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Parent Category: INTEGRATIONS
Getting started with GP Integrations?
If you are getting started with Integrations check out these posts - Sandip Jadhav - Types of Integration methods with Dynamics GP, which gives you a brief sneak-peek about the 8 tools available with GP for Integration. Integrating to Dynamics (GP) The Basics by the Touchstone guys. In this post they explain the first question that gets asked is “what is the best way of integrating?” and several ways of finding what tables do you need to integrate to?
There’s also a nice post - Integration - All About Attitude by the nice people at Rose Business Solutions. Steve Endow has a post on "Real Time" Dynamics GP Integrations in which he discusses the steps to create a “real time” integration between Dynamics GP and another system.
Other posts worth highlighting are Integration to Concur Travel & Expense by Geoffrey Wayong, also covered by the Dynamics GP Team at NEW Integration Capabilities with Concur Travel & Expense!
Related categories on GPWindow are DEVELOPMENT which includes – Dexterity, Developer Toolkit, GP SDK, Tables Information, Testing, VBA and VS Tools for GP andCUSTOMIZATIONS which covers – modifier, Extender and Macros.
Steve Gray says - “I spend an amount of time advising people to 'read the manual' when they write in with questions.” and points us to the - eConnect Help Online.
Also in the eConnect sub section, you can view posts regarding using eConnect to get data into Dynamics GP with some examples. eConnect Integration Service for Microsoft Dynamics GP 2010 by Mariano Gomez contains information about eConnect 2010 and how it is better than its predecessors. There other detailed posts by Steve Endow with his troubleshooting notes - More than I ever wanted to know about eConnect and MSDTC and Troubleshooting eConnect "System Error" Message. Steve also shares some performance benchmarks of eConnect in the post eConnect Performance Benchmarks.
Mariano covers Retrieving Microsoft eConnect 10.0 Version and Steve has a post on Checking eConnect Version Number Programmatically.
You can also find some examples to use eConnect to get data into GP from Steve like Using eConnect to import Inventory Adjustments with Multi-Bin, Clearing Existing Field Values Using eConnect, eConnect Bank Transaction Import.
From Sage, Quickbooks, Peachtree
You should definitely check out the posts in the Rapid Migration and Implementation Tools if you are working on bringing customers from one of these accounting systems. The free tools from Microsoft make migration a snap, and will save you a lot of time.
In addition to that, In the From Sage, Quickbooks, Peachtree sub section, you will see posts related to migration and other news from other Accounting Systems like Sage, Quickbooks and Peachtree into Dynamics GP. Check out the posts - Helping Peachtree customers make a “Smart Move”…
Version Information : First off, a couple of posts to bookmark – Victoria Yudin shares Dynamics GP Integration Manager versions and Mariano has the GP 10 Service Pack versions here - IM - Integration Manager Service Packs.
Downloads : You can find IM Downloads here - Integration Manager Downloads
Information : If you are looking to get started with Integration Manager this post by Q Factor Integration Manager: The Basics will give you all the basic details about the product.
There are loads of useful posts by MVP Mariano Gomez like one on Integration Manager 10 INI settings and Copying an Integration in Integration Manager to copy an integration into another integration, How to schedule Dynamics GP to automatically log in and run an Integration Manager integration in cases where you want Integration Manager to run automatically at night and bring in data from another system, Sorting Records in Integration Manager v10 to sort the records as they appear on your import file by changing IM ini settings.
Mariano also covers - IM - How to group Integration Manager transactions based on transaction date, How to import the Vendor 1099 Box with Integration Manager and How to filter source query records dynamically. Mariano also has a nice article on MSDynamicsWorld - "Putting to Rest Four Myths About Microsoft Dynamics GP Integration Manager". Mariano also explains the Supported Date Formats in Integration Manager and then goes on to detail out the steps for Dropping Timestamps from SQL Server and Text File Data Sources in Integration Manager, where he discusses two methods (SQL Query and VBScript).
