Integrating Customer Statistics via Rapidi

Overview
This article details how to expose Business Central’s Customer Statistics page (ID 9082) as a web service and integrate its data with Salesforce using Rapidi. This setup enables real‑time synchronization of key customer metrics between your ERP and CRM systems.

Step 1: Publish the Customer Statistics Page as a Web Service:

  1. Access the Web Services Page:
    • In Business Central, search for and open the Web Services page.
    • Click New to add a new web service.
  2. Configure the Service:
    • Object Type: Select Page.
    • Object ID: Enter 9082 (the Customer Statistics page).
    • Service Name: Provide a meaningful name (e.g., CustomerStatistics).
    • Published: Ensure this is set to True.
    • Save the record.
  3. Business Central will generate a URL for the new web service. 
Step 2: Integrate with Salesforce via Rapidi

  1. Configure Rapidi Connection:
    • In Rapidi, open your current Business Central connection and click on Read Design. After completion, the layout will include the newly added page.
    • Create a new transfer and add all the necessary details.
  2. Map Data Fields:
    • Define field mappings between the Customer Statistics data and the corresponding Salesforce objects.
    • Ensure that metrics (like sales figures, KPIs, etc.) from Business Central correctly align with Salesforce fields.
  3. Testing:
    • Test the data transfer in a development environment to confirm the mapping and synchronization work as expected.
    • Confirm that all data is accurate in both systems;
  4. Deploy and Monitor:
    • Once testing is successful, deploy the integration to production.
    • Monitor the integration through Rapidi’s logs to ensure data consistency and address any issues promptly.
Conclusion
By publishing the Customer Statistics page (ID 9082) via Business Central’s Web Services and integrating it with Salesforce using Rapidi, you achieve seamless, real‑time data sharing between your ERP and CRM systems. This integration streamlines your business processes, enhances data accuracy, and improves decision‑making.