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Dynamics GP + Salesforce Integration

Clarity Connect™ integrates Dynamics GP with Salesforce, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Dynamics GP and Salesforce through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Dynamics GP and Salesforce.

  • Dynamics GP: Supports mapping custom fields (e.g., User-Defined fields) on entities like Sales Order, Customer, Item, Vendor.
  • Salesforce: Seamlessly maps to custom fields (`c`) on Account, Contact, Opportunity, Order, Product2, and other standard/custom objects.
Implementation Timeline

Go live with Dynamics GP + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics GP and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics GP + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Dynamics GP: Supports mapping custom fields (e.g., User-Defined fields) on entities like Sales Order, Customer, Item, Vendor.
  • Salesforce: Seamlessly maps to custom fields (`c`) on Account, Contact, Opportunity, Order, Product2, and other standard/custom objects.

Robust Integration Architecture

Our integration architecture leverages a modern iPaaS to create a hybrid, scalable, and secure bridge between your on-premise Dynamics GP and cloud-native Salesforce, ensuring optimal performance and reliability.

Data Flow Steps

Event-Driven Integration: For real-time updates (e.g., Salesforce Opportunity status change triggering GP Sales Order).

Batch Processing: For high-volume, non-critical data synchronization (e.g., nightly inventory level updates from GP to Salesforce).

Request-Reply: For synchronous data lookups (e.g., checking GP customer credit limit from Salesforce).

Master Data Management (MDM): Establishing a single source of truth for key entities like Customer/Account and Item/Product.

Hybrid Integration: Seamlessly connecting on-premise GP with cloud-native Salesforce.

Data Touchpoints

iPaaS Platform: Cloud-native integration platform (orchestration, mapping, monitoring, governance).
Dynamics GP Connector: Pre-built connector leveraging GP Web Services and eConnect APIs.
Salesforce Connector: Pre-built connector utilizing Salesforce REST, Bulk, and Streaming APIs (Platform Events, CDC).
Data Transformation Engine: Low-code visual canvas for complex data mapping and manipulation.
Workflow Orchestration Engine: Drag-and-drop designer for defining multi-step integration processes.
AI Co-pilot: Assists with mapping, validation, error resolution, and flow generation.
Monitoring & Alerting: Real-time dashboards and configurable notifications.
Secure Credential Vault: Encrypted storage for API keys and authentication tokens.
Optional On-Premise Agent: For secure connectivity to Dynamics GP behind a firewall, if direct exposure is not desired.

"Conceptual diagram shows Dynamics GP and Salesforce connected via a central iPaaS. The iPaaS includes connectors, a visual workflow engine, data transformation services, an AI co-pilot, monitoring, and a secure runtime environment (cloud-based with an optional on-premise agent for GP)."

Pricing

Simple, transparent pricing for Dynamics GP + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics GP

Integrating Dynamics GP fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer / Account

Synchronizing core customer information between Dynamics GP's RM00101 and Salesforce's Account object.

Dynamics GP Fields

CUSTNMBR CUSTNAME CUSTCLAS ADRSCODE ADDRESS1 CITY STATE ZIPCODE PHONE1 EMAIL CUSTBLNC CRLIMIT USERDEF1

Salesforce Fields

Name BillingAddress ShippingAddress Phone Website Industry ExternalID_c AccountNumber AnnualRevenue Type

Mapping Notes

CUSTNMBR in GP maps to a custom ExternalID_c field on Salesforce Account for unique identification. Address fields require careful mapping for consistency. AI-assisted mapping suggests best-fit standard and custom fields.

Next Steps

See Dynamics GP + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Salesforce Opportunity to Dynamics GP Sales Order Automation

Automate the creation of Sales Orders in Dynamics GP directly from 'Closed Won' Opportunities in Salesforce, including associated line items, customer details, and pricing. Ensures rapid order fulfillment and accurate financial record-keeping.

Integration Steps:

  1. 0 Opportunity in Salesforce reaches 'Closed Won' stage.
  2. 1 iPaaS detects the status change via Platform Events/CDC.
  3. 2 Customer (Account/Contact) data is synchronized or verified in Dynamics GP (RM00101).
  4. 3 Product (Product2/PricebookEntry) data is synchronized or verified in Dynamics GP (IV00101).
  5. 4 A new Sales Order (SOPHDRWORK, SOPLINEWORK) is created in Dynamics GP.
  6. 5 Order status and GP Sales Order ID are updated back into Salesforce Order/Opportunity.

