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 initialisation
• Invoices: One-way sync from Upsales to Business Central. Historical invoices are retrieved during initialisation
• Quotes: Not supported at this time

Getting Started

1. Activate the Application
   • Click App Directory:
     
   • Select and activate Business Central (if the app is not visible, 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 initialisation
• 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