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

Detail Pages

Inbound Integration Details (Great Plains → Zudello)

• Account
• Cost Centre
• Department
• Division
• Item
• Project
• Purchase Order
• Supplier
• Tax Schedule
• Tax Type

Outbound Integration Details (Zudello → Great Plains)

• AP Credit
• AP Expense
• AP Invoice