Overview
This guide will walk you through establishing a connection required for the MSD 365 Business Central (Cloud) integration. It's divided into five sections.
- Before You Connect
- MSD 365 Business Central Tasks
- Obtain Business Central Dimension Codes
- Add Web Services Object
- Establish Connection
Section 1: Before You Begin
Preconditions and Important Notes
- You must be an administrator for Microsoft Azure Portal and MS Dynamic 365 Business Central.
- Throughout the Business Central setup, you'll collect the following information from MS Business Central. Open a blank Notepad or Word document where you can copy information as it is generated.
- Setting up the Azure portal for the integration setup generates the following credentials that will be used to complete the connection to Paylocity:
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- Application (client) ID
- Directory (tenant) ID
- Client Secret - Value
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- Note: In Microsoft Azure this is called the Value and is found in the Client Secret area.
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Section 2: MSD 365 Business Central Tasks
Task 1: Customer Adds App Registration
- Step 1: Log in to Microsoft Azure. Click the menu button located on the top left of your screen.
- Step 2: Select Azure Active Directory on the left.
- Step 3: Click App Registrations on the right.
- Step 4: In the top toolbar, select New Registration.
- Step 5: In the Name field, enter Paylocity Integration. Make sure to keep the default Supported Account Types.
- Step 6: Click the Register button to complete the application registration.
- Step 7: On the next screen, copy the Application (client) ID and the Directory (Tenant) ID, and make sure to save these values somewhere safe. You'll need to use them in the next section.
Task 2: Select Endpoints
- Step 1: Click the Add a Redirect URI option.
- Step 2: On the Authentication tab, click Add a Platform. (Note: you will need to complete Steps 1-3 twice, one time for each of the URLs below).
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https://app.cloudsnap.com/oauth_flow/complete
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- Step 3: Click the Web button.
- Step 4: In the Redirect URIs field, enter the URL listed below. Then, click the Configure button. If successful, a green checkmark will flash at the top right of your screen.
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https://app.cloudsnap.com/oauth_flow/complete
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- Step 5: You'll be automatically returned to the Platform Configurations screen. Under Web, click the Add URI link.
- Step 6: Paste the URL below into the box. Then, click the Save button.
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- https://www.getpostman.com/oauth2/callback
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- Step 7: On the left menu, select Certificates and Secrets.
- Step 8: Click New Client Secret.
- Step 9: Complete the Add a Client Form. Then, click the Add button at the bottom of your screen.
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- Note: It is recommended that Paylocity Integration is used for the Description.
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- Step 10: Copy the Client Secret - Value. Make sure to paste this value somewhere safe to use in the next section. (Note: You can copy the value by clicking the copy icon to the right of the Value.
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- Note: In Microsoft Azure this is called the Value and is found in the Client Secret area.
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Task 3: Set API permissions
- Step 1: On the left menu, select API Permissions.
- Step 2: Select Add a permission.
- Step 3: On the Select an API screen, scroll down and click Dynamics 365 Business Central.
- Step 4: Select Delegated permissions.
- Step 5: Under Permission, check the box to the left of user_impersonation.
- Step 6: From the drop-down list for Financials, check Financials.ReadWrite.All.
- Step 7: Click the Add permissions button to complete the change.
Section 3: Obtain Business Central Dimension Codes
If you need assistance finding your Business Central Dimension Codes, please follow these steps:
- Step 1: In Business Central, click on the Search icon and type "Dimensions". Then, select the "Dimensions" option from the list.
- Step 2: The Dimensions screen will appear. Here, you can view all of the defined dimension categories.
Here is an example screenshot (keep in mind that the Dimension Codes will be different for each customer):
- Step 3: In Business Central, click on the Search icon and type "General Ledger Setup". Then, select the "General Ledger Setup" option from the drop-down list.
- Step 4: The General Ledger Setup screen will appear. Scroll down to the Dimensions section. Here, you can view all of the defined Shortcut Dimension Codes. For each Dimension Code from Step 2, you will need to supply the corresponding Shortcut Dimension Code from this section to your Paylocity Integration Representative. For example, Department corresponds to Shortcut Dimension 1 Code.
Here's an example screenshot (keep in mind that the Dimension Codes will be different for each customer):
Section 4: Add Web Services Object
Adding Web Services Objects to your Business Central account ensures Paylocity is able to access and send data via the integration.
- Step 1: In Business Central, click on the Search icon and type "Web Services". Then, select the "Web Services" option from the list.
- Step 2: The Web Services screen will appear. Here, you can view a list of Web Services already enabled.
- Step 3: The below Objects are required for the integration. Review object lists and verify each are listed in Business Central. If all are present, no additional action is required. If an Object is not listed, continue to Step 5 to add the Object.
Employee dataflow
If employee data is not being sent to Business Central, continue to GL dataflow.
Object Type |
Object ID | Object Name | Service Name | Published |
Page | 5200 | Employee Card | Employee_Card | Yes |
GL dataflow
Object Type |
Object ID | Object Name | Service Name | Published |
Page | 16 | Chart of Accounts | Chart_of_Accounts | Yes |
Page | 6406 | workflowGenJournalBatches | workflowGenJournalBatches | Yes |
Query | 260 | Dimension Set Entries | DimensionSetEntries |
Yes |
Page | 39 | General Journals |
General_Journals **If Service Name is not exactly as above, the name must be edited to read General_Journals |
Yes |
- Step 4: To add a Web Services Object select New
- Step 5: Starting with Object Type, fill in the fields listed in Step 3 to add each Web Services Object. It's important that the fields are populated in Business Central just as they appear in Step 3.
Once you've entered in each field and selected the checkbox to publish the Web Services Object, choose tab on your keyboard to ensure OData V4 URL and SOAL URLs are populated. Once the URLs are populated, the object is saved and you can continue adding Objects or navtigate away from the page. Changes are saved automatically.
Example:
Section 5: Establish Connection
Task 1: Make connection in Marketplace
- Step 1: If your Paylocity Marketplace wizard is still open, enter the values copied from the previous Sections into the authentication fields and click Authenticate (see step 5 below). If you've navigated away and need to reopen the wizard, return to Paylocity and navigate to the ☰ Workspace selection menu in the upper-left corner of the page. Select Marketplace.
- Step 2: Select My Integrations.
- Step 3: Select Drafts.
- Step 4: Select the Continue Setup button on the Microsoft Dynamics Business Central app tile.
- Step 5: Enter the values copied from the previous Sections into the authentication fields and click Authenticate.
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