Getting Started

If you do not have a tenant for Microsoft Dynamics 365 Business Central, you can sign up for a free trial.

Once you have completed the sign up and your tenant is up and running, you can add the Productivity by NAV-X Application app from the AppSource marketplace. If you have questions about the installation process of an app through Microsoft AppSource, you can find more information on installing apps on the Microsoft Docs site.

Prerequisites

Before setting up your first integration, ensure you have:

Appropriate permissions - See Permission Setups for your user role
Source data prepared - Have your import file ready (Excel, CSV, or text format)
Destination tables identified - Know which Business Central table you're importing into
Field mapping planned - Document which source fields map to which BC fields

Permission Setup

Permissions for the app must be setup before the NAV-X Integration Framework can be used to ensure that users can access the setup and also use the functionality properly once setup is completed.

Two permission sets are provided:

NAVX IF STANDARD - Use integrations, view records, process imports
NAVX IF ALL - Full access including setup and configuration

You can find more information under Permission Setups.

Step-by-Step Setup Process

Step 1: Initial Setup

Choose the Tell me what you want to do icon, enter NAV-X Integration Setups, and then choose the related link.

When you start the Assisted Setup wizard for the first time, the NAV-X End User License Agreement is displayed. Please read the license terms carefully and, if you agree to the terms, please accept them by clicking on Accept. If you do not agree to the license terms, please choose Decline and then uninstall the app from your tenant.

This setup page allows you to configure general integration behaviors including:

Default email for error notifications
Default file locations
Integration processing settings

Read more details about the NAV-X Integration Setup page.

Step 2: Create an Integration

To setup your first integration, open the page NAV-X Integrations. Choose the Tell me what you want to do icon, enter NAV-X Integrations, and then choose the related link.

On this page you configure:

Integration Name - Descriptive name for your integration
Integration Type - The BC table you're importing into (Customer, Item, Sales Order, etc.)
Source Type - The file format (Excel, CSV, Flexible Text, Fixed Length Text)
File Path - Where your import file is located (optional, for automated processing)

Read more details about the NAV-X Integrations page.

Step 3: Define Integration Fields

To use an integration, you must define fields that are being integrated.

From the NAV-X Integrations page, click Fields action in the action bar
Create a row for each field from your source

Fields to define:

Field Name - Name of field from your source (column header, field name, etc.)
Sequence - Order of processing (10, 20, 30...)
Source Column - Which column/position contains this data

Read more details about the Integration Fields page.

Step 4: Map Fields to Business Central

Once fields are defined, map them to your Business Central table.

From the NAV-X Integrations page, click Mappings action
Create a mapping row for each field you want to import
Configure each mapping:

For each mapping, specify:

Integration Field - The source field (created in Step 3)
Destination Table - The BC table field destination
Mapping Type - How to populate:
- Standard - Copy source value as-is
- Constant - Use fixed value for all records
- Line Number - Auto-generate sequential numbers
- Lookup - Translate source codes to BC codes

For lookup mappings, specify:

Lookup Table - Which BC table contains the reference data
Lookup Field - Field to search in (e.g., "Your Reference")
Return Field - Field to extract result (e.g., "No.")

Enable validation:

Validate Destination Field - Verify data against BC rules before import

Read more details about the Integration Mappings page.

The integration is now configured and ready to use.

Processing Your First Import

Method 1: Manual Import

Click Import Now from Integration page
Select your source file
System validates file and creates Integration Records
Records show Status = "Ready"
Click Process Records to import data into BC

Method 2: Automated Import

Set File Path on Integration
Create Job Queue Entry to run automatically
File automatically imported on schedule

Monitoring and Troubleshooting

View Import Status

Open Integration record
Click Records in related records section
View Status for each record:
- Completed = Successfully imported
- Error = Failed - review error message
- Ready = Waiting to process

Handle Errors

Review error records to identify issues
Fix issues (in source data or BC reference tables)
Set record Status back to "Ready"
Click Reprocess Errors

See How to Handle Errors for detailed recovery procedures.

Next Steps - How To Guides

Now that you've set up your first integration, explore these detailed guides:

Import Formats:

Advanced Features:

Reference:

Permission Setups - User role configuration
FAQ - Common questions and answers

Summary

You've now learned how to:

✓ Set up initial configuration
✓ Create an integration
✓ Define fields
✓ Map fields to BC tables
✓ Process your first import

Continue with the how-to guides above to explore specific import formats and advanced features.

Getting Started with REST API Imports

If you want to import data from a REST API rather than a file, the setup process is slightly different:

Navigate to the REST API Connections page and create a new connection with your API's base URL and authentication credentials
Add one or more endpoints to the connection, specifying the URL path and response data path
Use the Test Connection action to verify connectivity
Create an integration and link it to the REST API endpoint
Configure field mappings to map JSON response fields to Business Central table fields

For detailed instructions, see Set Up REST API Import.