PRODUCTS
» EZ IMPORT
EZImport solves the problem of how to retain data from a
legacy system so it can be referenced from within Dynamics GP, while
avoiding the time and expense to import “real”
historical transactions.
While it is possible to convert legacy data and
migrate it into GP, this can be very time consuming and expensive.
To ensure a migrated transaction is accepted by GP, many key fields
need to be mapped from the old system to the new system. For
example, here are just some of the records that need to already
exist in GP to import a Sales Transaction:
-
Customer Numbers
-
Address Codes
-
Payment Terms
-
Salespeople
-
Territories
-
Item Numbers
-
Units of Measure
-
Location Codes
What makes importing historical data difficult
is that these key fields are validated by GP—an Item Number on the
transaction must exist in GP or the GP Maintenance Utilities can
kick out the imported record.
EZImport provides tables, windows, and SmartList
objects that mirror “live” GP transactions, but without validating
any of the key fields. For example, a Sales Transaction can be
imported that contains a Customer Number and Items that do not exist
in GP. It provides a place to store legacy information for reference
and reporting, without needing to carry-over legacy master records
and setup, or going through the difficult process of re-mapping
data. The EZImport Inquiry windows are identical to the GP Inquiry
windows.
SQL DTS/SSIS can be used to dump mass amount of
historical data into the EZImport tables in a very short amount of
time. Since all of the EZImport tables allow null values (they have
default values specified), you only need to import into the fields
you need. This greatly simplifies importing data since normal
GP tables require that a value be provided for every field in the
table.
EZImport creates SQL views that join the GP Open
and History tables together with the EZImport tables so that a
comprehensive view is obtained that covers legacy data and new
transactions. SmartList Builder objects installed by EZImport
provide access to this legacy data, with one click access to view
records in GP or EZImport windows.
Using EZImport can turn a painful data migration project that
takes days or weeks, into just a busy afternoon!
EZImport is currently available for:
-
Sales Transactions
-
Purchase Orders
Coming soon:
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