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GL Codes and Vendors from Ms Dynamics 365 to Float
GL Codes and Vendors from Ms Dynamics 365 to Float

Information on how to use the tool

David Li avatar
Written by David Li
Updated over 2 months ago

How to get fill the "Header Authentication"?

To allow the tool to connect to Float Card and create the GL Codes and/or Vendors, it will need access in the form of an API token. The "Header Authentication" is how you provide the tool access.

Nickname: You can provide any name to identify this connection e.g: "Float"

Header key: Put in "Authorization" in the field

Header value:

  1. Loging to your Float account

  2. Click on Settings > Developers > Create API Token

  3. Give the token a name e.g: "MsDynamics"

  4. This will add a token to the list. Under the column "Identifier", copy the token text that looks like this: sk-flt-6252168660bed5235eaaed344e3fa5c7f8bfb21d0

  5. Go back to the tool and type in "Beader " then paste the token. It should look like this:

  6. Click on "Create Account"

  7. Once created, you will be able to choose the newly created access connection.

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