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Microsoft Dynamics GP (Archived)

Integration Manager - Import customers and invoices at the same time

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Posted on by regrap 80

I'm starting to put together a new integration that will be importing all the customers, sales, and cash receipts into GP.  My main question is, would it be possible to integrate customers and invoices in the same integration?  I would really like to have one file that is pulled in that would add customers that are not in GP while also pulling the invoices in.  Basically it would have to look to see if there was a customer, if so just add the invoice, if not add the customer and invoice.  Any advice would be appreciated.

Thanks.

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  • davidf. Profile Picture
    davidf. on at
    RE: Integration Manager - Import customers and invoices at the same time

    You can set up an IM Group that runs the Integration in stages.

    First create an "Insert Only" integration to set up new Customers. If the Customer Number already exists, it will just reject. Next create the Invoice Integration.

    Then select "New Integration Group". Add the New Customer integration and the Invoice Integration to the Group.

    Now when you kick off the Integration Group, it will chain from one Integration to the next.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Integration Manager - Import customers and invoices at the same time

    I would agree. You would have to have the customers in GP first. There is no way to setup an integration that would look for a  valid customer first and then create if needed. You would one integration to bring in the customers and then another to bring in the orders. So you can use Integration Manager for both or use eConnect and create your own customer import. It would all depend on how automatic you need this to be as well as how much customer data validation is needed.

  • GloriaB Profile Picture
    GloriaB 981 on at
    RE: Integration Manager - Import customers and invoices at the same time

    It's possible as long as you integrate customers first. We have a huge integration of new customers, updated customers, SOP Trx then cash receipts. However, we used a staging database and eConnect rather than integration manager.  We encountered too many exceptions with the fine lines between a new customer and an existing customer and with a new address plus returns and credits.

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