Import orders from Handyman with Business Central Extension

Steps involved

The process of updating orders in Business Central with information from Handyman involves five steps:

1. Export from Handyman:
   • This step is usually done automatically after the synchronization of a mobile device.
   • Alternatively, it can be done manually from Handyman Office.
   • If simple integration is used, refer to this article for more information.
2. Import into Business Central:
   • This step imports the data provided by Handyman into intermediate tables in Business Central.
   • For manual execution, use the command in the ribbon.
3. Create new Service / Service Orders:
   • If the order was created in Handyman, a new order must be created in Business Central first.
   • The customer used in the Handyman order must exist in Business Central.
   • For manual execution, use the command in the ribbon.
4. Update order:
   • This step updates the Business Central order with the imported data from the intermediate tables.
   • The following information is used:
     • Handyman Hours & Cost entries - imported as resource consumption in the Business Central order lines.
     • Handyman Material registrations - imported as item lines in the Business Central order line.
     • Handyman order status.
   • For manual execution, use the command in the ribbon.
5. Re-export:
   • Re-export means reporting the successful update back to Handyman and removing the records from the intermediate tables in Business Central.
   • For manual execution, use the command in the ribbon.
   • If the Handyman order was in status "completed," the status will change to "historical."
   • This action can be started manually via a command in the ribbon on this page or automatically if configured in the "Basic data and settings" page.

Actions are available in the ribbon of the inbound order list and the inbound order card. Actions on the inbound order list apply to the currently filtered set of orders.

Automation

• All the steps mentioned above can be automated.
• First, configure the desired level of automation in the "Basic data and settings" page.
• Then, ensure that the Job Queue in Business Central is set up correctly to run this automation.
• Make sure your Business Central license matches the selected level of automation.