Onboarding PSD2 through BANKSapi

Continia Banking integrates with BANKSapi to support PSD2-based bank communication in Microsoft Dynamics 365 Business Central. This setup enables automated retrieval of bank statements and payment initiation using PSD2 interfaces provided by supported banks.

To prepare for PSD2 onboarding through BANKSapi

Before setting up PSD2 communication through BANKSapi, make sure that you meet the following requirements:

• You must be able to sign in to the bank's online banking system.

To set up PSD2 communication through BANKSapi

After completing the required preparations, you can proceed with onboarding PSD2 through BANKSapi in Continia Banking.

To set up PSD2 communication:

1. Search () for and select Bank Account Setup.
2. On the Bank Account Setup page, select an existing bank account or create a new one.
3. In the Communication Type column, select Direct, then select BANKSapi - PSD2 as the provider and click Next.
4. On the Set up BANKSapi - PSD2 page, click the link to open BANKSapi, and enter your online banking credentials there.
5. Complete the bank authorization flow to grant access to your accounts.
6. When authorization is complete, finish the setup to activate PSD2 communication.

To activate the connection and complete the setup

When you receive confirmation from your bank, return to the Bank Account Setup wizard to establish the connection.

To activate the connection:

1. Search () for and select Bank Account Setup.
2. On the Bank Account Setup page, locate the bank and confirm whether the status is set to Ready.
3. Click Next to retrieve the information from BANKSapi and establish the connection.