Great Plains
This documentation describes the technical integration between Zudello and Microsoft Dynamics Great Plains. The integration provides master data synchronization inbound and transaction processing outbound through direct SQL Server connectivity.
Integration Capabilities
- Bidirectional Data Sync - Master data inbound, transactions outbound
- SQL Server Integration - Direct database connectivity with stored procedures
- Account Segment Support - Multi-dimensional chart of accounts with segment mapping
- Transaction Integrity - Atomic operations with rollback on database failures
Integration Directions
Inbound (Great Plains → Zudello)
Synchronizes master data and transactions from Great Plains to Zudello via SQL Server connectivity.
Outbound (Zudello → Great Plains)
Creates transactions in Great Plains from processed data in Zudello via SQL Server connectivity.
Integration Points
Inbound Data Flow (Great Plains → Zudello)
- Master Data: Accounts, Cost Centres, Departments, Divisions, Items, Projects, Suppliers, Tax Schedules, Tax Types
- Transactions: Purchase Orders
Outbound Data Flow (Zudello → Great Plains)
- Transactions: AP Invoices, AP Credits, AP Expenses
Data Flow Summary
Data Entity | Great Plains Entity | GP → Zudello | Zudello → GP |
---|---|---|---|
Parties | |||
Supplier | Vendor | ✅ | |
Financials | |||
Account | Account | ✅ | |
Tax Schedule | Tax Schedule | ✅ | |
Tax Type | Tax Detail | ✅ | |
Operational | |||
Cost Centre | Account Segment | ✅ | |
Department | Account Segment | ✅ | |
Division | Account Segment | ✅ | |
Item | Item | ✅ | |
Project | Account Segment | ✅ | |
Transactions | |||
AP Invoice | Payables Transaction | ✅ | |
AP Credit | Payables Transaction | ✅ | |
AP Expense | Payables Transaction | ✅ | |
Purchase Order | Purchase Order | ✅ |
Technical Details
Connection Type: SQL Server Direct Connectivity
Authentication: SQL Server Authentication
Data Format: SQL Server Tables/Views
Processing: Stored procedures and direct table access
Sync Method: Scheduled batch processing