Business Central Integration
Connect Lookio to Dynamics 365 Business Central
Setting Up the BC Extension
The Lookio extension includes a guided Setup Wizard that walks you through connecting BC to your Lookio workspace in about 5 minutes.
Step 1: Find the Setup Wizard
After installing the extension, go to Assisted Setup (search for it in BC). Find "Set up Lookio HR" under Connect with other systems.
Step 2: Create or Connect Your Account
If you don't have a Lookio account yet, click "Sign Up for Lookio" to create one. After signup, you'll receive an API Base URL and API Key — copy both and come back to the wizard.
Step 3: Enter Your API Credentials
Paste your API Base URL (e.g., https://yourcompany.lookio.com) and API Key from your Lookio account.
Step 4: Test the Connection
The wizard automatically tests the connection. If it succeeds, click Next to continue. If it fails, see Troubleshooting below.
Step 5: Finish Setup
Optionally enter an email to receive a confirmation, then click Finish. Search for "Lookio HR Setup" to sync employees and configure features.
Troubleshooting Connection Issues
If the "Test Connection" button in the BC Setup Wizard fails, check the following:
| Issue | Solution |
|---|---|
| Service is starting up | Lookio runs on Azure App Service, which may take 60-90 seconds to start after a period of inactivity. Wait a minute and click "Test Connection" again. |
| Incorrect API Base URL | The URL must be https://yourcompany.lookio.com with no trailing slash and no /api suffix. Example: https://acme.lookio.com |
| Invalid API Key | The API key is shown only once during signup. If you've lost it, sign in to your Lookio workspace, go to Settings > Integrations, and generate a new key. |
| Tenant not yet active | Make sure you completed email verification during signup. Your workspace must be active before the API will respond. |
| Network or firewall | Business Central must be able to reach *.lookio.com over HTTPS (port 443). Check with your IT team if outbound traffic is restricted. |
| Extension permissions | When BC asks "The extension is making a request to an external service", select Allow Always and click OK. |
What Syncs Between Lookio and BC
| Data | Direction | Details |
|---|---|---|
| Employee profiles | Lookio → BC | Name, contact info, department, job title, manager, hire date, status |
| Benefits deductions | Lookio → BC | Medical, dental, vision, life insurance, HSA, FSA, 401(k), total |
| Time-off policies | Lookio → BC | Policy names, types, accrual rates, carryover limits |
| Time-off balances | Lookio → BC | Current balance and pending requests per employee |
| Time-off requests | BC → Lookio | Employees can submit requests from within BC |
| Profile updates | BC → Lookio | Self-service edits (address, phone, personal email) sync back |
| Termination status | Lookio → BC | Termination date sets employee status to Terminated in BC |
BC Extension Features
| Feature | Description |
|---|---|
| My Profile | Employees view their profile and edit contact info from within BC |
| My Time Off | Submit time-off requests with policy selection, date range, and notes |
| Time Off Balances | FactBox showing current balances and pending days per policy |
| Emergency Contacts | View and manage emergency contacts directly in BC |
| Open in Lookio | One-click link to the full employee profile in the Lookio web app |
| Test Connection | Verify API connectivity from the setup page |
| Auto-Sync | Configurable sync interval (1-24 hours) with last sync status tracking |