Importing Data with Macros in Microsoft Dynamics GP

Sometimes, the task of adding Master Records into Microsoft Dynamics GP may seem time-consuming.

There are numerous ways you can load data into GP but most are either time consuming (hand-keying it in) or require licensing a product such as Integration Manager or some other software tool.  A commonly overlooked option is using a pre-recorded Macro.

The ability to record and play a Macro within Microsoft Dynamics GP costs nothing extra, and needs no additional installation of software.  If you know how to formulate a Mail Merge within Microsoft Word, you’ll definitely be able to accomplish this!

To summarize the task of integrating data via a Macro:

1. Have the information/records you want to pull into Microsoft Dynamics GP placed in an Excel file (or some sort of delimited *.txt file).
2. Record the steps of the Macro within Microsoft Dynamics GP (from the Tools>Macro>Record menu within the window you wish to populate data).  This will create a *.mac file.  Don’t forget to STOP the recording.
3. Open the *.mac file and copy everything but the 1st 2 lines to Microsoft Word.
4. Utilize Microsoft Word Mail Merge to create the master template.  Use the Excel file that contains your data as the Data Source for the Mail Merge.  Run the Mail Merge, and copy the text back into the Macro file and play it in Microsoft Dynamics GP.

**Since every Macro is potentially different (depending upon the info you want to bring into Microsoft Dynamics GP), feel free to email us for more details on your specific needs– support@summitgroupsoftware.com.

Think of other ways you can utilize Macros to speed data entry or repetitive tasks!