Book a demo
To see exactly how we can help you drive your company in the right direction, book a demo with an expert.
Book a demo
Accounting & Finance Integration
CMap + Business Central
Project billing and costs, straight into Microsoft Dynamics 365 Business Central.
Raised once in CMap: no manual entry, no double keying.
Nothing to push, nothing to pull.
Billing, costs & expenses
Raised once
Sales invoices
Costs and expenses
Payment status
Microsoft Dynamics 365
Ledgers up to date
What syncs
Sales invoices, purchase invoices, staff expenses & payment status
How it runs
Automatically, at timed intervals. No pushing or pulling by hand
Works with
Business Central online and on premises
Included in
Every CMap plan, Consulting & AEC editions
What the integrations does
Billing out. Costs out. Payments back.
Billing, costs and expenses move between CMap and Business Central on their own. Nobody exports a batch, nobody remembers to run a job.
CMap
→
Business Central
CMap
↔
Business Central
Business Central
→
CMap
Sales invoices
As soon as an invoice has its invoice number in CMap, it transfers to Business Central and lands against the right customer account.
CMap
↔
Business Central
Business Central
→
CMap
CMap
→
Business Central
Costs and expenses
Purchase invoices and staff expenses transfer the moment they clear their final approval, matched to the right supplier account.
CMap
↔
Business Central
Business Central
→
CMap
CMap
→
Business Central
Payment status
When a sales invoice is settled in Business Central, CMap is told automatically and marks it as paid. No one updates it by hand.
Why it matters
No manual entry. No double keying.
CMap runs your projects; Business Central runs your books. This integration keeps them in lockstep, automatically.
Raise it once
Invoices, costs and expenses created in CMap arrive in Business Central complete, without anyone re-keying them.
Nothing to push, nothing to pull
Transactions move on their own once an invoice is raised or a cost is fully approved. There is no batch to export and no job to remember.
One version of the truth
Payment status comes back automatically, so project teams and finance are always looking at the same numbers.
Online or on premises
However you run Business Central, the integration works the same way, transferring automatically at timed intervals.
getting set up
Up and running during implementation.
Setup is a simple, fully guided process as part of your CMap implementation, and most of it happens inside Business Central itself. Raise records in CMap and they transfer to Business Central automatically, with payment status coming back the same way.
Enable the integration
Switch on Business Central for your CMap tenant.
Create your API user
CMap issues the key and secret Business Central uses to connect.
Finish in Business Central
Map your accounts from the setup screen in Business Central, and you are done.
Frequently asked questions
What data syncs between CMap and Business Central?
From CMap to Business Central: sales invoices, once they have their invoice number, plus purchase invoices and staff expenses, once they clear their final approval stage. Each transaction is matched on the customer or supplier account ID so it lands against the right company. From Business Central to CMap: payment status, so a settled sales invoice is marked as paid in CMap.
Is the Business Central integration included in my CMap plan?
Yes. It's a finance integration included in every CMap plan, on both the Consulting and AEC editions, so every firm can benefit.
How often does the integration run?
The integration runs automatically at timed intervals, so there is no schedule to set up and nothing to trigger. Sales invoices transfer once they have their invoice number, and purchase invoices and staff expenses transfer once they clear their final approval stage.
Do I have to push transactions across manually?
No. There is nothing to push and nothing to pull. Sales invoices go as soon as they are numbered, and costs go as soon as they are fully approved.
Does it work with on premises Business Central?
Yes. The integration works with Business Central online and with on premises installations.
Does CMap integrate with Microsoft Dynamics 365 Business Central?
Yes. Sales invoices, purchase invoices and staff expenses raised in CMap transfer into Business Central automatically, and payment status comes back to CMap so settled invoices are marked as paid.
integrations
CMap, embedded in your wider tech stack
Business Central is one of CMap's finance integrations, included in every CMap plan so every firm can benefit, alongside the accounting, CRM and collaboration tools your business already runs on.
View all integrations
