We put together this quick guide to help you get started with syncing your payments with D365
A. Onboarding & Setup
Install Duplo Management Extension
*The installation requirements will be shared with you
Search for Duplo Management API
Edit the list and input the following requirements -
Account Detail URL
Click this link to get your Account Detail URL
Duplo Business ID and Live Secret Key
Go to Settings > Developer on your Duplo dashboard
to get the Business ID and Live Secret Key
Click Actions > Complete Onboarding
*All other required fields have been pre-filled.
B. Create a Sales Invoice on D365
Invoices created on D365 are automatically appended with a 10-digit single-use virtual account numbers
Create a sales invoice
Input the required details;
Unit Price Excl. Tax
Line Discount % - if applicable
Post the invoice
C. Track Payment on Duplo
Every virtual account number created with a D365 invoice is saved on your Duplo dashboard with the customer name, invoice number, and amount.
D (1). Confirm payment on Duplo
When payment is complete, the transaction is displayed on your Duplo dashboard on the transactions page.
D (2). Confirm payment on D365
On your D365 dashboard, search for Duplo Transaction details and post payment notification for the payment(s).
To confirm payment on Microsoft D365, search for customers > select the customer > click navigate > click statement > review the downloaded PDF.
Need more help? Get support from us at firstname.lastname@example.org.