Integration: Microsoft Business Central

Overview

Connect your Microsoft Business Central account to create or update your customers and invoices. Increase your team’s productivity by keeping your account up to date - without manual data entry. 

This integration enables you to: 

• Create contact records for customers who require an invoice 

• Create invoice records for those customers

   

Before You Start

The following will need to be completed before setting up Microsoft Business Central in Flow:

Steps

The OpenPlay team will have completed some initial configuration when enabling data streams. Once the OpenPlay team have confirm you should:

1. Navigate to System Configuration > Data Streams > Integrations > Third-Party integrations
2. No changes should be required on the Detail tab, so navigate to the "Events" tab and select the events you would like to enable. For Block booking invoicing use cases, it will be:
   • Invoice Drafted (v1)
   • Invoice Opened (v1)

Note: The OpenPlay team may have already done this for you.

3. Navigate to the Connections tab to see all available integrations, for example:

4. Click "Connect" on the integration you would like to authenticate and configure

5. Once you have authenticated with Microsoft Business Central using your credentials, view the Configuration tab where you can enable the data stream workflows desired: 

The data should now be flowing between Flow and Microsoft Business Central.

To test the connection and workflow, navigate to a Block booking and create a draft invoice.

1. Navigate to a Block booking: Activities V2 > Block Bookings

2. Select the Invoicing tab

3. Select one of more bookings which have not been invoiced yet

4. Click "Generate invoice" which should thenn open the draft invoice in a slide over such as:

5. In Microsoft Business Central, you should now see the contact record for the customer which was assigned to the block booking; in this example Jane Doe:

6. In Microsoft Business Central, you should also see the draft invoice in the Sales > Sales Invoices section with the Ref which was defined in Flow:

Note: Microsoft Business Central will create its own Invoice number which is shown in the Number column.

7. The invoice should show all of the data which was shown in Flow for example:

From here, you can use the invoice in Microsoft Business Central as you usually would such as approving and sending to the customer.

Coming soon

1. Changes in Microsoft Business Central will sync back to Flow such as changing the status
2. Making payments for an invoice via Front of house

Default Data mapping

Customer (Contact)

Note: A new contact will only be created by Flow if the contact is not already in Microsoft Business Central based on the email address. If the email address is found in Microsoft Business Central then the invoice will be assigned to that contact.

Invoice

Troubleshooting

Data is not showing in Microsoft Business Central for Invoices drafted or created
For data to flow, the following things must be in place:

1. Data streams and Third-party data stream must be enabled on your account: Contact OpenPlay to enable these
2. Invoicing must be enabled on your account: Contact OpenPlay to enable this
3. Events must be ticked: At least one event must be enabled as outlined in Step 2
   • Invoice Drafted (v1)
   • Invoice Opened (v1)
4. Microsoft Business Central must be authenticated: You will "Connect" to Microsoft Business Central as outlined in Step 4

Can I change the field mapping?
We are targeting to make the field mapping available in March 2026 with the configuration. In the meantime, if you would like to discuss different field mapping please contact the OpenPlay team.

Can account codes be passed across or mapped?
We are aiming to add this flexibility as an improvement firstly with custom field mapping and then directly from Flow.

What's Next?

• Creating a Block Booking Schedule
• Generating Invoices for Block Bookings (AV2)