Covered in this article:
- No matter which Microsoft Dynamics ERP system you are running, Expensify can integrate with it.
- All integration options with Microsoft Dynamics are included in the cost of the Control Group policy.
Integrate with Microsoft Dynamics
Integrate Using Flat File Import
Most versions of Dynamics support integration through a flat file import. Different versions of Dynamics have different names for their file import mechanisms including Integration Manager and Transaction Import. The integration is simple: just follow the steps below and if you have any questions, reach out to email@example.com.
Setting up a flat file integration
Step 1: Complete your export format
There are various formats you can use for your spreadsheet upload into Dynamics. The format that you use depends on what module in Dynamics you are uploading to (Payables, Journal Entry, etc) and what information you want to capture. You can create a template specifically for what you need to track, and can create as many templates as you need. Even after you initially build your templates, you can always go back and make edits.
In order to build the template, you will first need to identify the fields that your Microsoft Dynamics export requires and find where these fields can be found in Expensify. The full guide to building this is on our Accounting Export Help Page.
Then, your policy admin will need to begin to build the template. You can build a template specific to a policy or specific to your account. For a template in a policy, go to Settings > Policies > [Group Policy Name] > Export Formats. You can also build one for your own account by going to Settings > Your Account > Preferences > CSV Export Formats.
When you create a new export format, or edit an existing one, you will see the following screen which allows you to dictate the specific content (and order) of each column in the export file. You will enter your custom formulas here.
You can also have a basic Dynamics template added on a Control policy from the Settings > Policies > [Group Policy Name] > Connections > Accounting Integrations section.
NOTE: If you have a more complex template that you'd like to use, just reach out to firstname.lastname@example.org and we'll be able to help you!
Step 2: Export from Expensify
To export a report out of Expensify, go to the Reports page, choose the report(s) you want to export, click Export To and choose your export format.
Alternatively, reach out to email@example.com to learn how you can access our API to have this information sent to your system automatically on a scheduled basis.
Step 3: Upload into Dynamics
Once the file has been downloaded onto your system, you will be able to upload it directly into Dynamics. You will not need to manipulate the file in any way before uploading. We are happy to work with you or your Dynamics integrator to automate the upload of this file into your system.
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