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Watch the video below to understand how to assign a template to a customer when it is created in Business Central. This process ensures that all required posting group fields are set correctly for the integration to work.
Setting these default values is mandatory for the integration to run. If these values are already configured, you do not need to repeat the setup. Otherwise, follow the steps below.

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Step-by-Step Instructions

1
Click on the search bar and type API. Select API Setup from the search results.
Search API Setup
2
Click on the drop-down next to Table ID and select Customer.
Select Customer Table
3
Click the drop-down in Template Code and select + New.
Create Template
4
Enter a Code (e.g. CUS001) and a Description (e.g. for posting group fields).
Enter Code and Description
5
Click on the empty space under Field Name.
Select Field Name
6
Search for post and select Customer Posting Group, then click OK.
Customer Posting Group
7
Click the three dots under Default Value.
Default Value Options
8
Select a value from the list.
Select Default Value
9
The selected value will appear in the template.
Value Added
10
Repeat the process for the remaining fields. Add:
  • Gen. Bus. Posting Group
  • VAT Bus. Posting Group
Add Remaining Fields
11
Once all fields are added, click OK.
Final Template Setup
12
Click the back button or outside the window to close it.
Close Window
For any questions or issues during setup, contact support@cloudify.biz.
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