Sage to Dynamics 365 Data Integration FLOW

This cloud flow automates the synchronization of vendor and account data from Sage to Microsoft Dynamics 365. The flow retrieves relevant data from Sage and updates the corresponding Account and Vendor tables in Dynamics 365, ensuring accurate and up-to-date financial records.

Flow Process Overview:

Trigger:

. triggered manually if an immediate sync is required.

Data Retrieval from Sage:

• The flow connects to Sage via an API, database query, or export file.

• It fetches relevant vendor and account records

Data Processing & Transformation:

• The retrieved data is validated and formatted to match the structure of the Account and Vendor tables in Dynamics 365.

• Duplicate records are identified and handled appropriately (e.g., update existing records or create new ones).

Update Dynamics 365:

• The flow updates or inserts records into the Account and Vendor tables.

• Data integrity checks ensure that only valid and non-duplicate data is committed.

Outcome:

This automated process ensures seamless integration between Sage and Dynamics 365, reducing manual data entry, improving data accuracy, and ensuring financial records remain up-to-date and consistent across systems.