What is this?
Singu FM now connects with Microsoft Dynamics 365 Business Central. This integration means that cost data flows automatically from Singu to Business Central when a ticket is closed, and key master data such as vendors, buildings, and cost accounts is automatically imported from Business Central into Singu every day.
No manual data entry between systems is required.
What does this mean for you?
What happens | How it works |
Vendors, buildings, and cost accounts appear in Singu automatically | Master data is imported daily from Business Central into Singu. You do not need to create these records manually. |
Costs are sent to Business Central when a ticket is closed | When you close a ticket in Singu, any cost added via the Costs tab is automatically exported to Business Central as a Purchase Invoice - no extra steps needed. |
PDF attachments are transferred automatically | If a PDF is attached to the cost record in Singu, it is transferred to Business Central and linked to the Purchase Invoice. |
Data imported from Business Central is read-only in Singu | Vendors, buildings, and other records that come from Business Central cannot be edited in Singu. Changes must be made in Business Central first - they will sync to Singu the next day. |
This integration is available only on instances where the Dynamics 365 Business Central integration has been enabled. Contact your implementation team or system administrator to check if it is active for your instance. |
What the accountant sees in Business Central
After a ticket is closed in Singu, a Purchase Invoice appears in Business Central with status Open. It includes the vendor, invoice number, net amount, and the building as a cost dimension. The accountant reviews the invoice and posts it - no re-entry of data is needed.
Important notes
The export only applies to costs added via the Costs tab on the ticket. Costs added through a visit or the Finance tab are not included in the current version.
The vendor and building on the ticket must originate from Business Central (synchronized via the integration). If they were created manually in Singu, the cost will not be exported - the ticket will still close normally.
Master data synchronization runs once a day. Changes made in Business Central will be reflected in Singu the following day, or immediately if a manual sync is triggered by an administrator.
Permissions and configuration
No additional permissions are required for standard users. Cost export is triggered automatically when a ticket status changes to Closed.
Administrator setup is required to activate the integration. This includes configuring API credentials and running an initial data synchronization. Refer to your implementation team for setup steps.