Installation
Step 2: Register & Login
Follow these steps to register for the portal and log in for the first time.
Step 3: Select ERP
Select the Business Central ERP in the installation wizard.
Step 4: Overview
Get an overview of the installation process and complete the pre-onboarding checklist before installing the plugin.
Step 5: Permissions
Grant the plugin access to your ERP to continue installation.
Step 7: Install .app
Install the plugin in Business Central with these simple steps.
Step 8: Allow HttpClient Requests
Follow this step to allow HttpClient Requests in your ERP.
Step 9: Authentication
Authenticate your Business Central account to proceed with the installation process.
Step 10: Select Environment and Company
Identify and select the Business Central environment and associated company for this plugin.
Step 11: Connection Check
Let the installation wizard work its magic and run the connection between your ERP and bank.
Step 12: Account Matching
Follow this step to learn how to match your ERP accounts with the corresponding bank accounts.
Step 13: Enable Bank Feeds
Bank Feeds (Business Central) https //support. fispan.
Step 14: Add User Permissions
Use this guide to learn how to set up your user permission sets for the plugin.