Edit

Share via

Connect E-Documents to external access points

To begin your setup, follow the steps in E-document core app. After you complete those steps, return to this article and complete the following steps:

  1. Select the Lightbulb that opens the Tell Me feature. icon, enter E-Document Services, and then select the related link.
  2. In the Service Integration field, select one of the integration codes that are offered for the endpoint service setup.
  3. Select Setup Service Integration.

You can use E-Documents in Business Central to send and receive electronic documents with your business partners. To receive documents, you need to connect E-Documents to an external access point that handles the communication and validation of the documents.

Note

These connections require communication with external service providers who might require other payments and contracts. To get the credentials you need, contact the service providers.

The steps to connect E-Documents to an external access point depend on the type of connector you choose.

Available service providers

Business Central supports Pagero, Avalara, Logiq, SignUp, and B2BRouter access points for e-documents. If we add more connectors, we'll update this article with the parameters when they're ready. You can also find more connectors on AppSource.

Note

This article doesn't explain how to connect with local service providers. You can learn more about the local service providers that Business Central supports in the country-specific documentation.

Microsoft doesn't have a contractual obligation with Pagero and Avalara. You must have a contract with them if you want to use their connectors.

Pagero service

  1. On the E-Document Service page, change the Service Integration to Pagero.

  2. On the E-Document Service page, select the Setup Service Integration action.

  3. On the E-Document External Connection Setup page, select the Open OAuth 2.0 setup action to open the OAuth 2.0 Setup page.

  4. On the OAuth 2.0 setup page, select the Request Authorization Code action. You're redirected to the external service authorization webpage and prompted to sign-in.

  5. Copy the authorization code into the Enter Authorization Code field.

  6. Select Refresh Access Token to make sure that you can refresh the token.

  7. On the E-Document External Connection Setup page, fill in the following fields:

    Field name Description
    FileAPI URL Specify the file API URL.
    Fileparts URL Specify the fileparts URL.
    DocumentAPI URL Specify the document API URL.
    Company ID Specify the company ID.
    Send Mode Specify the send mode. You can select Production, Test, or Certification.

  8. Continue with the nonservice provider setup steps.

Avalara service

  1. On the E-Document Service page, change the Service Integration to Avalara.
  2. On the E-Document Service page, select the Setup Service Integration action.
  3. On the Avalara Connection Setup page, enter the Client ID and Client Secret fields. In the Send Mode field, choose the Production, Test, or Certification option, based on your plans.
  4. Select the Select Avalara Company Id action, and choose the company. Make sure you fill in the Company Name and Company ID fields.
  5. Select the Select Avalara Mandate action, and select the right E-Document Service, and then choose the Country Mandate code on the Avalara Mandate List page.
  6. Return to the E-Document Service page, and validate that the Avalara Mandate field on the Avalara FastTab is set with the value you chose.
  7. Continue with the nonservice provider setup steps.

Logiq service

  1. On the E-Document Service page, change the Service Integration to Logiq.
  2. On the E-Document Service page, select the Setup Service Integration action.
  3. On the Logiq Connection Setup page, enter tokens to the Client ID and Client Secret fields, and then choose the Environment as Pilot or Production.
  4. Run the User Setup action and enter your credentials. Choose the API Engine (Engine 1 or Engine 3) based on the instructions from the provider.
  5. Select the Get Tokens to access tokens for the current user.
  6. Continue with the nonservice provider setup steps.

SignUp service (ExFlow)

  1. On the E-Document Service page, change the Service Integration to ExFlow E-Invoicing.
  2. On the E-Document Service page, select the Setup Service Integration action.
  3. On the Logiq Connection Setup page, enter the Client ID and Client Secret fields and the Authentication URL to specify the URL to connect to Microsoft Entra.
  4. Fill in the Service URL field with the URL you got from your provider. In the Environment Type field, specify whether you want to use it for test or production.
  5. Run the Open Onboarding action to start the onboarding process with your provider in a new browser window.
  6. Continue with the nonservice provider setup steps.

B2BRouter service

  1. On the E-Document Service page, change the Service Integration to B2BRouter.
  2. On the E-Document Service page, select the Setup Service Integration action.
  3. On the B2BRouter Connection Setup page, enter the API-KEY to specify the key you'll use for your B2BRouter environment and the ProjectID field to specify the project name for the B2BRouter environment.
  4. If you want to use this connector in sandbox mode, select the Staging Mode field.
  5. Continue with the nonservice provider setup steps.

How to set up e-documents in Business Central
How to set up e-documents connector with external endpoints
How to use e-documents in Business Central
How to extend e-documents in Business Central
Work with Business Central

Find free e-learning modules for Business Central here