Microsoft Dynamics GP (Archived)

Flat File Import into GP

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Posted on by ABR

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Hi,

My bank sends EDI flat files that lists bill payments to our bank account.

According to my bank, there is a way to import these files. I am using GP Dynamics 2010.

The file that they send lists the customer name (by the customer ID that is the same as their GP customer ID), amount they paid to us and date. Is there a way to upload this file to record the cash receipt, without having to enter it manually?

These files are not excel files, but can be opened in excel.

Please let me know if there is a way to upload these files in the Sales module and if they need to be in a specific format when being uploaded.

Thank you!

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Galina 1,077 on at

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You can do it through integration, using Integration Manager. The files don't need to be in a specific format, you can build your integration to handle the format you receive. IM supports csv and text files.

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ABR 240 on at

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is this an add-on? or something I need to purchase?

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Sheilajr 745 on at

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Integration Manager is an additional module for purchase.

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Mahmoud Saadi 32,738 on at

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Integration Manager is a suitable solution that would work just to cover the requirements above. Reference below;

Dynamics GP Integration Manager

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Community Member on at

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If you're going to purchase an add-on, Scribe works extremely well in this scenario - I use it for two internal processes much like what you describe.

http://www.scribesoft.com/

Stu

Disclaimer: I do not work for Scribe

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ABR 240 on at

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I don't want to purchase an add-on if not needed. Is integration manager included with the purchase of GP Dynamics?

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soma 24,410 on at

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Yes. Integration Manager is a additional module with included the purchase of Dynamics GP.

Hope this helps!!!

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soma 24,410 on at

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Microsoft Dynamics GP Starter Pack

Integration Manager – Migrate data from most common database formats or desktop applications into Microsoft Dynamics GP.

Microsoft Dynamics GP Additional Packs

Integration Suite under Customization Pack:

It includes Integration Manager–Distribution, Integration Manager–Financials, eConnect, and Web Services.

Hope this helps!!!

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