D365, AX, Business Central, Navision

Specific information about Microsoft ERP systems

Microsoft has several ERP systems such as D365, AX, Business Central and Navision. As these systems are highly customizable and often integrated by a consultant into a company's IT infrastructure, the general ledger of two companies rarely looks the same. Most Skovik users will therefore need a custom solution to be able to transfer files from Skovik to the ERP system.

Integrate with Microsoft ERPs

Several of our customers have decided to build an integration between Skovik and their Microsoft ERP system. The integration will automatically send approved reports to the ERP system. Find more information about integrations in the following article:

pageSystem Integrations

File transfer to Microsoft ERPs

As the general ledger in the ERP system differs from company to company, you might need help from Skovik's support to ensure a successful file transfer. Some customers will be able to use an already existing bookkeeping file from Skovik, while others, will need an excel module that transforms the data into a data structure that their ERP system may import.

Use Skovik's pre-existing formats

Skovik has two pre-existing bookkeeping formats, one format called bookkeeping and one format called expense transactions. You can easily export both formats to see if you may import either format directly into your ERP.

If you have a Swedish branch in Skovik and are using either NAV or Business Central, you may also export a SIE-file

Export a pre-existing format

• Go to the Export tab in the Skovik menu

• Fill in the form by following the below steps:

Headline	Explanation
Branch*	If your company has several branches, choose the one you want to export data from
Format	Choose either Bookkeeping or Expense transactions
From/To	Choose the interval of dates to export. Use the tab called History to ensure that there are no overlapping dates
Only once*	Some accounts will have a button called Only once, this button should not be used as it will be removed shortly
Included	Choose which information should be exported. Usually, all data is included
File-type	Choose whether you want a CSV-file, Excel-file, or JSON-file

• Press the blue Export button

• Download the newly created file. The file can be found below the headline Your recent exports

• Upload the file to your ERP system

For more tips regarding the export, read the following article:

pageExport Data

Use a custom-made format

If Skovik's pre-existing files are not working for your general ledger, Skovik can help you by creating an excel module. The excel module will transform the data from a Skovik-file into a format that matches your general ledger.

Creation of a custom-made format

For Skovik to create an excel module, we would need the import template you can find in your ERP system. Generally, the Skovik-file needs minor modifications to be imported to a Microsoft ERP. However, in case of more extensive changes, it might be easier to build an integration or let an external consultant create a script that transforms the file.

Export a custom-made format

If you use a custom-made format with an excel module, there will always be an instruction in the excel-module itself. For more tips regarding the export, read the following article:

pageExport Data