Initial setup connects Business Central to Pingen, assigns the Document Sending Profile, and schedules the job queue that drives automatic dispatch. Letters are not sent until each of these steps is in place.
Open the setup page
Search for Pingen Setup (Alt+Q) and open the page. The setup record is created automatically on first open — no manual preparation needed.
Configure the Pingen connection
On the API Credentials fast-tab:
|
Field |
Description |
|---|---|
|
Client ID |
The Client ID from your Pingen Developer App. |
|
Client Secret |
The Client Secret from your Pingen Developer App. Masked input — stored encrypted in Isolated Storage, not in a database table. Dots indicate a stored secret; overwrite to replace. |
|
Organisation ID |
The Pingen Organisation ID. Visible in the URL when you're signed in to Pingen. |
Tip: Create a dedicated Developer App in Pingen just for Business Central. That keeps audit trails clean and lets you rotate credentials without affecting other integrations.
Test the connection
Click Test Connection on the setup page. The connector requests an OAuth access token and reports the result. On failure, the HTTP status code and Pingen's response body are surfaced — ideal for spotting credential issues quickly.
The same level of detail flows through to job queue errors: messages like Pingen: Authentication failed (HTTP 401). Verify Client ID and Client Secret. Response: ... make it possible to distinguish auth, validation, and network problems straight from the log entry.
Assign the Document Sending Profile
The connector uses the standard Business Central Document Sending Profile to decide which customers receive letters:
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Search for Document Sending Profiles (Alt+Q).
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Create a new profile, e.g. with code
POST. -
Enter the same code in Document Sending Profile Code on the Pingen Setup page.
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Apply the same code to the Document Sending Profile field on each customer card that should receive letters.
Important: Only customers with this exact profile code are picked up by automatic dispatch. Everyone else is ignored.
Schedule the job queue
Automatic invoice dispatch runs through a Job Queue Entry that periodically executes codeunit PingenJobQueueVTO (ID 70679759).
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Search for Job Queue Entries (Alt+Q).
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Create a new entry:
|
Field |
Value |
|---|---|
|
Object Type to Run |
Codeunit |
|
Object ID to Run |
|
|
Recurrence |
e.g. daily at 06:00 |
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Set the status to Ready.
Note: The codeunit checks the setup itself on every run. If Client ID, Client Secret, Organisation ID, or the Document Sending Profile code are blank, the run exits cleanly — no error, no letters.
Next steps
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Enable document types under Setup and Configuration
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Tune print settings — address position, delivery product, print mode, color
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Send single documents on demand with the Send via Pingen button
Related
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General Setup
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Print Settings
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Core Concepts