Tacto connect User Guide

How your data is protected

• Your live data is never changed. The extension only reads Business Central to build the export files.
• Secrets remain confidential. The Azure client secret you enter is held in an encrypted, protected store - never in an ordinary database field - and the page will not display it once it is saved.
• All communication is encrypted. Communication with Azure Blob Storage uses encrypted HTTPS connections only.

Testing the Azure connection

Because cloud credentials can be easy to get wrong, the setup page provides three test actions so you do not have to rely on a real export to find out whether the configuration works:

• Azure Connection Test uploads and then deletes a small file to confirm the extension can reach your container, and reports the result.
• Azure Upload Test uploads a small sample file so you can see a real object appear in storage.
• Azure Storage Content lists the current contents of the container, so you can confirm your exports have arrived.

Run these tests first, then rely on the actual exports once they succeed.

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.

Why filtering matters, and how the filters combine

Business Central tables are large and general-purpose: the item table holds every item you have ever created, purchase lines include comment lines, and price lists mix your selling and buying prices. Exporting all of this unchanged would bury the relevant data in noise. Filtering lets you send Tacto only the rows and columns relevant to purchasing - and every filter is configured, never coded.

The filters do not compete - they stack. A row is included only if it clears every condition you have set: its table is enabled, it passes every static filter, it falls within the date window, and (if enabled) its item is one you actually buy. For the Purchase Line table with every option enabled, that means:

keep the line only if it is not a comment line (Type > 0) and it was posted within your date window and its item is one that appears somewhere in your purchasing.

The result is a focused file - recent purchase lines for items you actually buy - which is exactly the kind of data Tacto is designed to analyze.

The exported files

With ZIP Download, the browser downloads a single archive named TACTO_Export_ followed by today's date. Inside are one or more .csv files - one per enabled table, such as Vendor_…csv or Item_…csv. Each file uses UTF-8 encoding with semicolon-separated values: the first row contains the column headings in the order configured on the Field Selection page, and every following row is one record.

Every generated file is also retained on the Exported Files page, reachable from the setup page's action bar. This holding area lets you re-download or verify individual files, or select rows and delete them to tidy up - mainly useful for troubleshooting, since it is not required for normal operation.

How the data scope is filtered

Press Create Job Queue Entry on the setup page to create a scheduled task that runs the export on weekday mornings. As a safeguard the entry is created on hold, so it cannot start unexpectedly the moment you click - review it and activate it yourself from Business Central's standard Job Queue Entries list once you are satisfied with the configuration.

From then on, exports run automatically using whichever delivery method and filters you have configured. Combined with the Azure Blob Storage delivery method, this makes the entire handoff to Tacto fully hands-off.