Fast and Easy Imports from Microsoft Excel to Microsoft Dynamics GP and NAV
Microsoft Excel is the number one tool for financial professionals and accounting teams, and Infinia Integrator is the fastest and easiest way to go from Excel to Microsoft Dynamics. There are no complex integrations to define or maintain and no mapping. A simple process of "Copy-Paste-Import" allows your Excel data to be immediately ready for importing into Microsoft Dynamics. Save valuable time, reduce costly errors and increase your efficiency by using the power of Infinia Integrator, an affordable add-on solution for Microsoft Dynamics GP and Microsoft Dynamics NAV.
With the Infinia Integrator you have the ability to integrate with General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR) and Payroll (PR) with a single click. Journal Entry Import, both single and multiple journal entries with one copy-paste-import. Includes support for Dynamics GP Intercompany imports. Add-on modules available for Analytical Accounting and support for Binary Stream's Multi-Entity Management (MEM).
Infinia Integrator for Microsoft Dynamics GP General Ledger (GL)
Journal entries, single and multiple, created in Excel can easily be imported into Microsoft Dynamics GP with Infinia Integrator. Select the company, enter the date, choose the batch and paste. The journal entries are fully validated before being imported.
Infinia Integrator for Microsoft Dynamics GP Accounts Payable (AP)
Create the Excel data for AP, select the company, choose the AP batch and paste. Your AP transactions are immediately fully validated before being imported into Microsoft Dynamics GP.
Infinia Integrator for Microsoft Dynamics GP Accounts Receivable (AR)
Easily import fully validated AP transactions from Excel, including invoices. Just select the company, choose the AR batch and paste.
Infinia Integrator for Microsoft Dynamics GP Payroll
Now those time-consuming payroll (PR) transactions you create in Excel, including Pay Codes, Deductions and Benefits, can easily be imported into Microsoft Dynamics GP. Select the company, choose the payroll batch and paste.
Infinia Integrator for Microsoft Dynamics NAV
Import complex schedules for General Ledger (GL) journal entries quickly and accurately with the Infinia Integrator for Microsoft Dynamics NAV. There are no complex integrations to define or maintain and no mapping. A simple process of “Copy-Paste-Import” allows your Excel data to be immediately ready for importing into Microsoft Dynamics NAV General Ledger (GL).
With Infinia Integrator for NAV, here are just some of the verifications that are performed when the general journal is pasted:
- Verifies dollar amount is a valid format
- Verifies GL account is setup in NAV
- Verifies posting date format
- Verifies document is in balance
- Verifies dimension code
- Verifies dimension code value
- Verifies if dimension is Mandatory (with and without a default)
- Verifies if “Same-Code” required
- Verifies blocked dimension combinations
Also, multiple General Journal documents can be pasted in a single paste operation:
Dimensions setup in NAV are automatically used for the dimension column heading in the Integrator.
Unlimited number of Dimensions are supported.
- Currently supports General Journals using Account Type = “GL Account”
- Utilizes Microsoft Dynamics NAV Web Services
- Microsoft Dynamics NAV Dimensions have three pasting options:
- Do not paste dimensions. The web services will add the dimensions while importing the entry.
- Leave dimensions values not pasted as blank.
- Auto complete dimension values not pasted based on NAV configuration.
Ready to learn more? For more information about Infinia Integrator, please contact us.