How to Transfer Items from Siemens NX to Business Central?

Step-by-Step Guide to Transfer Items from Siemens NX to Business Central

Managing product data across design and ERP systems is crucial for smooth business operations. If you’re using Siemens NX for product design and Microsoft Dynamics 365 Business Central for ERP, manual data transfer can become time-consuming and error-prone. To streamline this, PLM CAD UTILITIES AS provides a smart solution with NX2ERP integration.

This blog will guide you step by step on how to install NX2ERP and transfer items from Siemens NX to Business Central seamlessly.

 Transfer Items from Siemens NX to Business Central

Why Integrate Siemens NX with Business Central?

  • Eliminate manual data entry and reduce errors
  • Ensure real-time synchronization between design and ERP
  • Save time on product data management
  • Improve collaboration between engineering and business teams

Step 1. Install NX2ERP

  • To begin, install the NX2ERP add-on provided by PLM CAD UTILITIES AS.
  • Install NX2ERP
  • Once installed, you’ll notice a new tab in Siemens NX called “ERP Integration”.
  • ERP Integration

Step 2: Configure Integration Settings

  • Open the ERP Integration tab.
  • Configure the connection settings for Business Central.
  • Configure Integration Settings
  • Use OData Web Services to establish the link between Siemens NX and Business Central.

Step 3: Verify Item in Business Central

Before transferring any item, always check whether it already exists in Business Central.

  • If the item does not exist, it will be newly created.
  • Verify Item in Business Central
  • If the item already exists, the system will update it instead of creating duplicates.

Step 4: Transfer Item Data

Now, you’re ready to send product information to Business Central. You have two options:

  • Send to ERP → Transfers a single selected item
  • Transfer Item Data
  • Send to ERP All Levels → Transfers the item along with all sub-levels (BOM structure)
  • Send to ERP All Levels

Step 5: Monitor the Process

During the transfer, a process dialog will display the status:

  • Created → Item successfully created in Business Central.
  • Updated → Item already exists and has been updated
  • Failed → Any errors encountered during transfer

This ensures you always know what happened with each data transfer.

 Monitor the Process

Step 6: Confirm in Business Central

Once the process is complete, log in to Business Central and verify that the product is successfully transferred. You’ll see the new or updated item details available for further ERP operations.

Conclusion

Integrating Siemens NX with Business Central using NX2ERP not only simplifies item transfers but also ensures accuracy and efficiency in managing product data. Instead of manual work, you now have a seamless, automated process that connects engineering and business systems.

If you’re looking for a smooth integration, NX2ERP by PLM CAD UTILITIES AS is a reliable and proven solution.

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