Integrating GCP with Microsoft Dynamics 365 allows procurement and finance teams to automate repetitive tasks and ensure consistency across systems. By reducing manual work and syncing essential data, businesses gain real-time insights and improve accuracy in purchasing and invoicing processes.
Key Benefits
Automated Data Syncing
Eliminates manual entry between systems by seamlessly transferring purchase orders and invoices.Reduced Errors
Minimizes risks of duplicate or inaccurate data through direct synchronization.Improved Efficiency
Frees up resources, allowing teams to focus on higher-value tasks.Better Reconciliation
Aligns purchase orders with invoices to simplify financial reporting and auditing.
Automated Workflows Supported by the Integration
The current integration between Gelato Connect Procurement and Microsoft Dynamics 365 supports two primary automated workflows:
Purchase Order Synchronization
GCP → Dynamics 365
Once a purchase order is created and finalized in GCP, a corresponding purchase order is automatically generated in D365. The integration ensures that all vital details—supplier data, item descriptions, pricing, quantities, and delivery terms—are mirrored in your accounting system.
Supplier Invoice Transfer
GCP → Dynamics 365
When a supplier uploads an invoice related to a purchase order in GCP, the invoice (including attachments) is instantly transferred to Dynamics 365. It’s either linked to the original purchase order or created as an accounts payable record—making it easier to match, verify, and process.
How to Activate the Integration
To enable this integration, contact your Gelato Connect account manager or reach out to the support team. They will help assess your Dynamics 365 environment, walk you through the setup, and coordinate a smooth onboarding process tailored to your system.
Considering Other Accounting Systems
If your organization uses an accounting or ERP platform other than Dynamics 365, Gelato offers flexible integration options. We support exploratory integration with systems such as:
QuickBooks (e.g., QuickBooks Premier 2023)
Sage (various versions, including Sage Intacct)
Xero
NetSuite
Common Use Cases for Integration
Purchase Order Creation
Automatically sync new purchase orders from GCP to your ERP system.Status Synchronization
Keep purchase order statuses (e.g., Confirmed, Delivered, Cancelled) aligned between platforms.Quantity Updates
Reflect any changes in order quantities, including partial quantities, directly in your accounting tool.Invoice Uploads
Transfer supplier invoice files and metadata from GCP to your ERP solution for streamlined processing.
Getting Started
If you're interested in integrating GCP with your preferred system, please share the following with your Gelato Connect account manager or support team:
The exact name and version of your accounting/ERP system
The key automation use cases that matter to your operations
This information will help us evaluate the integration possibilities and determine the best path forward for your business.
FAQ
Can I integrate with more than one accounting system?
Yes, depending on your business architecture, Gelato can explore multi-system integration options.
Is this integration available globally?
The integration is designed to support businesses operating across different regions. Configuration may vary depending on local compliance requirements.
How long does it take to set up the integration?
Timelines vary based on the complexity of your Dynamics 365 instance or other accounting platforms. Gelato will provide an estimated timeline during onboarding.
Is technical expertise required to enable the integration?
While some configuration is necessary, Gelato's support team will assist throughout the process to minimize the technical burden on your side.
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