Microsoft Dynamics GP sync setup guide – Support

This guide will walk you through setting up the sync with Microsoft Dynamics GP (MSDGP).

Note: We sync with Microsoft Dynamics GP version 2015 or newer.

Jump to:

Requirements
Install Agent
Create an integration user
Download DB setup installer
Create Checkbook IDs and clearing accounts
Connect the sync

Requirements

We sync with Microsoft Dynamics GP version 2015 or newer.

Two applications will need to be installed to connect the sync between Bill.com and Microsoft Dynamics GP.

Scribe Online Agent Installer requires the following:
- Microsoft .NET Framework 4.7.2 (full version)
- Microsoft Windows Identity Foundation (WIF)
DB setup installer requires the following:
- Microsoft Windows Operating System - Windows 7 and above
- Microsoft Windows Server - Windows server 2003 and above
- Microsoft SQL Server - SQL Server 2005 and above
- Microsoft Dynamics GP - Dynamics GP 10.0 and above with eConnect installed
- 8GB of dedicated memory on the server for the sync application

The following ports are required to be open for outbound agent communication, SSL certificate validation, and to communicate with the Enterprise Service Bus:

443
80
5671
5672
9350
9351
9352
9353
9354

Install Agent

The Agent needs to be installed where it'll have connectivity to the Microsoft Dynamics GP SQL Server.

Select Settings in Bill.com.
Select Agent under Sync.
Select Get agent key and installer.
Copy the url next to Sync Agent Installer and paste it into a new browser tab or window to download the ScribeInstaller.exe file.
Run the ScribeInstaller.exe as Administrator.
Select Yes on the User Account Control popup to allow the installation.
Select the checkbox to agree to the End User License Agreement and select Next.
Select Next on the online agent setup wizard to start the setup.
Copy the Agent Key from the Bill.com Sync Agent page and paste it into the Scribe Agent Setup box, and select Next.
Select the drive that has connectivity to the Microsoft Dynamics GP SQL Server and select Next.
Select Install.
Select Finish.

Create an integration user

Before downloading the DB setup installer, you'll need to create an integration user in your SQL Server.

Login to SQL Server Management Studio with sa (server administrator) user.
Select + to expand the Security section.
Right-click Logins and select New Login.
Enter Login name as BDC_INTEGRATIONUSER and select SQL Server authentication option.
Enter a password for the new user, then enter that password again to confirm.
- If needed select Enforce password policy.
- Do not use special characters in the password or the sync will not connect.
Select OK
Go to User Mapping.
Select the checkbox for the GP system database (commonly named DYNAMICS however this name may vary), and select the checkbox for the DYNGRP database role.
Select the checkbox for each GP company database that will sync with Bill.com, and select the checkbox for the DYNGRP database role for each GP company database.
Select Status.
Select Grant for permission to connect to database, and select Enabled for Login.
Select OK.

Download DB setup installer

The DB setup installer needs to be installed on the SQL server.

Back in Bill.com:

Select Download DB setup installer.
Run the DB setup installer Setup.exe.
Select Next to start the setup.
Select the circle next to I accept the terms of the license agreement and select Next.
Enter your Windows server User Name.
Enter Company Name and select Next.
Select the database server that you are installing to.
Enter Login ID and Password as the sa user.
Enter the GP system database name.
Select Validate to populate the list of GP company databases available.
Select all the databases you'll be connecting the sync for, although we’ll be connecting the sync for one account at a time.
Select Next.
Select Finish.

Create Checkbook IDs and clearing accounts

For payments and funds transfers to sync to MSDGP, you'll need to create Money Out Clearing and Money In Clearing GL accounts, and setup checkbook IDs to link to them before connecting the sync. The Bill.com Money Out Clearing is used for received payments (AP) and Bill.com Money In Clearing is used for sent payments (AR).

Create GL accounts in MSDGP

Select Cards
Select Financial and then Account
Enter the description of the account, up to 16 characters - we suggest BDC Money Out or BDC Money In
Make sure Allow Account Entry is selected
Select Cash as the Category
Select Balance Sheet Posting Type
Select the Typical Balace:
- Credit for BDC Money Out
- Debit for BDC Money In

Create checkbook IDs in MSDGP

Select Cards
Select Financial and then Checkbook
Enter the ID of the checkbook - we suggest Bill.com Money Out Clearing or Bill.com Money In Clearing to match the default accounts automatically created in Bill.com
Select USD as the Currency ID
Select the related GL account you created above for Cash Account

You'll select these accounts when you select your sync preferences after connecting the sync.

Connect the sync

Back in Bill.com:

Select Settings.
Select Setup under Sync.
Select Connect .
Enter the following required information for the Microsoft Dynamics GP SQL server:
- Database server: Database server name
- Database name: Database where DB installer is installed
- Username: Username of integration user you created in the SQL database
- Password: Password for integration user you created in the SQL database
- Agent Type: Where the Agent is installed
- Agent name: Name of the machine where Agent is installed
- Service name: Name used on the Agent installer, usually Scribe Online Agent
Select Save.