General Ledger Transaction Integration

myGPcloud includes the Dynamics GP Integration Manager. This is a great tool for importing transactions and master file records into Dynamics GP. And it is relatively easy to use.

There are three basic components:

  1. Source file  – We generally use csv files that were created from Excel. This has all the data that will be imported into GP.
  2. Object – This is the record that you will be importing into in Dynamics GP. If you’re importing new vendor records, then the object is the Vendor Maintenance screen.
  3. Mapping – This is where you link the source file fields to their corresponding fields in the Dynamics GP object. There are a few tricks here, but they’re easy to pickup.

I created this short video that shows how to set up an integration for GL transactions.

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