How to set up Xe's API connection in Microsoft Dynamics 365 F&O

To send money using our integration with Microsoft Dynamics 365 F&O, you'll first need to set up the connection to Xe. To do this, please follow these simple steps or watch the video below: 

1. Set up XE as a bank in Microsoft Dynamics 365 F&O
2. Next, navigate to Accounts payable on the left-hand sidebar
3. Under Payment setup, select Xe integration
4. Select Xe as your Method of payment
5. Enter your username and password and then click Test connection to ensure the connection to our platform is working
6. Click Save settings