Business Outcome

Accelerated order processing, reduced order entry errors, real-time sales visibility, improved revenue recognition.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with Dynamics GP + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics GP and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics GP + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /Dynamics/GPService/SOPService.svc Create, update, or retrieve Sales Order Processing (SOP) documents like Sales Orders, Invoices, and Returns.
POST /Dynamics/GPService/CustomerService.svc Manage customer master records, including creation, updates, and querying customer details.
POST /Dynamics/GPService/InventoryService.svc Access and modify inventory item master data, quantities, and pricing.
POST /Dynamics/GPService/POPService.svc Manage Purchase Order Processing (POP) documents, including purchase orders and receipts.
POST /Dynamics/GPService/GLService.svc Post general ledger transactions and retrieve account balances.

⚡ Transformation Logic

  • Field Mapping: Visual drag-and-drop interface for mapping fields between Dynamics GP and Salesforce, with AI suggesting optimal matches.
  • Data Type Conversion: Automatic conversion of data types (e.g., string to currency, date formats).
  • Concatenation/Splitting: Combining or splitting fields (e.g., first name + last name, address lines).
  • Lookup Tables: Enriching data with values from external lists or internal lookups (e.g., mapping Salesforce picklist values to GP codes).
  • Conditional Logic: Applying transformations based on specific conditions (e.g., if 'Status' is 'Approved', then set 'GP_Status' to 'Posted').
  • Default Values: Setting default values for fields not present in the source system.
  • AI-Generated Transformations: AI co-pilot can infer and suggest complex transformation logic based on data patterns and user intent.

🛡️ Error Handling

  • Invalid data format (e.g., non-numeric price, incorrect date).
  • Missing mandatory fields in target system.
  • Duplicate record creation attempt (handled by idempotency/MDM).
  • API rate limit exceeded (handled by throttling/queuing).
  • Target system unavailability (handled by retries/dead-letter).
  • Referential integrity violations (e.g., customer not found in GP for an order).
Pricing

Simple, transparent pricing for Dynamics GP + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Technical FAQs

▸ What are the primary methods for integrating Dynamics GP with Salesforce?
Our iPaaS solution primarily leverages Dynamics GP Web Services (SOAP) and eConnect APIs for robust, programmatic access to GP, combined with Salesforce's REST API, Bulk API 2.0, and event-driven capabilities (Platform Events/CDC). This API-first approach ensures secure, scalable, and real-time data exchange.

Functionality FAQs

▸ Can I achieve real-time data synchronization between Dynamics GP and Salesforce?
Absolutely. For Salesforce, we utilize Platform Events or Change Data Capture (CDC) to capture changes in near real-time. For Dynamics GP, the iPaaS can poll for changes at frequent intervals or utilize database triggers (where applicable) to ensure critical data like inventory levels or new sales orders are synchronized promptly.

iPaaS Benefits FAQs

▸ How does an iPaaS simplify Dynamics GP and Salesforce integration?
A modern iPaaS simplifies integration by providing pre-built connectors, a low-code visual designer for workflow creation, drag-and-drop data mapping, robust error handling, and centralized monitoring. It abstracts away the complexities of API interactions and data transformations, enabling faster development and easier maintenance.

AI Features FAQs

▸ What are the benefits of using AI in this integration solution?
AI enhances the integration by providing intelligent assistance for auto-mapping fields, suggesting optimal transformation rules, detecting data anomalies in real-time, and even suggesting resolutions for common errors. This improves data quality, reduces manual effort, and speeds up integration development and maintenance.

Customization FAQs

▸ How do you handle custom fields and customizations in Dynamics GP and Salesforce?
Our iPaaS is designed for flexibility. It seamlessly supports mapping and synchronizing custom fields in both Dynamics GP (e.g., user-defined fields) and Salesforce (custom fields with c suffix). The visual mapping canvas allows you to easily incorporate these fields into your integration flows without coding.

Security FAQs

▸ What measures are in place for data security and compliance?
We adhere to enterprise-grade security standards. This includes end-to-end encryption (TLS 1.2+) for data in transit, encryption at rest, OAuth 2.0 for secure authentication with Salesforce, least-privilege access, secure credential storage, and comprehensive audit trails for compliance with regulations like GDPR, CCPA, and SOX.

Workflows FAQs

▸ Can this integration automate the entire 'Lead to Cash' process?
Yes, it can. The integration orchestrates the flow from a Salesforce Lead (converted to Account/Contact/Opportunity) to a 'Closed Won' Opportunity triggering a Sales Order in Dynamics GP, and subsequent updates for invoicing and payment reconciliation. This provides end-to-end automation for the entire sales and financial cycle.

Performance FAQs

▸ How does the solution manage API rate limits for Salesforce?
Our iPaaS incorporates intelligent rate limit management. It utilizes Salesforce's Bulk API 2.0 and Composite API for efficient large data transfers, leverages Platform Events for high-volume asynchronous updates, and employs internal queuing and throttling mechanisms with exponential backoff to ensure API limits are respected without impacting integration reliability.
Implementation Timeline

Go live with Dynamics GP + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics GP and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics GP + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Dynamics GP + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics GP + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo