CONN Cloud Getting Started: QuickStart for Business Central

Summary:

This article details steps to setup and configure QuickStart for Business Central. QuickStart is a wizard-driven process to assist you in quickly setting up an integration from your organization's Business Central implementation to Solver Cloud. 

More Information:

Before getting started, there are a couple items to be aware of

1. QuickStart for Business Central is only supported for Business Central Cloud to Solver Cloud customers. If you are hosting Business Central and/or Solver Private Host on-premise, QuickStart is not supported. 
2. QuickStart offers a wizard-driven approach to pull in General Ledger Detail and Summary data only, including 
   1. Actuals, posted transactions, only (no budget data). Unposted transactions are unavailable. 
   2. Beginning Balance
3. QuickStart is available to new implementations only, at this time. 
4. Please disable popup blocking for the Solver Cloud site via your browser settings. This is needed in order to display the authentication screen. 

QuickStart will get you up and running with your General Ledger reporting and through the use of the Business Central connector, you will be able to integrate your sub-ledger data as well. 

End Result

The following sections will detail how to configure QuickStart. After completion, you will see the following configured. 

Integrations

1. A dimension integration loading in your chart of accounts and all selected dimensions. 
2. A GL Detail Integration
3. An Opening Balance Integration
   • Accounts that have a beginning balance of $0 have been excluded by default. You can modify this integration to include $0 opening balance accounts. 
   • Opening balance is only at the account level. It does not include any additional dimension information. 
4. Accounts payable
5. Accounts Receivable

Rules

1. Generate GL Summary Data: this rule will generate GL Summary data from the GL Detail data for Actuals only. 
2. PopulateStargate: this rule will update all transactions with the appropriate Stargate value necessary for the Template Marketplace reports to work. 

Job

1. General Ledger Data Load (non-recurring): this job includes all the above integrations and rules as mentioned above loading in last year all to current period worth of data. This job includes and opening balance data load and has been set to non-recurring since opening balance does not need to be loaded in often. 
2. General Ledger Data Load (recurring): this job includes all the above integrations and rules except for the opening balance integration. This has been removed from this job to reduce the amount of transactions being imported for faster data loads. 

Acronyms in Use

• QS = QuickStart
• BC = Business Central 

Pre-Configuration 

In order to use the QuickStart (QS), the following must be configured

1. Your Business Central (BC) environment must be on BC 2020 Wave2 (v17.0+) update or newer.  
   • Click? > Help & Support next to your user name in the upper right-hand corner to view the version you are on. 
     

2. Prior to using the BCv2 connector, it is strongly recommended to install the Solver Extension found in the Microsoft Marketplace. From within your BC tenant and as a BC administrator

   • Search Extension Management
   • In the popup that appears click Manage > Extension Marketplace
     
   • Search for Solver and click Get it now once it appears
     

   This completes the steps to install the extension.

3. Make sure that your account categories have been created in Business Central and have been assigned to the respective accounts of your Chart of Accounts
   • Search account categories to view if they have been setup
     
4. It is recommended to have the year end close process completed as this is a requirement for beginning balance to be correct. 

QuickStart Setup

Before beginning QS, make sure you have completed all the pre-configuration steps documented above. 

Using QuickStart begins with you receiving your Solver Cloud invite email. Follow the instructions to be logged in for the first time. 

You have logged in as an administrator. On the left-hand navigation bar you will see all the applications you have purchased including the Data Warehouse. Select this option: 

1. You first need to create Periods. Follow these steps to create your Financial Calendar in Data Warehouse.
   • You will need to create, at a minimum, the prior year and current fiscal year with the Data Warehouse. 
2. Once completed, navigate to the Data > Integrations > Add New.
   
3. There are two BC connectors listed. 
   1. V1 will be used for subledger data 
   2. V2 will be used for QuickStart
   
   
4. Click on the BC V2 connector and choose QuickStart
   
5. Click Authenticate to begin the login process. As mentioned above, make sure that you have popup blockers disabled in your browser's settings for the Solver Cloud site. 
   
6. Type in (or choose) your account information 
   
7. After successful login, the Environment and Company dropdowns become active. 
   • Chose between Production or Sandbox environments 
   • Choose the company to be loaded into Solver Cloud. 
     • QS for BC is a per company exercise, you will run through QS for each company within your implementation
     • For loading in both Sandbox and Production company data into Solver Cloud, it is required that the company names are different between the two environments. 
8. Click Continue. 
9. On the next page, choose the dimensions that you'd like to bring into the Solver Cloud application and click Continue.
   
10. The next page is the start of the account category mapping process, the first page is a brief wizard introducing you to the process. Click Continue to proceed. 
11. The next page loads with a hierarchal view of a balance sheet and income statement report in the main grid with your account categories on the right-hand side. Drag the account category from the right-hand side into the appropriate position in the main grid. Complete this exercise for all account categories in use. 
    • It is strongly recommended to do the account category mapping exercise. By completing the account category mapping exercise, users get access to the Template Marketplace where "ready to use" reports are available for download. 
    
    
12. The next screen prompts users to create a job that will:
    • Execute daily
    • Distribute a success or failure notification to the user configuring this job
    • Click Add Another Email to add more users to the notification emails. 
    
    

1. The last page is a summary page detailing what will be configured. Click Run Now to complete the configuration and begin the data load process. 
   

This completes the QuickStart process. You have now successfully began a process to load last year to current period GL Summary and Detail data. On the Jobs page you can view the status of the data load. Once complete, you can navigate to the Template Marketplace to install and run reports off your Business Central data in Solver Cloud. 

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