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Integration

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Add API Call counting for Cloud accounts integration

Add API Call counting for our cloud accounting system integration so that we can definitively see how many calls we are making and therefore be able to more easily identify issues with our internal last modified dates.
Guest over 5 years ago in Integration 1 Shipped

Sync Unleashed Delivery Tracking Number

A customer would like to see the tracking number entered from Unleashed against the order in the CRM.
Guest almost 2 years ago in Unleashed 1 Shipped

Set Unleashed Order Type when Confirming Orders

A customer would find it useful to set the order type (field in Unleashed) within the CRM before confirming the order through to Unleashed.
Guest about 5 years ago in Integration 1 Shipped

Insert Into The Unleashed Order Lines Comment Field

When we confirms orders into Unleashed we should insert data into the order line comments fields. I looked in the Unleashed API and in the Unleashed Interface and the field is clear to see. Customers have raised the point to me and it seems like a...
Guest almost 6 years ago in Unleashed 0 Shipped

Create Quotes in Cin7 Core

Currently when we send a confirmed order to Cin 7 Core we send it as a Sales Order but it's be great to have the option to send them over as Quotes.
Guest over 1 year ago in Cin7 Core 1 Shipped

Cin7 Integration doesn't check your permissions

You need to have specific permissions selected in Cin7 in order for your API key to work. Can we test that the user (or key) has permissions when they enter this.
Guest over 4 years ago in Other 0 Shipped

Have Automation Manager create and manage Sage DSNs

When you create or upgrade a sage connection you also have to create a DSN that matches the DSN name and path in the CRM. It would be easier if the automation manager made/updated the correct DSN for you when it ran.
Guest almost 5 years ago in Sage 50 0 Shipped

Unleashed products filtered on 'Saleable'

Some products in Unleashed may not be for sale but might be used for manufacturing purposes for example. This means they're not obsolete but shouldn't be displayed when searching for products on a quote. I'd like to see the products on quotesl mar...
Guest almost 6 years ago in Integration 0 Shipped

Sync Cin7 Supplier information

SupplierId is available on the Cin7 api. It would be great to import this along with the products so the supplier information is accessable from the product record.
Guest almost 3 years ago in Cin7 Omni 1 Shipped

Integration to Comments Box in Unleashed for Sales Orders

There is a comments box at sales order level in Unleashed, and it would be useful to have this automatically populated with Delivery Notes/Notes related to Order which were inputted in the CRM at Sales Order/Quote Level.
Guest almost 6 years ago in Unleashed 0 Shipped