GP Excel Template - Payables Transaction Integration

Supports:
SmartConnect 2018+
Publisher:
eOne Solutions

GP Excel Template - Payables Transaction Integration



Overview
Integrate payables transactions directly into Dynamics GP using a pre-configured Excel template. Cut down on data entry errors by taking advantage of the built-in data connections to pull valid vendors, accounts, currencies, etc. from your Dynamics GP system. Choose which company you want to integrate your transactions into by using the provided drop down field on the Excel template - as you switch companies the template will automatically update the connections that pull the accounts and other values to match the company being imported into.

The Excel template can be used on a workstation without requiring Dynamics GP or the SmartConnect interface to be installed on that machine. The template makes use of the SmartConnect web service to send any integrations through to Dynamics GP, reducing the need for each user to have full access to your accounting system. Multiple users can use copies of the Excel template at the same time without issue as well.

Details
Prerequisites
  1. Setting up Excel security (Office 2016):
    • In Excel click on the File tab and select Options
    • On the Excel Options window click in Trust Center -> Trust Center Settings
    • On the Trust Center Settings window select Macro Settings
    • ‘Disable all macros with notification’ or ‘Enable all macros’ can be selected
    • In the Trust Center Settings window select External Content
    • ‘Enable all Data Connections’ or ‘Prompt user about Data Connections’
    • Please note if ‘Disable all macros with notification’ or ‘Prompt user about Data Connections’ is selected the user must choose whether to enable this functionality or set up trusted locations and documents.
  2. The template requires the SmartConnect web service to be set up and running in the environment.
    • Refer to the main SmartConnect manual for setting up and installing the SmartConnect web service if not present in the environment.
  3. Connecting to the web service: The template uses the internet explorer settings to make a connection to the SmartConnect web services. To ensure that you can make a connection to the web service using your current windows username and password please see the following steps:
    • Open internet explorer
    • Select Tools -> Internet Options
    • Click on the Security tab
    • If accessing from the Local intranet follow steps 6 and 7
    • If accessing from the internet, select Trusted Sites from the zone and select Sites. Add the URL of the SmartConnect Web Service and click add. Click on close and follow steps 6 and 7
    • Click on Custom Level and scroll down to User Authentication -> Logon
    • Select Automatic logon only in Intranet zone

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