123insight (Forterro)

Quote against the customer accounts 123insight (Forterro) already holds, rather than a copy somebody retyped.

Pull customers from 123insight (Forterro) on a scheduled REST connection, and let 123insight (Forterro) post order status back.

Status	Template: A prepared recipe on a generic path, which you finish.
Kind	ERP
For	Sales Engineer, Source and Stock
What moves	In: customers on the schedule you set, and order status when 123insight (Forterro) posts it. Out: quote and order events as signed JSON for your own middleware. Kabaido never writes into 123insight (Forterro) itself.
What you hand over	An endpoint URL and a credential from your own 123insight (Forterro) account: a bearer token, basic auth or a header key. Kabaido holds it encrypted and never shows it again.

What you get

Quote against the customer accounts 123insight (Forterro) already holds, rather than a copy somebody retyped.

In Settings then Integrations, open the entry and follow its steps:

Step 1.
Expose the customer list in 123insight (Forterro) as one JSON response from its API.
Step 2.
Create a REST connection here with that endpoint and your own credential.
Step 3.
Map the company, email and reference fields, then run the test fetch.
Step 4.
Add an inbound endpoint with the ERP order status action so 123insight (Forterro) can post progress back.