Installation Guide
Install and activate Magic Documents Import in your Business Central environment. This guide covers AppSource installation, on-premises deployment, permission setup, and email integration configuration.
Prerequisites
Before installing Magic Documents Import, ensure your environment meets the following requirements:
- Business Central Version 23.0 or later
Verify your version under Help > About in Business Central
- Essentials or Premium license
Both license tiers are fully supported
- Administrator permissions
You need SUPER or equivalent permissions to install extensions
- Valid BC-Magic license key
Contact support@bc-magic.com if you do not have a license key
Install from AppSource
The recommended installation method for Business Central SaaS environments:
Open Extension Marketplace
In Business Central, navigate to Extension Marketplace using the search bar (Alt+Q), or go to Settings > Extensions > Extension Marketplace.
Search for Magic Documents Import
In the AppSource marketplace, search for "Magic Documents Import" or "BC-Magic".
Install the Extension
Click Free Trial or Get it now on the Magic Documents Import listing. Review the permissions and accept the terms of service.
Select Installation Target
Choose the environment (Production or Sandbox) where you want to install the extension, then confirm.
Wait for Installation
The installation typically takes 1–3 minutes. You can monitor progress under Extension Management. The status will change to Installed when complete.
Activate Your License
Search for Magic Documents Import Setup and enter your license key in the License Key field. Click Activate to validate.
Manual Installation (On-Premises)
For on-premises deployments, install the extension using PowerShell:
Important: On-premises installation requires the Business Central Administration Shell and server administrator access.
# Step 1: Publish the extension
Publish-NAVApp -ServerInstance BC230 -Path "C:\Extensions\MagicDocumentsImport.app" -SkipVerification
# Step 2: Sync the extension schema
Sync-NAVApp -ServerInstance BC230 -Name "Magic Documents Import" -Version 1.0.0.0
# Step 3: Install the extension for all tenants
Install-NAVApp -ServerInstance BC230 -Name "Magic Documents Import" -Version 1.0.0.0
# Step 4: Verify installation
Get-NAVAppInfo -ServerInstance BC230 -Name "Magic Documents Import"
Replace BC230 with your actual server instance name and adjust the file path and version number accordingly.
Required Permissions
Magic Documents Import includes three permission sets. Assign these to users based on their role:
| Permission Set | Description | Typical Users |
|---|---|---|
| MDI-ADMIN | Full access to all Magic Documents Import settings, configuration, email setup, and data management. Can manage license and user permissions. | System administrators, IT managers |
| MDI-USER | Import documents, review extracted data, create Business Central documents, and manage the import worksheet. Can process email imports. | AP clerks, purchasing agents, accountants |
| MDI-VIEW | Read-only access to imported documents, processing logs, and audit trails. Cannot import or modify documents. | Auditors, managers, reviewers |
To assign permissions, go to Users in Business Central, select a user, open Permission Sets, and add the appropriate MDI permission set.
Email Integration Setup
One of the most powerful features of Magic Documents Import is automatic email invoice processing. To enable this capability, you need to configure a dedicated email account that the system will monitor for incoming invoices.
Recommended: Dedicated Mailbox
Create a dedicated email address such as invoices@yourcompany.com for incoming documents. This keeps invoice processing separate from regular business communications.
Create or Identify an Email Account
Use a Microsoft 365 shared mailbox or a dedicated user account. The account must support IMAP/OAuth2 or Microsoft Graph API access.
Configure Email Account in BC
In Magic Documents Import Setup, go to the Email Processing tab. Enter the email address, select the authentication method, and provide the necessary credentials or consent.
Test the Connection
Click Test Connection to verify that Magic Documents Import can access the mailbox. A green checkmark confirms a successful connection.
Set Up Auto-Forwarding (Optional)
Configure email forwarding rules in your mail system to automatically route vendor invoices from your main inbox to the dedicated import mailbox.
Post-Installation Checklist
After installation, verify the following to ensure everything is set up correctly:
- Extension appears as Installed in Extension Management
- License key has been entered and activated successfully
- MDI-ADMIN permission set is assigned to at least one administrator
- MDI-USER permission set is assigned to all document processing users
- Magic Documents Import Setup page opens without errors
- Email connection test passes (if using email processing)
- Test import with a sample document completes successfully
Once all items are checked, proceed to the Configuration Guide to fine-tune your settings.