09 Nov Integration Manager for GL Transactions
Integration Manager is a very versatile tool for getting information into Dynamics GP. Generally there is no coding to be done. The user interface is easy to understand and use.
There are basically three components of an integration:
- Source file (I usually use a csv file, though you can pull directly from Excel or SQL)
- Dynamics GP Object (the screen/tables you’re importing to)
- Mapping (contained in Integration Manager, to link the source file to the Dynamics GP object)
There are a few quirks in getting Integration Manager to work; usually depending on which object in Dynamics GP you’re importing to. But they’re simple to work around and are well known, so it’s easy to find solutions.
Here’s a video that shows how easy it is to import GL transactions: