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Definition Lines
Processing » Import » Configuration » Definition Lines
On the Import Definition card page, the Definition Lines can be configured. These lines are used to read the content of the import. Field Description External Property Name Type Specifies the line type. The following…
Definition configuration
» Definition configuration
On the General tab, give the definition a recognizable description. Select the data format of the incoming data and select the method that will be used. Supported data formats currently are JSON, XML, CSV and Excel. Currently supported import methods are Manually, FTP,…
Definition lines
Processing » Export » Configuration » Definition lines
On the Export Definition card page, the Definition Lines can be configured. These lines are used to create the content of the export. Field Description Type Specifies the line type. The following values are available: Data…
Export
Key Usage Scenario » Export
This section describes ConnectIT’s export functionality. Item export to JSON Open the example definition list. Role center -> Export -> Example Definitions. Open Export Definition ‘E-0003’ (‘Item’). Activate the export by setting…
Export Events
Technical documentation » Events » Export Events
General Events with a ‘Handled’ parameter can be used to fully override ConnectIT code. If you set handled to ‘true’, ConnectIT will stop code execution and leave everything to the subscriber. Parameters of type ‘Variant’ contain…
Export queue
Processing » Export » Process » Export queue
In the export queue all records that were picked up by the table monitor or were added manually, and have not been processed yet are listed. The Export Definition No. column shows which export definition will be used to export the record. Table No. shows from which…
Export deleted records
Processing » Export » Process » Export deleted records
When exporting a record when it is deleted, the export entry will be created directly as opposed to the record being added to the export queue first and processed later. However, there is always a chance a delete fails (for example because for some reason the record…
Import/Export Events
Technical documentation » Events » Import/Export Events
Codeunit: “IDYC Task Scheduler” This codeunit is used for automatically importing and exporting via job queue entries. For import: The code checks if import for a definition is allowed to run again, based on last run time and recurrence settings. If import…
Export Excel/CSV: Multiple table relations
Configuration » Beta features » Export Excel/CSV: Multiple table relations
*Beta feature available with major release 6 (XX.6.0.0) Before this release, export definitions with data format Excel or CSV were limited to use a maximum of 2 data items (tables). This was due to the unstructured output making it difficult to support more than 1…
Endpoints
Configuration » Administration » Endpoints
With the release of ConnectIT 365 XX.4.100309.0 it is now possible to configure multiple destinations for an export definition. These destinations can be configured with the help of Endpoints. ConnectIT 365 will still use the same export flow, however instead of…
SOAP
Processing » Export » Configuration » Methods » SOAP
To be able to use SOAP, you will first have to to import the WSDL definition for the SOAP service you are planning to use. For more information on this, go here. When the WSDL is imported proceed below: On the SOAP tab of the export definition, select the correct…
Table monitor
Processing » Export » Configuration » Table monitor
The Export Table Monitor makes it possible to track changes in your database, and let these changes be a trigger to start an export. This will result in records in the ConnectIT Export Queue, that can be processed and will result in an Export Entry. The table monitor…
Release notes
Introduction » Release notes
Version Release date Available for 23.8.0.0 29-11-2023 BC15 and up The following improvements have been implemented: Idyn App Management has been integrated into ConnectIT 365 to move shared functionality…
Intercompany
Processing » Export » Configuration » Methods » Intercompany
Available from version xx.5.0.0 The intercompany method is used to synchronize data between companies in the same BC environment. By choosing the intercompany method, the Intercompany section will be visible on the export definition page. For this method, 3…
Intercompany
Processing » Import » Configuration » Methods » Intercompany
Available from version xx.5.0.0 To allow intercompany synchronization, the import definition that receives the import also needs to be configured with method Intercompany. This allows the export process in the source company to process the export entry on an import…
Azure Service Bus
Processing » Import » Configuration » Methods » Azure Service Bus
You can setup up your Azure Sevice Bus in your Azure Portal. In the portal click Create a resource and search for Service Bus. On the page that opens, click Create. Fill out the form as you prefer and finish by clicking Create. Once it has finished creating, click the…
Configuration
Configuration » Administration » Endpoints » Configuration
To configure Endpoints, go to the Endpoint list. You can find this list by searching for Endpoint List or by using the menu in the ConnectIT Manager Role Center under Administration / Additional Setup. Create a new endpoint or open an existing endpoint to show…
REST
Processing » Export » Configuration » Methods » REST
On the REST tab of the export definition, choose your authentication type and provide the credentials. Fill out the request information (URL and Content-Type) and if applicable, add information for the Request Headers. Finally, you can select an import definition that…
