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Docs / Install PunchOut

Install Zentriq PunchOut

~5 minutes end-to-endChrome / Edge / BraveBusiness Central SaaS

What you'll set up

PunchOut has two pieces: a Chrome extension in the buyer's browser, and a small Business Central extension (a .app) on your BC tenant. They talk through your Microsoft account. Both install in one click, no manual upload, no unpacked extension.

Before you start

  • A Microsoft work account that already has access to your Business Central tenant (the same one you use for BC).
  • For the BC install, that account must be a Global Admin or Dynamics 365 Business Central Administrator (BC's admin API requires it). Not you? Invite your IT lead under Organization and let them click Install.
  • A Chromium browser: Chrome, Edge, or Brave.
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1. Sign in, it's free

Go to app.zentriqsoftware.com and click Continue with Microsoft (same account as BC). The first time, create your organization, billing and credits are scoped to the org, not to you. No password, no waitlist.

First person from your company? If your IT locks down third-party apps, Microsoft may show a “Needs admin approval” screen, your admin approves Zentriq once for everyone (30 seconds).
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2. Add the Chrome extension

Open the Zentriq PunchOut listing on the Chrome Web Store and click Add to Chrome (Add / Get on Brave / Edge, same button). The Z icon appears in your toolbar. That's the piece that watches supplier cart pages and triggers the capture.

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3. Install the BC extension, one click

Open the Installations page on your dashboard, pick your BC environment (start with a Sandbox), and click Install Zentriq PunchOut. We deploy the signed .app straight into your tenant via the BC admin API, no download, no upload, in 1–3 minutes with live progress. The install is per environment, so run it on each one you need.

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4. Wire the two sides together in BC

Two quick one-time things:

  • Sign the popup in: click the Z icon → Sign in with Microsoft (same account), Accept the BC read/write consent, then pick the environment + company PunchOut should write into.
  • Assign the permission set: in BC → Users, give each capturing user the Zentriq PunchOut permission set (read on Vendor / Item / Currency, read-write on Requisition Line only, least-privilege).
When the popup's status row shows BC extension: ✅ Installed, the two sides are connected. (Make sure the popup's Environment matches the one you installed the .app on.)
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5. Capture your first cart

Every new organization starts with 8 free captures, enough to run real carts end-to-end before paying, no card required. After that, captures run on your monthly allowance: subscribe on the pricing page (from CHF 12/mo for 50 captures; the allowance refills every billing period, switch or cancel anytime).

Then open a supported cart, galaxus.ch, brack.ch, microspot.ch, add a few products, open the Zentriq popup, and click 🛒 Capture this cart:

  1. Zentriq reads the cart, extracts every line with AI, and matches each SKU to your BC items.
  2. A preview modal lists each line ✅ matched / ❌ unmatched. Unmatched rows can be skipped or created as new BC items on the fly (pick an Item Template).
  3. Click 📤 Send to BC, lines land in BC → Requisition Worksheet, ready to carry out into a Purchase Order.
Supported e-commerce sites

PunchOut uses AI to read any cart page, so most major e-commerce sites work out of the box. Validated for Swiss B2B procurement:

  • Galaxus / Digitec, Brack, Microspot, Manor
  • RS Components, Distrelec, Conrad, Farnell, Digi-Key, Mouser
  • Amazon Business, WAGO

On other sites, give it a try, if the cart is a normal HTML cart, the extraction usually works. If not, send a sample cart URL to support@zentriqsoftware.com and we'll tune the parser.

Troubleshooting
“You don't have BC Administrator role on this tenant”
The dashboard install needs the Global Admin or Dynamics 365 Business Central Administrator role. If you don't have it, invite your IT lead under Organization and have them run the install.
The install spinner runs past 15 minutes
Open BC → Extension Installation Status (usually a transient issue on Microsoft's side). Click Try again on the dashboard once it clears, or email support@zentriqsoftware.com with the env name and timestamp.
The popup says “BC extension: ❌ Not installed”
  • The popup's Environment doesn't match where you installed the .app, fix it in the popup Settings.
  • The install is still running, wait 30 seconds and click ⟳ Refresh in the popup.
  • The Zentriq PunchOut permission set isn't assigned to your BC user yet.
The popup says “BC extension: ⚠ Missing permission”
The .app is on the right environment but your user can't reach its endpoints. Assign the Zentriq PunchOut permission set and click ⟳ Refresh.
The Vendor row says “❌ ‘galaxus’ not found”
You don't have a vendor card in BC whose name contains “galaxus”. Create one (the popup links you straight there), then refresh.
The Vendor row says “⚠ BC not configured”
You haven't finished the BC config in the popup. Open Settings, pick Environment + Company, and Save.
Capture fails with “Currency mismatch”
The cart is in CHF but your vendor in BC is set to EUR (or vice-versa). Fix the vendor's currency in BC, or buy from the currency-matched store. No credit is consumed when the mismatch is caught pre-capture.
What about the Zentriq Agent?

PunchOut and the Zentriq Agent are two separate products, PunchOut runs on a monthly subscription, the Agent is a per-seat subscription for in-BC AI chat. Each has its own .app and permissions; run one, the other, or both. Ready to add the Agent? See Install Agent.

Need help? Email support@zentriqsoftware.com, we answer within one business day, in English, French, or German.

Also see: FAQ ¡ Security & compliance ¡ Pricing.