Microsoft Dynamics GP sync setup guide – Support

This guide will walk you through setting up the sync with Microsoft Dynamics GP (MSDGP). We sync with Microsoft Dynamics GP version 2015 or newer.

Note: A custom Enterprise price plan and guided implementation is required to sync with MSDGP. Please contact your Sales rep to schedule. If you don't have a Sales rep, please complete the form to set up a demo and get connected with a Sales rep.

Jump to:

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

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

Multicurrency

If you use multicurrency in MSDGP, you will need to do the following for those transactions to sync:

Select Setup in MSDGP
Select Financial
Select Multi-currency
Select Use rates without adding to table
Select Save

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 exactly as BDCINTEGRATIONUSER and select SQL Server authentication option.

Note: The SQL Server username must be BDCINTEGRATIONUSER and cannot be customized.
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.

It may take 10-15 minutes before the sync starts.

How to find the Agent name

On your computer:

Select the magnifying glass to search your computer.
Enter PC.
Right-click on This PC.
Select Properties.
Copy your Computer name and paste it to the Agent name field in Bill.com.

How to find Service name

Select the magnifying glass to search your computer.
Enter services.msg to open the Services app.
Right-click on Scribe Online Agent.
Select Properties.
Copy the Service name and paste it to the Service name field in Bill.com.

Select Sync Preferences

Select your sync preferences to be sure transactions and records sync the way you want. Make sure dimensions are enabled in Microsoft Dynamics Business Central.

Select sync preferences:

Select Settings.
Select Preferences under Sync.
Select edit.
Assign the default accounts/locations you'd like to use for the following settings:
- Sync Automatically: By selecting this, your account will sync every 24 hours from the last performed sync. If a manual sync is performed, the time will reset. Your account will sync again after 24 hours from the latest sync time.
  - Note: The sync might not occur every 24 hours; it may be plus or minus 2 hours.
- For Offline Payments: Select Do not sync for this preference if you don't want offline payments to sync by default. Select Enter check or ref # for this preference, the Sync to accounting software checkbox will be checked by default.
  - Note: with either choice, you can still select sync or don't sync on individual payments, this setting just sets the default.
- Unallocated Expenses Account: If an expense account isn't specified on a bill, the account selected for this preference will serve as a catch-all in your accounting software, where you know to look for bills that need to be coded. Common accounts used include Ask my Accountant, Miscellaneous, Uncategorized Expense, or Other Expense.
  - Accepted account types: Expense, Other Expense
- Bill.com Money Out Clearing Account: For Accounts Payable, Bill.com uses the Money Out Clearing Account to help with bank reconciliation.
  - Assign the Bill.com Money Out Clearing account you created in MSDGP.
  - Accepted account type: Bank
- Bill.com Money In Clearing Account: For Accounts Receivable, Bill.com uses the Money In Clearing Account to help with bank reconciliation.
  - Assign the Bill.com Money In Clearing account you created in MSDGP.
  - Accepted account type: Bank
- Default Bank Account: When you mark a bill as paid outside of Bill.com, this preference serves as the default payment account.
  - Accepted account type: Bank
- Deposit To Account: This preference sets the default account for posting credit card and offline payments received in the accounting software. It's recommended that you select the Undeposited Funds account here so that payments are automatically grouped together in one account and available to be deposited in the future.
  - Accepted account types: Bank, Other Current Asset
- Unallocated Income Account: If an item or income account is not specified on an invoice, invoices will sync to the account you select here.
- Employee Segment: Enter the Account segment ID from MSDGP.
- Class Segment: Enter the Division segment ID from MSDGP.
- Department Segment: Enter the Department segment ID from MSDGP.
  
  Find segments and their IDs in MSDGP under Tools > Setup > Company > Account Format
  - Note: Classifications other than GL account do not sync on bills/Payables Transaction Invoices/Receivings Transaction as MSDGP uses coding on GL accounts to categorize expenses. These classifications should only be used for the approvals process in Bill.com.
- GL Account for Bank Account XXXX: Select the GL account associated with the bank account listed in the preference name.
  - Accepted account type: Bank
- Master in case of conflict: These settings depend on workflow.
  - Make MSDGP the default for all: AP/AR workflow is managed in MSDGP.
  - Make Bill.com the master: AP/AR workflow is managed in Bill.com.
  - For vendors and customers, best practice is to keep MSDGP as the master so vendor and customer IDs sync properly.
  - Not sure? Keep the defaults.
  - These settings can be updated anytime.
Select Save.
Select Sync, then Sync Now.

Welcome to the all-new Help Center