Data & Integrations
WiseParts connects to your existing systems to import data and optionally provide real-time features.
Importers
Importers are the primary way data enters WiseParts. They pull files from an SFTP/FTP server on a configurable schedule.
Customers
Business customer records from your ERP — contact info, addresses, and account details.
Customer Branches
Multiple locations or delivery addresses associated with a customer.
Sales
Historical sales data including orders, quantities, and revenue.
Due Docs
Outstanding invoices, credits, and financial documents.
Quotes
Quote records and conversion history.
Brand Families
Product categorization hierarchies for reporting and analysis.
External IDs
Every imported record keeps its original identifier from your source system — the Customer ID, Brand ID, Product ID, etc.
This allows you to:
- Cross-reference records between WiseParts and your source system
- Look up the same customer or product in both systems
- Track where data originated
You'll see these IDs displayed on profiles and in reports throughout the app.
Real-time Integration (Optional)
Beyond batch imports, you can connect directly to a supported source system (DMS/ERP) for real-time features:
Customers
Sync customer data on demand — refresh profiles instantly from your source system.
Invoices
Search and retrieve invoice details via API.
Orders
Query order status and history in real-time.
Products
Live pricing, warehouse availability, and delivery estimates.
Financial Data
Access credit limits, account balances, and payment status.
Routes
Delivery route information for logistics planning.
Order Types
Available order types and their configurations.
Other Integrations
Beyond DMS/ERP systems, WiseParts can connect to additional external platforms:
- Phone Center (PBX) — Import call logs, track lost calls, and monitor call center performance. Call data feeds the Call Center dashboard and call-related widgets.
- Ecommerce Platforms — Sync online orders and customer activity alongside traditional sales channels.
The availability of these integrations depends on your organization's setup.
Manual Triggers
Some integrations support manual triggers to force an immediate sync. This is useful when you need data refreshed right away rather than waiting for the next scheduled import. Check the integration settings for available manual sync options.
How They Work Together
| Channel | Timing | Use Case |
|---|---|---|
| Importers | Scheduled (daily, hourly, etc.) | Bulk data sync — customers, sales history, due docs, call logs |
| Real-time | On demand | Live lookups — pricing, availability, account status |
| Phone Center | Scheduled | Call logs, lost calls, call center metrics |
Most data flows through importers on a schedule. Real-time integration adds optional live capabilities when you need them.
Troubleshooting
Import issues? Check the import logs in Data > Importers. Each import run shows:
- Files processed
- Records created/updated
- Errors and warnings