Are you using Microsoft Dynamics 365 Business Central to manage your business? Integrating with Peakflo is easy and swift!
🔃 To connect, please get in touch with our customer success and sales team, or email help@peakflo.co.
All you have to do is inform us of the version of Microsoft Dynamics 365 Business Central you're using – cloud or on-prem – and we'll contact you shortly for the integration 🔧
Data flow diagram
Peakflo will securely import the following data from Microsoft Dynamics 365 Business Central automatically:
- Inventory list: You import the "Inventory list" from Microsoft Dynamics 365 Business Central to Peakflo.
- Taxes: You can easily import all the Tax details from Microsoft Dynamics 365 Business Central to Peakflo.
- Chart of Accounts: You can also import all the Chart of Account (CoA) details from Microsoft Dynamics 365 Business Central to Peakflo.
Important Note: The disabled Chart of Accounts (CoAs) in Microsoft Dynamics 365 Business Central will not be visible in Peakflo.
- Customers → You can import "Customers" from Peakflo to Microsoft Dynamics 365 Business Central and vice versa
- Invoice payments → You can easily import "Invoice payments" from Microsoft Dynamics 365 Business Central and vice versa
- Credit Note → You can also import "Credit notes" from Peakflo to Microsoft Dynamics 365 Business Central and vice versa
Please mind that we do not sync any dispute-level items, so finance and sales teams will need to solve disputes and create credit notes manually in Peakflo.
- Vendors → You can also import Vendors from Peakflo to Microsoft Dynamics 365 Business Central and vice versa
- Group Posting → You can add any required custom field from either Microsoft Dynamics 365 Business Central or Peakflo. In Microsoft Dynamics 365 Business Central these fields are under "Group Posting" and get reflected in Peakflo as Vendor custom fields.
To sync Group Postings to Peakflo and vice versa, please contact support@peakflo.co
- Bills
- Bills payments
- POs
You can also set up different wallets with the same currency to make sure payments are automatically reconciled under the correct COA/GL code accounts.-2.png?width=450&height=266&name=image%20(2)-2.png)
FAQs
Your account will be connected to Microsoft Dynamics 365 Business Central until you click disconnect. If you ever find your account disconnected, you can reconnect at any time by contacting us at support@peakflo.co.
How do I disconnect from Microsoft Dynamics 365 Business Central?
To disconnect, please contact us and we'll disconnect your account immediately.
How are payments recorded on Microsoft Dynamics 365 Business Central?
Payments applied to invoices on Microsoft Dynamics 365 Business Central will be synced to Peakflo instantly. You must have auto-sync enabled for 2-way payment sync to work.
How to change my Microsoft Dynamics 365 Business Central organization to Peakflo?
Please send an email to support@peakflo.co.