Business Central: Difference between revisions

Jump to navigation Jump to search

Business Central (view source)

Revision as of 10:31, 13 October 2021

3,970 bytes added ,  13 October 2021
→‎Configure integration
Line 44: Line 44:
You have created the integration; you can now set it up.
You have created the integration; you can now set it up.


== Configure integration ==
== Customize integration ==


# Double-click this integration to map external entities/fields to local entities/fields. For Business Central, some settings are configured by default:
=== How to change default mapping? ===
#* Default mapping will be added. In the preview, only three entities are officially supported: account, contact, and work order.
 
#* Based on default mapping, External Primary Key fields will be added to the schema.
Mapping allows you to match entities and fields on Business Central with entities and fields on Resco. Out of the box, three entities are mapped and ready for synchronization: account, contact, and work order.
# Verify that the three entities supported out-of-the-box are enabled.
 
# Double-click the integration.
# Select an entity on the External Entities pane (left).
# Select the matching local entity, its primary key, and version number.
# In the table below, define the mapping for fields that you want to integrate: select the checkbox and choose a matching '''Local Field'''.
# For all fields with the local type Lookup, enter the lookup '''Target''' in this format: <code>[localEntity].[localField]</code> (e.g., <code>account.integration_bc_pk</code>).
# Save all changes.
 
=== How to enable/disable entity for synchronization? ===
 
# Double-click the integration.
# Select an entity from the '''External Entities''' pane.
# Click '''Enable''' or '''Disable'''.
# Save all changes.
# Save all changes.


You can start migrating or synchronizing data:
=== How to change Sync Filter? ===
* [[Integrations#Set_up_sync_filter|Set up sync filter]]
 
* [[Integrations#Import.2Fexport_data|Import/export data]]
If you want to restrict what data to sync, consider setting up a [[Sync Filter]].
* [[Integrations#Synchronize_data|Synchronize data]]
 
# Double-click the integration.
# Select an entity from the '''External Entities''' pane.
# Click '''Sync Filter'''.
# Enter custom conditions that serve as a filter for records.
# Save all changes.
 
=== How to add a new entity to integration? ===
 
Synchronization is effective if versionnumber of entity (Table in Business Central) is compared from the last sync. Therefore we recommend creating a table extension to access field(0) - versionnumber in Business Central.
 
There is the example of table extension for Customer (Apply the same principle for another Table):
 
<syntaxhighlight lang="pascal">
tableextension 50101 "Resco Customer" extends Customer
{
    fields
    {
        field(50000; RowVersionNumber; BigInteger)
        {
            Caption = 'RoW Version Number';
            DataClassification = CustomerContent;
        }
    }
 
    trigger OnAfterModify()
    begin
        Rec.RowVersionNumber := GetRowVersionNumber(Rec);
        Rec.Modify(false);
    end;
 
    procedure GetRowVersionNumber(var recordCustomer: Record Customer) RowVersion: BigInteger
    var
        RecRef: RecordRef;
    begin
        RecRef.GetTable(recordCustomer);
        RecRef.GetBySystemId(recordCustomer.SystemId);
        RowVersion := RecRef.Field(0).Value();
    end;
}
</syntaxhighlight>
 
Second step is to add this custom field to your Page/new Page:
 
Some fields will need some special handling, use triggers: OnModifyRecord(), OnAfterGetCurrRecord(), OnInsertRecord() to create your custom logic (e.g., mapping of status).
 
<syntaxhighlight lang="pascal">
page 50110 "Resco Customer"
{
    //....
    //your page definition
    //....
    layout
    {
        area(Content)
        {
            repeater(Group)
            {
                //......
                //your fields
                //......
 
                field(RowVersionNumber; Rec.RowVersionNumber)
                {
                    ApplicationArea = All;
                    Caption = 'VersionNumber', Locked = true;
                }
            }
        }
    }
}
</syntaxhighlight>
 
Upload the created table and page extensions to your Business Central organization.
# Open Web Services in your Business Central.
# Click New.
# Select Page, Object ID of created Page and define Service Name (it will be displayed in Integration Editor in Woodford) and Save.
 
Return to Resco Cloud.
# Open your integration, enable external entity for integration and do mapping.
# Select Local entity, Primary Key, Version Number - RowVersionNumber and do field mapping.
 
== Synchronization ==
 
The first sync is [[full sync]]: all records of enabled local entities are cleaned up on Resco Cloud and all records of external entities are downloaded from Business Central. Every next sync is incremental - only changes are transferred.
 
=== On Demand ===
 
# Double-click the integration in Woodford.
# Click '''Sync''' to start synchronization manually.
 
=== Scheduled ===
# Open Admin Console.
# Select Processes Center > Processes.
# Click New to create a new process.
# Select workflow/job.
# Schedule or define condition when sync should be executed.
# From toolbar click Step > Function > pick Server > IntegrationSync > enter name of your integration.
 
=== Web Service ===
 
Basic authorization
 
<syntaxhighlight lang="http">
https://rescocrm.com/rest/v1/integration/{name of your integration}/$sync
</syntaxhighlight>
 
<syntaxhighlight lang="xml">
<IntegrationRequest IsSynchronous="false" KeepStatusLog="true">             
    <Ticket></Ticket>
</IntegrationRequest>
</syntaxhighlight>


== See also ==
== See also ==
Retrieved from "https://docs.resco.net/wiki/Special:MobileDiff/5600"

Navigation menu