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Setting up customer synchronisation with Dynamics 365 Business Central

How to set up customer synchronization between CleanManager and Business Central?

Note:

To be able to synchronize customer data you need to have created an integration between CleanManager and Business Central, see how to in this article:
Integration setup to Dynamics 365 Business Central

 

If your integration is already established to Business Central, you can set up CleanManager to synchronize customers with Business Central:

 

 

How to set up customer synchronization to Business Central

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Log in to CleanManager with the user type Administrator
 
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In the menu, go to Settings > Integrations
 
Afterward, click on the button Customers in the top section

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Click on the dropdown button and select Business Central
 
Press Save to finish

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The synchronization is now established, see the active Business Central logo Screenshot_2021-08-10_at_15.10.54.png which has been added.

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