Looking for best solution to import payroll transactions from EasyClock. The can be a csv file created of the time entries, we were hoping to use integration manager and the client has other uses for the app.
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If you are going to use IM if have run into issues when trying to update PR tables. Here are steps I use when integrating PR data:
I would test this in a test environment and not in your live company just be be safe.
1. Go to Tools >> Customize >> Customization Status.
2. Disable all modules except the following:
• Microsoft Dynamics GP
• Integration Manager
• SmartList
• Advanced Security
• Report Scheduler
• SmartList Builder
3. Close the Customization Status window.
If you have Human Resources (HR) and/ or HRM Solution Series (Payroll Extensions) installed this has been known to cause similar issues to this one.
When you exit Microsoft Dynamics GP and restart Microsoft Dynamics GP, the modules that you disabled, including HR and HRM Solution Series will be enabled again.
I realize HR and HRM Solution Series are Microsoft products, however IM still considers these to be Third Party windows.
Integration Manager is still only designed to integrate to the basic GP windows. I don’t know of any plans for this to change, but until it does there are two options I recommend.
Option 1. Set up an alternate Dynamics.set file to be used while integrating data.
Option 2. Set up an additional Alternate/Modified Forms and Reports ID to be used with a specific login ID for integrating.
Usually when I have data to import into PR I also have data that needs to go into HR as well so I use eONE SmartConnect for those imports.
Hope this helps,
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Almas Mahfooz
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