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Harmony now supports standard/file-based integration with v9 and v10 of SAP Business One®. You can easily import/export your employees, as well as import your GL entries into SAP® B1.

Note: This article outlines the standard/file-based integration with SAP Business One®. If you are looking  for the seamless integration, please view this article instead.

Table of Contents:

Import/Exporting GL Entries

Prerequisites:

  • Have posted the payroll you’d like to export from Harmony
  • Have installed and configured the SAP® B1 add-on (Paymate will do this for you)
  • Have created your account codes/numbers in SAP® B1

Solution:

I. Setting Up Your Default GL Export Interface

  1. In Harmony, navigate to the Payroll module.
  2. Navigate to Admin Settings > Interfaces > GL Export Interfaces.
  3. Find “SAPSTD** - SAP Business One Detail”. Toggle on either one of these to activate it and set it as your default export interface.

II. Define Your GL Account Codes

  1. In Harmony Payroll, navigate to Payroll Setup > General Ledger Setup > Account Setup.
  2. Define your debit/credit account numbers for each department and/or payroll category that you have identified in your application.
  3. Click the save icon at the top right to save your changes.

III. Define Your GL Account Structure

  1. In Harmony Payroll, navigate to Payroll Setup > General Ledger Setup > Structure.
  2. You can either create a new structure, or modify the pre-existing one that comes default in Harmony. By default, the structure is “Category GL” only. If you require departments code and/or department GL account numbers, you can make this change.

IV. Export Your Payroll / GL Entries

  1. In Harmony Payroll, navigate to Processing > Create GL Records.
  2. Select the appropriate filters for “Payroll Group” and “Filter by”.
  3. Click the refresh icon to pull up a list of employees according to your filters.
  4. Select the employees you want to create GL records for.
  5. Click “Create”. A document icon will appear next to your employees’ names. Click this icon to view their GL record and verify that the amounts are going to the correct GL account. If not, return to section two, Define Your GL Account Codes, and section three, Define Your GL Account Structure, above to modify the accounts and structure respectively. You will need to recreate these GL records once you've made your changes.
  6. Select the employees you want to export. Ensure that the correct GL Export Interface is selected in the far right dropdown list and click “Export”.
  7. Select the appropriate “Employee Identification”: This is how you want your employees to be identified in the transaction. You can also enter a "Memo" and/or a "Foreign Currency Code" if needed. 
  8. Click “Export”. Your file should now be downloaded to your browser’s default downloads folder. If this is not the computer that has SAP® B1 installed, transfer this file to the correct computer.

IV. Import Your File to SAP® B1

  1. In SAP® B1, navigate to Financials > Import Journal Vouchers. 
  2. Select the file that you want to import. 
  3. Click "Import". 

Import/Exporting Employee Records

Prerequisites:

  • Have existing employee records in Harmony or SAP®
  • Have installed and configured the SAP® B1 add-on (Paymate will do this for you)

Solution:

I. Importing Employee Records From Harmony / Import Into SAP® B1

  1. In Harmony, navigate to Configuration > Employee > Employee Reports. 
  2. Select the "Employee Import/Export" report. Click "Open".
  3. Download this file into .CSV format. This file will be downloaded to your browser's default downloads folder. 
  4. In SAP® B1, navigate to Human Resources > Import Employee. 
  5. Select the file your exported from Harmony. Click "Import".

II. Exporting Employee Records From SAP® B1 / Import Into Harmony

  1. In SAP® B1, navigate to Human Resources > Export Employee. 
  2. Export the file in .CSV format. 
  3. In Harmony, navigate to Configuration > Employee > Import. 
  4. Click "Click to Start" under Employee Exchange. 
  5. Click "+ New Interface" to set up the interface. If you've already set up the interface beforehand, select the interface and go to step 7. 
  6. After you've entered all the correct parameters, click the save icon to save your interface.
  7. Click "Choose File" and select the file you exported from SAP® B1.
  8. Click "Upload".