This section explains how to set up and use NAVAX konfipay Connector Export/Import in Microsoft Dynamics 365 Business Central. NAVAX konfipay Connector Export/Import enables you to automate payment processes and securely exchange banking data.
With the connector, you can transfer SEPA payments directly from Business Central to konfipay - Online Payment Service. There, the orders are checked and forwarded to the respective banks. At the same time, account information such as balances and transactions are regularly and automatically synchronized (optional) and are always available in Business Central.
This saves you time, avoids errors from manual transfers, and gives you full control over your payment processes.
Install the NAVAX konfipay Connector Export/Import extension in your Business Central environment.
Check the technical requirements and firewall permissions.
For more information, see Appendix, Installation Notes.
Set up konfipay Connector
In Business Central, go to the konfipay Connector Setup page.
You can access this page via What would you like to do next? or via Settings, Advanced Settings, Service Connections.
Configure General Settings
Select the desired environment (Test/Production environment).
Enter the API access key (provided by konfipay).
For more information, see API Key
Tip
You can use the AssistEdit function next to the Portal Address field to open the portal URL and obtain the API access key.
Specify the portal address, which can be selected from a dropdown (e.g. https://portal.konfipay.de).
Adjust the timeout if necessary.
The timeout specifies how long to wait for a response from the server when making a request.
Activate the service once all data has been entered correctly.
Configure Data Update and History (optional)
Set up job queues for account balances, payment status entries, and account transaction entries.
Define whether and how log entries should be saved and deleted.
Check Connection (optional)
Use the Check Connection action to check the configuration.
Check Account Data (optional)
Check UUID and customer number (these are displayed after a successful connection test).
Set up Bank Accounts for Use with konfipay
Open the NCP Bank Account Setup page and set up all bank accounts required for payment transactions or for use with konfipay.
For more information, see Setup, General, Bank Account Setup.
Note
You can find more details about each field in the tables further down on this page.
General, Fields
Environment
Specifies whether the konfipay Connector production environment or the konfipay Connector test environment should be used.
Real Data Permission
Indicates whether data may be sent from the current Business Central environment to the konfipay Connector production environment. This additional security level prevents test data from being accidentally interpreted as real data. Click on the field to manage the Permissions.
Connection, Fields
konfipay offers a REST compliant web service as a communication interface, which can be integrated by Microsoft Dynamics Business Central to automate business processes. The received payment transactions in form of SEPA XML files, are first checked and then stored by konfipay prior to acceptance. After submission, the payment transactions are transferred to the respective data centers of the banking institutions at regular intervals. In addition, the konfipay account information database is automatically updated at equally regular intervals. These can then be retrieved via the web service. The data is retained by konfipay, i.e. you can retrieve it at any time if required.
API Key
Specifies the access key required for communication between the konfipay Connector and the konfipay API.
Portal Address
Specifies the base URL of the konfipay portal. This is required for calling the API interfaces.
Tip
If you click on the button next to the field with the three dots, you will be taken to the respective portal.
Timeout (Milliseconds)
Specifies the length of time in milliseconds that the service is allowed to use, before aborting with an error. If you don't set a duration, then a default value is used. The default value is currently 100000 ms (100 seconds).
konfipay Connector Active
Specifies whether konfipay is enabled and ready for submission. If you want to use konfipay for direct communication with your bank, this option must be enabled.
Account, Fields
RID
Shows the konfipay UUID. This corresponds to the UUID field in the konfipay portal configuration.
Customer No.
Shows the konfipay Customer No.. This corresponds to the Customer No. field in the konfipay portal configuration.
Financial Institutions supported by konfipay
Opens a website with a list of credit institutions that are already connected to konfipay.
Data Update, Fields
Bank Acc. Amounts
Shows whether a job queue is set up to automatically synchronize the bank account amounts from konfipay. If a job queue exists, its current status is displayed.
Click on the field to set up, manage or view the Job Queue.
Payment Status Entries
Indicates whether a job queue is set up to automatically synchronize status entries from konfipay. If a job queue exists, its current status is displayed.
Click on the field to set up, manage or view the Job Queue.
Account Transaction Entries
Shows whether a job queue has been set up to automatically synchronize the account transaction items via the konfipay Connector. If a job queue exists, its current status is shown.
Click on the field to set up, manage or show the task queue.
History, Fields
Delete Log Entries Date Calculation
Specifies the time period for deleting log entries. If the field is empty, the period is assumed to be 1M (1 month).
Log Service Requests
Specifies whether to store the data sent to the service.
Log Service Responses
Specifies whether the data returned by the service should be stored.
Actions
Check Connection
Tests the connection to konfipay with the specified settings.
Service Log
Opens the list of konfipay log entries.
Web Frontend
The action opens a new browser window with the selected konfipay portal. Here you can set up konfipay directly.
Setup, Actions
Bank Account Setup
In the window ''Bank Account Setup'', all bank accounts that are required for payment transactions are stored or managed.
Import Setup
Before the NCPI Payment Import can be used, its basic functionality must be set up. In the NAVAX Imports Setup window, you define the general settings and defaults.
Export Setup
Before the NAVAX Payment Exports can be used, its basic functionality must be set up. In the NCP Exports Setup window, you define the general settings and defaults.
Bank Codes
This action opens the page where bank data can be managed or set up per SWIFT code and bank branch number.
Currency Exchange Rate Services
View or edit the setup of the services that are set up to fetch updated currency exchange rates when you choose the Update Exchange Rates action.
System, Actions
NAVAX License Management
Opens the NAVAX License Management which displays the current license status of the NAVAX extensions.
Related information
Setup, General, Bank Account Setup The NCP Bank Account Setup page is the central management interface for all bank accounts used in NAVAX Payment Processing. Here you enter and maintain all bank master data required for payment processing, exports, and imports in Microsoft Dynamics 365 Business Central...
Setup, konfipay Connector, Real Data Permissions Real Data Permissions add an additional level of security to actions and processes. This is to prevent test data from being accidentally interpreted as real data. Particularly critical actions and processes (e.g. sending data to an external service) can therefore only be executed if a real data permission has been granted for the current environment...
Setup, konfipay Connector, konfipay Online Payment Service Access NAVAX konfipay Connector Export/Import operates exclusively in conjunction with a validated konfipay - Online Payment Service account. Please note that additional costs will be incurred when using konfipay...
konfipay Connector Setup
