Connecting to Dynamics GP

Microsoft Dynamics GP is business accounting software for managing finance, inventory, and operations. You can use the Dynamics GP data connector to import your organization's Dynamics GP data.

Before you start

To connect to Dynamics GP, you must gather the following information:

• the unique identifier of your organization
• the URL of the Dynamics GP server
• user credentials to connect to the Dynamics GP server

For help gathering the connection prerequisites, contact the Dynamics GP administrator in your organization. If your administrator cannot help you, you or your administrator should contact Dynamics GP Support.

Create a Dynamics GP connection

1. From the Analytics main menu, select Import > Database and application.
2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Dynamics GP.

   Tip

   You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

   The DSN Configuration dialog box appears.

3. In the DSN Configuration dialog box, click Show Required.
4. Provide values for the required fields, if any.
5. Click Test Connection.

   Note

   When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

   The log-in page for Dynamics GP appears.

6. Provide the connection details and authenticate your log-in.

   When the connection is successful, a dialog box opens displaying a success message.

7. Click OK in the dialog box that appears.

   The connection to Dynamics GP is established successfully.

8. In the DSN Configuration dialog box, click OK.

The connection for Dynamics GP is saved to the Existing Connections tab. In the future, you can reconnect to Dynamics GP from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Dynamics GP, see Working with the Data Access window.

Rename the connection

When you create the Dynamics GP data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Dynamics GP and select Rename connection.