Page Copilot Auto Setup
The Suggest Integration Setup with Copilot page is an AI-powered PromptDialog that analyzes an uploaded file and generates a complete integration setup suggestion, including fields, mappings, value maps, and character replacements.
To open: From the Integrations page, click the Suggest Integration Setup action.
Overview
The Copilot Auto Setup page guides you through a three-step workflow:
- Attach a file (Excel, CSV, Text, or JSON) and describe its contents
- Generate suggestions using AI analysis
- Review and confirm the suggested fields and mappings, or discard them
The AI analyzes your file structure, detects column names and data types, matches them to Business Central tables and fields, and produces a ready-to-use integration configuration. You can edit any part of the suggestion before confirming.
Note: This feature requires the Integration Framework Auto Setup capability to be enabled in Copilot & AI Capabilities. The feature is marked as a preview.
Prompt Area
| Field | Description |
|---|---|
| Describe the file | A text description of what the file contains, e.g., "Customer master data" or "Sales orders mapping to Sales Header and Sales Line". Providing a detailed description improves the accuracy of the AI suggestions. |
| Uploaded file | Shows the name of the uploaded file. Read-only. Visible after a file has been attached. |
Suggestion Summary
After generation, the following summary fields are displayed:
| Field | Description |
|---|---|
| Integration Name | The suggested name for the integration setup. Editable before confirming. |
| Description | The suggested description for the integration setup. Editable before confirming. |
| Integration Type | The detected file type (Excel, CSV, Text, or JSON). Read-only. |
| Field Delimiter | The detected field delimiter (e.g., Comma, Tab, Pipe). Read-only. Visible for non-JSON files. |
| Record Delimiter | The detected record delimiter (e.g., LF, CR, CRLF). Read-only. Visible for non-JSON files. |
| JSON Root Path | The dot-notation path to the root array in the JSON file. Editable. Visible for JSON files only. |
| Root Array Count | The number of elements in the root JSON array. Read-only. Visible for JSON files only. |
| Column Count | The number of columns detected in the file. Read-only. Visible for non-JSON files. |
Warnings
If the AI analysis produces validation warnings (such as invalid table or field references), they are displayed in the AI Validation Warnings field.
Suggested Fields
The Suggested Fields sub-part displays the AI-generated field definitions in an editable list. Each field represents a column or value to extract from the source file.
| Field | Description |
|---|---|
| Field No. | The field number for this integration field. |
| Name | The name of the integration field. |
| Source Column | The source column in the file (e.g., A, B, C for Excel or 1, 2, 3 for CSV/Text). Visible for non-JSON files. |
| JSON Path | The dot-notation JSON path to the field value (e.g., customer.name). Visible for JSON files. |
| JSON Array Mode | How child array fields are handled: Flatten, Concatenate, or First. Visible for JSON files. |
| Column Type | The column type: Standard (from file), Constant (fixed value), or Dynamic (system value). |
| Constant Value | The fixed value for Constant column type fields. |
| Trim Start Mode | How to trim characters from the beginning of the value. |
| Trim End Mode | How to trim characters from the end of the value. |
| Case Conversion | The case conversion to apply: None, Upper Case, Lower Case, or Title Case. |
| Default Value If Empty | A default value to use when the source value is empty. |
You can edit any of these fields before confirming the suggestion.
Suggested Mappings
The Suggested Mappings sub-part displays the AI-generated field-to-table mappings in an editable list. Each mapping connects an integration field to a Business Central destination table and field.
| Field | Description |
|---|---|
| Field No. | The integration field number this mapping applies to. |
| Field Name | The name of the integration field. Read-only. |
| Destination Table No. | The destination table number in Business Central. |
| Destination Table Name | The name of the destination table. Read-only. |
| Destination Field No. | The destination field number in the target table. |
| Destination Field Name | The name of the destination field. Read-only. |
| Validate | Whether the field should be validated when assigned. |
| Create New Document | Whether to create a new document when this field is encountered. |
| Required | Whether this field mapping is required. |
You can edit any of these fields before confirming the suggestion.
Developer Setup
The Copilot Dev Setup page is a development-only administration page (not available in production builds) for configuring Azure OpenAI credentials used by the Copilot feature during development and testing.
| Field | Description |
|---|---|
| Endpoint | The Azure OpenAI endpoint URL (e.g., https://your-resource.openai.azure.com/). |
| Deployment | The Azure OpenAI deployment name (e.g., gpt-4o). |
| API Key | The API key for accessing the Azure OpenAI service. Masked input. |
Actions:
- Save -- Saves the Azure OpenAI credentials to Isolated Storage.
- Clear -- Removes the Azure OpenAI credentials from Isolated Storage.
Note: This page is only available in non-production builds and is intended for developers testing the Copilot integration.
Actions
Attach File
Uploads an Excel, CSV, Text, or JSON file for AI analysis.
Generate
Analyzes the uploaded file and generates integration setup suggestions using AI. Requires that a file has been attached and that the Copilot capability is active.
Regenerate
Re-analyzes the file and generates new suggestions. Useful if you modify the description and want updated results.
Confirm
Creates the integration setup from the current suggestions, including all fields, mappings, value maps, and character replacements.
Discard
Closes the dialog without creating anything.