Scheduling
Processing » General » Scheduling
To automatically export or import, a Job Queue Entry has to be setup. This can be configured with the help of the Setup Wizard, where you can select the job queue entries that should be created. If the job queue entries were not created during setup, these entries…
Usage
Configuration » Administration » Endpoints » Usage
After the Endpoint configuration is completed, the endpoints can be selected from the Export Definition card. Select option Use Endpoints or use method Mixed (this method will automatically set the option Use Endpoints to true. A new tab will be visible where the…
Key features
Introduction » Key features
ConnectIT 365 is an extension for Microsoft Dynamics Business Central that offers the tools to create your own interfaces for communication between the Business Central ERP system and third party applications, through an extensive set of facilities for export and…
Import
Key Usage Scenario » Import
This section describes ConnectIT’s import functionality. Item import from a JSON file Open the import definition list. Role center -> Import -> Example Definitions. Open Ixport Definition ‘E-0006’ (‘item’). Activate the export by…
Configuration
Processing » Export » Configuration
On the General tab, give the definition a recognizable description. Select the data format of the outgoing data and select the method that will be used. Supported data formats currently are JSON, XML, CSV and Excel. Currently supported export methods are Manually, FTP,…
REST Endpoint
Processing » Export » Configuration » Methods » REST Endpoint
It is possible to set up and export definition that will serve as a GET endpoint, to be used by external systems. The external party will have to do a GET call to https://connectitapi.idyn.nl/api/WebServices/Get, using the following headers: Tenant (4) …
Values
Processing » General » Values
There are a number of values available to use in filenames or REST URLs without needed to write extra code in event subscribers. Below all available values are listed. Filename Only [EntryNo.] – The number of the exported export entry. [DefintionNo.] – The…
Recurrence
Processing » Export » Configuration » Recurrence
On the Export Definition card page, the Recurrence can be configured. This determines when the export should be executed. *Except for realtime exports, scheduled exports are executed with the help of the job queue entries. Please make sure that the IDYC Task…
Frequently used
Processing » General » Functions » Frequently used
Below you will find functions that in our experience are used frequently. The combination of SETTEMPVAL and GETTEMPVAL is used in almost every definition. A common situation in export definitions is that values from fields in a record are needed, but the dataitem…
SOAP
Processing » Import » Configuration » Methods » SOAP
To be able to use SOAP, you will first have to to import the WSDL definition for the SOAP service you are planning to use. For more information on this, go here. When the WSDL is imported proceed below: On the SOAP tab of the import definition, select the correct…
Excel
Processing » Export » Configuration » Data formats » Excel
The following Excel fields are available on the export definition card: Field Description Excel has Header Specifies if the export file should contain a header. If this is enabled, the value in Column No. is used as header value. If this…
Mixed
Processing » Export » Configuration » Methods » Mixed
Method Mixed was introduced in version XX.4.100309.0 to allow the usage of multiple endpoints that use different methods. This method doesn’t contain any additional configuration, but sets the Use Endpoints option to true on the export definition and shows the…
Processing » Export » Configuration » Methods » E-Mail
On the Email tab a single field is available, because this method uses the same functionality as the Tasks. Select the E-Mail Task that should be used to process the export definition. The task configuration allows for the subject and body to contain variable…
CSV
Processing » Export » Configuration » Data formats » CSV
The following CSV fields are available on the export definition card: Field Description CSV Delimiter Specifies the delimiter character used to split the line data in separate fields. Default value: ; Enclosure Char …
Setup
Configuration » Setup
To start using ConnectIT, you will first have to provide some information and preferences on the setup card. The easiest way to do this is to start the Setup Wizard. This wizard will configure the general setup, however it is also possible to manually configure the…
Alert notifications
Processing » General » Alert notifications
In both the import and export definition, you will find a tab Alerts. There are three options available, to where alerts can be sent. Alerts can be configured on both success and failure states. The first option is to use E-mail. For Business Central 20.0 and later…
Logging
Processing » General » Logging
For all actions executed by export and import definitions logging can be enabled. In the ConnectIT 365 Setup the default logging level can be specified. This default logging level is used when new definitions are created. These new definitions are automatically…
Tasks (Flow)
Processing » Tasks (Flow)
In ConnectIT you can make Tasks. Tasks can be used for: Send e-mails (body + pdf of report in attachment) Run objects (report or codeunit) Start secondary imports based on a field value in an import definition Start imports sequentionally Overview Import …
Example 2: Output Condition on Field
Processing » Export » Configuration » Filtering and Output Conditions » Example 2: Output Condition on Field
