Integrating Salesorder
Salesorder is an online ERP that integrates with Syncware. The following workflows are support for this integration:
- Orders/Shipments
- Inventory
- Products
To integrate Salesorder with your Syncware account, you'll need to
*To connect your Salesorder account, your Salesorder Account Number, API Key, and API Password are required. To obtain these requirements, refer to the step by step instructions.
Add Salesorder
- From the navigation menu, select Integrations.
- On the Integrations page, click ADD INTEGRATION.
- On the Integrations List page, search Salesorder, and click ADD.
- You will be presented with the applicable fees for the integration. To proceed, click REVIEW.
- You will be presented with a summary of the fees that will be billed to you. If you approve, click APPROVE.
Result
Salesorder will be added to your Syncware account as an integration.
Connect your Salesorder account
- From the navigation menu, select Integrations.
- On the Integrations page, Salesorder will be displayed as an integration with action buttons to the right, click Connect.
- On the Connection page, enter the required information:
- Account Number*
- API Key*
- API Password*
- Click SAVE & CONNECT.
Result
Your Salesorder integration will be connected to Syncware.
Map your Workflows
Before you begin, ensure you've reviewed the instructional video for building your workflow with Sync Builder.
- From the navigation menu, select Integrations > Sync Builder.
- On the Sync Builder page, Salesorder will be displayed in the Integrations and Actions menu to the left. Use the arrow to display the Salesorder available actions.
While you can customize your workflow in many ways, the following Salesorder actions are available for use:
| Workflow | Actions |
|---|---|
| Orders/Shipments | Import Orders |
| Export Orders | |
| Import Shipments | |
| Inventory | Import Inventory |
| Export Inventory | |
| Customers | Import Customers |
| Products | Import Products |
| Export Products |
- From the menu, click and drag the actions that you would like to add to the workspace on the right.
- Once you have added the actions for your workflow, click SAVE.
Result
Your Salesorder actions are ready to be configured and verified.
Configure your settings
- From the navigation menu select Integrations.
- Click the Configure button to the right of your Salesorder integration.
- On the Configure Integration page, select the integration fields that you would like configured and input the required information.
While you can configure and customize your integration in many ways, here are some configurations to get you started:
| Field Name | Field Guide Suggestion |
|---|---|
| Pull all Product Details | When turned "ON", all product details will be imported and displayed in the Products tab during the product import process from Salesorder. By default, Syncware stores only the product name and ID. |
| Product Import Filter (Tag) | Enter a product tag in this field to import only items matching the specified tag into Syncware. To include multiple tags, separate them with commas. |
| Skip Zero Inventory Products | When turned "ON", products with no inventory will be skipped during inventory upload to Salesorder. |
| Inventory Cutoff | Specify a minimum inventory threshold by entering a number in this field. When inventory levels drop below the specified threshold, the item will be marked as Out of Stock during inventory uploads. |
| Inventory Offset as % | Enter a percentage value in this field to set an inventory offset for preventing overselling. When inventory levels fall below the specified percentage, the item will be marked as Out of Stock during inventory uploads to Salesorder. |
- Click SAVE in the top right corner of the page once complete.
Result
Your Salesorder settings have been configured.