Streamline your ETL Process with Sourcetable

Sourcetable simplifies the ETL process by automatically syncing your live Infor Syteline GL data from a variety of apps or databases.

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    Welcome to our comprehensive guide on ETL tools for Infor Syteline GL, where we delve into the transformative power of ETL processes for enhancing your enterprise resource planning. Infor Syteline, an ERP system utilized by both discrete and process manufacturers, becomes even more potent when combined with the right ETL tools. By extracting, transforming, and loading your valuable Infor Syteline GL data, ETL can significantly streamline financials, advanced planning, and material management. It becomes invaluable, particularly when organizing large volumes of data into spreadsheets for analysis and reporting. On this page, we will explore the intricacies of Infor Syteline GL, the various ETL tools designed to work with Infor Syteline GL data, use cases for employing ETL in your data strategy, an alternative to traditional ETL processes using Sourcetable, and a Q&A section to help you navigate the complexities of ETL with Infor Syteline GL.

    What is Infor Syteline GL?

    Infor Syteline GL is an Excel-Based Toolset for Financial Reporting designed for discrete and process manufacturers. It encompasses a range of functionalities including advanced planning, material management, financials, and integrates with Infor CloudSuite Industrial. This software automates manufacturing processes and includes modules for quality and service management, continuous improvement, aftermarket sales, as well as managing warranties and service contracts.

    The GL Helper is a component of Infor Syteline GL that functions as a learning tool, particularly beneficial for beginning users. It assists new users in understanding how to utilize the Excel-Based Toolset for Financial Reporting by helping them build formulas. Accessible directly from the Syteline toolbar by clicking on the GL Helper option, it is instrumental in creating more interactive reports through the use of selectable parameters.

    ETL Tools for Infor Syteline GL

    The GL Helper is an integral learning tool for newcomers to Infor Syteline GL. It serves as an instructional aid, helping users familiarize themselves with the functionality of the Excel-Based Toolset for Financial Reporting. With the GL Helper, users can learn to build formulas effectively, which is essential for creating accurate financial reports.

    To access the GL Helper, users simply click on the GL Helper icon located in the SyteLine toolbar. Upon activation, the GL Helper screen presents a list of the Chart of Accounts, allowing users to select a range of accounts for their reports. Notably, the GL Helper facilitates the use of cell references for account codes, adding a layer of convenience and reducing the potential for errors.

    Moreover, the GL Helper enhances interactivity in reports by enabling the use of selectable parameters. Users have the flexibility to add or remove various selected attributes to tailor their financial reports to specific needs. The GL Helper screen is also instrumental in generating dynamic and customizable reports, making it a valuable feature for users looking to streamline their financial reporting process.

    Infor Syteline GL tools are designed for seamless integration with Microsoft Excel, installed as an Add-in. Before users can leverage the full capabilities of these tools, they must set up the tool to align with their unique environment, which involves establishing a connection to the application database. Users have the choice of using either a direct SQL connection or a URL to connect to the database.

    The initial setup process includes the use of the Setup Company icon, which is part of the Infor Syteline GL tool's feature set. It is important to note that an Automation Module is necessary for each site connection, ensuring that users can automate the data retrieval and reporting processes. Additionally, each site connection requires a valid SyteLine login, and optionally, a workstation login may be utilized for authentication purposes.

    Sourcetable Integration

    Streamline Your Data Workflow with Sourcetable

    Integrating your Infor Syteline GL data into a comprehensive and intuitive spreadsheet interface can be effortlessly accomplished with Sourcetable. This powerful platform excels in automating the ETL process, allowing you to bypass the complexity and time investment required to use a third-party ETL tool or develop a custom solution. Sourcetable stands out by offering seamless synchronization with live data from a wide array of applications and databases, including Infor Syteline GL.

    With Sourcetable, you can automatically extract your data, transform it as needed, and load it directly into a spreadsheet-like interface that is easy to navigate and use. This simplifies data management tasks and empowers users to focus on data analysis and business intelligence without the overhead of maintaining separate ETL tools. By choosing Sourcetable, you gain the advantage of a unified platform that's tailor-made for automation and equipped with the familiarity of spreadsheet functionalities, enhancing your data workflow with efficiency and ease.

    Common Use Cases

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      Financial Data Analysis
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      External Reporting
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      Data Backup
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      Sourcetable Integration
      Bulk Data Updates
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      Sourcetable Integration
      Data Cleansing

    Frequently Asked Questions

    What is the purpose of the GL Helper tool in Infor Syteline GL?

    The GL Helper is a tool for beginners that helps users get familiar with the Excel-Based Toolset for Financial Reporting and assists them in building formulas for financial reports. It is accessed from the SyteLine toolbar.

    What are the key functions of the ETL process in Infor Syteline GL?

    The ETL process is designed to move data from a source system to a target system and involves data conversion, aggregation, deduplication, and filtering. It may also use a staging area for auditing, recovery, backup, and load performance.

    How can ETL processes be improved using third-party tools?

    Third-party ETL tools like SSIS offer faster and simpler development compared to using SQL scripts, which can improve the efficiency of the ETL processes for Infor Syteline GL.

    Why is data profiling important in an ETL process for Infor Syteline GL?

    Data profiling is important to maintain data quality by checking for keys, data types, and relationships among data, which is crucial for accurate financial reporting.

    How can queries be used in Infor Syteline GL and what functionalities do they support?

    Queries in Infor Syteline GL can use wildcard, range, null, and current date limitations to search and return only the data needed. The CURDATE keyword, for instance, limits the returned results to the current date, while using a question mark prompts for a value.


    Infor Syteline GL users can take advantage of the GL Helper as a powerful learning tool designed to ease new users into the Excel-Based Toolset for Financial Reporting. While Infor Syteline itself does not offer native ETL tools, the benefits of using ETL tools include simplifying data migration, reducing time and expenses, and automating complex processes. However, considering the complexities and potential limitations associated with Syteline's financial reporting and data migration capabilities, users might find an alternative solution beneficial. Instead of navigating the steep learning curve associated with traditional ETL tools, you can turn to Sourcetable for seamless ETL into spreadsheets. Sign up for Sourcetable today to streamline your data management and get started on a more efficient path towards financial reporting.

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