WiseParts
Welcome

Data & Integrations

How WiseParts receives data from your systems.

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.

Scheduled imports — Once configured, importers run automatically on a schedule. WiseParts stays in sync with your source systems without manual intervention.
Import sources — Files can come from WiseParts-hosted SFTP (we provide the credentials) or your own external FTP server.
Learn more about configuring importers.

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 DMS (Dealer Management System) for real-time features:

Customers

Sync customer data on demand — refresh profiles instantly from your DMS.

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.

Real-time integration is entirely optional. Many organizations use only importers and work fully offline from their DMS.
Learn more about real-time integrations.

How They Work Together

ChannelTimingUse Case
ImportersScheduled (daily, hourly, etc.)Bulk data sync — customers, sales history, due docs
Real-timeOn demandLive lookups — pricing, availability, account status

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 Settings > Importers. Each import run shows:

  • Files processed
  • Records created/updated
  • Errors and warnings
If imports aren't running as expected, verify your SFTP credentials and file naming conventions match your configuration.

First Steps

Quick wins to get productive with WiseParts.

Inbox

Notification center for system alerts and updates.