Braintree – Microsoft Dynamics 365 Business Central Quickstart integration template

The Braintree – Microsoft Dynamics 365 Business Central quickstart integration template (NA | EU) lets you integrate your Braintree transactions with Microsoft Dynamics 365 Business Central. The integration template comprises a set of pre-built integration flows. These flows help you update Braintree transactions as cash receipt journals in Microsoft Dynamics 365 Business Central.

Supported integration flows

The Celigo quickstart bundle contains workflows you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.

Braintree to Microsoft Dynamics 365 Business Central

Flow: Braintree transactions to Microsoft Dynamics 365 Business Central cash receipt journals.

Gather your credentials

Before you begin

Keep your Braintree and Microsoft Dynamics 365 Business Central account credentials ready:

• Braintree – verify APIs and Authorization
  • Before you set up a Braintree connection below, ensure that you have the API and authentication details for your Braintree app.
  • Refer to the Braintree help documentation to learn more about APIs and Authorization.
• Microsoft Dynamics 365 Business Central – verify APIs and Authorization
  • Before you set up a Microsoft Dynamics 365 Business Central connection below, ensure that you have the API and authentication details for your Microsoft Dynamics 365 Business Central app.
  • Refer to the Microsoft Dynamics 365 Business Central help documentation to learn more about APIs and Authorization.

Install the Braintree – Microsoft Dynamics 365 Business Central template

1. From the integrator.io Microsoft Dynamics 365 Business Central Marketplace options, select the Braintree template and click Install.
2. Review the template’s contents and ReadMe and click Install now to begin.
3. Install the template.

Configure the Braintree – Microsoft Dynamics 365 Business Central flows

Additional record mapping is required to integrate the template’s exports and imports with your Braintree and Microsoft Dynamics 365 Business Central apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then run or schedule each flow.

Braintree transactions to Microsoft Dynamics 365 Business Central cash receipt journals

This integration flow syncs Braintree transactions as Microsoft Dynamics 365 Business Central cash receipt journal lines.

Additional resources:

• Braintree Developer Documentation
• Create journalLines - Business Central | Microsoft Learn
• Microsoft Dynamics 365 Business Central documentation

Before you begin

1. Retrieve the companyId, journalId, accountId, accountType, and accountNumber from Microsoft Dynamics 365 Business Central and store them in the integration settings.
2. Navigate to your company, journal, or account in Microsoft Dynamics 365 Business Central.
3. Click the “?” on the top of the page and click Help and Support on the right-hand side of the page.
   
4. Click Inspect pages and data.
   
5. Find the internal ID, labeled id or guid, on the right-hand side of the page.
   

   Setup instructions

   1. The Braintree API requires a query to get the necessary data. This template is set up with a query for what is required for this flow, but you can add more to the query using the Additional resources.

   Import Microsoft Dynamics 365 Business Central cash receipt journal lines

   Destination record	Source record
   id	$.companyId
   journalId	$.journalId
   accountType	$.accountType
   accountId	$.accountId
   accountNumber	$.accountNumber
   postingDate	$.shortDate
   amount	$.totalAmount
   externalDocumentNumber	$.id
   comment	$.company