If your organization uses Dynamics 365 Business Central for accounting and Fyle for managing expenses, you're in the right place. The Fyle-Dynamics 365 Business Central integration streamlines the flow of financial data between these two systems, making your job easier. This support article, shares detailed steps on setting up the integration.
Connect to Your Dynamics 365 Business Central Account
Access the Integration:
Login to your Fyle account with Admin credentials
Head to the Fyle Admin Settings page.
Navigate to Integration > Native Apps > Dynamics 365 Business Central .
Connect Your Account:
Click the Connect button to link your Dynamics 365 Business Central account with your Fyle account.
This will redirect you to the Dynamics 365 Business Central login page where you can enter your admin email address and password. Upon successful authentication, a connection will be established between your Fyle and Dynamics 365 Business Central account. This usually takes a few seconds.
Choose a Location Entity:
After successfully connecting, select a Location Entity. This choice will determine where expenses from Fyle will be posted in Dynamics 365 Business Central in the future. Save and continue.
Step 2: Configure Export Settings
Configuring export settings is mandatory for the Integration and can be tailored to your needs, allowing you to export Reimbursable Expenses/Corporate Card Expenses, or both.
Export of Reimbursable Expenses
Enable Reimbursable Expenses Export
If you have reimbursable expenses in Fyle that should be exported to Dynamics 365 Business Central, you can enable this toggle to enable exporting reimbursable expenses from Fyle. This action will open a section for gathering more details on exporting these expenses to Dynamics 365 Business Central.
Choose Export Type:
Decide how reimbursable expenses should be exported to Dynamics 365 Business Central.
Options include Journal Entry and Purchase Invoice. Based on the export type selected here, the employee representation will be preset. For example, if the export type is selected as Purchase Invoice, the employees of Fyle will be mapped to Vendors in Dynamics 365 Business Central. Alternatively, if you choose a Journal entry, you can select if you would like to map employees in Fyle to Employee or Vendor record in Dynamics 365 Business Central.
The Integration can also automatically map employees in Fyle to their counterparts in Dynamics 365 Business Central based on unique parameters such as name or email address.
Next, based on your selection, configure the relevant default Bank account where the entries should be posted ( This is applicable only for Journal entry).
Define Export Grouping:
Determine how expenses should be grouped when posted to Dynamics 365 business central. Options include:Report (each report with multiple line items/expenses will be exported as a record)
Expense (each expense from a report will be exported as an individual record)
Define Export Stage:
Specify the stage at which expenses should be ready for export from Fyle to Dynamics 365 Business Central. Options include when expenses are approved and awaiting payment clearance (processing) or when they are paid out (Closed).
Once expenses reach the selected stage (Processing/Closed), the Integration will automatically import the data in real-time, making it ready for export with a single click. (The below option can be found in the dashboard after you complete the integration setup)
Set Transaction Date:
Choose the date of the transaction in Dynamics 365 Business Central as one of the following options:
Current Date (the date of export)
Last Spend Date (the date of the last spent expense in a report)
Export of Corporate Credit Card Expenses
Enable Corporate Credit Card Expenses Export:
If you have Corporate Credit Card expenses in Fyle that should be exported to Dynamics 365 Business Central, you can enable this toggle to enable exporting these from Fyle. This action will open a section for gathering more details on exporting these expenses to Dynamics 365 Business Central.
Choose Export Type:
Currently, we only support exporting Corporate Credit Card expenses as Journal entries in Dynamics 365 Business Central.
Next, configure a default vendor on behalf of whom the entries would be posted
Rest of the selections on expense grouping, state of export and transaction date are similar to the flow configured in the Reimbursable export section.
Additionally, for corporate card expenses, you can define if the Journal entry transaction name should be that of an employee who created the expense or merchant of the expense
Sample of how an export data will look like in MS Dynamics 365 Business Central
Journal Entry
Purchase Invoice
Step 3: Import Settings
This section covers the key aspects of importing dimensions from Dynamics 365 Business Central to Fyle.
Currently, the integration supports importing two dimensions from Dynamics 365 Business Central to Fyle viz., the Chart of Accounts and Vendors.
The Chart of accounts will be imported as a category in Fyle, which can be selected while coding an expense in Fyle. Similarly, if you maintain a vendor list, this can be imported as Merchants in Fyle which can be used while coding expense.
Step 4: Advanced Settings
Automation: You can automate the export and sync of your data in this section.
Schedule Automatic Export: Set a frequency based on how often you want your expenses in Fyle to be exported to Dynamics 365 Business Central.
Customization: In this section, you can customize the data that you'd like to export from Fyle to Dynamics 365 Business Central. You can choose what data points need to be exported and what shouldn't be.
Set the Description Field at transaction item level: You can choose from a list of available data points that you'd like to export to the description field in Dynamics 365 Business Central and re-order them as per your requirement.
Skip Selective Expenses from being Exported to Dynamics 365 Business Central: The integration will export all the expenses once they reach their export state. If you'd like to skip a few expenses from being exported, set up a conditional rule here.
Step 5: Launch the Integration
Now that you've configured all the necessary steps, click Save and Continue to complete the setup. Next, hit Launch Integration to access the dashboard featuring the latest synced data between Fyle and Dynamics 365 Business Central. Here, you can effortlessly export expenses, tweak settings, manage mappings and more.
If you require assistance in setting up the integration or have any questions, please feel free to reach out to us at [email protected]!