Our Business Central integration can support 2 methods of importing products:
You can simply import products from Business Central using their default unit-of-measure and without product variants
or with some additional configuration within Business Central, we can support units-of-measure and variants.
Within Upstock's Business Central settings, you'll find a setting to enable Advancing Sales Prices. You'll then need to perform these configuration steps in Business Central before importing products to Upstock.
Business Central Configuration
These steps give Upstock a method to access this product info and a price list in Business Central to reference.
These steps should only take 10 minutes.
Ensure that you're using the new Sales Pricing experience within Business Central (info here) by going to Settings › Feature Management. Enable if not already enabled.
Create a Web Service in Business Central. This allows Upstock to interact with your product lists.
Search "Web Services" in main search to find Web Services
Create a Web Service by clicking "+ NEW" and the following details
Object Type = Page
Object ID = 7005
Object Name = will autofill (Price List Lines)
Service Name = Give it a unique name (ie. "Upstock Prices"). You'll need this name later.
Create a Sales Price List for Upstock to reference product details. Search sales price lists in the main search bar.
Create a new list by clicking "+ NEW"
Give the list a code (which you'll need later) and description
Ensure the "Assign-to Type" is All Customers
You can add products to the list manually or simply add them all by clicking Suggest Lines in the menu up top (this doesn't mean all products have to be in Upstock)
All items you wish to import into Upstock need to be included in this list. Business Central's unit price is used as Upstock's base price.
Upstock Configuration
Once you have done these steps in BC, enter these details into Upstock in your Business Central integration settings.
The name of the Webservice
The code of the Sales Price List
Importing products
To import your Business Central products, go to Products › Import products. Select the products you want to make available to customers on Upstock, then hit import.
As Business Central has product variants and different sales units of measure, we create items for each permutation. This forms a product with a combined product code.
For example, an item in Business Central may be:
Item Description: Ethiopian Kochere Single Origin
Item No: ETHK
Sales Unit of Measure: 200G (200 gram bag)
Variant Code: PLUNG (plunger ground)
This would create an item in Upstock:
Name: Ethiopian Kochere Single Origin
Code: ETHK-200G-PLUNG
The item's base price is pulled from the Sales Price List you created in Business Central. Customer-specific pricing variations can be controlled within Upstock's Price Lists feature.