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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to extract data fr...
Finance | Project Operations, Human Resources, ...
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How to extract data from an old Great Plains Terminal

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Posted on by CU14081317-3
 
My company has moved to Sage Intaact but there is still some data on an old and apparently dying Great Plains Terminal that I want to extract before it's too late. How can I do this?
 
Categories:
Microsoft Dynamics GP
  • Tom_Gioielli Profile Picture
    Tom_Gioielli on at
    How to extract data from an old Great Plains Terminal
    Just an FYI, I moved this over to the GP forums to hopefully help you get to the right folks.
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... on at
    How to extract data from an old Great Plains Terminal
    You can use GP's Integration Manager tool to export data.  You'll need to configure export jobs for the data you want.  The other option is using SmartList and exporting directly to Excel.
  • Suggested answer
    Kribensys Profile Picture
    Kribensys on at
    How to extract data from an old Great Plains Terminal
    SQL Queries (SSMS / Views)
    • Best for clean, structured extracts of master data + transactions.
    • You can build queries to exactly match what the target system requires.
    • Export as CSV/Excel.
    SmartList / SmartList Builder
    • Good for quick exports of Vendors, Customers, Accounts, Open AR/AP.
    • Export directly to Excel.
    • Best for smaller datasets or non-technical teams.
    Excel Refreshable Reports
    • Already built-in GP SQL views for data extraction.
    • Can refresh to pull latest data into Excel.
    Management Reporter
    • Export financial trial balance to Excel (for opening balances).
    Note: For a full migration, most teams combine SQL + SmartList exports

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