importing & exporting data with dynamics gp...9/27/2018 1 importing & exporting data with...
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Importing & Exporting Data with Dynamics GPSeptember 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 [email protected] within 24 hours of webinar
• If all eligibility requirements are met, each participant will be emailed their
CPE certificate within 15 business days of webinar
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INTRODUCTIONSCharles Allen Senior Managing Consultant• Currently in 28th year of
consulting
• 10-time Microsoft MVP
• Holds Advanced DynamicsPro Credential
Importing & Exporting Data with Dynamics GPSeptember 27, 2018
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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
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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
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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
INTEGRATION MANAGER
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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 Payables Transactions
Bank Reconcile Vendors
Bank Transactions Cash Receipts
Budgets Customers
Fixed Allocation Accounts Receivables Transactions
Variable Allocation Accounts Sales Transactions
General Ledger Transactions Inventory Items
Unit Accounts Inventory Transactions
Payroll Manual Checks Payroll Transactions
Employees Exchange Rates
INTEGRATION MANAGER
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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 PA – Employee Expense
Inventory Items PA – Timesheet Entry
Inventory Transactions Fixed Asset General
Purchase Order Entry Fixed Asset Book
Receiving Transactions Fixed Asset Insurance
Vendors Fixed Asset Lease
Sales Transactions Fixed Asset User Data
GL Accounts GL Transactions
Shipping Methods
INTEGRATION MANAGER
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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
INTEGRATION MANAGER
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POLLING QUESTION 2
eConnect can be used with Integration Manager
Yes
No
I don’t know
Table Import
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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
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POLLING QUESTION 3
Table Import requires understanding tables
Yes
No
I don’t know
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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
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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
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POLLING QUESTION 4
Mail merge macros can be run outside of GP
Yes
No
I don’t know
SmartConnect
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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
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
SMARTCONNECT
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Time for Some Q&A
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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: www.nasbaregistry.org.
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 email BKD Learning & Development Department at [email protected]
