--- title: "Using Integration Manager to import journal entries into Dynamics GP" url: "https://www.lbmc.com/blog/integration-manager-journal-entries-dynamics-gp/" description: "We will review step by step how to set up Integration Manager to import journal entries into Microsoft Dynamics GP using a .csv file." site: "LBMC" type: "Post" published: "2014-05-12" updated: "2026-09-10" author: "LBMC Technology Solutions" categories: ["Technology Solutions", "Manufacturing and Distribution"] --- # Using Integration Manager to import journal entries into Dynamics GP Efficient financial management is the cornerstone of success. Microsoft Dynamics GP offers a robust platform for managing your company’s financials, distribution, human resources, manufacturing, inventory, and operations. However, to leverage the full potential of Dynamics GP, integrating external data seamlessly is crucial. This is where Integration Manager comes into play, especially for importing journal entries. In this article, we will guide you through a detailed, step-by-step process on how to set up Integration Manager to import journal entries into Dynamics GP using a .csv file. Whether you’re a seasoned Dynamics GP user or new to the platform, this guide will simplify your data import process, ensuring accuracy and efficiency in your financial management. If your import process also involves decisions about how financial data should be structured and reported, it can be helpful to understand the differences between [account segments and dimensions in Microsoft Dynamics](https://www.lbmc.com/blog/segments-vs-dimensions-in-microsoft-dynamics/) before configuring your integration. ## Setting up Integration Manager to import journal entries using a .csv file Before configuring the integration, make sure the person performing the setup has the appropriate access within GP. If you are determining which level of access is appropriate, review the different [Microsoft Dynamics GP user types](https://www.lbmc.com/blog/microsoft-dynamics-gp-user-types/) and how they are designed to be used. 1. Create a **new integration**: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-1.png) 2. Name the integration and provide a brief description: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-2.png) 3. Select **Add Source** and expand **ODBC/Text**. Choose **Text** > **Define New Text**: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-3.png) 4. While in the **General** tab, name Header file (Josh Header) and point to .csv file. The **delimiter** is *comma* and you’ll need to mark *First Row Contains Column Names:![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-4.png)* 5. Change to **Columns** tab and change datatype on **amount**, **date**: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-5.png) 6. Change to **Sorting** tab and insert *index* into the **Group by** column: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-6.png) 7. Add a second Source file by selecting **Add Source** > **ODBC/Text** > **Text** >**Define New Text** 8. While in the **General** tab, name Header file (Josh detail) and point to .csv file. The **delimiter** is *comma* and you’ll mark *First Row Contains Column Names* again. ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-7.png) 9. Change to **Columns** tab and change datatype on **amount**, **date**: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-8.png) 10. Change to the **Rows** tab and make the following selections: **Column** = *Date*,**Operator** = <>, **Value** = 0: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-9.png) 11. Choose the **And Into Criteria** button: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-10.png) Integration Manager is one way to move external data into GP, but organizations evaluating broader application integrations may also want to understand how the [Dynamics GP Service-Based Architecture](https://www.lbmc.com/blog/using-the-dynamics-gp-service-based-architecture/) can be used to connect applications with Microsoft Dynamics GP. 12. Click on **Add Destination** button. Expand **Great Plains** > **Financial** >**General Journal**: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-11.png) 13. Choose **Destination Mapping** and select the following: - **Batch ID** = *Use Input* (this will prompt the user to enter the batch ID when running the integration) - **Transaction Date** = *Use Source Field* (Choose “…” in the source object and change the dropdown to XXXX Detail, then choose date) - **Reference** = *Use Source Field* (Choose “…” in the source object and change the dropdown to XXXX Detail, then choose reference: 30 characters) ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-12.png) 14. Switch to **Options** tab and select **Missing Batch** = *Add New Batch*: ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-13.png) 15. Change to **Entries** > **Fields** and select the following: - **Account Number** = *Use Source Field* – source object = account* - **Debit Amount** = *Use Positive Source* – source object = amount* - **Credit Amount** = *Use Negative Source* – source object = amount* *These column names may vary based on your source file ![Using Integration Manager to import journal entries into Dynamics GP](https://www.lbmc.com/wp-content/uploads/2020/11/using-integration-manager-to-import-journal-entries-into-dynamics-gp-14.png) 16. Save the integration. 17. Ensure that you’re logged into the correct GP company – we recommend you run into your Test database the first time. Ensure that you’re logged into the correct GP company—we recommend running the integration in your Test database the first time. If login credentials become an issue during testing or administration, see how to [reset Dynamics GP user passwords](https://www.lbmc.com/blog/reset-all-dynamics-gp-user-passwords/) across the system. ​ 18. Run. ## Microsoft Dynamics GP Navigating the complexities of [Microsoft Dynamics GP](https://www.lbmctech.com/dynamics-gp/) and ensuring the seamless integration of financial data can be a daunting task. However, with the step-by-step guide outlined above, importing journal entries into Dynamics GP using Integration Manager and a .csv file becomes a manageable and straightforward process. Remember, accuracy in your financial data import is key to maintaining the integrity of your financial management system. If you encounter challenges or need further assistance with your GP support and maintenance needs, do not hesitate to [contact LBMC Technology Solutions](https://www.lbmctech.com/#tech-contact-us). Our team of experts are dedicated to providing you with the support you need to optimize your Dynamics GP setup, ensuring your business operates efficiently and effectively. Reach out to LBMC Technology Solutions today for professional guidance and support tailored to your unique business requirements.