Getting Started

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Getting Started

Overview

Prerequistes

Installation

Connect Business Central account

Choose Your Subscription Plans

Invoice/Order Sync Rules

Customer Search Rules

Product Sync Rules

Assign Template to a Customer on BC

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Order Settings

Get the Most Out of the App

Explore App Features

FAQs - Frequently Asked Questions

Getting Started

View in marketplace

Table of Content

How to Change the App Settings After Installation

Click the profile icon situated on the right side of the screen.

Click "Tools and Apps"

Click "Marketplace Apps", which is on the screen's left side

Click the "Microsoft Business Central app".

Click "Settings".

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Assign Template to a Customer on BC

Customer Settings

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

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