Tacto connect User Guide

Permission set	Recommended use	Capabilities
Tacto connect Admin	BC administrators and owners of the Tacto setup	Configures export tables, fields, filters, and all other setup parameters, and maintains the complete export configuration.
Tacto connect User	Purchasing users who manually trigger exports	Can manually start the prepared export without changing export tables or field definitions.

Field	What it does
Date Filter	Limits item and posted ledger-related data using a CALCDATE formula such as <-12M>, <-2Y>, or <-180D>. Leave it empty to disable date-based filtering.
Only Export Referenced Items	Restricts the export to records with purchasing relevance. To do this, each relevant table needs a field marked as the item filter so Tacto connect can identify the item reference used to scope those records.
Export Method	Controls whether the export is delivered as ZIP Download, Azure Blob Storage, or Local Storage. In SaaS, only ZIP Download and Azure Blob Storage are available.
Export Path	Required only for Local Storage. Defines the full server path where the CSV files are saved in on-premises environments.
Azure App ID / Client Secret / Tenant ID	OAuth2 client-credential parameters used to obtain an access token for Azure Storage.
Azure Account Name / Container / Blob Folder	Defines the exact Azure Storage target for uploaded CSV files.

Export Table Setup

Open Export Table Config from the setup page to manage the list of exported tables. Each entry stores:

• Table No. The Business Central table to export.
• Table Name. Filled automatically from table metadata.
• Export File Name. The file prefix used when the CSV file is generated.
• Enabled. Defines whether the table is included in export execution.

System records are tracked with ownership metadata (System Managed, System Version, User Modified) to support safe upgrades and controlled reset behavior.

Reset and transport options

• Reset System Defaults rebuilds only unmodified system defaults and preserves custom and user-modified records.
• Full Reset deletes all table and field configurations and recreates only shipped defaults.
• Export Configuration creates a .tct snapshot file for backup/transfer.
• Import Configuration replaces all current table and field setup from a .tct file.

Advanced field configuration

Use Edit Fields on a table entry to open the field list. The page lets you add fields from the selected table and configure behavior per field:

• Export controls whether a field appears in CSV output. Disabled fields can still act as filter-only fields.
• Item Reference marks the field used as the item filter. When item-based filtering is active, this field is used to limit records to the relevant items. Only one field per table can be active.
• Setup Date Filter marks the Date/DateTime field that receives the setup date formula. Only one per table can be active.
• Static Field Filter defines a persistent Business Central filter expression (for example >0, Purchase, 2).
• Move Up and Move Down change the field order.
• Sort order is automatically normalized in steps of 10 after reordering.
• When a field number is selected, the English field name and field caption are filled automatically from metadata.

If a field has both Setup Date Filter and Static Field Filter, both filters are combined with logical AND during export.

How the data scope is filtered

Area	Filter logic
Items	If a date filter is set, records are filtered on Last Date Modified to export only newer changes.
Purchase receipts, invoices, and credit memos	Posted document tables are filtered by Posting Date when a date filter is active.
Purchase lines	Only lines with a non-empty type are exported.
Price List Line	Only purchase prices with source type Vendor are exported.
Referenced-item mode	When Only Export Referenced Items is active, records are scoped by configured item-reference fields and purchasing activity context.
Static field filters	Configured static field filters are applied even for fields that are not exported (filter-only fields).