There is an easy way to import data from Microsoft Dynamics GP tables into SalesPad using the SalesPad Import Manager. This video shows how to do the initial set up of the tool. Then a demonstration of a sales line import. This tool can be used across many different tables and many different fields can be specified for each of those tables, making this an easy way to import large amounts of data.
Hello. This is Ryan from CAL Business Solutions. Today, I’m going to be talking about SalesPad Import Manager. This is a tool that can be used to import data into SalesPad and Dynamics GP tables.
There is a one-time setup that must be done prior to using it. To set one up:
- Go into Setup Utilities.
- Then under Setup Utilities, open up the Import Manager.
- We would create a new definition by hitting Add. We’ll call this one Test.
- Then we would choose which table we want the data to go into. There are quite a few different tables, which can be used to populate data.
As you can see, I’ve already set one up for this demonstration. This is going to be a sales line import. We’ve added very few columns. There are a lot of different options that can be used to specify for which data fields we want to have imported. But we’re just going to keep this one for the item number and the quantity. We also have to specify on our Excel spreadsheet which fields to look for. So we’ve given them the same name as they have as the field names.
And taking a look over at our Excel spreadsheet, you can see that we have our column headers, our item number, and our quantity. Then we have some data here. These are item numbers that are set up in my local machine and the quantity for each. Now, let’s go ahead and run this import.
So I have an order here, and I have no line items on it currently. I’m going to select the Sales Line Excel Import, choose my mapping. In this case, this is the only mapping that I have set up, and then I have to choose my file.
See, I have a test item import. I’m going to hit Open and Okay. It’s going to process that file. It found three different rows. We’ll hit Okay, and it does do a popup to let us know the results, but sometimes it gets hidden behind. We can pull that forward and we can see that it has successfully loaded three rows.
Now, we can see that each of those item numbers came over from our Excel import and the quantities that we specified. Again, this tool can be used across numerous different tables, and lots of different fields can be specified for each of those tables, making for an easy way of importing large amounts of data.
Thank you very much for watching. For more SalesPad for Microsoft Dynamics GP tips click here.
By Ryan Dyer, Support/Implementation Specialist, CAL Business Solutions, www.calszone.com