Here, the general settings and default settings for the konfipay Connector are defined. 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 (SEPA XML files) are checked for conformity by konfipay before acceptance and then stored. After submission, the payment transactions are transferred to the respective data centers of the banking institutions at regular intervals.
In addition, the data inventory of the account information is automatically updated by konfipay at equally regular intervals. These can then be retrieved via the web service. The data is retained by konfipay, meaning you can retrieve it again whenever needed.
For more information, see konfipay Wiki - Mandantenverwaltung
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.
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.
konfipay Connector Setup
