Universal

With Universal, 365 business Banking reads transactions from CSV files, for example from marketplaces or payment service providers without their own connection.

Business Value

Not every payment service provider offers a standardized API integration. With the Universal connection, businesses import transactions from unsupported systems (for example marketplaces or custom PSP exports) into Microsoft Dynamics 365 Business Central. This reduces manual entry effort and speeds up reconciliation in finance.

Feature Description

The Universal connection imports transaction data from CSV files. You can define column mappings, grouping logic, split rules, and formulas to transform complex source data into reconciliation-ready transactions.

For setup and usage details, see Universal.