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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Importing from Excel t...
Microsoft Dynamics GP (Archived)

Importing from Excel to Purchasing and Sales

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Posted on by talee 47

Very new to Dynamics GP so very limited knowledge however have been tasked to improve efficiency.

We have a number of invoices that have multiple lines of data entry and would like to import from excel (or copy and paste like journal entry function).

Wondering also if there is an option for import for cash receipts.

We are currently using Dynamics GP 2018 and I don't believe we have integration manager. What are my options?

Again, very new so detailed instructions would be great :)

*This post is locked for comments

  • Craig Fuller Profile Picture
    Craig Fuller 411 on at
    RE: Importing from Excel to Purchasing and Sales

    I'm not sure about native GP functionality but we use eOne's SmartConnect for doing those tasks all the time. Do you own that product?

  • mm123 Profile Picture
    mm123 2,535 on at
    RE: Importing from Excel to Purchasing and Sales

    Talee, We have offered several excel data import solutions to our GP customers like invoices, sales orders & Journal entries . Please drop an email to discuss, we could help you.

    samr(at)expsoltech(dot)com

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