Connect Salesforce with Business Central
Automate your invoicing and synchronise all data between Salesforce and Microsoft Dynamics 365 Business Central. Live within 24 hours, no developers. Fewer errors, less manual work: focus on what really counts.
Two-way synchronisation · real-time or scheduled
Everything you need to connect
One connector that fully aligns your sales and finance administration.
Customer & vendor data synchronisation
Keep customers, contacts and vendors automatically aligned between Salesforce and Business Central, no more double entry.
Link objects
Link sales orders, invoices, items and the chart of accounts one-to-one between both systems.
Visual drag-and-drop mapping
Set up connections via a visual interface. Relationships are shown clearly and are adjustable, without technical knowledge.
Real-time & scheduled sync
Choose per object whether data syncs instantly or on a schedule. Fully configurable.
Secure via OAuth
Encrypted connections and OAuth authentication. Your data travels safely over secure API connections.
Logging & error reporting
Complete logging of every synchronisation and clear error messages, so troubleshooting is simple.
From customer to ledger, fully connected
Synchronise the objects that matter to your administration, in one or both directions.
Connected in four steps
No complex implementation project: you’re live the same day.
Connect
Authorise Salesforce and Business Central via OAuth. No developers needed: live within 24 hours.
Map
Drag fields and objects to each other in the visual mapping interface. You decide exactly what goes where.
Schedule
Set real-time or scheduled synchronisation, per object and per direction (one- or two-way).
Monitor
Track every synchronisation via the log and receive instant error messages when something goes wrong.
Save time, prevent errors
- Send quotes and invoices directly, without retyping
- Synchronise stock and items with Business Central
- Automatic invoicing from Salesforce
- Real-time financial insight for sales and finance
- One chart of accounts, no discrepancies between systems
- Less manual entry in both systems
- Connect unlimited objects
- Real-time & scheduled synchronisation
- Visual mapping interface
- Logging & error reporting
- OAuth security
Good to know
How quickly am I live with the Influx Business Central Connector?
Usually within 24 hours. The connector works without custom development: you authorise both systems and configure the mapping yourself or together with us. Want guidance on setup? See our implementation & onboarding.
Do I need developers to connect Salesforce and Business Central?
No. The visual drag-and-drop interface makes setting up connections possible without programming knowledge. For more complex needs our development & integration consultants can step in.
Which data can I exchange between Salesforce and Business Central?
Among others customers, contacts, vendors, items, item categories, dimensions, sales orders, sales invoices, purchase invoices and the chart of accounts, in one or both directions, configurable per object.
Does the connector work with real-time and scheduled synchronisation?
Yes. You decide per object whether data syncs instantly (real-time) or on a schedule. This keeps you in control of performance and of when data is updated.
What are the key features of the connector?
The visual drag-and-drop mapping, two-way synchronisation, real-time and scheduled sync, logging with error reporting and secure OAuth connection.
How secure is the connection between Salesforce and Business Central?
All data travels over encrypted, secure API connections with OAuth authentication. No passwords are stored and you retain full control over the authorisations. More about our security →
What happens if a synchronisation fails?
Every synchronisation is logged and errors are reported with a clear message, so you can quickly find out what went wrong and adjust precisely.
Can I combine the connector with automatic invoicing?
Certainly. Many customers combine the Business Central connection with our Billing Module to generate invoices automatically from Salesforce and push them to the accounting.
Does the connector work with Business Central dimensions?
Yes. Dimensions from Business Central can be included in the synchronisation, so analytical breakdowns such as cost centre or project are also available in Salesforce.
What do I need to get started?
An active Salesforce account, an active Business Central environment and API access to both systems. Get in touch for a demo or the terms.
Ready to connect Salesforce and Business Central?
Book a 30-minute demo and discover how fast you’re live.