OrderWise
Quote against the customer accounts OrderWise already holds, rather than a copy somebody retyped.
Pull customers from OrderWise on a scheduled REST connection, and let OrderWise 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 OrderWise posts it. Out: quote and order events as signed JSON for your own middleware. Kabaido never writes into OrderWise itself. |
| What you hand over | An endpoint URL and a credential from your own OrderWise 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 OrderWise already holds, rather than a copy somebody retyped.
Connect it
In Settings then Integrations, open the entry and follow its steps:
- Step 1.
Expose the customer list in OrderWise 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 OrderWise can post progress back.
More
- On the website: OrderWise.