How to integrate with Business Central

This guide explains how to configure Zahara to integrate with Microsoft Dynamics 365 Business Central. Follow these steps to set up the connection.

Step 1: Navigate to the Integration Section

1. Log in to Zahara.
2. Configure Zahara’s integration section to link Microsoft Dynamics 365 Business Central to Zahara:
   • Go to Business Unit → Settings.
   • Find Integration.
3. Select Microsoft Dynamics 365 Business Central from the integration options.

Step 2: Save and Create a Business Unit

1. Click Save to confirm your selection.
2. From the menu, select Create Business Unit within Codat.
3. A new tab will open to configure the Codat connection.

Step 3: Select Accounting Software

1. In Codat, select Dynamics 365 Business Central from the Select your accounting software options.
2. Click Next.

Step 4: Review Permissions

1. Review the permissions Zahara requires within Business Central.
2. Click Next.

Step 5: Log In and Install the Extension

1. Log in to your Microsoft Dynamics 365 Business Central account.
2. Follow the prompt to install the required extension. If you lack the necessary permissions, contact your IT team. The message reads:
   

   Extension Installation
   In order to link to Zahara – Prod, an extension may have to be installed onto your Business Central instance. It will appear under the name ‘App Link’. By clicking Accept, you agree to this extension being installed.
   Note – you can remove the extension at any time by going to the ‘Extension Management’ page and choosing the Uninstall action on the ‘App Link’ extension.

3. Click Accept to proceed with the installation.

Step 6: Link a Business Central Company

1. Select the desired company from the drop-down menu on the next screen.
2. Click Select Company.

Step 7: Complete the Connection

1. A Connection Successful screen will appear. Click Next.
2. A thank you screen will confirm the process. Click Finish.

Step 8: Final Steps

1. Close the Codat window and return to Zahara.
2. Refresh the Business Settings window in Zahara to ensure the connection is active.

Once the connection to Microsoft Dynamics 365 Business Central is established, you can configure the integration settings in Zahara. The following options are available:

• Connected Microsoft Dynamics 365 Business Central account: Displays the connected Business Central account.
• Cost Code Mapping: Map a Microsoft Dynamics 365 Business Central dimension to Zahara cost codes.
• Project Mapping: Map a Microsoft Dynamics 365 Business Central dimension to Zahara projects.
• Division Mapping: Map a Microsoft Dynamics 365 Business Central dimension to Zahara divisions.

Each option ensures seamless data synchronisation and alignment between the two systems.

Adding Custom Coding List Mapping

In addition to standard mappings, Zahara allows custom coding list mappings to synchronise additional dimensions:

1. Select Add a Custom Coding List Mapping.
2. Choose the Microsoft Dynamics 365 Business Central dimension to map to a Zahara invoice line item coding list.
3. Click Add Another Custom Coding List to map additional dimensions.

These mappings are managed in Business → Coding Lists → Custom Coding Lists.

Running the Synchronisation

After configuring mappings:

1. Click Save to confirm the mappings.
2. Click Run Synchronisation to pull data such as Tax Codes, Nominal Codes, and Suppliers from Business Central into Zahara.

This process also creates custom coding lists for standard dimensions like Line Type and Fixed Assets.

The final two integration settings are related to the export of invoices from Zahara into Business Central.

• Exported Invoice Status.This defines the location that the invoice will be exported to. The options include:
  • Ongoing Purchase Invoice
  • Outstanding Vendor Invoice
• Export Invoice PDF. This defines whether you would like the PDF of the invoice to be transferred from Zahara to Business Central on export.

Your integration is now complete, and Zahara is successfully linked to Microsoft Dynamics 365 Business Central. If you encounter any issues, refer to the troubleshooting section or contact the Zahara support team for assistance.