MVP and bestselling author Mark Polino has a lot of nice articles on Integration Manager covered in his Weekly Dynamic feature -
In the Integration Manager sub section, you will also see posts related to using Integration Manager to bring data (Journal entries, Payables Invoices, Sales Invoices, Bank Transactions etc.) into Dynamics GP.
There’s a post by Mohammad R Daoud that explains how to Import Transactions Distributions Using Integration Manager. There is also a great posts on Integration Manager and ODBC by Rose Business Solutions.
Errors and Troubleshooting : Steve Endow talks about Integration Migration Frustration and shares his - “integration review template" to help me try and detect some of these issues in advance next time.” Steve also has the Integration Manager 10 Bugginess: Data Sources, Relationships, and Scripts post where he discusses the Relationships feature. Mark Polino also shares his Integration Manager Rant.
If you using Integration Manager on a terminal server you might find the post Integration Manager 10 : Changing the path of IM Database for a User useful, and if you are using IM 2010 you would want to check out the Integration Manager with GP 2010 Error post.
Waqas has a nice post on Integration Manager 10– Debugging Integration Error and Daoud explains how you can keep Microsoft Dynamics GP visible when running Integration created by Integration Manager and watch the transactions pushed inside GP windows a record after record
Check out other posts directly at Integration Manager section on GPWindow.
In the Table Import sub section, you will find some nice posts about GP’s Table Import functionality. This wonderful post by Mariano Gomez The often overlooked, yet powerful Table Import will get you started with Table Import and show you an overview of Table Import feature and an example to import a few customers using a tab-delimited file. Christina has the interestingly yet aptly title post - Table Import is not always the ugly stepsister. Mark covers this in his Weekly Dynamic Weekly Dynamic: Table Import.
GP Webservices are where the future of Dynamics GP Integrations lies. Performance benchmarks are now carried out keeping this is mind. In the Webservices sub section, you will find posts about the introduction of GP Webservices, installation of Dynamics GP Web Services, issues faced while installing Webservices and uninstalling GP web services completely.
There’s a nice post by the DynGp Team - Microsoft Dynamics GP 2010 Web Services that will get you started with Dynamics GP Webservices 2010.
Then there’s this nice article by Steve Gray that has the Code to call a web service method. Steve covers Formatting Note Lines with GP Web Services. Chris Roehrich at Developing for Dynamics GP provides some awesome code on How to retrieve Quantity On Hand amount using Web Services for Dynamics GP 10.0 and discusses the Web Services Configuration Settings for Integrating Large Transactions.
Some of these posts point out some common problems that you may face while installing Dynamics GP web services on the GP server - Web Services Install: Fatal Error during Installation by Janakiram , Dynamics GP Web Service Installation Error by Sandip Jadhav. Sandip in this another post that tells us on How to Remove Dynamics GP Web Service completely.
Integrating to Dynamics (GP) The Basics
Its only Monday and I have already been asked by two clients about integer values in tables and the best way to integrate to them without using Integration Manager. Add to this the couple of calls I had last week on the same subject I thought it would be worthy of a blog article.
The first question that gets asked is “what is the best way of integrating?”.
Well that depends on what you’re integrating. If you’re integrating static data (addresses, debtors, accounts) then SSIS and other such tools are fine. However if you are integrating transactional data I would suggest it is best to use a tool that will use the business logic of Dynamics (GP) and thus…
"Real Time" Dynamics GP Integrations
I've had several inquiries lately about how to create a "real time" integration between Dynamics GP and another system, and I've worked on several integrations over the last few months where clients wanted data integrated as quickly as possible.
I think there are at least three critical misconceptions around "real time" integrations, so I thought I would share some thoughts on the topic. By no means do I believe that I am "right" or that this is the only philosophy, but based on my experience and a few battle scars, I think my approach is pretty well grounded.
To give the discussion context, let's use an example. Acme Sales uses Dynamics GP, and a third party point-of-sale (POS) retail system. Dynamics GP is the system of record for all inventory items, and all item/site records. Whenever a user adds an inventory item to Dynamics GP, Acme would like to have that item automatically added to the POS system. Also, whenever a user adds an item/site record to Dynamics GP, Acme wants that information sent to the POS system so that the item can be sold at the appropriate stores.
