WeDid: Salesforce and Dynamics GP
May 29, 2014 /
Posted in We Did
Challenges
The client had implemented Salesforce, and is running Dynamics GP v2010 for their Accounting system. A solution was required to integrate the two systems for Order > Cash transactions.
Solution:
| Purpose | The integration process required to synchronize the information between Salesforce and Microsoft GP. It also helps to automate the Sales Order and Invoice creation into Microsoft GP. |
| Applications | Salesforce Dynamics GP eConnect SQL Server Database |
| Versions | salesforce.com CRM Dynamics GP v2010 eConnect v11 SQL Server 2008 |
| Tool | Dell Boomi Atmosphere |
| Information | Salesforce Account and Contact <> Microsoft GP Customer Salesforce Opportunity > Microsoft GP Sales Order/Invoice Microsoft GP Invoice > Salesforce Invoice (custom object) Microsoft GP Item > Salesforce Product |
| Data Formats | XML |
| Volumes | 150/day |
| Process | Dynamics GP Items create/update Salesforce Products Salesforce Opportunities created Dynamics GP Invoices Dynamics GP Invoice payments are updated to Salesforce |
| Schedule | On-demand plus every 30 minutes |
| Complexity | Medium |