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Linking Bank Account to Online Bank Account using Custom API

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Posted on by HS-13081756-0

Hi all,

In Business Central, we can link a bank account to online bank account. This integration is done through Envestnet Yodlee (it further asks for the bank and login credentials). My question is if there is any way to carry out this integration through a custom API which accepts the bank url and login credentials and links the Business central bank account to the particular online bank account. I have tried analyzing the code to no avail.

Thank you.

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Dynamics 365 Business Central

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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Linking Bank Account to Online Bank Account using Custom API

As long as the bank opens its API and has an authentication method, BC can obtain the value. Hope the following can give you some hints.

Call external services with the HttpClient data type

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-httpclient?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU
gdrenteria 12,338 Most Valuable Professional on at

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Linking Bank Account to Online Bank Account using Custom API

Hi

I'm not sure if you've been able to look into this solution a bit, I think there are also some third-party applications that are more specific to banks.

ALAppExtensions/Apps/W1/AMCBanking365Fundamentals at main · microsoft/ALAppExtensions

Best

GR
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Khushbu Rajvi. 4,753 on at

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Linking Bank Account to Online Bank Account using Custom API

Hope it helps: https://www.kristenhosman.com/2022/09/bank-account-linking-in-microsoft.html

https://learn.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service
Ramesh Kumar 233 on at

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Linking Bank Account to Online Bank Account using Custom API

This can be achieved through customization with an ISV.