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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Importing Accounts Rec...
Finance | Project Operations, Human Resources, ...
Suggested answer

Importing Accounts Receivable Invoice Information into GP

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Posted on by PattiK323 235

I've gone some Googling; but, have been unable to find the answer.  Is there a way to import invoice information from outside of GP into the GP Sales module?

Our ERP is not integrated with GP.  We are in the process of researching new ERPs that will integrate with our financial system; but, for now, we have to manually re-key all invoices from our manufacturing/shipping system into GP in order to record sales revenue and accounts receivable balances and to be able to apply payments, run agings and statements, etc.  This is very inefficient!   I was hoping there was a way that we could export a file form our manufacturing program and import it into GP Sales, rather than having to re-key all the data. 

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Microsoft Dynamics GP
  • David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    David Musgrave MVP ... 13,928 Most Valuable Professional on at
    RE: Importing Accounts Receivable Invoice Information into GP

    There is also REST based web services using Service Based Architecture (SBA) or the older SOAP based Web Services which wrap eConnect calls.

    There are also 3rd party tools such as SmartConnect from eOne.

    You can also use GP Power Tools with custom scripts which can be used to import CSV files or via custom SBA web services.

    I already have examples working of Web Service calls to create RM and PM transactions in GP, which can then be posted using Batch Posting Service Toolkit.

    Here are examples importing card data: 

    winthropdc.wordpress.com/.../

    Regards

    David

  • Suggested answer
    Dean Marty Profile Picture
    Dean Marty on at
    RE: Importing Accounts Receivable Invoice Information into GP

    Hi Patti

    GP offers two main tools for integration 

    Integration Manager

    eConnect

    Both are able to import data into GP Sales Order Processing.

    Links to documentation for both are below.

    https://www.microsoft.com/en-us/download/details.aspx?id=36219

    Download Microsoft Dynamics GP 2013 eConnect from Official Microsoft Download Center

    Thanks!

    Dean

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