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Business Central Integration

The Business Central integration connects your ERP with Factorial to streamline HR and financial processes. In this article, you’ll learn what the integration does, how it works, and how to use it to keep your data consistent across both systems.


 

Overview

The Business Central connector links Microsoft Dynamics 365 Business Central with Factorial. It centralizes finance, project, employee, and time-tracking information by synchronizing key data between the two platforms.

When and why it should be used

Use this integration if your company manages financial operations and projects in Microsoft Business Central and wants to automate HR-related data flows from Factorial. It helps you:

  • Effortlessly transfer approved employee expenses to Business Central for better financial control.
  • Send your project information from Business Central to Factorial with a single click, making project management easier for your teams.
  • Synchronize employee data between both platforms in seconds with zero manual work.
  • Keep your ERP up to date by syncing each employee’s time records automatically.
 

 

How to Use

Sync employee data (Factorial → Business Central)

This sync automatically transfers personal information of employees from Factorial to Business Central.

  1. Open Apps & Integrations in Factorial.
  2. Select Business Central Integration.
  3. Enable Employee data sync.

Save your configuration — changes appear in Business Central within seconds.


 

Send project data from Business Central to Factorial

Projects created in Business Central can be sent to Factorial to support time tracking and project assignment.

In Business Central, open your Projects module.

Select the project you want to export.

Click Send to Factorial.

The project will appear in Factorial, ready to be assigned.


 

Sync time-tracking records (Factorial → Business Central)

All time entries — assigned to projects or not — can be transferred automatically to Business Central.

In Factorial, go to Time Tracking.

Enable Sync to Business Central in the integration settings.

Once activated, Factorial sends all recorded hours to Business Central for cost and payroll management.


 

Send employee expenses to Business Central (Factorial → Business Central)

Approved expenses in Factorial flow directly into Business Central for processing and accounting.

In Factorial, open Expenses and approve the reports you want to sync.

The integration sends the information to Business Central.

Business Central creates an accounting entry once the expense is processed.


 

Fields synchronized in each scenario

 

Employee Fields

  Synced fields / Employees  
From Only Modify fields To
Factorial Name and surname Business Central
Factorial Bank account Business Central
Factorial Several non-critic data (phone, email, ...) Business Central
 
 

Project Fields

  Synced fields / Project Management Module  
From Creation fields To
Business Central project_name Factorial
Business Central start_date Factorial
Business Central end_date Factorial
Business Central resource responsable Factorial
Business Central subprojects / tareas Factorial
 
 

Time Tracking Fields

  Synced fields / Project Management Module  
From Creation fields To
Factorial Time record: day Business Central
Factorial Time record: month Business Central
Factorial Time record: number_minutes Business Central
Factorial Time record: project_name / subproject_name Business Central
Factorial Time record: employee Business Central
 
 

Expenses Fields

  Synced fields / Expenses-Mileage  
From Creation fields To
Factorial Main data (date, category, VAT, suplier, payment method) Business Central
Factorial Amount and reimbulsable amount Business Central
Factorial Status (pending- approved- paid- archived- in review- rejected- reversed- draft in_payroll) Business Central
Factorial Project / Subproject Business Central
Factorial Imported file Business Central
Factorial Employeee Business Central
Factorial category Business Central
Factorial document_number Business Central
Factorial document_type Business Central
Factorial description Business Central
Factorial effective_on Business Central
 
 

 

FAQ

  1. Who is Acicatech?
    Acicatech is an official partner of Microsoft that have built integration between Business Central and Factorial.
     
  2. Is the integration free of charge?
    No, the integration has a monthly service charge. Talk with your Account Manager to get more info.
     
  3. Which versions of BC are the integration compatible with?
    Only Cloud versions.
     
  4. When an expense is created in Business Central, does it generate an accounting entry
    Yes. Once the expenses are processed, an accounting entry is generated.
     
  5. When projects are synchronized to Factorial, are employees assigned in Business Central also assigned automatically in Factorial?
    No. Employees are not assigned automatically. This must be done manually in Factorial.
     
  6. When expenses are synchronized, is the vendor created automatically?
    No. Vendor information is informational only. The integration does not create a vendor in Business Central; this must be done manually.
    If the vendor already exists, Business Central uses the information provided in the expense to match and link it to the correct vendor.
     
  7. Are expense subcategories synchronized from Factorial to Business Central?
    No. At the moment, only the main categories are synchronized.

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