Microsoft Dynamics GP(formerly Great Plains) is accounting software that has applications for financial management, field service, business intelligence, collaboration, and compliance. Chargebee syncs invoice data with MS Dynamics GP using Workato recipes and Integration manager to help merchants manage their accounts.
Workato has an enterprise-grade workflow automation platform with user-friendly consumer apps, enabling users to build workflow automation quickly. This integration is made possible by:
Listed here are the prerequisites required at the merchant site:
To set up the Workato and create a recipe in the merchant, follow the prerequisites mentioned above.
Recipes for the MS Dynamics GP integration.
|Export Chargebee data for MS GP||Main recipe to schedule exports and generate CSVs. Note: While using the export API, Workato restricts the zip/CSV file size to 50 MB. The CSV file processor has a limit of 50000 lines for specific actions.|
|Export Product Catalog||Schedule exports for Plans, Addons, and Coupons|
|Download Exports||Generate download link for exports|
The target folder Integration Manager should be created manually in GP Machine as workato FTP does not have folder creation access.
A Sales Transaction integration is required for syncing Chargebee data to GP using Integration manager. Chargebee will share this Integration with the merchants.
This workflow represents how Chargebee Invoice data is synced with the MS Dynamics GP.
This section helps you understand the objects and field mapping between Chargebee and MS Dynamics GP.
Chargebee Invoice data is mapped to MS Dynamics GP customers with the following supported actions.
Source Entity - Chargebee Invoice
Supported Actions - Update for existing customers and plans in GP
Unsupported Actions - Create a new customer
The following table provides information on Invoice mapping between Chargebee and MS Dynamics GP:
|GP Target Field||CB Source Field|
|Document number||Invoice Number|
The merchant uses custom fields to map Chargebee data to MS Dynamics GP. Chargebee invoice data is mapped to GP customers using the subscription custom field GP customer ID.
|MS Dynamics GP Target Field||CB Source Field|
|GP customer ID||subscriptions.cf_gp_customer_id|