Do I need to do anything before connecting?
Requirements for connection
- You need Admin permissions in Business Central to enable the connection
- You must use the online version of Business Central. The on-premises version isn’t supported
Install the extension
- In Business Central, go to 'Extension Management'
- Search ‘Chift'
- Install Chift
- Go to 'Search' and search for 'Extension Installation Status' to track the progress
The extension evolves over time to add new features. To update the extension to benefit from the last version you need to follow the steps below:
- Go to the 'Admin Center'
- Select the environment in which you want to update the extension
- Go to the 'Apps' menu
- Select App Type 'Global' and click on 'Install Update' on the Chift extension (if any update is available)
Set default values for vendors
- In your Business Central account, search for ‘Configuration template’, click ‘New’
- Enter a 'Template code'. For example, 'REVOLUT'
- Look and select for 'Vendor' in the table ID
- Start adding fields to default by clicking on the first empty cell in the “Field Name column”
- Search for the fields linked to “Posting Groups”, making sure the following fields are filled in with the correct default value : “Gen. Bus. Posting Group” , “VAT Bus. Posting Group”, “Vendor posting Group”
Ensure that all existing vendors, as well as any vendors created manually, have the required fields set. This is necessary to support exports where the integration matches an existing vendor instead of creating a new one. You can do it in bulk by using 'Apply template' available in vendors view.
Set up the API
In Business Central, search for 'API Setup' and add a new entry with the following:
- Set 'Table ID' to the vendor table ID from the previous step
- Enter the 'Template code' from the previous step. For example, 'REVOLUT'