Greenshades offers many integration options, including a service that allows you to synchronize your data from your current accounting package to Greenshades for a more user friendly experience, and to offer employees more self-service options.

A data source is used to connect the location of your accounting package data to a Greenshades workspace.

If you have not yet installed the Greenshades Sync Configuration Tool, navigate to the Installing My Sync Service and Utility before proceeding.

Connecting the service to Greenshades Online

Launch the Greenshades Sync Configuration Utility to begin setting up your data source(s). Use your Greenshades credentials to sign in and connect the service to your company account.

Note: Once connected, it will remain connected even after closing and relaunching the utility.

Adding a data source

Once logged in, you will see the option to add a new data source. Select Add Data Source to start the creation process.

Configuring the data source

Before you can enter your information, you need to select the Data Source Type. After selecting the type, you will see the fields required to connect to the storage location of your accounting package data.

For example, if selecting Dynamics GP then you will need to enter the Server Name, Database Name, and then user credentials with sysadmin permissions.

Note: For additional information regarding the sysadmin permissions requirement, visit the Sync Portal User Permissions screen.

Testing the connection

After entering the required fields – but before you can proceed - you have to test the connection and credentials, to ensure they are accurate and able to be connected.

If not successful, you will see a red bar at the top of the utility, and the errored fields (the ones that caused the issue) will be outlined in red.

If successful, you will see a green bar at the top of the utility, and the Next button will become active; select it to continue ahead.

Configuring the GP Web Services (optional)

This optional step is only for our clients using the Payroll module in Greenshades.

Entering your GP web service url and selecting the document type allows you to send General Ledger information from Greenshades Payroll to your accounting package.

Selecting the data source admins

Lastly, select the administrators who should have access to this data source in the Greenshades admin portal and select Save.

Access to the data source simply permits a user to connect the data source to a workspace. Other permissions can be added on a workspace level after the workspace is created.

After creating a data source, visit Creating a Workspace in Sync Portal to create a workspace and connect your new data source.