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Welcome to the Easy EFT Help Center

Once you have downloaded the Easy EFT app to your Business Central instance, this guide will help you through the registration and setup process. Assisted Setup

Assisted Setup

Assisted Setup is a module within Dynamics 365 Business Central where you will find assisted setup guides/wizards to help simplify the process of setting up complex features.

Use the magnifying glass at the top of BC to search for Assisted Setup. Select Assisted Setup from the selection list that appears.

assisted setup

A list of Assisted Setup guides will appear for each section of BC.

Easy EFT Wizard 1

Under “Install extensions to add features and Integrations”, click on Set up Easy EFT.

If you have run this wizard once before, you will be asked if you would like to run it again.

Easy EFT Wizard 2

If you receive the above message, simply click Yes to continue.

The Easy EFT Setup Wizard will launch.

Easy EFT Wizard 3

The first thing you will be asked is which subscription plan you would like to choose.

Trial Subscription

A 30-day trial subscription is available for you to take for a test spin in your sandbox environment.

A Merchant Account is not required to use the trial subscription. You may use an existing Authorize.Net Sandbox Account, or we will provide instructions on how to create a new one.

Basic Subscription

The Basic subscription is a monthly paid subscription with Navisiontech through Authorize.Net. The Basic Subscription allows you to use and store one (1) card-on-file per customer. If you are interested in the ability to send a payment link by email you will want to consider selecting the Advanced Subscription.

A Merchant Account is required for activation. If you do not have a Merchant Account, this wizard will collect your contact information and a Navisiontech will help you setup up a Merchant Account.

Navisiontech will use the information submitted through this wizard to register a new Authorize.Net account for you to get started. You will receive an email from Authroize.Net with instructions to activate your new account.

Advanced Subscription

The Advanced Subscription is a monthly paid subscription with Navisiontech through Authroize.Net. The Advanced Subscription allows full use of Easy EFT features including the ability to send a link for payment by email as well as the ability to store an unlimited number of cards-on-file for each customer.

A Merchant Account is required for activation. If you do not have a Merchant Account, this wizard will collect your contact information and a Navisiontech will contact you to help you setup up a Merchant Account.

Navisiontech will use the information submitted through this wizard to register a new Authorize.Net account for you to get started. You will receive an email from Authroize.Net with instructions to activate your new account.

How to Create an Authorize.Net Sandbox Account

The Authorize.Net Sandbox is necessary to test the Easy EFT Payment processing application. This sandbox environment will only simulate connections to the card networks. No actual card processing will be performed.

Click here to create a free Authorize.Net Sandbox account.

Click here to log into your existing Authorize.Net Sandbox account.

As soon as a new Authorize.Net account has been created, your API Credentials will be displayed near the bottom of the page.

Find Your Authorize.Net Profile ID and Transaction Key

Click here to create a free Authorize.Net Sandbox account.

Click here to log into your existing Authorize.Net Sandbox account.

Click on Settings from the section labeled Account in the left-hand column of the page.

Under Security Settings, click the link for API Credentials and Keys

Your API Login ID will be displayed like so:

You will be required to generate a new Transaction Key.

You will need to verify with a verification key sent to the email address used to create the sandbox account.

Easy EFT Setup Guide

The Easy EFT Setup guide will help you finalize your setup for Easy EFT. Here you will need to set up the following:

  • Connection Details
  • Posting Setup
  • Web Service Info (for Advanced Subscription only)

Once you have your Profile ID and Transaction key, go back to Dynamics 365 Business Central and navigate to Easy EFT Setup.

We will enter this information into the Connection Details.

Enter your API Login ID and Transaction Key in the appropriate fields.

The Solution ID will be auto-populated.

HTTP Post Request API

For the Trial Subscription, use https://apitest.authorize.net/xml/v1/request.api

For a paid subscription, use https://api.authorize.net/xml/v1/request.api

Posting Setup

Create and select the following suggested posting setups or consult with your accounting team for the best setup for your organization.

Web Services Setup

Web Services will enable you to send an email to customers with a link for payment. You must have SMTP setup on your BC environment to be able to send payment links to customers.

See How to Setup a Webservice

How to Find Your Web Service Credentials

To find the information needed to complete the Web Service Setup, navigate to Users.

Open the card for the user assigned as the administrator of web services.

You will enter the User Name from the Users card as the Web Service User Name on the Easy EFT Setup page.

How to Upgrade to the Advanced Subscription

If you find that you have out-grown the Basic Subscription by needing to store multiple cards-on-file for your customers, or would like to make use of the Payment Link by email feature, simply run the Assisted setup once again selecting the Advanced Subscription in the Wizard.

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Coming Soon!