Dynamics GP - SmartSync integration guide

Modified on Fri, 24 Apr at 2:26 PM

Connecting Dynamics NAV to Quadient AP requires:

Downloading SmartSync
Configuring SmartSync
Connecting SmartSync to Dynamics NAV

Downloading SmartSync

Go to Settings | ERP Management. Select the Legal Entity and click Get SyncTool.

This downloads two files to the server - SyncTool.msi and Settings.json. Ensure you are logged into a browser that supports multiple file downloads at once such as Chrome or Firefox.

Open and run SyncTool.msi to install SmartSync.

Configuring SmartSync

Before opening the SmartSync application, the Windows Services must be configured to run using a dedicated Windows user. To do this:

Open Windows Services.
Right-click on the SmartSync Connector Service and click Properties.
Select Log On and change Log on as to This Account
Select the dedicated Windows user.
Click Apply and follow the steps to restart the service.

Certain sync errors require the SmartSync services to be restarted. To do this:

Click on Recovery.
Update the First, Second, and Subsequent Failures to automatically restart the services.
Click Apply.
Repeat the steps for SmartSync Polling Service.

Restart both the SmartSync Connector Service and SmartSync Polling Service for the changes to take effect.

Connecting SmartSync to Dynamics GP

Logging into SmartSync Manager

In the Start menu, search for and open SmartSync Manager. Enter the Quadient AP SmartSync User's username and password here.

Once logged in, select the legal entities and click Import.

Configuring the Integration tab

Select each Legal Entity from the dropdown menu and enter the Dynamics GP company information.

SmartSync Manager's Integration tab contains your Dynamics GP information. Select each Legal Entity from the dropdown menu and enter the company information.

All fields in the Integration tab are needed for the sync to be successful. Here is what they mean in more detail:

Host: This is where your SQL database is located
Database: This is the database you want to connect to the Legal Entity in Beanworks
Username: This is the admin username for Dynamics GP
Password: This is the admin password for Dynamics GP

Once all fields are filled in, click save and click Diagnostics. In the Diagnostics tab, click Check to run the diagnostics check to verify the connection is successful.

Syncing QAP and Dynamics GP

Once all necessary information is added under the Integration tab, return to QAP. Click on the SmartSync tab in Settings to view the SmartSync menu.

Select the relevant company from the Legal Entity dropdown menu, and click Sync. For the first sync, you must select Full Sync. If you imported Purchase Orders from Dynamics GP, toggle the 'PO & Receiving Sync from Date' option on and select the creation date of your first Purchase Orders in Dynamics GP.

Select Partial Sync for all subsequent syncs. Partial syncs will only sync data created in Dynamics GP after the selected Sync From date.

Review our article here for in-depth information on running syncs with SmartSync.

If you receive a sync error you are unsure of, please consult our help centre here or contact our support team at support@beanworks.com