Resource Planning - Integration - Great Plains (On-Premise)
Classification
Data Types
People
Projects
Data Flow
Unidirectional; Great Plains into Resource Planning only
Sync Frequency
Twice daily
Connection Requirements
Accessible IP address or URL
Set of read-only SQL credentials
Database name
Provided
Four Resource Planning outbound IP addresses will be provided during implementation and will need to be whitelisted
Commonly Used Fields and Tables
Your Great Plains database may feature tables and fields with naming conventions altered slightly from what is listed below. This list is intended to be a baseline/template and the integration will be tailored to match your system exactly.
People
Resource Planning Field | Great Plains Field |
|---|---|
First Name | FRSTNAME |
Last Name | LASTNAME |
Status (Active, Pending, or Inactive) | INACTIVE |
Employee ID | EMPLOYID |
Address 1 | ADDRESS1 |
Address 2 | ADDRESS2 |
City | CITY |
State | STATE |
Zipcode | ZIPCODE |
Phone Number | PHONE1 |
INET1 | |
Date of Birth | BRTHDATE |
Hired Date | STRTDATE |
Emergency Contact Name | STRINGS_I_1 |
Emergency Contact Number | STRINGS_I_2 |
Emergency contact Relation | STRINGS_I_3 |
Gender | GENDER |
Job Title | JOBTITLE |
Projects
Resource Planning Field | Great Plains Field |
|---|---|
Project Name | WS_Job_Name |
Status (Active, Pending, or Inactive) | WS_INACTIVE |
Project ID | WS_Job_Number |
Address 1 | ADDRESS1 |
Address 2 | ADDRESS2 |
City | CITY |
State | STATE |
Zipcode | ZIP |
Start Date | Schedule_Start_Date |
Est. End Date | Sched_Completion_Date |
Project Type | Divisions |
Project Manager | WS_Manager_ID |
See Also
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