This article will take you through the initial setup and integration of Fidesic and Business Central
Pre-Requisites
This installation requires you to have a set up Business Central environment and the appropriate permissions to both access the Microsoft AppSource as well as install 3rd party extensions into your BC environment. If you're unsure how to gain permission to install extensions, please contact your business central system administrator.
Installing the Fidesic Module
AppSource install
Log into the Environment in your BC Tennent that you will be adding the Fidesic Integration.
From BC Search, search for Extension Marketplace.
Once in the marketplace, search for Fidesic and select Get It Now.
Follow prompts, and select Install. This process may take a couple minute to complete.
Allowing HTTP Client Requests
Before setting up, you will need to allows HTTP client requests. To do so, click on the Extension name Fidesic BC Integration.
This will pop open a window where you can enable this setting.
Starting the Fidesic Setup Wizard
Either search for Fidesic Setup Wizard in the BC Search Option, or select Set Up from the extension management page.
Step 0 - Account Creation
Select if you have an existing account or not. If you do, you will be directed to login, if not you will be taken to a registration page.
Note: you will need to validate your provided email address prior to being able to continue setup
Step 1 - Login
Enter your existing email and password, or enter your newly created account's admin email and password. If you do not know your password, you can reset your password here.
Step 2 - Company Selection
Select your Fidesic company that you would like to link to your BC company. Note: Make sure you are logged into the proper company in BC that you want to link to Fidesic.
Step 3- Select Dimensions
At this stage, you will pick what dimensions you'd like to sync with Fidesic. We'd recommend only syncing Dimensions that relate to accounts payable directly. If you are you using Binary Stream's Multi-Entity Management, you will be required to select your global dimensions associated with you MEM.
Note: Make sure number of dimensions matches the dimensions selected.
Step 4- Set Payment Method Code
This setup will determine what payment method code will be associated with Fidesic Payment processing. If you are using Fidesic for invoice capture only, feel free to leave blank.
The default option is Fidesic.
Congratulations, you've now completed the base Fidesic for BC installation. You'll next be taken to the Fidesic Integration setup window.
Initiate the Initial BC to Fidesic Data Sync
This sync will import the following data from BC into Fidesic.
- Chart of Accounts
- Vendor Lists (To exclude certain vendors from this sync, follow this guide)
- Terms
- Dimensions (As selected during the setup wizard.)
- Recurring Purchase Lines
If the window does not open automatically at the completion of the wizard, search for Fidesic Integration Setup.
Run Fidesic Jobs
To initiate Fidesic sync jobs, search for Run Fidesic Jobs
Run all initial sync jobs listed here. During regular usage, you can also navigate to this page to manually sync these items.
Please be patient on these initial syncs as depending on your database, they make take upwards of 5 minutes each. Note: Make sure to sync Dimension Metadata prior to syncing Dimensions and recurring purchase lines.
Setting up Fidesic Sync Jobs to Run Automatically
In addition to running the integration using Run Fidesic Jobs you can also setup Fidesic to sync automatically at your defined schedule.
To do so, navigate to Fidesic Integration Setup by using the BC search bar.
From this window select Open Job Queue Entries
Next, select the Sync Job you'd like to schedule
The most common sync jobs to schedule would be the following:
- Sync Vendor To Fidesic
- Sync Recurring Purchase Lines to Fidesic
- Sync Terms to Fidesic
- Sync COA to Fidesic
- Sync Dimension Metadata to Fidesic
- Sync Dimensions to Fidesic
By clicking on one of these jobs, you can schedule to to run on whatever schedule you'd like.
Make sure to Set Status to Ready on the job queue prior to exiting. Failure to do so means a job will not run on the schedule. Note, you need to set to a Hold status to adjust this schedule.
Permissions for Users
Upon setting up Fidesic in BC, we will automatically create permissions that can be assigned to users. To set this search for Permission Sets in your BC main search bar.
Fidesic Admin includes all permissions related to Fidesic.
Fidesic Common is an accountant type roll who is able to process transactions in Fidesic but not able to manage the Fidesic integration setup.
Search for Users in BC search and select Edit on the User you'd like to add Fidesic Permissions to.
Add the appropriate Fidesic Permission to the User Permission Sets
Bulk Setting Fidesic Payment Method Code on Vendors
From the Vendors list page in BC you can bulk set Fidesic as the payment method code. This will enable all vendors set to this to be paid through Fidesic using the Fidesic Payment Journals Online payments process.
Select Fidesic under the ribbon, select multiple vendor records and click the Update Payment Method Code function. All vendors will be updated that were selected.
Pointing Fidesic to our Testing/Staging Site
If you have a test Fidesic account configured, you can point your BC environment to staging Fidesic. To do so modify the following URL from the Fidesic Integration Setup page to https://staging.fidesic.com/api
If you need help setting up a test account, please contact Fidesic directly for assistance.