Manipulation includes things like combining Location ID, department ID, Account Code, and other fields.

Manipulate that CSV data and copy-paste it over into the GP import template.

Export bills as CSV out of Procurify with as many fields as possible that match with their GP/SL/AX/365 instance.

Important to note that Procurify will NOT be able to export out every single field that Dynamics will require for importing a batch of bills.

There’s a fair bit of custom work required, and potential writing of scripts and macros in Excel to ensure that the data matches Dynamics requirements.

Every Procurify to Dynamics sync/data export WILL require configuration from Dynamics consultants to ensure that the data pushes over.

Alternatively, retain an Integration Manager, familiar with similar systems that will facilitate the import into Dynamics from Procurify.

It is imperative to have a solution provider or consultant that’s dedicated to working on setting up your Dynamics system and has experience importing CSV files into Dynamics.

Umd procurify