Manage Tokens and Certificates

• 19/09/2024
• 6 minutes to read

When using direct communication with banks, it is often necessary to authenticate the web service connection between Business Central and the bank using a bank certificate or token. If your bank requires this authentication, you must follow the instructions in the assisted Bank Account Setup guide.

To share authentication access keys between companies

If you have already authenticated the connection, you can easily share the authentication access key between companies or banks without exporting the certificate or token from Business Central.

To share the authentication key:

1. Use the icon and search for Banks, and then select the related link.

   Important

   This section only explains how to share an authentication key. If you want to set up authentication for a bank for the first time, it is important to follow the steps of the assisted Bank Account Setup guide.

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

   Tip

   You can share an authentication key from any bank or company that shares the authentication.

3. On the action bar, select Connection > Authentication Access Key.

4. In the Authentication Access Key overview, on the action bar, select either Related Banks or Related Companies. Depending on your selection, this will open a list of banks or companies that share the authentication.

5. Add the relevant banks or companies to the list. When you add a new company, run the assisted Bank Account Setup guide for the companies you added. In addition, please double-check the following:

   • For all the banks set up in the newly added company, ensure the information specified on the bank card (in the Communication Agreement FastTab) is the same as those specified for the banks in the company from where you shared the authentication.
   • If there are variations of the bank codes used across the companies that share the authentication, ensure that the bank codes on the Bank Authentication Access Key Setup page of the newly added company, are also added to the other companies that share the authentication.

To renew an authentication

Bank certificates and tokens have an expiration period determined by your bank. Approximately three months before the authentication expires, Payment Management automatically sends a renewal request to the bank on your behalf. This renewal process occurs in the background, ensuring that the authentication is automatically renewed without any manual intervention required.

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 wish to remove the authentication for a single company or bank, see the section To manage authentications shared between companies.

To delete an authentication

1. Use the icon and search for Banks, and then select the related link.
2. On the Banks overview, choose the bank you want to delete an authentication for.
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, select Delete.
6. Now run the Bank Account assisted setup guide for the companies that used the deleted authentication.

To import or export an authentication

To import or export an authentication:

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