---
title: "Set up D365 F&SCM connector"
slug: "set-up-d365-fscm-connector-data-migration"
tags: ["Task topic"]
updated: 2026-05-11T05:30:41Z
published: 2026-05-11T05:30:41Z
canonical: "docs.staedean.com/set-up-d365-fscm-connector-data-migration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up D365 F&SCM connector

Set up a connector of type **D365 F&SCM**. Use this type to directly connect to a D365 F&SCM database.

### Steps

1. Click **Connectivity studio - Integration Design**.
2. Click the **Connectors** tab.
3. Click **New**.
4. In the **Connector** field, type a value.

> [!NOTE]
> **Note**
> 
> You are advised to not include, in the connector name, the name of the application to which you connect. Use the **Application** field to define the applicable application for the connector.
5. In the **Project** field, enter or select a value.
6. Define the applicable application for the connector. For a **D365 F&SCM** connector, for example, select a 'D365 F&SCM' application.

In the **Application** field, enter or select a value.

> [!NOTE]
> **Note**
> 
> - You can only select an application that is defined for the applicable project. You can define project applications on the **Projects** page.
> - You can type any existing application name, whether it is defined as project application or not. If the typed application is not defined as project application, it is automatically added to the project applications.
7. Make sure, the **Connector type** is **D365 F&SCM**.
8. Sub-task: Set properties.
  1. Define the target company for the connector.

If you want to use the active company as the target company, do not define a target company. As a result, the company from which a message is run is used as the target company.

On the **Properties** tab, in the **Target company** field, enter or select a value.
  2. You can use a template company as source company. If you run a message, the data is exported from the template company and imported in the target company.

In a template company, you can, for example, define generally applicable master data. You can use this to set up the master data for a new company.

To be able to use a template company, in the **Connectivity studio parameters**, define the template company for each target company. You can define several template companies. For example, with country-specific or industry-specific data.

Select **Yes** in the **Template company** field.

> [!NOTE]
> **Note**
> 
> Do not define source companies if you want to use a template company.
9. Sub-task: Select custom handler.
  1. Expand the **Custom** section.
  2. For a **D365 F&SCM** type connector, the standard handler class is **BisConnectorAxDatabase**. This handler class exports data from or directly imports data into D365 F&SCM tables.

You can use a customized handler class. To do so, extend the standard handler class.

In the **Handler** field, you can enter or select a custom handler class.
10. Sub-task: Define source companies.
  1. Define the source companies for the connector.

You can define the source company for a connector in these ways:

Expand the **Source companies** section.

> [!NOTE]
> **Note**
> 
> Do not define source companies if you want to use a template company.
    - One specific source company.
    - Several source companies.
    - No source company: Do not define a source company if you want to use the active company as the source company. As a result, the company from which a message is run is used as the source company.
  2. Click **New**.
  3. In the **Company accounts ID** field, enter or select a value.
11. Sub-task: Define target companies.
  1. You can define several target companies for the connector.

Only use this to import simple single-level master data. For example, to initialize a company.

Expand the **Target companies** section.

> [!NOTE]
> **Note**
> 
> - You can use the target companies here in combination with the target company as defined on the **Properties** tab.
> - If import of a record fails in one company, the import of the records is undone in all defined target companies.
  2. Click **New**.
  3. In the **Company accounts ID** field, enter or select a value.
12. Sub-task: Set advanced options.
  1. Expand the **Advanced options** section.
  2. A document can have a query for which cross-company is enabled. If a user, with access to a restricted set of companies, runs a message that uses the document, the cross-company option does not work. If you have this scenario, make sure the cross-company option is enabled for the used connector. Otherwise, you can disable the cross-company option.

Select **Yes** in the **Cross company disabled** field.
13. Close the page.

> [!NOTE]
> **Notes**
> 
> - You can change the type of an existing connector. If you do so, also fill in the applicable fields. For more information, refer to the topic about the setup of the newly chosen connector type.
> - The environment type does not apply to a **D365 F&SCM** connector.

## Related

- [Customize connector handler class](/customize-connector-handler-class.md)