HSBC Connector for D365FO
Securely connect HSBC with Dynamics 365 Finance & operations for streamlined payments and reconciliation.
Automate Payments
A secure, seamless integration between HSBC Corporate Banking and Microsoft Dynamics 365 Finance & Operations that removes manual file handling entirely.
Security
SFTP over SSH
Compliance
Meets HSBC corporate standards
Tracking
Full logs with real-time file status
Core Solution Capabilities
Driving treasury efficiency by automating critical payment and cash workflows.
Automated Vendor Payments
Generate D365 payment journals and send HSBC-compliant PAIN.001.002 files automatically via a secure SFTP connection.
Customer Payment Import
Import MT942 intraday statements to create customer payment journals instantly.
Real-Time Status Tracking
Capture ACK1 and ACK2 acknowledgements and log all vendor and customer file transfers with full processing status.
Platform Compatibility
Designed for the global enterprise, enabling seamless connectivity between Microsoft’s ERP ecosystem and HSBC Gateway.
Technical Architecture
A scalable, audit-ready framework built for corporate governance.
Secure Profiles
Manage unique SFTP connection settings for each global legal entity.
Mapping Engine
Flexible XML mapping to handle regional HSBC variations.
Unified Audit
Centralized logs for all inbound and outbound file transfers.
How We Get You Live
A proven deployment methodology to ensure your D365 and HSBC connection is stable and secure.
Discovery & Mapping
We analyze your legal entities and define the file mapping requirements for your specific HSBC regional branch.
SFTP Configuration
Secure connection setup using SSH keys within your Azure Key Vault.
UAT & Go-Live
Rigorous end-to-end testing to verify connectivity and bank acknowledgments.
Enterprise Security
Protecting your financial data with zero-trust principles, encrypted transfers, and localized secret management.
- • SSH Authentication: AKey-based protocols for secure access.
- • Azure Key Vault: Credentials remain safely within your tenant.
Microsoft Certified. Enterprise Ready.
Our HSBC Connector has undergone rigorous audits to ensure native stability within Dynamics 365.
View Official AppSource Listing →Frequently Asked Questions
Yes. The connector is designed to poll for MT942 intraday statements at user-defined intervals.
Absolutely. Our mapping framework handles unique XML or flat-file requirements of HSBC branches globally.
A standard deployment typically moves from discovery to production in 3 to 4 weeks.