Requirements
- You must log into your Microsoft Business Central company as an admin.
Sharing Requested Data
1. Copy and paste the secure URL shared by your firm into your browser.
2. Select Microsoft Business Central from the list.
3. Review the additional context for the information requested by your firm via Crunchafi Data Extraction, including which reports were requested. Click Connect to Microsoft Business Central.
4. Click the Connect button to launch the login screen.
5. If prompted, click Accept to grant Strongbox/Booyami access to your file.
6. Enter your login credentials on the Microsoft Sign in page for an admin account with access to the correct company in Business Central.
7. Select the correct company from the dropdown and click Connect.
IMPORTANT (OPTIONAL STEP)
Click Show Advanced Options before moving forward to have Crunchafi automatically detect subcategories and accounts from the Business Central Chart of Accounts. You can define default classifications for each subcategory as covered in our article: How to Map Chart of Accounts in Microsoft Business Central.
Next Steps
When the connection starts, the portal will provide a progress bar and status updates.
The Crunchafi Data Extraction window will display when the collection is completed and you have successfully collected reports. Depending on your firm's collection settings, you may have the opportunity upload additional documents or download a copy of the submitted reports.
