What does the connector do?
Transfers master data (e.g. vendors, payment terms) from Business Central to Candis.
Retrieves purchase invoices from Candis and automatically creates invoices in BC.
Links OCR-extracted invoice data from PDFs with accounting data in BC.
Also supports importing credit card statements.
Requirements
Available only for Business Central SaaS customers via Microsoft AppSource. If you use an on premise solution please reach out to us (support@candis.io).
Setup – Step by Step
Initial setup is done using a wizard:
OAuth2 connection: Access Candis via client ID & secret.
URLs & Endpoints: Enter API details (usually pre-filled with one click).
Organization Data: Automatically fetched from Candis.
Cost Centers/Cost Objects: Define optional dimensions.
VAT Matrix: Map Posting Groups and Product Posting Groups to Candis codes.
Invoice Logic: Define handling of tax dates.
Scheduling: Set frequency of data requests in minutes.
Max HTTP Requests: e.g. 500 per minute (default value provided).
Finish: Start automation via job queues.
All settings can be adjusted later via the "Candis Interface Setup" page.
Export: Data from Microsoft Dynamics 365 Business Central to Candis
New and updated data is temporarily stored in transfer tables.
Tables include: Vendors, Payment Terms, G/L Accounts, Dimensions, Tax Codes.
Changes can be transferred manually or automatically.
Errors are clearly visible and can be resolved individually.
Import: Purchase Invoices from Candis
The import process consists of 3 steps:
Send export request to Candis.
Check status until the export is ready.
Retrieve invoices and store them as raw data.
The data is then automatically converted into actual purchase invoices.
There are dedicated overview and detail pages for imports, including direct error analysis.
Credit Card Invoices
Can be imported and processed separately.
Payment is executed automatically via the assigned payment method.
Mapping is configured in the credit card setup.
Technical Extensibility
Developers can extend the connector via events (e.g. additional fields, logic for service dates).
Examples include:
Sending custom fields in the HTTP body.
Extending dimensions.
Setting custom fields during invoice creation.
Additional Notes
All features are fully integrable into the Business Central Role Center.
Tiles and error messages assist in daily operations.
The connector has a modular design and can be flexibly customized.