WeDid: Salesforce and Dynamics GP

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:

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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