SmartConnect Integration Manager

Signature 18.04b06 SmartConnect Integration Manager Guide.pdf

Signature SmartConnect Integration Manager aids you in creating and updating records in Signature by importing data from different sources. Using SmartConnect, Integration Manager allows you to build maps from existing sources of data, for example, Excel, CRM, XML, or any other ODBC connection, to Signature’s import procedures. Signature data can then be imported into Microsoft Dynamics GP. This is useful during both the initial implementation of Signature as well as any ongoing interfacing with other systems. SmartConnect uses eConnect to integrate Microsoft Dynamics GP with other data sources; both products come with a standard set of GP nodes, node types, and node groups that are used to break down the integration into areas.

For example, the General Ledger node group contains many node types, for importing Accounts, Transactions, etc. Each node type is a functional group of nodes that are used to create, update, or delete GP transactions and records.

Depending on the data you need to import, for each group of related nodes, you can create a SmartConnect map that matches the source data to the destination. This map allows you to import data into GP. In addition to the standard GP nodes, you can now import Signature data with nodes created by Signature Integration Manager.