How do I connect with Business Central
This help note will show you how to sync a Business Central organisation as well as change your sync options. For more info on how Calxa integrates with Business Central, including the supported versions refer to Calxa and Business Central.
To add a new Business Central organisation refer to Add a Business Central Organisation .
To edit an existing Business Central Integration, refer to Edit Business Central Integration.
TABLE OF CONTENTS
Sync Now
Navigate to:
Reports -> Report Tools -> Organisation Sync
or
Settings -> Organisation Settings -> Organisation Sync
Identify the Organisation you wish to Sync in the list of Organisations shown and click SYNC NOW.
Sync Settings
Calxa provides options that can speed up your organisation sync process by excluding selected data such as the business unit lists.
Organisation Sync -> choose the Organisation -> Click Overflow menu ...
Choose Sync Settings
Alternatively, you can access the Sync Settings from the General Settings
Navigate to Settings -> Organisation Settings -> General.
Sync Settings -> CONFIGURE SYNC SETTINGS
Choose sync mode
Select how much detail Calxa should sync from Business Central. You can choose between Monthly Actuals or Transaction Details. Each mode has its own behaviour and settings.
Monthly Actuals
Sync summary balances only.
What it syncs
Monthly summary balances
No transaction‑level detail is saved
What it enables
Most reporting, budgeting, and analysis
Limited to Global Dimension 1 and Global Dimension 2
When to use it
You only need high‑level monthly reporting
You want the most robust sync (all data refreshed every time)
Settings for this mode
Periods to sync
Choose the financial years to refresh each sync
All data in those years is updated every time
More years = longer sync time
Transaction Details (Recommended)
Syncs and saves all general ledger transactions.
What it syncs
Monthly summary balances
Full transaction detail
Adds Account Transaction reports
What it enables
Detailed reporting and analysis
Faster ongoing syncs (only changed transactions are retrieved)
When to use it
You need transaction‑level reporting
You want faster daily syncs after initial setup
Settings for this mode
Transaction detail start period
Sets the first year/month where transaction detail is stored
Defaults to the start of the previous financial year
Increasing the number of years triggers a background rebuild of historical transactions
Note 💬 Depending on your transaction volume, rebuilding historical detail can take some time. While this process is underway, some transaction‑based reports may be temporarily unavailable.
Choose business unit categories
Choose the Categories you wish to sync to Calxa as Business Units. See Business Unit Configuration for further information regarding the configuration of which categories to sync.
Daily Sync Settings
By default all Organisations will automatically sync daily, with any notification emails being sent to the Subscription Owner. See the Daily Auto-Sync help article for full details.
