Dynamics Magento Integration Plan – Part One

Before I get into the Dynamics Magento integration plan, I would like to first talk about the situation as this is what usually determines what you want to do.  My goal is to get Magento orders into my Dynamics GP system without re-entering the information twice.  This will allow me to do additional reporting on orders and slice and dice the data using Excel, PowerPivot , and PowerBI.  I do NOT need the information in GP to be timely for my customer service to provide information to customers on.  This is what Magento is for.  Here are the systems that I used to get this done:

Dynamics Magento Integration - Part One

We are currently using Dynamics GP 2015 (recently updated to 2018).  It has some addon products, but for the most part we run a pretty tight ship.  Financials, Sales, Purchasing, Inventory, and the Manufacturing systems are all in use.  In the future, I will be talking more about other facets of the software are in use.   We use an EDI provider that is built into the product as well.

In order to get the orders into GP we have chosen to go the route of eOne instead of the built in integration manager from Microsoft.  I don’t want this to be a sales pitch for eOne, but this Smart Connect product rocks.  In this integration we are just importing the orders from Magento and putting them into GP as invoices into the Sales Order Processing (SOP) module.

magento

The eCommerce engine that we use is called Magento.

Obviously you will not only need GP running, but you MUST HAVE  a test company configured.  You can try to do this live and then delete stuff, but that is up to you.  I highly recommend against it.  The other things that you need to think about is how you want this to run and ensuring that SmartConnect has rights to folders and processes if you have it set to run on a schedule.  Once you have the software running and the processes thought out let’s move onto step two in our next post.