How To Set Up Master Data Sync

External Systems can be set up to support many integration scenarios. By setting up an External System with the Sync to Company type, it is possible to streamline the process of managing the same information in many companies. By synchronizing information from one company to other companies, it is possible to achieve a centralized management of master data that only needs to be managed in one company.

Step 1: Configure an External System with Default Settings

  1. Choose the search icon (ALT+Q), enter External Systems, and then choose the related link.
  2. On the External Systems page, choose the New action.
  3. Enter a Code and a Description.
  4. Select Sync to Company in the Type field.
  5. Select the Sync to Company Guide action:
    1. Enter the Client Id and Client Secret from the App registration in Microsoft Entra ID and then select OK to finish.
Note

The default settings for the external system (set by the Sync to Company Guide) can be changed manually afterwards, hover over a field to read a short description.

Note

In addition to settings for the external system, an Integration with a Communication Method specified, including credentials, with the same code and description as the external system has been created and linked (to the external system).

Step 2: Set up Master Data to Sync

  1. Expand the Table Setup FastTab on the External System Card.
  2. Enter the number of the table(s) to synchronize in the Table No. field manually or select the assist edit button to open the list of tables to choose from.
  3. Select the Fields action to add the fields to log and synchronize for the specified table(s).
Tip

It is possible to apply a filter for the specified table(s) by selecting the Field Filter action. This can be useful if you only want to synchronize some of the records in a table, and not all, as just one Dimension or certain Items.

Step 3: Specify Companies

  1. Expand the External Subsystems (optional) FastTab on the External System Card.
  2. Enter a Code and a Description.
  3. Enter the AAD Tenant Id and the Environment Name which can be found on the Help & Support page of the specific environment.
  4. Select or enter the Company Name.
  5. Change the Status field to Active and exit the External System Card.
Note

If the synchronization is set up between companies within the same environment, it is advantageous to specify the AAD Tenant Id and the Environment Name in the Base Url field on the Communication Method instead of on
each line on the External Subsystems (optional) FastTab.

Tip

If you are going to synchronize to many companies, you can advantageously choose to paste the information from Excel.

Step 4: Set up Access

Perform the steps below in each environment of the receivers of the master data. This step applies when application permissions have been set up for the App registration.

  1. Choose the search icon (ALT+Q), enter Microsoft Entra Applications, and then choose the related link.
  2. Select New.
  3. Enter the same client id as specified in the Sync to Company Guide.
  4. Add the relevant permissions for the application to be able to synchronize the master data to the tables set up on the External System.
  5. Select the Grant Consent action to provide access for the application.

Step 5: Synchronize to Company

If you have not changed the default settings made by the Sync to Company Guide, the external system is set to synchronize via log. This means that you need to synchronize the changes manually.

Note

The external system should preferably be set to be synchronized Via log and not Directly because it does not affect performance when you make changes in tables that are set to be synchronized.

Synchronize Manually

  1. Choose the search icon (ALT+Q), enter External Systems, and then choose the related link.
  2. Find the number of records to be synchronized in the Unsynchronized Count field.
  3. Select the Synchronize action to send the unsynchronized records to the receiving companies set on the External Subsystems (optional) FastTab.
Note

It is possible to schedule synchronization of external systems by setting up codeunit 70314162 in a Job Queue.

See Also

How To Set Up Spider Samples
External Systems
Integration Queue
Extra Fields
Web Services Integrations