During an initial meeting, the Acme sales manager tells the accounting and IT staff that as soon as either an item or item/site record is added to Dynamics GP, those records need to be transferred immediately to the POS system so that the item can be sold. The IT developer thinks "Okay, I'll create a real time integration between GP and the POS."
Naturally, the first thing the developer does is to put code on the Dynamics GP Item Maintenance window to detect when a new item is created. Simple, right? Just detect when the save button is clicked, and he can then immediately transfer the information to the POS. He then finds the Item Quantities Maintenance window and tries to put code there to detect when new Sites are assigned to Items.
He soon realizes that this approach may not work so well. Once a month, the sales department receives a list of 500-1000 new or changed items from one of their distributors. This list is imported into GP using an eConnect integration. Monitoring the Save event on the Item Maintenance window won't work, so he's not sure how he'll handle those items.
Next, while trying to put code on the Item…
Types of Integration methods with Dynamics GP
1) Integration Manager-To import Masters and Transactional data from excel sheet, Tab Delimited or comma delimited files. Integration Manager can used to import opening balances. It required user interfere but can schedule integration manager.
Microsoft allowed 90 days free use of Integration Manager
2) eConnect- One of the another way to integrated Data into Dynamics GP, required programming experience to used eConnect API. user can do VB,VB.NET or C# coding to use eConnect. Required license for Developer Toolkit to used eConnect.
Pro-eConnect used windows login id that means user need not to be Dynamics GP user.
Cos-Need to install…
Integration - All About Attitude
The possibility of an integration is rarely due to the technology. Most people would agree, but qualify possibility with a budget. With that said, even with great technology, skilled professionals, and adequate budget, integrations can still fail.
I think the reasons boil down to attitude and behavior:
1) Building from the bottom up: Avoid diving directly into topics such as field mapping and data exchange mechanics. Initial conversations should include high level topics like division of labor, project goals, expectations and business processes. High level decisions will alter the low level details.
2) The integration will do all the work: Integrations make work life easier by altering roles and responsibilities - not by removing them. Instead of entering data, we are now monitoring it. People…
NEW Integration Capabilities with Concur Travel & Expense!
Hey Everyone! Well, with GP 2010 officially out the door this week and available for our existing and new Customers, I thought I would make an additional exciting announcement about new integration capabilities with Concur Travel & Expense! Partners, you can read all about this over on PartnerSource (click here), but I wanted to offer my own view on this through here. First off, those of you who might be Dynamics GP Customers or Prospects, I should tell you that we’ve teamed up to offer integration with Concur for customers who want to better manage their employee expenses (of the Travel & Entertainment type).
The Concur Travel & Expense service truly streamlines the entire employee expense report submission and approval process, through an entirely online, browser-based service. When combining Concur Travel & Expense with Microsoft Dynamics GP, we can offer a very seamless experience for your employees from the point of booking travel through your own…
Feature of the Day: Integration of Service with Payroll
Integration of Service with Payroll
Module: Service Call Management and Depot Management
Why this feature is cool!
The new Service integration to Payroll benefits Payroll users as well as Service users!
- Capture the employee’s actual cost on Service Labor
- Create Payroll transactions from Labor entries in Service
This exciting feature allows you to map a technician to an employee and optionally utilize the employee’s paycode rates…
Integration to Concur Travel & Expense
Microsoft is now offering a new integration capabilities between Microsoft Dynamics GP and Concur Travel & Expense.
"The Concur Expense Integrator allows customers to integrate their…
Three Tips for Avoiding the Dirty Data Trap
Great Plains Integration - Deciding on the Tools
Integration. These days, most businesses are using several applications and services to aid operations and capture information. In many scenarios, the information captured must be integrated…
Importing data to GP
I've seen a couple of post requiring data to be imported into GP but needs to be QA'ed. Example, let's say you…
Integrating with Dynamics GP
I've been through a lot of GP integrations and most of them were very straight forward. In my current…