For information on our Microsoft 365 Dynamics Business Central integration, see Setting up Microsoft Dynamics 365 Business Central Integration & Troubleshooting.
For all other Microsoft Dynamics Products
We strongly recommend having a solution consultant/integration manager experienced with importing CSV files into Dynamics to set up your Dynamics system.
The data sync/export from Procurify to Dynamics requires detailed configuration, not limited to custom macro/script writing of CSV files, to ensure that the data meets Dynamics requirements.
Important: Procurify does not export all required fields for importing Bills into Microsoft Dynamics. These required fields may vary depending on the software/product.
Steps:
Export Bills as CSV with as many fields as possible that match with your GP/SL/AX/365 instance.
Manipulate CSV data and copy-paste it over into the GP import template.
Manipulation includes combining Location ID, department ID, Account Code, and other fields.
In some cases, they’ll need to create an additional column to add that 4th or 5th category of spend tracking. (or track it via a custom field in Procurify and export that out)
E.g. “20-72110-48000”
Utilize the integration manager, which will have the importing capabilities set up by the Dynamics Consultants.
Feel free to review and test the following flat-file Bill export from a Procurify demo account. Export files are configurable. It is possible to remove fields that are not relevant to the export and update column names.
Note: API connection to these applications may also be available. Contact us to learn more.