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Configure and run flows in the Microsoft Dynamics 365 Business Central – NetSuite integration template

Kathyana Rule
  • Updated

Contents

Additional record mapping is required to integrate the template’s exports and imports with your Zendesk Sell and NetSuite 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.

Microsoft Dynamics 365 Business Central accounts to NetSuite customers

This integration flow syncs Microsoft Dynamics 365 Business Central accounts as NetSuite customers.

Flow details

  • Export source: Microsoft Dynamics 365 Business Central
  • Import destination: NetSuite
  • Built-in export: Get Microsoft Dynamics 365 Business Central companies – get a company from Microsoft Dynamic 365 Business Central
  • Built-in lookup: Get Microsoft Dynamics 365 Business Central accounts by company ID – get all accounts from Microsoft Dynamics 365 Business Central that have been modified since this flow last ran
  • Built-in import: Import NetSuite customers – add or update customers into NetSuite with displayname as the lookup identifier

Setup instructions

  1. Add subsidiary mapping to Import NetSuite customers.
  2. Open Get Microsoft Dynamics 365 Business Central companies and click Configure search parameters. Provide the company name in the filter to retrieve company details.
Field mappings: import NetSuite customers
Search parameters: Get Microsoft Dynamics 365 Business Central companies
Results mappings: Get Microsoft Dynamics 365 Business Central accounts by company ID

Microsoft Dynamics 365 Business Central invoices to NetSuite invoices

This integration flow syncs Microsoft Dynamics 365 Business Central invoices as NetSuite invoices.

Flow details

  • Export source: Microsoft Dynamics 365 Business Central
  • Import destination: NetSuite
  • Built-in export: Get Microsoft Dynamics 365 Business Central companies – get a company from Microsoft Dynamic 365 Business Central
  • Built-in lookup: Get Microsoft Dynamics 365 Business Central sales invoice – get all sales invoices from Microsoft Dynamics 365 Business Central by company ID that have been modified since this flow last ran
  • Built-in lookup: Get Microsoft Dynamics 365 Business Central sales invoice line – get a sales invoice line from Microsoft Dynamics 365 Business Central by invoice ID
  • Built-in import: Import NetSuite invoices – add or update invoices into NetSuite with invoice number as a lookup identifier

Before you begin

  1. Customers in Microsoft Dynamics 365 Business Central and Customers in NetSuite should be the same.
  2. Items in Microsoft Dynamics 365 Business Central and Non-Inventory Items in NetSuite should be the same.
  3. Non-Inventory Items in NetSuite should have a specific General Ledger Account according to your business requirements.

Setup instructions

  1. Configure static map for Currency (InternalId) in Import NetSuite invoices according to your business requirements.
  2. Configure mappings for Items : Location (InternalId) in Import NetSuite invoices according to your business requirements.
  3. Configure a dynamic lookup for items: item (InternalId) in Import NetSuite invoices field mapping according to your business requirements.
  4. Open Get Microsoft Dynamics 365 Business Central companies and click Configure search parameters. Provide the company name in the filter to retrieve company details.
Field mappings: Import NetSuite invoices
Results mappings: Get Microsoft Dynamics 365 Business Central sales invoice
Results mappings: Get Microsoft Dynamics 365 Business Central sales invoice line

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