Install and Login to Integration App

1) Open the Integration App. You can download the Integration app from here -https://www.gorillaexpense.info/install/publish.htm

2) Pre-requisite for the integration app is the .NET framework. Pre-requisite to import data from GP is eConnect. eConnect should be installed on user’s PC (where Gorilla Expense Integration App is installed) and also, on the GP DB server.

3) Username and password will be same as the admin username/password used to log into Gorilla Expense. Then select GP eConnect (2010 and above) from the dropdown list as shown in screen below.

Login URL will be https://www.gorillaexpense.info/gorillapro/service


   

Import Projects

      1) Once logged in, go to File - > Import  Master Data -> Import Projects->Import using Connector

 

 

2) Select settings menu and enter the GP Connection string. This helps Gorilla Expense integration app to connect to Great Plains DB. Select Import Data Modified After: date. Only data modified after this date in GP will be imported. For the initial load, you can select a date few months or even a year in the past. The reason for this setting is to ensure the import is quick and old / irrelevant data is not imported.

 

      3) Select Save option to save the settings.

      4) Select Reload. This should populate all the data from the provided GP server on the Gorilla Expense Integration App Grid (as shown below). The user can then select all the records to be imported by choosing the “Select All” option or can manually select the desired record(s) to be imported 


 

      5) After selecting the records to be imported, user selects the “Import Projects” button. On successful import, the records turn green. In case of unsuccessful import, the record turns red and on hovering the unsuccessful record the reason for failure is displayed. The reason for failure can also be found by choosing the  “View log “ option  


   

 6) After successfully importing Projects, user should login to Gorilla Expense Web Application as an Admin and Go to Project Masters -> Project and check if the imported Project is displayed