Install the Minteo Bank Integration app

  1. Make sure you are signed in to Dynamics 365 Business Central.

  2. Click the “Get it from Microsoft AppSource” image to skip to the “Confirm your details…” dialog.

    minteo-appsource

  3. Go to https://appsource.microsoft.com and type “minteo” into the search field at the top of the page.

    appsource-search

  4. Find “Minteo Bank Integration” and click on the “Get it now” button.

    appsource-getitnow

  5. On the “Confirm your details to continue” dialog click on “Get it now”.

    appsource-confirm-details

  6. On the “Dynamics 365 Business Central” dialog select environment – usually “Production”.

    appsource-environment

  7. On the “Extension Installation” dialog click the “Install” button.

    appsource-extension

  8. Installation takes a short while.

    appsource-installing

Note: You can safely ignore the “Extension Installation” dialog if it shows up again after finished installation – the installation has been successful.

Assign permissions

  1. Assign the permission set Minteo Bank Integration to the users who set up and maintain the integration. Users with SUPER can also set up and maintain it without this permission set.
  2. Users who only export payments and import bank statements need no extra permissions.

You are now ready to continue with Set Up Minteo.