Dynamics GP - SmartSync integration guide

Modified on Fri, 07 Jul 2023 at 02:12 PM

Pre-requisites

Please review Dynamics GP - SmartSync integration prerequisites before following this guide.

Installing SmartSync requires administrator access to the SQL server environment where Dynamics GP is installed. You may need assistance from your IT provider if you do not have this access. During your initial integration with Beanworks, you are asked to create a Beanworks user specifically for SmartSync. Please have the username and password on hand during this process.

Downloading SmartSync

In Settings, click ERP Management. Select the Legal Entity in question, and click Get SyncTool.

Two files will download - SyncTool.msi and Settings.json. Open and run SyncTool.msi to begin the installation. If the files do not download, please ensure you are logged into a browser that supports multiple file downloads, such as Chrome or Firefox.

Configuring SmartSync

From the Start menu, search for and open SmartSync Manager. You will be prompted to enter the SmartSync Beanworks User's username and password here.

Once logged in, you will select the Legal Entity(s), and click Import.

Connecting SmartSync to Dynamics GP

The Integration tab contains your Dynamics GP information. Each Legal Entity is separated under the Legal Entity tab.

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.

Return to beanworks.ca. 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. All subsequent syncs can be run by selecting Partial Sync. A green checkmark indicates the sync was successful.

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