You can set up Microsoft Dynamics AX to integrate with Isabel electronic banking software so that you can automatically upload payment files and download bank statement files.

Installation requirements

Before you can set up the integration, you must install the Isabel electronic banking software on each computer that will be used to download or upload payment files. Microsoft Dynamics AX also much be installed on each of these computers, so that the two applications can integrate.

Be sure to install the Isabel electronic banking software in the following location on each computer:

C:\Program Files\Isabel services

For more information, see the installation instructions for the Isabel electronic banking software that you are using.

Set up parameters

You must set up certain parameters before Microsoft Dynamics AX can integrate with Isabel electronic banking software.

If you will be uploading payment files or downloading bank statement files, you also must create folders where these files will be stored. These folders should be accessible to all users who will be uploading or downloading files. This folder also should contain a subfolder named Archive, where archived payment transactions can be stored.

  1. Click > > .

  2. Enter the version of Isabel electronic banking software that you use.

  3. In the field, enter or select the path to the folder where the Isabel electronic banking software uploads should be saved.

  4. Select in the field to activate the upload integration mode for the Isabel electronic banking software. Select in the field to inactivate the upload integration mode.

  5. In the field, enter or select the path to the folder where the Isabel electronic banking software downloads should be saved.

  6. Select in the field to activate the download integration mode for the Isabel electronic banking software. Select in the field to inactivate the download integration mode.

  7. On the tab, select the number sequences to use for the file IDs and request IDs that are associated with the Isabel electronic banking software. For more information, see Number sequences (form).

See Also