It’s pretty common to want to import data from an external system into your ERP system. It may be merely some general journal entries, destined for the general ledger, or hundreds of sales invoices that effect accounts receivable and inventory.
Most mid-range ERP systems have some type of integration tool to help you with this process. The integration tools have an advantage over a straight table import process because the integration tool will generally use the business rules that have been configured in the ERP system to edit, validate, and post records. This makes for a much cleaner data import process.
Dynamics GP has an easy to use product for importing data called, Integration Manager. Integration Manager has a user interface so it generally doesn’t require any coding.
There are basically three components to creating an integration using Integration Manager:
- Source file containing the data to import
- Dynamics GP object (the screen into which the data will be imported, e.g. General Transaction Entry)
- Mapping to match the fields in the source file to the Dynamics GP object
We use Integration Manager all the time to migrate data from an existing ERP system into Dynamics GP during an implementation. I would guess that at least a third of our client use Integration Manager in some capacity on a regular basis.
This quick video shows you how easy it is to integrate data from a Point of Sale system into Dynamics GP. This video shows integrating daily sales data and providing a cash control point. This integration allows you to control and maintain inventory in Dynamics GP, and provides additional control over cash; to take advantage of the Bank Reconciliation functionality in Dynamics GP: http://youtu.be/rf0E7BWC4uc