Create/Update Dynamics 365 Business Central Customer from Zoho Books Contact
| Source | Target | |
|---|---|---|
 Contacts |
 |
Customer |
This integration selects new Zoho Books contacts and imports them to Dynamics 365 Business Central as customers.
Notes
The integration does not create duplicates. If customers with such emails already exist, the existing ones are updated.
The integration doesn't import pre-existing Zoho Books contacts to Dynamics 365 Business Central customers.
Country names may differ between the systems. In this case, information about leads country will not be imported
How to Set Up
- Select or create connections: Zoho Books connection for Source and Dynamics 365 Business Central connection for Target.
- Specify the schedule, on which the integration will run automatically.
Tips
To create Dynamics 365 Business Central customers from specific Zoho Books contacts, configure more filters in the task editor.
If you don't need to import the address data (City, State, etc.), enable the Suppress Extended Requests parameter in the Zoho Books connection.
Frequently Asked Questions
What do I need to start this import?
Connect your source and target apps, review the prebuilt import setup, and run the template.
Can I change field mappings before importing?
Yes. You can review and modify mappings, filters, and other import settings before running the import.
Can this import run automatically on a schedule?
Yes. Import templates can run automatically based on your selected schedule.
What happens if some records fail during import?
Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.
Do I need coding skills to use import templates?
No. Import templates are configured through Skyvia’s visual interface without coding.
