
1. When you open the Dynamic Data Exchange Card, first of all, in the "General" tab you enter an import name and a responsible person.

2. In the Import tab, first select the type of data exchange, like FTP, Webservice or API.
3. Now you can set the data format and the file specifications. By default, the file is uploaded to a "New" folder and moved after posting to an "Archive" folder. This is where you control the general format of the file, and how the file should be read.

4. In Additional Actions, you can set up how the system reacts when encountering an error - and which actions should be triggered in case of errors or successful imports/exports.
5. In the Job Queue section, you can decide if import/export should be automated - and the frequency of the automated job queue.

6. At the bottom of the Dynamic Data Exchange Card, you can specify which tables in Business Central should be updated with the imported data. You can select multiple tables in the same import.

7. Now you specify the file structure of the import file, field by field.

8. You have many settings to control how data is updated into your ERP system:

9. You have many more options:
10. Set up additional data not directly provided by the external system. In this case the import generates an order.

11. You can also translate data, in case you communicate with subsystems that use different accounting numbers. This is an example where we receive account 1000 from the external system, and when imported it is translated into account 5000. In this way, we ensure a high degree of flexibility when communicating with external systems.

12. You can set rules for how to read date fields: if dates are received in one format, they can be translated into the date format used by your system.

Install the app Dynamic Data Exchange from Microsoft Marketplace. Available on the cloud edition of Business Central.
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Available on the cloud edition of Business Central. The more users you subscribe, the cheaper each becomes. Watch video about the price model »
Get Dynamic Data Exchange with 10 named users at €107,94 per user, per year. Annual subscription (You save 16,67%).
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