The collana pay Assisted Setup is an important configuration function that enables a seamless connection between the collana pay Business Central application and collana pay. This connection makes it possible to integrate the payment methods stored in collana pay into Microsoft Business Central.
The Tenant ID plays a central role in this, as it ensures that the correct payment information is transferred from COPAL to the corresponding instances in Business Central. This process is essential for the smooth use of the payment methods stored in collana pay in Business Central and has far-reaching effects on payment transactions.
To perform the configuration in Business Central, you can search for collana pay Assisted Setup in the search bar.
1. The first step of the setup requires the entry of the Tenant ID. This is provided by the collana apps support team.
2. In addition, the slider must be used to select whether the sandbox environment or productive environment is to be set up.
3. Once the Tenant ID has been stored, you can continue with the configuration. An overview with the stored data appears.
Setting up the provider accounts in BC
The provider accounts already set up are imported from COPAL.
1. The first step is to select which Provider Accounts are to be set up. To do this, a Business Central Payment Method Code must be assigned to the Provider Account. This Payment Method Code must then be stored in the corresponding Sales Order.
2. An overview of the selected payment methods is displayed. If the selection is correct, the configuration can be continued by clicking Next.
3. The Business Central specific settings can be made in the following overview. These settings can also be made or edited later via the collana pay setup and further explanations on the settings can be found in the article on the collana pay setup.
4. In the last step, the Entra Registration is carried out automatically. An Entra Application must be set up that enables collana pay to send notifications to a Business Central web service.
Once the setup is complete, the Microsoft Entra Application Card page opens.
Access for collana pay is granted by clicking on Grant Consent. This must be carried out by an Entra administrator.
If the setup is to be carried out later, this can be done in the collana pay setup via the button Entra Registration.
Automatic setup of the Entra application is recommended. Manual setup of the Entra application is described in this article.
Further configurations can be made in the collana pay setup.