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Set up the connection

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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.

Note

These connections require communication with external service providers who might be subject to additional payment and require contracts with them. To obtain all the necessary credentials, contact the service providers.

The type of connector you select determines the next steps.

Note

Ask your service provider for all the necessary details to establish a connection with their access point that follows.

Pagero service

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

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

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

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

  5. 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.

  6. Continue with the non-service provider setup steps.

Avalara service

Note

Avalara connector in Business Central exists from the 25.1 version.

  1. On the opened 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.
  2. Select the Select Avalara Company Id action, and choose the right company. Make sure you enter values into the Company Name and Company ID fields.
  3. Select the Select Avalara Mandate action, and select the right E-Document Service, and then pick appropriate Country Mandate code on the Avalara Mandate List page.
  4. Navigate back to the E-Document Service page, and validate that the Avalara Mandate field in the Avalara FastTab is set with the value you chose.
  5. Continue with the non-service provider setup steps.

Available service providers

At this moment, the Business Central supports Pagero and Avalara access points for e-documents, but more access points are in the process of development. As soon as they're finished, this page will be updated with the parameters for new connectors. But you can also find more connectors using the AppSource.

Note

This page doesn't show how to connect with the local service providers. If Business Central support some of them, it will be explained on the country-specific documentation.

Microsoft has no contractual obligation with Pagero and Avalara. That means, if you want to use their connectors, you must have a contract with them.

See also

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
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