Connector Architecture

Posting journal lines in Business Central

The Microsoft Dynamics 365 Business Central connector is started by a webhook notification defined in Mambu. The webhook is triggered by the Accounts Updated event, which is fired after performing the End of Day actions, to ensure that information is up to date and in accordance with all posted transactions. Once started, the connector then executes the following processes:

1. Post corresponding dimension values in Business Central for new Mambu entity items - such as branches, loan and Deposit products - that were created since the previous run.
2. Retrieve the journal lines from Mambu based on creation date and store them in batches.
3. Process the batches by enriching each journal line with additional information.
4. Post the enriched journal lines to Business Central.

Posting dimension values in Business Central as part of the initial sync

Dimensions in Business Central are used to group or categorize data for analysis. Dimensions consist of dimension values, which are attached to journal lines to provide more details and to conduct a meaningful analysis.

The integration requires four dimensions, which correspond to the Mambu entity types to manually add in Business Central:

1. A dimension related to the Mambu branches.
2. A dimension related to the Mambu products, such as loan and deposit products.
3. A dimension related to the Mambu clients and groups.
4. A dimension related to the Mambu accounts, such as loan and deposit accounts.

The dimension values associated with these dimensions have the following structure:

• Branch dimension value fields:
  • Code: stores the Mambu branch ID, which is a unique value.
  • Name: stores the Mambu branch name.
• Product dimension value fields:
  • Code: stores the Mambu loan product or deposit product ID, which is a unique value.
  • Name: stores the Mambu loan product or deposit product name.
• Client dimension value fields:
  • Code: stores the Mambu individual client or group ID, which is a unique value.
  • Name: stores the Mambu individual client or group name.
• Account dimension value fields:
  • Code: stores the Mambu loan account or deposit account ID, which is a unique value.
  • Name: stores the Mambu loan account or deposit account name.