How to Set Up Customer Sync Filters for Business Central

Use Customer sync filters to choose which Microsoft Dynamics 365 Business Central customers Paystand imports automatically. Existing connections stay on the full customer list until you change them. This guide shows how to limit automatic import to customers with an outstanding receivable, and how to switch back.

Important: This changes automatic sync only. Customers already in Paystand stay. You can still import a specific customer or invoice.

Related: Customer Sync Filters for Business Central (what each option does). Invoice allow and exclude by dimension is a different card: How to Set Up the Receivable Routing Filter for Business Central.

Before you start

• Business Central credentials are verified and bank and G/L accounts are saved. Until then, Customer sync filters stays locked (Available after verifying, then until accounts are saved).
• You can update Integrations in the Paystand Dashboard.
• You know whether you want every Business Central customer, or only customers who have an outstanding receivable.

1. Open Customer sync filters

1. Sign in to the Paystand Dashboard.
2. Open Integrations.
3. On the Business Central panel, find Customer sync filters.
4. Confirm the description: Choose which Business Central customers Paystand imports automatically.

Existing connections show Import my full customer list selected.

The Customer sync filters card on the Business Central panel.

2. Limit automatic sync to open receivables

1. Select Only customers with open receivables.
2. Read the note: This changes automatic sync only. You can still import a specific customer or invoice. Existing customers are not removed.
3. Select Save changes. The button stays disabled until the selection differs from what is already saved.
4. In Apply Customer sync filters?, read that new Business Central customers are imported automatically only when they have an open receivable.
5. Select Use open receivables only.

To leave the saved option unchanged, select Keep full list. The radios return to the saved choice.

Use open receivables only saves the limited option. Keep full list cancels the change.

3. Return to the full customer list

1. On the same card, select Import my full customer list.
2. Select Save changes.

Choosing the full list saves immediately. Apply Customer sync filters? appears only when you are switching to open receivables.

Verify

1. Confirm the message Customer sync scope saved successfully.
2. When limited sync is saved, the card shows Restricted sync is enabled for this integration and the note Automatic sync is limited to customers with open receivables. Existing customers stay in Paystand; specific imports still work.
3. After the next sync, a Business Central customer who is new to Paystand and has an open receivable appears in Customers.
4. A Business Central customer who is new to Paystand and has no open receivable does not appear from automatic sync. Import that customer or invoice yourself if you need them before an invoice is open.
5. A customer who was already in Paystand is still there.

Troubleshooting

Save changes stays disabled

1. The selected option is already saved. Save changes turns on only after you pick the other option.
   Fix: Select the option you want, then save.

The Customer sync filters card is missing or locked

1. Setup is not finished. The card shows Available after verifying until credentials are verified, and it stays locked until bank and G/L accounts are saved.
   Fix: Finish those steps on the Business Central panel, then refresh Integrations.

2. You are looking at a different integration.
   Fix: Open Integrations and use the Business Central panel.

A Business Central customer did not appear in Paystand

1. Limited sync is on and they have no open receivable. Automatic sync skips customers Paystand has never seen when they have no outstanding receivable, including customers whose only invoice is already paid.
   Fix: Import that customer or invoice yourself, or wait until they have an open receivable. To import customers automatically again, select Import my full customer list and save.

2. Sync has not run yet.
   Fix: Wait for the next sync, then check Customers again.

A customer is missing after you saved

1. This setting does not remove customers. People already in Paystand stay, even after their last open receivable is paid.
   Fix: Search Customers by name or customer number. If they were never imported, use the missing-customer steps above.

You see Could not save the customer sync scope

1. The save did not complete. The card returns to the last saved option.
   Fix: Select the option again and save. If it fails again, contact Paystand Support and include the time you tried.

Still need help?

Contact Paystand Support or your Customer Success Manager. Include:

• Your Business Central company name
• Which option is selected on Customer sync filters
• Whether you expected a new customer or an existing customer
• A screenshot of the card, including Apply Customer sync filters? if it is open

Last updated: October 2026 · Microsoft Dynamics 365 Business Central · Customer sync filters