Integrations
Connect WiseParts to external systems for automated data synchronization.
Integration Categories
Integrations are grouped by type:
| Category | Description |
|---|---|
| Source system | ERP and business management systems |
| FTP | File-based connections to an SFTP/FTP server |
| IMPORTER | Scheduled data imports |
| EXPORTER | Scheduled data exports |
| CATALOG | Product catalog data (for example TecDoc) |
| CALLCENTER | Phone system integrations |
| PUBLIC API | External API access |
Integration Status
Each integration shows one of three states:
| Status | Indicator | Meaning |
|---|---|---|
| Enabled | Green dot | Active and syncing |
| Available | Gray outline | Ready to configure |
| Unavailable | Gray background | Not included in your plan |
Some integrations may show a Private badge, indicating a custom integration specific to your organization.
Configuring an Integration
- Navigate to Integrations
- Click an integration card
- Read the How it works section to understand what the integration does
- Click Enable to activate the integration
- Fill in the required configuration fields
- Click Confirm to save
Token Management
Some integrations use API tokens for authentication:
- Click the refresh icon to generate a new token
- Click the copy icon to copy the token to your clipboard
- Copy your token before saving — tokens are hidden after you save
Database export connectors
Some source system integrations connect directly to your source database and export CSV files to your SFTP server for the importers to process. In addition to scheduled runs, admins can trigger exports manually.
Files to import
Choose which entity types the connector exports — for example customers, branches, sales, due documents, products, and stock. Stock can come from movement files or snapshot files depending on your setup.
Document type filters
When your connector supports it, restrict which ERP document codes count as sales, orders, or internal documents. Leave filters empty to use system defaults. Options load after database credentials are saved.
Salesman mapping
Map source-system salesperson codes to WiseParts Salesman ID values. Codes you do not map pass through unchanged. You can optionally store the original source code in a sales custom field for filtering in Analytics 360.
Warehouse mapping
Map source warehouse or branch codes to canonical codes WiseParts uses for reporting.
Generate import files
When the integration is enabled, open the integration detail page and choose Generate Import Files from the actions menu.
- Pick a Sales start date — the earliest sale date to include in the export
- Review the file list (brands, customers, branches, sales, due documents, products, stock)
- Confirm — progress appears per file; files upload to your SFTP server for automatic import
Use this when you need a one-off refresh instead of waiting for the next scheduled export.
Intraday sales export
Some connectors can re-export today's sales on a short interval during business hours (for example every 30 minutes between configured start and end times). Nightly full exports still run on their own schedule.
Pair intraday import with Organization > General > Customers Management > Sales reporting cutoff > Include current day (intraday import) so dashboards and Analytics 360 can include same-day sales. See General settings.
Order push options
When your connector supports outbound orders, additional settings may appear on the integration card:
| Area | What it controls |
|---|---|
| Carriers / routes | Which delivery options operators can pick; map warehouse routes to source-system carrier IDs |
| Payment methods | Module codes and labels operators choose at checkout |
| Manual lines | Whether free-text, operator-priced lines are allowed and how many per order |
| Price pinning | Whether entered prices are preserved when the source system recalculates totals |
| Order types | How WiseParts order types map to source-system classifications |
| Reference IDs | External reference fields on pushed orders, for matching back to the source system |
| Failed push handling | Retry behaviour when a push partially succeeds or the remote system rejects totals |
Exact fields depend on the connector. Configure them before agents use delivery or payment pickers in the quote builder.
Real-time features
The same integration may also expose optional real-time cards — orders, invoices, product lookup, credit limits, and similar — independent of the batch export pipeline.