Initial Configuration Steps for I2X Integration with Business Central

1. Prepare Your Environment 0:00

• Start by configuring the I2X integration in a sandbox environment.

• This allows for testing before deploying to production.

2. Install the I2X App 0:22

• Access the app through App Source: 

  • Search for the I2X app in App Source.

  • Alternatively, go to Business Central > Extension Management > App Source Gallery and search for I2X.

• Log into your environment and install the app.

3. Log into Azure Portal 1:39

• Access the Azure portal to create an app registration for the I2X integration.

4. Create App Registration 1:50

• Create a new app registration for I2X integration.

• Note the client ID and generate a secret for OAuth authentication.

5. Secure Your Credentials 2:51

• Ensure that the client ID and secret are stored securely and not in unsecured locations.

6. Configure Microsoft Entra Application 3:05

• In Business Central, search for the Microsoft Entra application.

• Add an application for I2X integration: 

  • Use the same name as in Azure.

  • Apply the client ID and set a username (e.g., I2X integration).

  • Grant necessary permissions (e.g., super data access).

7. Verify OData Configuration 4:12

• Check the web services in Business Central to confirm that the I2X integration is configured correctly.

8. Set Up Postman for Testing 4:56

• Configure Postman with the I2X cloud instance: 

  • Set authorization to OAuth.

  • Use the access token URL: login.microsoftonline.com with your Entra ID.

  • Include the client ID and secret.

9. Configure API Endpoints 6:04

• Create a configuration URL in Postman that includes: 

  • API version

  • Tenant ID

  • Environment name

  • Company ID.

10. Test the Integration 7:20

• Use the I2X integration setup to retrieve endpoint information.

• Test the connection to Business Central using the configuration URL.

Link to Loom

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