- [Narrator] The go-to tool for importing data
into Dynamics GP is an application
called Integration Manager.
Integration Manager is a separate application,
but it was developed specifically for Dynamics GP
and is part of the core product of Microsoft Dynamics GP.
It's very widely used and it's very user friendly
and that's its main advantage.
Just how easy it is to build integrations.
When you first install Integration Manager,
there is an integration manager samples database.
That's a dot IMD file, integration manager database, I-M-D.
That is very helpful in learning Integration Manager
because as you can see, it comes loaded with all
of these sample integrations and by looking at
these integrations and seeing how they work,
you can mimic them and create your own integrations.
For instance, this is a general ledger transaction
import routine.
I recommend, though, when you start to create
your own integration manager routines, you should create
your own IMD file.
Go to the tools menu and click create database.
Then browse to a secure place on the network.
Make sure it's somewhere where your file is going
to get backed up, and then you would create your own file.
If you are the XYZ Company,
you might call it XYZintegrations.
Click save and create.
It is created, but you will now have to go to tools options
in order to point your Integration Manager
to that IMD file and apply that.
Click okay.
Now the next time you launch Integration Manager,
you'll be in a nice, clean install of it
where you'll have no sample integrations in here.
The next thing I'd like to show you is the objects
that come with Integration Manager.
You're going to see some of the limitations here.
Where are you able to import data to?
That's your destination and as you can see,
you have a lot of choices here.
I can import accounts, I can import budgets,
I can import a payable invoice or a vendor,
I can import a customer, but notice
I can't import sales persons.
I can't import other types of payroll information
other than just the payroll master and the checks,
or payroll transaction.
I'm very limited in the nodes that I can import into,
so if you're looking for something more robust
that has more destinations, you'll have to get
a different import tool.
Also notice in Integration Manager, when we open up
an integration, there's no feature to schedule
when to run it.
You simply click the run button, so it has
to be manually kicked off.
If you want integrations that are going
to be fully automated and running on a schedule,
say, running overnight, you'll want to use a tool
such as Smart Connect from E1 Business Solutions
or set up your integrations
in Sequel Server Integration Services
and have a script component called the eConnect API.