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Transfer Data from Excel to Dynamics GP

This article explains how to transfer data from Excel to Dynamics GP using the Excel Add-In for Dynamics GP.

The CData Excel Add-In for Dynamics GP enables you to edit and save Dynamics GP data directly from Excel. This article explains how to transfer data from Excel to Dynamics GP. This technique is useful if you want to work on Dynamics GP data in Excel and update changes, or if you have a whole spreadsheet you want to import into Dynamics GP. In this example, you will use the SalesInvoice table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Dynamics GP connection by clicking From Dynamics GP on the ribbon.

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.

Retrieve Data from Dynamics GP

To insert data into Dynamics GP, you will first need to retrieve data from the Dynamics GP table you want to add to. This links the Excel spreadsheet to the Dynamics GP table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Dynamics GP button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the SalesInvoice table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Dynamics GP

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MySalesInvoiceSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Dynamics GP, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the SalesInvoice sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.