Business Central

Import a file from Business Central to Caseware WinAcc

  1. Gather Data
  2. Activate the connection in Winacc

1. Gather Data

You will need the following data to make the connection with Business Central:

  • Client Id
  • Client Secret
  • Tenant
  • Endpoint

This information can be found in business Central.

2. 

Activate the connection in Winacc

  • Navigate to Settings > Office Settings

  • Click Log on as an Admin.
  • The password is pragmaparam
  • Scroll down to General Settings

  • Go to the Import of Odoo in the Dashboard
  • Designate the appropriate dossier and click on Import