GET INFORMATION INTO AND OUT
OF YOUR FINANCIAL
MANAGEMENT SYSTEM
Presented by Barry Crowell
Beyond Integrations v2.0
Agenda
• Getting data into GP
• Software options
• Selected Demos
• Getting data out of GP
• Software options
• Selected Demos
Why move data in and out of ERP system?
• Exchange data with external systems and your financial
system.
• As a result of Cost Benefit analysis.
• When your business utilizes an industry specific package
and you need to integrate into your ERP system:
• Membership management.
• Customer Relationship Management System.
• Ecommerce System.
• Other external systems.
• Inventory Management.
Getting data into Dynamics GP
• Integration Manager – free for 90 days, $ after that
• eConnect - $
• eOne SmartConnect - $
• Infinia Integrator - $
• Scribe - $
• SSIS (SQL Server Integration Service) – free with SQL
license – custom add ins - $
• GP Excel Paste – basic GL paste is free. Other modules &
advance features - $ - (Demo)
GP Excel Paste
• Basic GL paste version – free.
• Provided by Dynamics Innovations.
• http://di.jo/GPExcelPaste.aspx
• Compatibility - (GP 10.0, GP 2010, GP 2013), ALL Service Packs,
all platforms (Windows XP, Windows 7, Windows Server), any CPU
(64x, 32x).
• Advanced functionality:
• Core Financials – GL, Bank Recon, AA.
• AP & AR.
• Sales Order Processing.
• Purchase Order Processing.
• Inventory Control.
• Payroll.
GP Excel Paste
DEMO
Getting data out Dynamics GP
• SmartList - free
• SmartList Builder/Excel Report Builder - $
• eOne SmartConnect - $
• Scribe - $
• SSIS (SQL Server Integration Service) – free with SQL
license – custom add ins - $
• Create SQL view with data connection to Excel - free
• Deploy GP’s SSRS and Excel reports - free
• Jet Express for Microsoft Dynamics GP – free – (Demo)
Why deploy GP’s SSRS and Excel reports?
• Free
• Improve processes
• Easy export for further analysis with multiple file formats
• Demo – Deployment and running Trial Balance
Jet Express for Microsoft Dynamics GP
• Provided by Jet Reports
• http://jetexpressforgp.jetreports.com/en/resource-
center/getting-started.php
• Site includes How-to videos and sample reports
• Same basic functionality as Excel Report Builder
Jet Express for Microsoft Dynamics GP
Questions