How To Setup WebLink Connect to Integrate With Microsoft Dynamics GP

Supported Version

Currently WebLink Connect supports the following version of Microsoft Dynamics GP with corresponding eConnect version:

     Microsoft Dynamics GP 2013 (with eConnect version 12)
     Microsoft Dynamics GP 2016 (with eConnect version 16)

Supported with Unique Installation

We can provide legacy files to integrate with the following versions by contacting Support:

     Microsoft Dynamics GP 2010 (with eConnect version 10)

 

Integration Detail

WebLink integrates with Microsoft Dynamics GP to help streamline your accounting data entry. You can set up the connection to Great Plains in the Admin section, and use this connection to import General Ledger accounts for setup, and to actually post transactions entered into WebLink as journal entries to Great Plains.

When setting up the integration, there are some steps that must be performed on Microsoft Dynamics GP server prior to setting up WebLink Connect. These steps will have to be performed by your Microsoft Dynamics GP VAR (Value Added Reseller).

VAR Setup Steps

  1. Microsoft Dynamics GP needs to be running on a SQL server.
  2. Set up SSPI Authentication from the workstation(s) to the server.
  3. Set up eConnect service.
  4. Provide the Connection String, example below:

data source=ServerName;initial catalog=DatabaseName;integrated security=sspi

The string will be used in the next set of steps in WebLink Connect

WebLink Connect Steps

  1. Go to Admin > Set Preferences > Application Settings.
  2. Click the Accounting Package Integration tab.
  3. Click the Edit/View Accounting Packages link.
  4. Click New to add a new Accounting Package.
  5. In the Package Type drop down, choose Microsoft Dynamics GP.
  6. Enter a name for the package so you can identify it in WebLink Connect.
  7. Fill in the Microsoft Dynamics GP Connection String field to tell WebLink Connect where your Microsoft Dynamics GP database is located. You will likely need to get this from your VAR (see above).
  8. Click Save
  9. Click the Test Connection Link (you may need to scroll to the right to see this).
  10. You should receive the message 'Connection Successful'

 

Troubleshooting

If for any reason you do not get a successful test, double-check that you have entered everything correctly.

If you still cannot get the test to complete successfully, contact WebLink Support.

Account Code Assignment

Once you have completed this integration, you can set up your Revenue Codes in the Admin section to connect with your General Ledger Accounts.

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This feature is included or available for purchase with the following WebLink Connect packages.

 

 

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