LeafLink Integration Setup

LeafLink Integration Setup Page

Click the magnifying glass and in the search box, type in LeafLink Integration Setup and select the related link.

The LeafLink Integration Setup Page will open:

General FastTab

FIELD NAME	FUNCTION
Active	Toggle this to turn on the integration with LeafLink.
Enable LeafLink Integration Log	Toggle this field to log calls made from Business Central to LeafLink. It is best practice to have this on.

Integration FastTab

FIELD NAME	FUNCTION
API URL	The LeafLink API URL. The Production URL is https://www.leaflink.com/api/v2 The Sandbox URL is https://sandbox.leaflink.com/api/v2
API Key	The user API key to use when transacting. It is recommended to configure an Integration User Account in LeafLink and use that API Key.
Company Id	The LeafLink Company ID which can be found under Settings/Developer Options in LeafLink

Customer FastTab

FIELD NAME	FUNCTION
Customer Template Code	The Customer Template to use when creating Customers in Business Central from LeafLink.
LeafLink Status to Create/Update Customer	The Customer Status in LeafLink that will trigger the creation of a Customer in Business Central.
Block Create/Update Customers from LeafLink	Blocks the automatic synchronization of Customers between LeafLink and Business Central.
Minimum Customer Download Date	The furthest back the integration should look when deciding what customers to create or synchronize. This is based on the last time the customer was modified in LeafLink.

Item FastTab

FIELD NAME	FUNCTION
Inventory Management	Select how inventory is managed in LeafLink: Managed - Inventory levels are tracked Unlimited - Inventory levels are not tracked Inherited - Inventory levels are derived from bulk amounts
Product SKU Type	Select how to create products in LeafLink. A product in LeafLink is strain specific. Therefore, if variants are being used for strains the second option should be used. Item/License Item/Variant/License Note: If an item does not have variants it will automatically be created as Item/License
Minimum Product Download Date	The furthest back the integration should look when deciding what items to create or synchronize. This is based on the last time the product was modified in LeafLink.

Inventory FastTab

FIELD NAME	FUNCTION
Link LeafLink Batch to	LeafLink tracks inventory as batches. This configuration determines what the LeafLink Batch will translate to in Business Central: CBC Batches CBC Tags Lot No.
Automation Codeunit	Codeunit 78618 "CBC-LL Inventory Automation" can be configured as a Job Queue to automate the creation of new batches in LeafLink and syncrhonize inventory.

Sales Order FastTab

FIELD NAME	FUNCTION
Order Tax G/L Account	If there is tax on an order in LeafLink, the integration will bring the tax in as a line item on the Created Sales Order. Select the G/L Account for the tax line item in this field.
Shipping Charge G/L Account	If there is a shipping charge on an order in LeafLink, the integration will bring the charge in as a line item on the created Sales Order. Select the G/L Account for the shipping charge line item in this field.
Delete Sales Order on Archive	Toggling on will cause LeafLink Orders in Business Central to be deleted when they are rejected or combined in LeafLink.
Prompt for Shipment Date on Accept	Toggling on will cause a prompt to appear for the Shipment Date in Business Central when transitioning the Status of a LeafLink Order from "Submitted" to "Accepted."
Minimum Order Download Date	The furthest back the integration should look when deciding what orders to create or synchronize. This is based on the last time the order was modified in LeafLink.
Order Automation Codeunit	Codeunit 78610 "CBC-LL Sales Order Automation" can be configured as a Job Queue to automate the creation of new orders and synchronization of existing orders in Business Central from LeafLink.
Include Customers	If this field is toggled then when the job queue runs for Codeunit 78610 will create and synchronize customers in Business Central from LeafLink
Include Products	If this field is toggled then when the job queue runs for Codeunit 78610 will create and synchronize items in Business Central from LeafLink
Include Archive	If this field is toggled then when the job queue runs for Codeunit 78610 it will archive orders on the LeafLink Sales Order List that has been completed, rejected or combined. This is to keep the LeafLink Sales Order List populated with active orders.