Guide to Setting Up Business Central Integration with Declaree
Step 1: Create Microsoft Entra ID / App ID for Business Central
Go to Microsoft Azure and create your own Microsoft Entra ID / App ID.
After creation, you will receive:
Directory (Tenant) ID
Application (Client) ID
Navigate to Manage -> Certificates & Secrets.
Click New Client Secret and create a client secret.
Save the secret value in a secure location.
Step 2: Configure Microsoft Entra Application in Business Central
Open Business Central.
Click the Search button in the top-right menu.
Search for Microsoft Entra Application.
Click New.
Enter the Client ID obtained from Azure.
Add a Description (e.g., "Declaree").
Under User Permissions, set the role to SUPER (DATA) for:
All companies, or
The specific company that will receive the data.
(There may be lesser permissions that work, but the minimum required is unclear.)
Step 3: Connect Declaree to Business Central
Open Declaree.
Navigate to Configuration -> Connections -> Microsoft Dynamics 365 Business Central -> Connect.
(If this option is unavailable, a superadmin must add the module to the organization.)
Follow the instructions and enter:
Tenant ID
Client ID
Client Secret (saved earlier)
Select the Business Central company to export data to.
Choose the journal for data export.
Step 4: Map Declaree Data to Business Central
Map Declaree categories to Business Central accounts:
Category Code -> Account Number (Finance -> Chart of Accounts)
User Code OR Payment Method Code -> Contra Account Number (Finance -> Chart of Accounts)
Map Projects/Tags to Dimensions:
Project Code -> Dimension Code
Project Code 2 -> Dimension Value Code (Finance -> Dimensions -> Dimension Values)
Map Taxes/VATs:
Tax/VAT Code -> VAT Identifier
Search "VAT Posting Setup" in the upper-right menu.
Step 5: Export Data and Verify in Business Central
Ensure that all mappings are correctly set.
Perform an export from Declaree to Business Central.
Check Business Central:
Navigate to Finance -> General Journals.
Click the journal selected during Declaree setup.
Each expense should appear as a journal line.
Finalize the posting:
Click Post or Preview Posting using the arrow next to "Post".
Once posted, the journal lines convert into Posted General Journals.