ml-connector
Microsoft Dynamics GPMonday.com

Microsoft Dynamics GP and Monday.com integration

Microsoft Dynamics GP handles purchasing, payables, and general ledger on-premises. Monday.com organizes work across teams on a shared platform. Connecting them brings supply chain and finance data into Monday.com so procurement and finance teams see purchase orders, payables invoices, and GL postings in real-time alongside project tracking and approvals. No more switching between systems to see invoice status or GL impact.

How Microsoft Dynamics GP works

Microsoft Dynamics GP exposes vendors, purchase orders, payables invoices, GL accounts, and GL journal entries through REST Service Based Architecture (SBA) endpoints at https://<server>:<port>/GPService/Tenants(<TenantName>)/Companies(<CompanyName>)/<Module>/<Resource>, or SOAP Web Services at http://<server>:<port>/Dynamics/GPService/GPService. Authentication uses Windows Active Directory credentials (Negotiate, Kerberos, or NTLM) tied to a Windows domain account with GP user roles. The on-premises installation supports ModifiedDate filtering for incremental polling. GP has no webhooks or push notifications, and write operations work only on unposted transactions; once posted, records are read-only.

How Monday.com works

Monday.com organizes work into boards containing items (rows) with typed columns (fields). It exposes data via GraphQL at https://api.monday.com/v2 with two authentication options: Personal API Token (long-lived, user-scoped) in the Authorization header, or OAuth 2.0 authorization code flow. Monday.com supports push webhooks for board events like item creation and column value changes, with challenge-based verification on registration. Rate limits range from 1,000 requests per minute on Free plans to 5,000 on Enterprise, and column values in mutations must be JSON-encoded strings.

What moves between them

Purchase orders and payables invoices flow from Microsoft Dynamics GP into Monday.com work boards on a polling schedule (typically weekly or tied to invoice receipt). GL journal entries post to a separate finance board so accounting teams can track entries by cost center, vendor, or amount. Reference data such as GL accounts and vendor names are kept in sync so board columns contain valid, up-to-date values. Data flows one direction: Monday.com is read-only, so ml-connector does not write approval decisions or changes back to GP.

How ml-connector handles it

ml-connector stores the Windows domain account credentials encrypted and uses them to authenticate against the customer's on-premises GP endpoint via Negotiate or NTLM. Since Microsoft Dynamics GP is on-premises and lacks webhooks, ml-connector polls the SBA REST endpoints with ModifiedDate filters at a configurable interval (daily or weekly), respecting the 2-5 concurrent request limit and 100-200ms delays to avoid degrading GP performance. Purchase order and invoice rows map into Monday.com items, with GL account, vendor, and amount data mapped to board columns. The customer's network firewall must expose the GP SBA endpoint with a valid SSL certificate or through a local agent bridge. Because GP enforces fiscal period opening constraints and written records must be unposted, ml-connector reads only posted GL entries and does not create new transactions in GP. All synced records carry a full audit trail, and failed syncs can be replayed once the underlying issue (network, GP downtime, authentication) is resolved.

A real-world example

A mid-market manufacturing distributor runs Microsoft Dynamics GP for purchasing, AP, and GL, installed on a server in their data center. The procurement team receives purchase orders daily in GP, but approval and tracking happen across email and spreadsheets with no visibility into invoice matching or GL posting. With Microsoft Dynamics GP and Monday.com connected, new purchase orders and invoices appear automatically in a Monday.com board the morning after they post in GP, assigned to the responsible cost center. Procurement can see invoice aging and approve matches without leaving the board, and month-end close speeds up because GL entries are already visible in a separate finance board mapped to GL accounts, cutting the manual reconciliation step.

What you can do

  • Sync Microsoft Dynamics GP purchase orders and payables invoices into Monday.com boards on a daily or weekly schedule.
  • Map GL accounts, vendors, and amounts to Monday.com columns so finance teams can filter and sort by cost center and account.
  • Authenticate to on-premises Microsoft Dynamics GP using Windows Active Directory credentials via Negotiate or NTLM.
  • Poll the SBA REST or SOAP endpoints with ModifiedDate filters and respect GP performance constraints (2-5 concurrent requests, 100-200ms delays).
  • Track all synced records with a full audit trail and replay failed syncs when network or authentication issues are resolved.

Questions

Does the integration push data back from Monday.com into Microsoft Dynamics GP?
No. The integration is read-only from GP into Monday.com. Purchase orders and invoices sync into boards, but approval decisions and notes in Monday.com do not write back to GP. Monday.com serves as a shared visibility layer, not a source of truth for GP transactions.
How does ml-connector authenticate to an on-premises Microsoft Dynamics GP instance?
ml-connector stores a Windows domain account credential encrypted and presents it to the on-premises GP endpoint via Negotiate (Kerberos) or NTLM authentication. The customer creates this domain account with appropriate GP user roles, and ml-connector uses it to call the SBA REST or SOAP endpoints. The GP server must be accessible through the customer's network firewall with a valid SSL certificate.
Why does the integration poll instead of using webhooks?
Microsoft Dynamics GP does not support webhooks or push notifications. ml-connector polls the SBA endpoints on a configurable schedule (daily or weekly) with ModifiedDate filters to retrieve only changed records. Polling respects GP performance constraints with rate limiting and delays to avoid degrading the on-premises server.

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