across-set-up-data-exchange.md

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Set up data exchange	Set up the data exchange framework in Dynamics NAV.	SorenGP	dynamics-nav-2018	article	na	na	na		08/21/2017	sgroespe	HT	4fefaef7380ac10836fcac404eea006f55d8556f	bd45b6a3d0a611154828a0c9b6a8e39fe1c14635	en-au	10/16/2017

Setting Up Data Exchange

Before you can send and receive electronic documents or import and export bank files, you must set up the data exchange framework to process the involved files. In addition, you must set up related areas, such as master data for customers that you send electronic invoices to or the bank data conversion service in case you use the external service provider to convert your bank files. For more information, see Exchanging Data Electronically.

When [!INCLUDEd365fin] is set up to exchange data with external files, users can use the setup in common business tasks, such as sending and receiving electronic documents and importing and exporting bank files.

The following table describes a sequence of tasks, with links to the topics that describe them.

To	See
Set up the preconfigured document exchange service to enable sending and receiving electronic documents from and to [!INCLUDEd365fin].	How to: Set Up a Document Exchange Service
Set up the preconfigured OCR service to turn PDF or image files into electronic documents that can be converted to document records in [!INCLUDEd365fin]	How to: Set Up Incoming Documents
Set up one of two preconfigured services for updated exchange rates to get the latest currency exchange rates into the Currencies window.	How to: Update Currency Exchange Rates
Set up various master data, such as company information, customers, vendors, items, and units of measure, related to mapping data in [!INCLUDEd365fin]	How to: Set Up Electronic Document Sending and Receiving
Set up a bank account, a vendor, and a payment journal for SEPA credit transfer.	How to: Set Up SEPA Credit Transfer
Prepare bank account formats, payment methods, and customer agreements for SEPA direct debit.	How to: Set Up SEPA Direct Debit
Set up user authentication and the URL of the bank data conversion service provider that is required to have bank files converted to your bank’s format.	How to: Set Up the Bank Data Conversion Service
Set up and enable an external service that enables you to import bank statements directly as bank feeds.	How to: Set Up the Bank Data Conversion Service
After the bank data conversion service is enabled, link bank accounts in [!INCLUDEd365fin]	How to: Set Up Bank Accounts
Prepare to set up a new data exchange definition for a data file or stream by using the file’s XML schema to prefill the Column Definitions FastTab in the Posting Exchange Definition window.	How to: Use XML Schemas to Prepare Data Exchange Definitions
Set up the Data Exchange Framework to enable users to receive a new purchase document format, send a new sales document format, import a new bank file, or other data exchange.	How to: Set Up Data Exchange Definitions

See Also

Exchanging Data Electronically
Exchanging Data
Incoming Documents
General Business Functionality