Sparkrock 365 logo

Set up the E-Documents connector with external endpoints

This article explains how to set up E-Documents functionality when connected to external endpoints.

Before you use the functionality that this article describes, you must install the E-Document Core app and one of the E-Documents connectors with external endpoints apps. You can use these apps for default integration with the external, non-Microsoft, access points to automate the e-document flow. Because these apps represent only some of the selected connectors, you aren't limited to existing integrations.

Install an E-Documents connector

To install an E-Documents connector, follow these steps:

  1. Select the Lightbulb that opens the Tell Me feature. icon, enter E-Document Services, and then select the related link.
  2. Choose the Install E-Documents integration from AppSource action to open the Microsoft AppSource apps page.
  3. Choose the connector you want, and then select the View on AppSource action.
  4. Install the app from the AppSource.

Set up the connection

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.

Based on the endpoint service provider, the next steps might be different. You can find details about set up parameters for all available service providers here.

Set up company information

Before you start using e-documents, update your Company Information page by completing the following steps:

  1. Select the Lightbulb that opens the Tell Me feature. icon, enter Company Information, and then select the related link.

  2. In addition to filling in the usual fields, you must also fill in the following fields:

    Field name Description
    SWIFT Code Specify the SWIFT code (international bank identifier code) of your primary bank.
    Bank Branch No. Specify the bank's four-digit branch number.
    VAT Registration No. Specify the company's value-added tax (VAT) registration number.

  3. Close the page.

Set up customers to receive e-documents

To enable customers to receive your e-documents, complete the following steps:

  1. Select the Lightbulb that opens the Tell Me feature. icon, enter Customers, and then select the related link.
  2. Open the Customer card.
  3. In addition to filling in the usual fields, in the GLN field, specify the customer you send electronic documents to.
  4. Turn on the Use GLN in Electronic Documents toggle to indicate whether to use the global location number (GLN) as an identification number in electronic documents.
  5. Close the page.

Other setup

Before you start to work with e-documents, set up the e-document workflows and document sending profiles to use your workflows. After the service connection is established, you can start to use your e-document solution.

Available service providers

Microsoft wants to encourage access point providers to add their connectors on top of our E-Document Core app.

The following list of access point providers are covered by default:

  • Avalara
  • B2BRouter
  • Logiq
  • Pagero
  • SignUp

Microsoft has no contractual obligations with these providers. Therefore, you must make a contract with them to get the necessary credentials. The services might require extra licensing or payments for their services.

How to set up e-documents in Business Central
How to use e-documents in Business Central
How to extend e-documents in Business Central
Financial Management
Invoice Sales
Record Purchases with Purchase Invoices and Orders
Work with Business Central

Find free e-learning modules for Business Central here