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Currently we do not have Jitterbit up and running and need to do manual customer integrations. Cannot locate our documentation.
1 answer
  1. Oct 29, 10:12 PM

    To perform a manual customer integration from Salesforce to Dynamics GP without Jitterbit, you will need to export the customer data out of Salesforce into a structured format (such as a CSV file via reports, Data Loader, or data export) and then import it into Dynamics GP using one of its native loading tools. The most efficient native approach in Dynamics GP is using Integration Manager if you have it licensed and configured, or utilizing the Mass Modify / SmartConnect features if available in your environment. Alternatively, for smaller batches of records, you can use the Integration Manager Express tool or the built-in Data Import utility within Dynamics GP to map your Salesforce CSV columns directly to the Customer Maintenance tables and batch-import the records.

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