Connecting an additional GP Company to Stampli
Step 1: Verify SQL Access for Stampli and eConnect Users
Before connecting a new Great Plains (GP) company to Stampli, you must ensure the existing Stampli and eConnect SQL users have access to the new company database
Stampli SQL User
Open SSMS (SQL Server Management Studio)
Go to Security > Logins, right-click the Stampli SQL user, and select Properties.
Server Roles
Confirm that only the `public` role is selected.
User Mapping
Select the new company database from the list.
Under Database role membership, check:
db_datareader
Db_datawriter
DYNGRP
Click OK to apply changes.
Repeat all of these steps for the eConnect SQL User
Repeat these steps for each additional company database you plan to connect.
Step 2: Connecting the new company in Stampli
Once permissions are confirmed, follow these steps to connect the new GP company to Stampli.
Within Stampli, navigate to System Settings > Financial System
Click Add Company
Enter Connection Details:
Paste the Bridge ID & Key: (instructions below)
Enter the Host name for the server: (found in SSMS, also shows on previous connected companies in Stampli)
Enter the Company ID: (Database ID - found in SSMS)
Enter the System Database Name: (Usually DYNAMICS, if incorrect, found in SSMS)
Enter the Stampli SQL user and password
Click Connect to finalize the integration.
Next, hit Import Lists Now on the Financial System page and let Stampli sync.
Step 3: Obtain the Stampli Bridge ID & Key
Ensure the Bridge is running
From the desktop, click the Stampli Bridge icon
Copy the Bridge ID & Key to your clipboard