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Small and medium business | Business Central, N...
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Business Central CRM Integration - Map AccountID to Customer No.

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I am using the native Business Central/CRM Integration Tool.

I want to map the accountID from CRM to a Customer No Field i have on a custom table.

How can i find the Coupled Customer No in BC using the accountID value.

Do i need to create field mapping? doesnt seem to work

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  • Suggested answer
    Marco Mels Profile Picture
    on at
    RE: Business Central CRM Integration - Map AccountID to Customer No.

    Hello,

    This does require some customization I would think. You would need to look into the integration tables which are not visibly by default to see how the records are coupled.

    Thanks.

  • Suggested answer
    Greg Enns Profile Picture
    1,106 on at
    RE: Business Central CRM Integration - Map AccountID to Customer No.

    "Field Mapping" indicates that you want the value to be the same in both databases. That is not the case for AccountID and CustomerNo fields. (AccountID is a guid, and CustomerNo is a Code field.)

    Start by setting up the Integration Table Mapping and then setup the Field Mapping for fields that you want to have the same data (like Address or Email).

    If you have data in both databases, then before you can start using the integration, you'll need to run some custom code to couple records that you want coupled. Once the records are coupled, then the integration will keep them in sync.

    Any records that are not coupled will be treated as new records that need to be inserted into the other database.

    For example... if CRM has record A, B, and C while Business Central has records B, C, and D. You'll want to be sure to couple records B & C. When you turn on the integration, record A should get inserted into Business Central (and coupled to record A in CRM) and record D should get inserted into CRM. (This assumes that you have BiDirectional integration. If you are only going one direction then new records would only get inserted in that direction and any un-coupled records in the destination database will be ignored.)

    Hope that helps!

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