Connect Unzer
How to connect Unzer to 365 business Banking: private API key in the Connect Bank Account wizard and look-back for transaction retrieval.
Applies to: Unzer
Prerequisites
- The private key of your Unzer account from Unzer Insights. A key starting with
s-addresses the sandbox; for live operation use the live key.
Step by step
- Choose the Search icon, enter Bank Accounts and choose the Connect Bank Accounts action. The Connect Bank Account wizard opens.
- Choose Next.
- On the Choose your banking provider page, set Provider to Unzer and choose Next.
- On the Choose the bank account page, choose Create a new bank account or Use an existing bank account.
- On the Enter your Unzer private key page, paste the key and choose Next. Business Central checks it with Unzer immediately.
- Choose Finish.
Unzer Connection Setup
Open the page on the bank account card via Banking Provider > Configuration.
| FastTab | Field | Description |
|---|---|---|
| Authentication | Private API Key | your Unzer key (masked) |
| Transaction Retrieval | Payment Lookback (Days) | number of days before the bank account's retrieval start for which payments are also queried at Unzer (see below) |
| Status | Merchant Name, Unzer ID, Is Authenticated | the connected merchant account and whether the connection is established |
After a change, choose Authenticate.
Purpose of the look-back
Unzer filters its payment list by the creation date of the payment. A refund or chargeback of an older payment is therefore only found if the look-back reaches back to that original payment. If you often refund older payments, set a correspondingly larger look-back.
Disconnect
On the Bank Account Card, choose Actions > Banking Provider > Disconnect and confirm the question "Do you really want to disconnect this bank account from the … banking service?". Business Central deletes the payment service provider's setup for this bank account, including the credentials; transactions that are already imported are kept. To connect the account again later, enter the credentials in the wizard again.