The Free, Quick, & Easy Way to Import Data into Dynamics

Import Data using Macros

I won’t keep you in suspense – MACROS!  Yes, you can use the Macros tool in Microsoft Word to record any repetitive action and save yourself time and money! Even though Microsoft offers a number of import tools for Dynamics GP including Integration Manager, Table Imports, and eConnect and there are third-party tools available to purchase, such as Scribe or SmartConnect, many businesses don’t purchase them as part of their solution.  So, in place, using the combination of Microsoft Excel, Microsoft Word, and a Dynamics GP macro can provide you with a free, quick, and easy alternative to importing data into Dynamics GP.

For example, Crestwood support has helped clients use Macros to:

  • Import New GL Accounts
  • Import GL transactions
  • Clear AP Checks
  • And other repetitive tasks

Recently, our Dynamics GP support guru, Georgia, walked us through how to do this for a client needing to import a ton of New GL Accounts.  You can watch the video tutorial below or download her guide, which includes everything you need to create your own Macros.

Both will walk you through the process step-by step.

Leave a Reply