Polaris + Finance System Integrations / Replacing Dynamics GP

Polaris
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1

Hi everyone,

HCPL is beginning the process of evaluating and eventually replacing our current finance system (Microsoft Dynamics GP), and we’re trying to get a better understanding of what the broader Polaris ecosystem looks like from an acquisitions/finance integration standpoint.

We’d love to hear what other libraries are currently using and how you have things structured operationally.

A few questions for the group:

  • What finance/accounting system are you currently using with Polaris?

  • How are you handling acquisitions and invoice data between Polaris and your finance system?

  • Are you using exports/imports, scheduled jobs, middleware, APIs, custom scripts, third-party integration tools, etc.?

  • How automated is the workflow today?

  • Are there systems or workflows you’ve been especially happy with?

  • Any major pain points, limitations, or lessons learned during implementation or migration?

  • If you recently moved away from Dynamics GP, what did you move to and why?

We’re mostly in information-gathering mode right now and trying to understand what real-world implementations look like across the community.

Thanks in advance for any feedback people are willing to share.

2

We basically just export in CSV whatever format the vendors want for invoices. The main thing to be aware of is that supplier records (and I think the funds) have additional “external” fields on them that can be used for allowing identifiers that work with the accounting systems. So you can have both what staff is used to seeing and the codes/IDs that the accounting system needs for its import process.