syncs both ways.

• Article Number: Business Central > Upsales.

• List Price: Business Central > Upsales.

• Purchase Cost: Business Central > Upsales.

• Active Status: Only syncs from Business Central > Upsales.

• Custom Fields:

  • Unit Type: Business Central > Upsales.

  • Unit of Measure: Business Central > Upsales.

  • Product Category: Syncs from Business Central > Upsales during initialization.

• Currency & Exchange Rate: Synced from Business Central to Upsales.

Account Fields

• Name: Syncs both ways.

• Phone: Syncs both ways.

• Org Number: Business Central > Upsales.

• Website: Syncs both ways.

• Invoice Address: Syncs both ways.

• Custom Fields:

  • Customer Number: Business Central > Upsales.

  • Email: Business Central > Upsales.

  • Payment Term: Business Central > Upsales.

  • Tax Area: Business Central > Upsales.

  • Shipment Method: Business Central > Upsales.

Order Fields

• Date: Upsales > Business Central.

• Description: Upsales > Business Central.

• User: Upsales > Business Central.

• Custom Fields:

  • ERP ID: Business Central > Upsales.

  • Payment Term: Business Central > Upsales.

  • Order Status: Business Central > Upsales.

Invoice Fields

• Date: Upsales > Business Central.

• Description: Upsales > Business Central.

• User: Upsales > Business Central.

• Order Reference: Business Central > Upsales (Populated by the contact name on the invoice).

• Custom Fields:

  • ERP ID: Business Central > Upsales.

  • Payment Term: Business Central > Upsales.

  • Order Status: Business Central > Upsales.

  • Invoice Date: Upsales > Business Central.

Contact Fields

(Only contacts linked to a client with an order are synced)

• Name: Syncs both ways.

• Phone: Syncs both ways.

• Cell Phone: Syncs both ways.

• Email: Syncs both ways.

• Custom Fields:

  • ERP ID: Business Central > Upsales.