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Community site session details

Community site session details

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Invoice integration from CRM Online to GP 2013 using eConnect

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About Scribe Online:
The Scribe Online Platform delivers Integration Services, Connectors and Solution Paks that help customers and partners:

  • Replicate cloud data to a local database
  • Integrate customer data across critical business systems such as CRM, Marketing Automation and ERP

About eConnect:
This article uses eConnect directly from a SQL stored procedure.
The stored procedures are executed from the Scribe Online integration solution to perform business logic verifications on the data being integrated and inserted into the appropriate transaction work tables in Dynamics GP.

1. Create a Scribe Online account http://www.scribesoft.com/Online

2. Integrate customer data across critical business systems such as CRM, Marketing Automation and ERP

Create a New Integration Services solution , add a description

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3. Install an on-premise agent to communicate with Dynamics GP which is installed on the amazon server.
The Agent is required to communicate with both your source and target data as well as with Scribe Online in the cloud.

Manage Agent New

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Specify an Agent

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4. Create an Advanced Map for integration between CRM accounts and Invoice integration to GP

Create an Advanced Map for integration between CRM accounts and Invoice integration to GPClick to Enlarge

5. Create CRM Source connection by providing details and credentials as shown below:

Manage Connection

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6. Create GP Target connection. Make sure to select ‘Support stored procedures

Create GP Target connection

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7. Steps Forintegration

Steps Forintegration

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Query Invoive from CRM
For Each Invoice- Insert Invoice Header in GP using stored procedure
Map the fields

Query Invoive from CRM For Each Invoice

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8. Insert Invoice line items Lookup product in GP Map the fields

Insert Invoice line items Lookup product in GP Map the fields

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9. Run the solution

10. Check the data in Target

      Invoice in CRM

Check the data in Target

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Test Invoice

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Invoice In GP

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