Connecting your Unleashed account allows orders to flow from your customers into Unleashed, saving you having to manually enter them. It also lets you import your existing products and contacts, making it a breeze to get up and running on Upstock đđœââïž
We highly recommend watching this quick overview before getting started.
Connecting your Unleashed account
Go to Settings âș Integrations.
In the Unleashed section click Connect.
Copy and paste your Unleashed ID and User Key into the fields shown. You can find these in Unleashed under Integration âș Unleashed API Access
Click Connect. Upstock will show which account youâre connected to.
Tip: If your business uses both Unleashed and Xero, just connect your Unleashed account to Upstock. You can use the Unleashedâs Xero Integration to raise invoices.
Importing contacts
Once your account is connected, your contacts can be imported. The team at Upstock will do this for you. To get started, please get in touch
Importing products
In Upstock, go to Products âș Import Unleashed products
Select the products you want to be available to customers
Click Review and confirm
If you're using price lists, you can then customise the products and prices offered to customers.
For more information, check out this article.
If Unleashed contains product images these will be imported.
Upstock also imports products' descriptions from the "Notes" fields within Unleashed.
Note: The product notes feature is enabled for all new Unleashed integrations starting April 2025. If youâre using an earlier connection, simply reach out to our team, and weâll get it activated for you.
Updating pricing
If you're using our price lists feature, these prices will be used instead of the prices and discounts you have in Unleashed.
Note: If you update the base price it will affect all price list prices . See this article for more info.
Customers will not see any discounts you set on price lists, just the final sale price. The name you give a price list is also hidden from customers.
Getting orders into Unleashed
If youâre using Upstock price lists, orders can be automatically pushed to Unleashed. Hereâs how it works...
Customers place orders using Upstock, saving you having to enter them.
You review the order in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.
When you approve an order in Upstock, a sales order is automatically created in Unleashed. The prices on the order are determined by the customerâs price list.
You can then fulfil the order in the normal way in Unleashed.
When you mark the order as completed in Unleashed, weâll automatically notify the customer that it has been shipped.
Note that once an order has been approved in Upstock, no other changes to the item or status are synced between Upstock and Unleashed.
Disconnecting
You can disconnect your Unleashed account at any time by going to Settings âș Integrations, then clicking Disconnect.
Give us feedback
Weâd love to hear what you think about our Unleashed integration. If you have any comments or suggestions, please get in touch.