Onboarding through konfipay
Continia Banking collaborates with konfipay to provide a payment solution integrated with Microsoft Dynamics 365 Business Central for banks in Germany, Austria, and Switzerland. With this integration, you can download bank account statements and initiate payments directly within Business Central.
Bemærk
Continia Banking is constantly working on adding support for new banks. For an overview of currently supported banks, see Banks overview.
To prepare for direct communication through konfipay
Before you can establish a connection with konfipay, you must meet a few requirements:
Agreement – you must first establish an agreement with konfipay to enable connectivity. For more information, see www.konfipay.de.
Important
konfipay may charge additional service fees.
API Key – to connect konfipay with Continia Banking, you’ll need an API key. The API key grants access to the konfipay API, allowing you to retrieve account transactions. It's essential that the associated account has the required permissions for performing transactions and adding bank accounts. To obtain the API key, go to konfipay API Management and copy the key.
To set up direct communication through konfipay
When you have met the agreement and API key prerequisites, you're ready to onboard konfipay.
To set up direct communication through konfipay:
- Search () for and select Bank Account Setup.
- On the Bank Account Setup page, select an existing bank account or create a new one.
- To enable direct communication through konfipay, select Direct in the Communication column, then click Next.
- On the konfipay Assisted Setup page, you're prompted to enter your API key.
- After entering the API key, click Next to complete the setup.