Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Integration Manager-Customer Integration

(0) ShareShare
ReportReport
Posted on by

I am setting up a new installation of GP2013.  In the Customer database I am importing there are Customers with several locations.  I searched and found a similar question which indicated that the integration should be performed in 2 passes.

If I understand correctly, all locations of a Customer with multiple locations need to have the same Customer ID.  The first pass should contain only Customers with a single locations and the Primary Customer ID that contains the billing address of customers with multiple locations/physical addresses.

Then I run a second pass with only the additional locations of Customers with multiple locations, same Customer ID, different Address IDs?

Also, if there are Customers with multiple locations but the Billing address is not the same as any of the locations, do I need to create a Primary Record for the Billing address.

Thanks,

FRDBADF

*This post is locked for comments

  • Suggested answer
    Bill Campbell Profile Picture
    12 on at
    RE: Integration Manager-Customer Integration

    If I follow the question correctly I am lead to understand that the second pass of the import should only point to the Customer ID and then in the Address fields it should contain a 'second' or 'third' address code for the customer.

    You are correct, customer can of course have many addresses in the system.

    When you import, and all you are importing is the 'new' address - you can skip the entire first page - other than Customer ID - and go directly to the Addresses window.  In there you can have one or more addresses each with a unique Address ID for that cusomter.

    Hope this helps.  We have had success in doing this for our clients in the past.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard >

Featured topics

Product updates

Dynamics 365 release plans