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Pliant for accountants and tax advisors
Microsoft Dynamics 365 Business Central Integration
Exporting transactions to MS Dynamics 365 Business Central
Exporting transactions to MS Dynamics 365 Business Central

How can I connect Pliant with Microsoft Dynamics?

Updated over a week ago

💡This feature is currently in early access which means we probably improve it in the next months based on our customer's feedback. If you want to use MS Dynamics 365 BC export please contact Pliant support using our in-app Chat or by sending us an email.

Pliant allows you to export transactions to Business Central via our accounting export page. While exporting to Business Central receipts as well as pre-accounting data (e.g. G/L accounts, suppliers/merchants, VAT rates ...) are synchronised to Business Central.

How do I set up the integration to Dynamics in Pliant?

(1) Navigate to Settings > Accounting > Microsoft Dynamics 365 Business Central (tab) or use the shortcut on the integrations page

(2) Connect Pliant to Business Central by clicking on "Connect"
​Important: You need to have your credentials at hand to complete the initial connection. During the connection, an extension is installed in your dynamics instance. This could take some time (up to 5 minutes)

(3) Choose which G/L Accounts and VAT rates should be available for pre-accounting within Pliant (This can be changed anytime later).

For G/L Accounts you also need to map them to the payment categories. This can be done via G/L Account or by selecting multiple

(4) Optional: Map existing dimensions to cost centers and/or cost units in Pliant to make them available for pre-accounting purposes in Pliant (Optional)

(5) After successful connection define the bank account as well as the default supplier and default customer on the general accounting settings page

(6) Once set up head over to the accounting export page to export transactions

During set-up ...

  • we import G/L accounts, VAT Rates, dimensions automatically to your Pliant organization. Existing G/L accounts, VAT Rates, Cost Centers and Cost Units are automatically deactivated

  • we do set G/L accounts and VAT rates as mandatory for export as those data fields are mandatory in Dynamics

How do I export transactions to Dynamics in Pliant?

  1. Navigate to Accounting export and start checking and/or manually assigning the necessary data (e.g. uploading receipts, adding receipt numbers, assigning G/L accounts, VAT rates, comments ...)

  2. Select the transactions you want to export to Dynamics and move them via the export queue to the exported page (More information on how to use our accounting export flow can be found in this article)

  3. The export is triggered in the background and we will inform you about the result using the status indicator at the top of the page

Important:

✅ If a receipt is uploaded to a transaction we automatically link the receipt to the payment in Dynamics.
​

✅ One Transaction creates multiple entries in Dynamics

  • 2 G/L entries

  • 1 x VAT Entry

  • 1 x Bank Account Ledger Entry

  • 1 x Incoming document (if a receipt file is attached to the transactions)

✅ In Dynamics G/L accounts & VAT Rates are mandatory so make sure to assign the correct one to each transaction

💡 Please consider using our merchant-based accounting rules feature to automatically populate the G/L accounts/VAT rates based on merchant

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