Manage Connectivity

There are a few reasons why you may need to manage Bank Connect authentication after you have installed the app:

Re-Authentication

  • A connectivity error has occurred and the bundle requires re-authentication.
  • The admin user is changing within the company. For example, a consultant or former employee set up Bank Connect and a new admin is taking over.
  • You need to change or update your Activation Key.

Sign Out

  • You want to disconnect the app from your bank.

Re-Authentication

  1. Search for Bank Connect Setup. 

  2. Click Re-Authenticate and follow the prompts to sign in.

    • If transferring to a new admin, the new admin should sign in with their credentials. (The previous admin should not sign out first.)
    • Your existing user and account links will remain when re-authenticating.

  1. Click Update Your Activation Key, if required.

    • Your existing user and account links will not remain when updating your activation key.

You can sign out of Bank Connect to disconnect Business Central from your bank. Bank Connect data and custom records will remain until you uninstall the bundle. Use the Sign Out to Disconnect button.