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

• Customers: Customers in Business Central sync to Upsales as companies. New companies created in Upsales can also be created as customers in Business Central. Customers on a synced quote, order, invoice or credit memo are always synced.
• Products: Items in Business Central sync to Upsales as products. One-way sync from Business Central to Upsales.
• Sales quotes, sales orders, sales invoices and sales credit memos: Each can sync from Upsales to Business Central, from Business Central to Upsales, or both.

Getting Started

1. Activate the Application
   • Open the profile menu and click App directory:
     
   • Select and activate Business Central (if the app is not visible, contact your account manager):
     
     
     
2. Connect to Business Central
   • Click Connect to Business Central and sign in with your Microsoft account.
   • Select the Environment and Company in Business Central.
3. Configure the Sync
   • Under Customer Sync Settings and Product Sync Settings, choose which directions to sync.
   • Under Sales Quote Settings, Sales Order Settings, Sales Invoice Settings and Sales Credit Memo Settings, tick Sync from Upsales to Business Central and/or Sync from Business Central to Upsales.
   • For each document type you sync, select its stage in Upsales: Quote Stage, Order Stage, Invoice Stage or Credit Memo Stage. You can pick an existing stage or let the app create a new one.
   • Under Other Settings, select a Fallback User. Documents synced from Business Central are assigned to this user when no matching Upsales user is found.
   • Press Save.
4. Import Existing Data
   • After you connect, changes made in Business Central sync to Upsales automatically. Records that already exist in Business Central are only imported when you run a manual sync.
   • Under Run Manual Sync, choose a Sync Mode (Everything, Since last sync or From date range), tick the records to include (Customers, Sales Quotes, Sales Orders, Sales Invoices, Sales Credit Memos, Products) and click Run sync.
   • Each synced document also brings in its customer, contacts and products.

How to Use

• Move an opportunity or order in Upsales to the stage you selected for a document type. The app creates that document in Business Central. For example, an order moved to the Order Stage becomes a sales order in Business Central.
• When a sales order is deleted in Business Central, the matching order in Upsales moves to the Cancelled Stage.

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 initialisation
• Currency & Exchange Rate: Synced daily from Business Central to Upsales. Do not turn on Automatic currency rate under Settings → Currencies while Business Central is active.

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