topic hubAdministration & Setupofficial - Microsoftreviewed - checked by Opus

Synchronize master data across companies

Master data synchronization across companies in Business Central: how to set up a source and subsidiary companies to pull customer, vendor, item, and employee data, and how to manage and troubleshoot the synchronization afterward. It answers setup, coupling, scheduling, and maintenance questions.

Path: Development and administration > Synchronize master data across companies · tier official · system administration · narrative reviewed (checked by Opus)

Overview

This section describes how to keep master data consistent between companies. A source company provides customer, vendor, item, and employee data, and subsidiary companies pull it in one direction. Updates run automatically through job queue entries.

The two pages follow the lifecycle. “Set up companies to synchronize master data” covers the initial configuration: export and import setup, table filtering, match-based coupling of existing records, initial synchronization, and job queue scheduling. “Manage master data synchronization” covers ongoing work: monitoring, handling schema changes, coupling records, overwriting local changes, and troubleshooting.

Start with the setup page if synchronization is not yet configured. Use the management page once it is running or when something goes wrong.

Key points

  • Synchronization is uni-directional: subsidiary companies pull data from a source company.
  • Supported master data includes customers, vendors, items, and employees.
  • Updates run automatically through job queue entries, which can be scheduled.
  • Setup involves export and import configuration, table filtering, and an initial synchronization.
  • Match-based coupling links existing records between companies.
  • Management tasks include coupling records, overwriting local changes, and running a full synchronization.
  • Field mapping can be updated to handle schema changes.
  • Synchronization can be monitored to troubleshoot issues.

Learn pages

Videos and posts

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.

What Learn documents here 2 Learn pages