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  • 1.  Upload of PayPal data using SmartConnect

    Posted Oct 26, 2021 04:59 PM
    #Technical #Accounting

    As our PayPal transactions continue to grow, we are looking for a way to dump the data from PayPal and upload it into GP 18. We do have SmartConnect. Which I believe will work. But I've been managing restaurants for the last 12 years and am a bit out of touch with using some of the add-ons we have. I would love to hear suggestions, success stories or any general info involving PayPal and GP!

    Matt Pilliod
    Steiner Tractor Parts
    Lennon MI

  • 2.  RE: Upload of PayPal data using SmartConnect

    Posted Oct 28, 2021 11:39 AM
    Hi Matt,
    I've never used Paypal in conjunction with SmartConnect, but have done multiple integrations with SC from Concur, Shopify and ecommerce site.. As long as you can get a consistent CSV or Excel file, it should be relatively easy to create either AP transactions or Invoices in GP.
    The tricky part is the grouping of the data in the source file if you work with a single source file (unlike cases where you have a header & detail file separated). 
    Good luck with your project
    PS: using staging tables in GP / SQL can help alleviate some of the limitations and get you a better control on the source data that is processed (i.e. success vs. failed imports).

    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013

  • 3.  RE: Upload of PayPal data using SmartConnect

    Posted Oct 28, 2021 12:56 PM
    Edited by Melissa Hyman Oct 28, 2021 12:57 PM
    Hi, we use Smart Connect to load our PayPal transactions in to GP. Please feel free to reach out to me and we will be happy to assist or provide insight on the set up. It was a bit tricky.

    Melissa Hyman
    Wounded Warrior Project, Inc.
    Jacksonville FL

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