Manage Tokens and Certificates

Many banks require a bank certificate or token to authenticate the web service connection between Business Central and the bank in order to use direct communication.

In case your bank requires a certificate or token for direct communication, you must authenticate the connection from Business Central using the assisted bank account setup. In addition, you need to order specific bank files from your bank. For information about which files you must order, as well as any prerequisites for enabling direct communication, navigate to your bank from the Bank Integration article.

To share authentications between companies

An authentication can be shared between companies or banks without having to export the certificate or token from Business Central.

  1. Use the Search for page or report icon and search for Banks, and then select the related link.

  2. In the Banks overview, choose the bank for which you want to share an authentication key.

  3. On the bank card, in the action bar, select Connection and choose Authentication.

  4. In the Authentication Entries overview, in the action bar, select either Related Banks or Related Companies. Depending on your selection, this will open a list of banks or companies that have access to the given authentication.

  5. To add a bank or a company to the list, select New and add the desired bank or company to the list.

    Note

    When you add new companies to an authentication, make sure to run the Bank Account assisted setup guide for the companies that you added.

  6. To delete a bank or company from the list, select a bank or company from the list and select Delete.

Note

An authentication can be shared or deleted from any bank or company to which the authentication is shared.

To renew an authentication

Bank certificates and tokens expire after a certain period depending on your bank. 3 months before the authentication expires, Payment Management will send a request to the bank regarding the renewal of the authentication. This all happens in the background and the authentication will then automatically be renewed.

To delete an authentication

Before deleting an authentication you should control 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. If you just wish to remove the authentication for a single company or bank, see the section To manage authentications shared between companies.

  1. Use the Search for page or report icon and search for Banks, and then select the related link.
  2. On the Banks overview, choose the bank for which you want to delete an authentication.
  3. On the bank card, choose Connection > Authentication.
  4. On the Authentication page, select the authentication key that you want to delete.
  5. In the action bar, choose the Delete action. The authentication has now been deleted.
  6. Run the Bank Account assisted setup guide for the companies that used the deleted authentication.

To import or export an authentication

  1. Use the Search for page or report icon and search for Banks, then select the related link.
  2. Open the bank card for which an authentication must be exported or imported.
  3. On the bank card choose Connection > and select the Import Authentication action to import an authentication into the bank card, or select the Export Authentication action to export an authentication from the bank card to a local folder.

Important

It is not possible to export a certificate from Microsoft Dynamics NAV and reuse it in Microsoft Dynamics 365 Business Central.