In a customer export there are definition lines for both the Name and Name2 field. In case the Name2 field has a value, I want to show the Name 2 field and not the Name field. If the Name 2 field is empty, I only want to show the Name field. On the Name field I set the…
Filtering and Output Conditions
Processing » Export » Configuration » Filtering and Output Conditions
On definition lines, filters and output conditions can be applied. This makes it possible to decide what to show and what not to show in your output. Filterering Filters can be added on DataItem level only. They can contain constant values combined with comparison…
Functions
Processing » General » Functions
In this topic all available functions *are explained. The *FieldValue is the value before executing the function on it, while Par1, Par2 *and *Par3 are parameters that can be provided in the import/export function line. For export functions, in some cases it can be…
Projects
Configuration » Administration » Projects
Available from version xx.5.0.0 Projects can be used to group multiple export and import definitions together. While this can be simply done for administrative purposes, allowing easier filtering on definitions, there are some additional options that are available…
REST Endpoint
Processing » Import » Configuration » Methods » REST Endpoint
It is possible to set up and import definition that will serve as a POST, PUT and DELETE endpoint, to be used by external systems. The external party will have to do a POST, PUT or DELETE call to https://connectitapi.idyn.nl/api/WebServices/[methodhere], using the…
Queuing records manually
Processing » Export » Process » Queuing records manually
For the most common tables, there is an export button added to export a selected record. For example on the customer list page and on the customer card page, you can click process, and then ConnectIT: Export (selected). This will add the record(s) to the export queue,…
Scheduling: Advanced recurrence options
Configuration » Beta features » Scheduling: Advanced recurrence options
*Beta feature available with major release 6 (XX.6.0.0) Before this release, every export and import definition had a single schedule with similar options as the job queue entries. If multiple schedules were required (for instance to reduce impact during office…
Configuration
Processing » Import » Configuration
On the General tab, give the definition a recognizable description. Select the data format of the incoming data and select the method that will be used. Supported data formats currently are JSON, XML, CSV and Excel. Currently supported import methods are Manually, FTP,…
Import Events
Technical documentation » Events » Import Events
General Events with a ‘Handled’ parameter can be used to fully override ConnectIT code. If you set handled to ‘true’, ConnectIT will stop code execution and leave everything to the subscriber. Parameters of type ‘Variant’ contain…
Configuration Templates
Processing » Import » Configuration » Configuration Templates
On the General tab of the import definition you can set the Use Config. Template setting to true. This will make a new tab appear. On this Configuration Templates tab, additional setup should be done. There are two ways to use configuration templates. The first and…
Dropbox
Processing » Import » Configuration » Methods » Dropbox
To set up a Dropbox connection go to the Dropbox Dev page. Select Dropbox API and choose if you want to give the app acces to a specific folder or full Dropbox. Also provide a name for the app. On the page that opens, check the settings and then generate an acces…
Imported Records
Processing » Import » Process » Imported Records
The Imported Records list page shows a overview of all records that were created (inserted) by connectIT. The list shows the table the records was added to, the definition that was used to import the record, the record ID, System ID, external ID (as setup in the…
Table Monitor
Processing » Import » Configuration » Table Monitor
To trigger imports based on changes in records in your database, Import Table Monitors can be setup. On the Import Table Monitor card page, select the import definition you want to be triggered. For Table No. select the table no. for the record that will be used to…
Constant Values
Processing » Import » Configuration » Constant Values
On the Import Definition card page, the Constant Values can be configured. These lines are used to import data that is not (directly) available in the import message. Here constant values and functions can be used to set field values. Field Description…
Log Entries
Processing » Import » Process » Log Entries
The Log list page shows an overview of log entries for each session ID. Each import gets a unique session ID when it is imported. In the detailed log entries on the log card page, you can see every step from start import till end of processing the imported entry. How…
REST
Processing » Import » Configuration » Methods » REST
The following REST fields are available on the import definition card: General Field Description URL Specifies the URL for the REST request. Can be used in combination with temporary values to create a dynamic request URL. …
Example 1: Filters vs Output Conditions on DataItem
Processing » Export » Configuration » Filtering and Output Conditions » Example 1: Filters vs Output Conditions on DataItem
In the below example, on the SalesLine DataItem (array) in the definition lines either filters or output conditions were added. Output Conditions: Condition Value Value 2 == (Equals) [E0008-CUST] Selangorian Ltd. >…
General
Processing » General
This section gives information on topics that apply to both import and export.
