Hi @Wendy WhiteIntegrations are DEFINITELY a boon to speed up processing and cut down on manual data entry.There are two integration tools that are used regularly:
Integration Manager: This one is built mainly on Macros that run when GP is open and sometimes using eConnect. It's buggy and difficult at times, but if you already own this one it WILL get the job done if you need it to.eConnect is software that uses the GP Stored Procedures that the User Interface kicks off and that checks all of the same checks and balances at entry that doing the transaction manually does. Does the vendor exist? The account number? Is the entry balanced? etc.eConnect is super fast as an integration tool.. I mean, super fast, BUT, you need a developer if you try to use it "raw".However, eOne's SmartConnect is built as a "front end" for eConnect making it much easier to use, but still retain the same functionality as raw eConnect. SmartConnect also lets you add easy to understand filters and restrictions and calculations that help with integrations tremendously. It is my favorite integration tool.It is not easy to understand out of the box, you will need some training, or plenty of time to train yourself. I recommend you enlist help and training on writing your first integrations from your partner or another trusted consultant that knows the product well. You can also buy directly FROM eOne and pay for their training as well.Once you DO grasp some of the basics, it becomes MUCH easier to write and understand them. I promise you.There are also some webinars here on GPUG for basic integration writing concepts you may want to watch, You'll need to do a search for them, though.
Integrations seem more confusing than they are. I use integration to upload my journal entries, to invoice through (SOP) our DataCenter Customers, and I have one integration for uploading the credit card statement detail to accounts payable. As Blair mentions, staging is important. I use FileMaker Pro (a database program) to layout my data. I have database apps that handle the tasks I mentioned, and then I upload the detail.
For journal entries and payables, I only have to create one text file (for each type) that integrates. The Invoicing is a little more complex. There are four text tables that have to be created to create the invoices. For that DataCenter billing what was a manual process for a full day a month is not 2-3 hours start to finish.
Banking integration and cash receipts will be my next projects. The sample files are really pretty helpful. And the staging of the data in my database means that the work is pre-checked before uploading so errors are not a factor.
Good luck Wendy.
If you've found this thread useful, dive deeper into User Group community content by role