Purchasing integration

Export the exact purchasing data Tacto needs, directly from Business Central and in the delivery channel your environment supports.

Tacto connect turns standard purchasing, vendor, item, receipt, invoice, and master data in Dynamics 365 Business Central into structured CSV exports for Tacto. Users can control the exported tables and fields, reduce the data scope with date filters and temporary tables, and deliver the files as a ZIP download, to Azure Blob Storage, or to a local server path in on-premises environments.

Value

Why choose Tacto connect?

Keep your Tacto data feed aligned with your purchasing processes instead of building one-off exports outside Business Central.

Export only what matters

Combine a configurable date filter with optional temporary-table logic so the export can focus on items, vendors, and contacts that are actually relevant to purchase documents.

Choose the right handoff

Support both manual and automated delivery models. Business users can download a ZIP immediately, while integration scenarios can upload files to Azure Blob Storage or write them to a local path on-premises.

Stay adaptable

The export model is data-driven. Table setup and field selection can be maintained from dedicated pages, and the default configuration can be reinitialized whenever you need a clean baseline.

Configuration-first Default table and field definitions are inserted automatically during installation.
Admin-controlled scope Table entries, field order, Azure credentials, blob folder, and export path are all maintained from the setup experience.
CSV staging included ZIP and Azure workflows stage generated files in an internal export table before download or upload.
Capabilities

What the product delivers

Tacto connect combines configurable data extraction, delivery options, and a lightweight admin workflow directly inside Business Central.

Tacto Setup page

A dedicated setup card centralizes the export date filter, the temporary-table option, the export method, local storage settings for on-premises installations, and all Azure Blob Storage credentials and target parameters. The visible fields adapt automatically depending on whether the environment is SaaS or on-premises.

Configurable export model

Export tables are not hard-coded into the execution flow. Administrators can open the Export Table Setup page, add or remove tables, define file names, open the field list for each table, and reorder the exported fields. This keeps the generated CSV structure aligned with the target Tacto import model.

Flexible delivery channels

Tacto connect supports three delivery options, each optimized for a different operational model.

  • ZIP Download: Generates all configured CSV files, packages them into a ZIP archive, and downloads the archive to the client.
  • Azure Blob Storage: Uses OAuth2 client credentials to upload generated CSV files into a configured Azure Storage container and optional folder.
  • Local Storage (on-premises only): Writes each CSV file directly to a server path defined in setup.

SaaS and on-premises

Tacto connect supports both Business Central Essentials and Premium. In SaaS, users can work with ZIP Download or Azure Blob Storage. In on-premises deployments, Local Storage is available in addition to those methods.

Technical details

Release scope and compatibility

Current version 1.0.0.0
Minimum Business Central version 27.0 (BC 27 / 2025 Wave 2)
Supported editions Essentials, Premium
Languages English, German, French, Spanish
Support & Feedback

We are here to help

Whether you have technical questions, need guidance during your rollout, or want to share feature requests — our dedicated Dynamics 365 Business Central team is ready to assist you. Drop us a message, and we'll ensure you get the absolute most out of our apps.