Managing tokens and certificates

When using direct communication with banks, it is often necessary to authenticate the web service connection between Business Central and the bank using a bank certificate or token. If your bank requires this authentication, you must follow the instructions in the assisted Bank Account Setup guide.

To share authentication access keys between companies

You can share an authentication access key using the Share Authentication page.

To share the authentication key between companies:

1. Search () for and select Banks - Continia Banking.

2. In the Banks - Continia Banking overview, choose the bank from which you want to share an authentication key.

3. On the action bar, click Actions > Authentication Keys.

4. On Authentication Entries page, on the action bar, click Share. Alternatively, on the Bank card, click Actions > Share Authentication.

5. On the Share Authentication page, the Targets overview lists the available companies and their sharing status.

   Status	Description
   Already shared	The authentication is already shared with this company.
   Ready	The authentication can be shared now, because the bank you are sharing from is already used by this company.
   System not mapped	The bank is not directly used by this company, but you have an agreement in place to share the connection with a different bank at that company. For example, you have direct communication set up with Rabobank, but you have an agreement with Danske Bank, so you can share the Rabobank connection with the company using Danske Bank.
   Detection failed	Continia Banking could not determine whether sharing is possible for this company. In large databases, not all banks are analyzed automatically. If you work with 20 or more companies or bank accounts, navigate to the bottom of the page and click Detect to check whether sharing is possible for a specific bank, or Detect all to check all of them at once.

6. Select the checkbox in the Share Authentication column for each company you want to share the authentication with.

7. Click Share Authentication. A warning message appears; click Yes to proceed. If all goes, well the Outcome column will have status Success.

To share an authentication during bank account setup

When you run the assisted Bank Account Setup guide for a bank that uses direct communication, the guide checks whether a direct communication connection for that bank already exists in another company. If a matching connection is found and the connection type supports sharing, you are asked whether you want to share the existing authentication instead of setting up a new one.

To share an authentication from the setup guide:

1. Search () for and select Bank Account Setup.
2. In the Bank Account Overview, choose the bank account you want to set up with Continia Banking and select Next.
3. If a compatible authentication already exists in another company, the guide asks whether you want to share it. Select Yes to share the existing authentication, or No to set up a new authentication for this bank account.
4. If you choose to share, the relevant fields from the bank, the bank system active map, and the bank account communication setup are copied from the company where the connection is already set up. Review these fields once the guide completes to confirm they match your company's setup.

To delete an authentication

Before deleting an authentication, check if the authentication is shared between companies or banks, as the authentication will be deleted in all companies and banks to which the authentication is shared.

To delete an authentication:

1. Search () for and select Banks - Continia Banking.
2. On the Banks - Continia Banking overview, choose the bank you want to delete an authentication for.
3. On the bank card, choose Actions > Authentication Keys.
4. On the Authentication Keys page, select the authentication key that you want to delete and on the action bar, click Revoke from companies. Alternatively, navigate to the Currently Shared to FactBox on the right and click Revoke.
5. Now run the Bank Account assisted setup guide for the companies that used the deleted authentication.

To renew an authentication

Bank certificates and tokens have an expiration period determined by your bank. Approximately three months before the authentication expires, Continia Banking automatically sends a renewal request to the bank on your behalf. This renewal process occurs in the background, ensuring that the authentication is automatically renewed without any manual intervention required. If automatic renewal encounters issues, you can manually renew the authentication.

To renew an authentication manually

If automatic renewal encounters issues, you can manually renew the authentication.

To manually renew the authentication:

1. Delete the existing authentication.
2. Search () for and select Bank Account Setup.
3. In the Bank Account Overview, choose the bank account you wish to set up with Continia Banking and select Next.
4. Complete the fields in each step of the guide. Once the bank account is fully set up, its status in the Bank Accounts Overview will display as Ready.
5. Repeat the steps above for any additional bank accounts you need to set up.