What does this integration do?
What does this integration do?
This integration helps you:
- Create draft invoices in Business Central based on the status of your Stripe invoice.
- Maintain synchronization between Business Central and Stripe contact and invoice data
- Create draft invoice records based on your preferences
How do I connect my Business Central account?Follow these steps:
How do I connect my Business Central account?Follow these steps:
- Click “Connect Business Central”
- Log in to your Business Central account
- Authorize the integration
Note: If you encounter issues, ensure you’re logged out of in other browser tabs.For any questions not covered here or persistent issues, please contact support@cloudify.biz for assistance.
How do I connect my Business Central account?
How do I connect my Business Central account?
Follow these steps:
- Click “Connect Business Central”
- Log in to your Business Central account
- Authorize the integration
Note: If you encounter issues, ensure you’re logged out of in other browser tabs.For any questions not covered here or persistent issues, please contact support@cloudify.biz for assistance.
How do I generate automatic invoices in Business Central using Stripe?
How do I generate automatic invoices in Business Central using Stripe?
Once the app is installed, create a Stripe invoice and mark it as “Sent”/“Finalized”/“Paid”. This will automatically generate a draft invoice in Business Central.
My Business Central invoice was created. How do I verify it in Stripe?
My Business Central invoice was created. How do I verify it in Stripe?
Open your Stripe account and navigate to the invoices section. If any errors occurred during integration, you can view the details in your integration dashboard and use the ‘Replay’ feature within the invoice metadata to retry the sync.
How does the integration handle contact data?
How does the integration handle contact data?
The integration searches for existing contacts using your configured matching fields. If a contact isn’t found, it creates a new one using the Business Central contact data. You can specify which fields to use for matching (email, name, phone, etc.).
How can I monitor sync status?
How can I monitor sync status?
Monitor the sync status of each transaction within the invoice metadata, providing visibility over successful and unsuccessful transactions.
What if an integration fails? How does the app handle this?
What if an integration fails? How does the app handle this?
The app includes a unique replay feature for failed integrations. If an invoice integration fails, you can retry directly from the invoice metadata, ensuring that no invoice creation in Stripe is missed, and your records remain accurate.
Will failed integration attempts count towards my usage?
Will failed integration attempts count towards my usage?
No. Failed integration attempts don’t count toward your usage limits. You’re only charged for successful invoice creations.
How do I handle special characters in field mappings?
How do I handle special characters in field mappings?
Best practices:
- Test your field mappings with sample data first
- Avoid using special characters in critical fields where possible
- Contact support for persistent issues
How do I handle metadata and custom fields?
How do I handle metadata and custom fields?
Guidelines:
- Ensure metadata keys don’t contain spaces
- Map custom fields through metadata options
- Configure field mappings during initial setup
- Test the mappings before full deployment
How do I configure custom mapping settings for Business Central Stripe integration?
How do I configure custom mapping settings for Business Central Stripe integration?
Go to installed apps, then select Business Central and click on “sync settings”