Access Live Dynamics GP Data in Google Sheets

Google Sheets is a free, web-based spreadsheet program. When paired with CData Connect Server, you can instantly access Dynamics GP data from within Google Sheets for data analysis, collaborations, calculations, and more. This article shows how to connect to Dynamics GP in your Connect Server instance and access live Dynamics GP data in Google Sheets.

CData Connect Server provides a pure MySQL interface for Dynamics GP, allowing you to easily access live Dynamics GP data in Google Sheets. Simply use the partner Connect Server Connector to generate a query (or write your own). Using optimized data processing out of the box, CData Connect Server pushes all supported query operations (filters, JOINs, etc) directly to Dynamics GP, leveraging server-side processing to quickly return Dynamics GP data.

Create a Virtual MySQL Database for Dynamics GP Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Log into Connect Server and click Connections.
2. Select "Dynamics GP" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Dynamics GP.

   To authenticate set the User and Password connection properties.

   To connect set the URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId; you can obtain this value in the company setup window: Click Tools -> Setup -> Company.

   By default, data summaries are not returned to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Dynamics GP data from Google Sheets.

Access Live Dynamics GP Data in Google Sheets

The steps below outline connecting to CData Connect Server from Google Sheets to access live Dynamics GP data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Server Connector and select the Add-on.
4. Authorize the Connector.
5. Back in Google Sheets, click Add-ons and open the CData Connect Server Connector.
6. Use your instance name (myinstance in CONNECT_SERVER_URL), username, and password to connect to your Connect Server instance.
7. Click CREATE to access Dynamics GP data through your Connect Server instance.
8. Select a Database (e.g. DynamicsGP1) and click Next.
9. Select a Table (e.g. SalesInvoice) and Fields (columns), add any sorting, filtering, and limits and click Execute.

SQL Access to Dynamics GP Data from Applications

Now, you have a direct connection to live Dynamics GP data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Server and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications.