Upstock offers integrations to popular accounting, inventory and ERP systems. If we don’t have an option for your system, it’s possible to use one of our universal methods to easily transfer orders, resulting in significant efficiency gains.
We offer 2 methods:
Customer Matching Between Systems
It’s important to match your customers in Upstock to those in your own system. Customers within Upstock have the ability to change their company name, and so this is not reliable for matching.
We can set up a custom field to hold the customer ID from your system. This appears on both the CSV exports and webhook messages.
CSV File Transfer
It's easy to make a selection of orders within Upstock and export a CSV with order data to upload to another system. This file will contain multiple orders and will be downloaded locally to your computer so that you can import it into your system.
Whilst this method requires some manual input, it’s a simple bulk action that provides the major benefits of using Upstock in terms of efficiency gains and less human error. Suppliers often process this export daily after their order cut-off time to bulk load orders for the following day.
An example of the CSV format is here:
There are 2 methods to export orders in Upstock.
Make a selection of orders on your orders page and click the export button
The Reports section contains an Order Export Report. A benefit of this method is that you're able to automatically select orders that haven't been exported previously.
Outgoing Webhooks
We offer outgoing webhook messages containing order data. Suppliers can use our webhook messages to generate orders or invoices within another system. This creates a 'one-way' integration, removing the need to key orders, resulting in large efficiency gains.
Please note that there is a small additional fee for our webhook add-on giving you the ability to interaction with another system.
This method requires the ability to receive these messages and map the corresponding data to your system. Most likely, you'll need your IT partner to complete this work.
Upstock's single webhook endpoint sends messages for all interactions with an order. This means there's filtering required at your end to decide which messages to act on or ignore. We can help with recommended filtering that works with Upstock's order flow.
This page contains details on the message format and the included fields.
We use Svix for our webhook service. Once enabled on your account, you'll have a dashboard to create your endpoint and view all message attempts.
Webhook Message Filtering
When creating an endpoint, you can subscribe to order.created and order.updated events. We reccomend creating an order/invoice in your system when an order is approved in Upstock, taking the order to a Processing status. Orders can reach this status via 2 methods, hence requiring 2 options.
If you wish to process orders when they are 'approved' within Upstock, our recommended message filtering is to process messages with the following values:
eventType = order.created
subtype = NULL
orderStatus = Processing
or
eventType = order.updated
subtype = status
orderStatus = Processing
Webhook Add-On Pricing
Our Webhook feature is an add-on to your Upstock plan. We charge a small additional fee for the ability to communicate with another system. This fee is an additional 10% of your order tier.
ie. if you were on our 300 order/month plan @ $250, the add-on would be an extra $25/month.
To use webhooks, please contact us, and we can enable the feature for you.