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Fixed Asset Import

  • 1.  Fixed Asset Import

    Posted Mar 17, 2020 05:30 PM
    I had watched this very helpful how-to video on importing fixed assets into GP, https://www.youtube.com/watch?v=ghyhTwxZ5cw

    I actually was successful in importing both general and book data back in January.  Now that I'm trying to do it for real, I find the general import is not working.  I'm just creating the macro, not running it at the same time.  The process seems to work (no errors) and says "Complete."  However, the macro file is empty.  I've made sure it's a tab-delimited file, so that's not the issue.

    When I do the same for the book import, that seems to work in so far as it creates a macro file. I believe I have to import the general info first, so I can't really tell if the book macro is correct until I figure out why the general macro isn't being created.

    Has anyone any suggestions?

    Thanks.

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    Arthur Stewart
    Lutz FL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Fixed Asset Import

    GPUG ALL STAR
    Posted Mar 18, 2020 07:31 AM
    Hi @Arthur Stewart

    This is the regular import built into GP and is ancient.  Before we go down the road to figuring this out, do you have Integration Manager or SmartConnect at your company?​

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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Fixed Asset Import

    Posted Mar 18, 2020 09:02 AM
    Hi, Jo.

    Thanks for responding.  I realize the FA import/export function is macro-based and therefore not the newest technology, but can't that be said for Integration Manager as well?  My company doesn't have SmartConnect, but as a developer I'm familiar with eConnect and could build a front-end .NET app to utilize it.  The reason I wanted to use the FA import/export utility is it's ostensibly easy for the end-user to access and run without IT assistance.  Using IM is necessarily more complicated from my standpoint, and technologically it's no more advanced.

    What has me scratching my head is the FA import worked for me last January.  I don't know what's changed, as the "Book" portion seems to work but the "General" import now won't create the macro file.  There is no error, it acts like it worked but the macro isn't being populated.  I'm using the same import tab-delimited files as well, so it's a real mystery.

    I guess I'll just write the .NET front-end for the eConnect process, which will allow my users to import the data without IT help once it's set up.  It will take longer, but ultimately it will be better I guess.

    Art

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    Arthur Stewart
    Lutz FL
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Fixed Asset Import

    GPUG ALL STAR
    Posted Mar 18, 2020 09:10 AM
    Hey @Arthur Stewart

    If you do have IM, then you can install eConnect and use IM to map out the integration.

    I have a lot of experience getting FA into GP (existing and new assets) and IM (will only work with eConnect) and SmartConnect are the absolute best tools to use.

    I would suggest that before you go down the road of coding it out that you evaluate your IM-with-eConnect option as I've gotten that one to work a million time without the headaches of the built-in-macro for the import that is in GP.

    Best of luck, though!​​

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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Fixed Asset Import

    Posted Mar 18, 2020 09:30 AM
    Thanks for the advice.  I didn't realize IM could be used with eConnect, so I might try that option first.  SmartConnect as  you noted would be the best option, both for flexibility and speed.  Maybe I can convince my company to purchase it down the road.


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    Arthur Stewart
    Lutz FL
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Fixed Asset Import

    GPUG ALL STAR
    Posted Mar 19, 2020 10:39 AM
    Arthur,
    To be clear, IM can be used with eConnect, as it has a connector for it, but the range of 'modules' and 'actions' covered by the eConnect connector are not as wide as the regular 'macro' connector of IM, because it doesn't access the GP GUI front-end and is limited by the available stored procedures for eConnect.

    I don't know by heart, but if Jo says she has done it dozens of times, than I assume that the FA module is also covered by the eConnect connector of IM.

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    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Fixed Asset Import

    Posted Mar 19, 2020 04:48 AM
    I believe you need to set Power User (or better) access to the GP folder in Program Files to record the macro.

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    Stefanie Christiana
    Glidewell Laboratories
    Irvine CA
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    Academy - Online Interactive Learning from Experts


  • 8.  RE: Fixed Asset Import

    TOP CONTRIBUTOR
    Posted Mar 20, 2020 09:58 AM
    There are native integrations for Dynamics GP.  You have to install eConnect and Integration Manager to get them but I have them all mapped out in Excel.  You're welcome to email me directly and I'll send them over to you.  I'd suggest that route rather than trying to do it via Macro.  You can either stage your information in an Excel workbook or in a database table and then run the integration to pull from your source.  The integration makes sure that everything gets where it needs to go.

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    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise Idaho GPUG Chapter Leader
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    Academy - Online Interactive Learning from Experts


  • 9.  RE: Fixed Asset Import

    TOP CONTRIBUTOR
    Posted Mar 20, 2020 10:25 AM
    Hi @Arthur Stewart,

    We have a template in Excel that you fill out and it creates each source file exactly as the default sample IM integration wants it.  Send me a private email and I will sent it to you.

    Hope it helps!

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    Thomas Garcia
    ICON Business Consulting, LLC | Miami FL
    ICON, SRL | Santiago, Dominican Republic
    954-804-2140
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    Academy - Online Interactive Learning from Experts


  • 10.  RE: Fixed Asset Import

    Posted Mar 20, 2020 10:43 AM
    Arthur,

    I just did this using IM with eConnect.  It's pretty straightforward.  Just keep in mind that there is no "Update" records feature on Fixed Assets General and Book.  You can only "Insert" new records.

    Thanks
    Val

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    Valerie Sikora
    Senior Developer
    LBMC
    Brentwood TN
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    Academy - Online Interactive Learning from Experts


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