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
To track progress, go to 'Search' and search for 'Extension Integration Status'.
Set default values for vendors
In Business Central, search for ‘Configuration Template’, click ‘New’, and follow these steps:
- Enter a 'Template code'. For example, ‘REVOLUT’
- Set the table name to 'Vendor' or look for 'Vendor' in the table ID
- In 'Gen. Bus. Posting Group' set a default value by selecting '...' and then '+ new'
- Add your chosen value to the fields 'Vendor Posting Group', 'Payment Terms Code', and 'Payment Method Code'
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'