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[Mounia Chaib]

Hi everyone,

I wanted to check if there was an Import tool in GP, to import Excel spreadsheets.

Thank you!!

Mounia

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Mounia Chaib
Configuration Management Analyst
Prometheus Laboratories Inc.
San Diego CA
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[Charles Allen]

Well, the answer depends on what kind of data you want to import and what you mean by “in Dynamics GP.”

First, there is the Excel Paste feature in the General Ledger Transaction Entry window.

Second, you have the Excel Budget Import wizard in General Ledger.

Third, you have Table Import which can import text files created in Excel.

Fourth, Integration Manager enables you to import multiple types of master records and transaction types. It is part of the Customization Pack. You can install it and play with it to see if you like it. If you don’t or don’t want to spend the money for the Customization Pack, there are other tools. For example, SmartConnect from eOne Solutions is a great tool. There is also a set of tools from Infinia Integrator.

Good luck.

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Charles Allen
Senior Managing Consultant
BKD Technologies
Houston, TX
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[Rob Klaproth]

Mounia,

 

Adding onto Charles’ response, there are 3^rd party companies out there that make modules for GP that allow you to copy/paste Excel data into GP, which would require a separate purchase:

 

The Resource Group makes an Excel Copy Paste

Infinia makes a product called Integrator that does the same

 

In addition, you can do something really old school and create a “Macro” to upload your data to GP from Excel.  It involves staging the data in Excel and then setting up a mail merge in Word, and recording a macro.  There are some blog posts about how to do it – this way can be tedious if there are any problems with your macro, it will bomb out with no errors and you’ll have to delete the records from your file that it already imported and restart the import. 

 

Short of that, GP does have something called table import allowing you to import CSV files.  Unless you are an EXPERT in the GP tables, and know exactly what the values of the tables are, this is dangerous.  There is NO DATA VALIDATION!  So if you import duplicate or invalid data, it WILL add it to the table and you will have problems with your system, but if you want to go this route, I strongly recommend engaging your GP partner to help you.

 

 

——Original Message——

Well, the answer depends on what kind of data you want to import and what you mean by “in Dynamics GP.”

First, there is the Excel Paste feature in the General Ledger Transaction Entry window.

Second, you have the Excel Budget Import wizard in General Ledger.

Third, you have Table Import which can import text files created in Excel.

Fourth, Integration Manager enables you to import multiple types of master records and transaction types. It is part of the Customization Pack. You can install it and play with it to see if you like it. If you don’t or don’t want to spend the money for the Customization Pack, there are other tools. For example, SmartConnect from eOne Solutions is a great tool. There is also a set of tools from Infinia Integrator.

Good luck.

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Charles Allen
Senior Managing Consultant
BKD Technologies
Houston, TX
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[Abbey Cooper]

Mounia – 

I’d be happy to help you explore the option of utilizing SmartConnect as we help customers utilize their Excel files as a data source for integrations into GP every day. We also have Excel data entry templates you can use as a starting point if that suites you better. Feel free to reach out and I can walk you through some options. 

Thanks!

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Abbey Cooper
Sales Manager
eOne Solutions
Austin TX
abbey.cooper@eonesolutions.com
888.319.3663 x 717
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[Mounia Chaib]

Thank you Charles!!
The excel import is for BOMs and RTGs in the future; I will look into the options you have provided.

Best,
Mounia

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Mounia Chaib
Configuration Management Analyst
Prometheus Laboratories Inc.
San Diego CA
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