Setup wizard
Configuration » Setup wizard
After a new ConnectIT installation the quickest way to get started is by running the Setup Wizard. On the ConnectIT Manager role center under the ‘Setup & Help’ section, click ‘Wizard’. Step 1: License key Enter your license key in the License…
Azure Storage
Processing » Import » Configuration » Methods » Azure Storage
You can set up Azure Storage in your Azure Portal. In the portal, click the Storage Accounts button and click add. Fill out the form based on your own preferences and click Review + create. After the storage account passed validation, click Create. When the storage is…
Conversions
Configuration » Administration » Conversions
In many cases, values in your database are different from how you receive them, or have to be delivered to another party differently. This is where conversions come in handy. You can create as many conversions as you please. The below example shows an conversion of…
WSDL documents
Configuration » Administration » WSDL documents
In the ConnectIT Manager role, select WSDL Documents in the Administration tab. The start importing a new WSDL file, click Process WSDL File and select your WSDL file. The selected WSDL file will now be processed by Business Central and all bindings and their…
Initial Setup
Key Usage Scenario » Initial Setup
After installing the ConnectIT App, select the ConnectIT Manager role for your current user. Open the Wizard action on your role center under Setup & Help. Step 1: License key Enter the value ‘CONNECTITTESTKEY’ in the License Key field. Click…
Azure Event Grid
Processing » Export » Configuration » Methods » Azure Event Grid
You can setup Azure Event Grid in the Azure Portal. In the Azure Portal, click Create a Resource. On the pages that opens, search for Event Grid and choose for Event Grid Topic. On the next pages that opens click create. Name the Event Grid Topic and fill out the rest…
Primary Keys
Processing » Import » Process » Primary Keys
Insert new records using OnInsert trigger In many cases the value of a primary key field can be set automatically by the code on the insert trigger of the record. For example, when inserting a Sales Header without a value for the No. field, when Run Trigger on Key…
OAuth2 authorizations
Configuration » Administration » OAuth2 authorizations
This section explains how to setup and use OAuth2. ConnectIT 365 supports two grant types: Client Credentials and Authorization Code. When using authorization code, refresh token grant will be automatically used when possible. OAuth is available for REST and SOAP…
Installation requirements
Introduction » Installation requirements
For installation and usage in an on premise environment the following granules should be added to the Business Central license: Granule ID Name 11148600 ConnectIT Engine 11102170 IDYN ConnectIT Users If a new license…
Business Central SaaS
Installation » Business Central SaaS
If you are running the cloud/online version of Microsoft Dynamics 365 Business Central, you can find and install the ConnectIT 365 app in Microsoft AppSource. If ConnectIT 365 is already installed and an update is available you can update the app in the Business…
Introduction
Introduction
This chapter provides an overview of the document and introduces you to the ConnectIT 365 extension for Microsoft Dynamics 365 Business Central.
OnAfterImport event
Technical documentation » Events » Import Events » OnAfterImport event
Publisher Codeunit IDYC Import Events (11148638) Description This event is raised after an import has finished. Parameters Name Type Subtype Var Description Rec Record IDYC Linked Data Yes Yes…
OnBeforeImport event
Technical documentation » Events » Import Events » OnBeforeImport event
Publisher Codeunit IDYC Import Events (11148638) Description This event is raised before an import is started. Parameters Name Type Subtype Var Description Rec Record IDYC Linked Data Yes Yes…
ConnectIT Manager role
Configuration » ConnectIT Manager role
Throughout this user manual, we assume you are logged in with the ConnectIT Manager Role. On the ConnectIT Manager Role Center you will find a large set of tiles, providing you with information on for example how many active definitions there are running, if there are…
Self-hosted API
Installation » Self-hosted API
In an on-premises environment you have the ability to self-host the ConnectIT API. To do this you have to download the set of application files which corresponds with your ConnectIT version. This is a zip-file with a name like: ConnectIT365.SelfHostedAPI.v1.2.3.4.…
Authentication
Processing » Import » Configuration » Methods » REST Endpoint » Authentication
There are two ways to authenticate to the webservice. 1. Basic Auth (username + password/ webservice acces key) This method will become obsolete for Business Central on Saas next year. 2. OAuth 2.0 To be able to use OAuth2, first you will need to set up an app…
Permissions
Configuration » Permissions
The ConnectIT 365 extension includes to permission sets that are created during installation: IDYC CONNECTIT 365: Contains full permissions for all ConnectIT 365 extension objects. IDYC CONNECTIT USAGE: Contains a very limited set of permissions that can be used for…