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SmartList scheduled excel export

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Posted on by Community member
Hello, 
I have seen a few threads similar to this, but am wanting to know if there is an updated answer.
I have a SmartList that has been custom created and I would like to schedule this to export daily to an excel file (.csv) so it can be ingested by another system.
Is there a way to do this?
Or is there a better way to schedule an export of data from GP on a daily basis?
We are wanting to integrate (via a flat file) the user/security role/access data into our IAM system and I can pull the excel file manually from the SmartList but can't figure out how to publish or schedule it?
Thanks in advance!
Kate
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  • Joseph Markovich Profile Picture
    Joseph Markovich on at
    SmartList scheduled excel export
    SmartConnect is an add-on product from a company called eOne. It works with GP (and lots of other systems) and helps you with automation and integration.
     
    You'd have to purchase this and then set it up in your GP system.
     
    Have used it for many, many years to integrate GP and other systems (like CRM, Salesforce, etc) and also automate lots of manual tasks in GP. It's fairly easy to use, but there is definitely a learning curve to use it.
     
    Joe 
  • Community member Profile Picture
    Community member on at
    SmartList scheduled excel export
    Thanks for the advice!
     
    Can I ask - what is SmartConnect? Is this a function available within Great Plains? I don't work directly with this application normally so am not overly familiar with the available functions. Is it something that is available in all versions of GP, or does it have to be specifically set up?
     
  • Joseph Markovich Profile Picture
    Joseph Markovich on at
    SmartList scheduled excel export
    Devon, that is a great idea too!
     
    Joe
  • Suggested answer
    Devon Southall Profile Picture
    Devon Southall on at
    SmartList scheduled excel export
    Another option - especially if you already have it -- is use SmartConnect to export the flat file with the GP data you require.  that has a scheduler too. 
    Best,
    Devon Southall
  • Suggested answer
    Joseph Markovich Profile Picture
    Joseph Markovich on at
    SmartList scheduled excel export
    You could do this pretty easily with SSRS, if you have it set up. If not, it is really easy to get running.
     
    The built-in scheduler can export to a bunch of file formats (including Excel) and either emailed or saved to a network location.
     
    The biggest thing would be getting a report template created of the data you want.
     
    Joe

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