Importing & Exporting Data with Dynamics GP

Transcription

1 Importing & Exporting Data with Dynamics GP September 27, 2018 To Receive CPE Credit Individuals Participate in entire webinar Answer polls when they are provided Groups Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to within 24 hours of webinar If all eligibility requirements are met, each participant will be ed their CPE certificate within 15 business days of webinar 1

2 INTRODUCTIONS Charles Allen Senior Managing Consultant Currently in 28 th year of consulting 10-time Microsoft MVP Holds Advanced DynamicsPro Credential Importing & Exporting Data with Dynamics GP September 27,

3 AGENDA Integration Manager Table Import Mail Merge Macros SmartConnect Q&A POLLING QUESTION 1 Do you import or export data into or out of GP? Yes No I don t know 3

4 Integration Manager INTEGRATION MANAGER Tool used for importing data into GP Part of the Customization Pack Can connect to multiple types of data Includes the ability to write custom code Can add new records & update existing* Accessible from within GP or outside of GP Requires a license after 270 days *Some adapters do not permit update 4

5 INTEGRATION MANAGER Connectivity Text files CSV, Tab-Delimited or Other ODBC connections Excel, SQL databases, other data sources INTEGRATION MANAGER Connecting to Dynamics GP Standard adapters econnect adapters 5

6 INTEGRATION MANAGER Connecting to Dynamics GP Standard Adapters Work like macros in GP GP login is required You must be in the correct GP company INTEGRATION MANAGER Standard Adapters Includes these destinations in GP Accounts Bank Reconcile Bank Transactions Budgets Fixed Allocation Accounts Variable Allocation Accounts General Ledger Transactions Unit Accounts Payroll Manual Checks Employees Payables Transactions Vendors Cash Receipts Customers Receivables Transactions Sales Transactions Inventory Items Inventory Transactions Payroll Transactions Exchange Rates 6

7 INTEGRATION MANAGER Connecting to Dynamics GP econnect adapters Uses the econnect service Does not require GP to be open Generally much faster than standard adapters INTEGRATION MANAGER econnect Adapters Includes these destinations in GP Customers Inventory Items Inventory Transactions Purchase Order Entry Receiving Transactions Vendors Sales Transactions GL Accounts Shipping Methods PA Employee Expense PA Timesheet Entry Fixed Asset General Fixed Asset Book Fixed Asset Insurance Fixed Asset Lease Fixed Asset User Data GL Transactions 7

8 INTEGRATION MANAGER Steps to Create an Integration Create an integration Add one or more sources Create query relationships, if required Add a destination Create mappings Save the integration Run the integration Review the results 8

9 POLLING QUESTION 2 econnect can be used with Integration Manager Yes No I don t know Table Import 9

10 TABLE IMPORT Included with GP Enables you to import directly into GP tables Fairly quick import Requires knowledge of tables to use Can only add new records TABLE IMPORT Steps to Use Table Import Create a table import definition Add a source Add the destination Create the mappings Run the import 10

11 POLLING QUESTION 3 Table Import requires understanding tables Yes No I don t know 11

12 Mail Merge Macros MAIL MERGE MACROS Enable you to import data using macros Uses mail merge functionality in Word to create the data source You must ensure there are no issues in the data 12

13 MAIL MERGE MACROS Steps to Create Create a macro using GP for one record (to get the steps) Create a table with your source data Copy your macro text to Word Insert variables in your document Use mail merge to create the data Run the macro in GP 13

14 POLLING QUESTION 4 Mail merge macros can be run outside of GP Yes No I don t know SmartConnect 14

15 SMARTCONNECT Available from eone Solutions Alternative to Integration Manager/Table Import Utilizes all econnect schemas Can utilize custom coding Does not require GP to run Includes scheduling functionality Connects to a wide variety of data sources Useful for importing & exporting SMARTCONNECT Other Features Works with SmartList Builder & Extender Node Builder enables you to create your own destinations Integrates with Excel to create form-based templates Supports multicompany importing 15

16 Time for Some Q&A 16

17 BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered. CPE CREDIT CPE credit will be awarded upon verification of participant attendance For questions, concerns or comments regarding CPE credit, please BKD Learning & Development Department at training@bkd.com 17

18 Thank You! Charles Allen, Senior Managing Consultant