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 🏃🏽‍♀️

Connecting your Unleashed account

  1. Go to SettingsIntegrations.

  2. In the Unleashed section click Connect.

  3. Copy and paste your Unleashed ID and User Key into the fields shown. You can find these in Unleashed under Integration › Unleashed API Access

  4. Click Connect. Upstock will show which account you’re connected to.

Tip: If your business uses both Unleashed and Xero, just connect your Unleashed account to Upstock. You can use the Unleashed’s 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

  1. In Upstock, go to ProductsImport Unleashed products

  2. Select the products you want to be available to customers

  3. Click Review and confirm

If you're using price lists, you can then customise the products and prices offered to customers.

Getting orders into Unleashed

There are two options for getting your Upstock orders into Unleashed: automatically pushing orders or manually exporting orders.

Automatically pushing orders

If you’re using Upstock price lists, orders can be automatically pushed to Unleashed. Here’s how it works...

  1. Customers place orders using Upstock, saving you having to enter them.

  2. You review the order in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.

  3. When you approve an order in Upstock, a sales order is automatically created in Unleashed. The prices on the order are determined by the customer’s price list.

  4. You can then fulfil the order in the normal way in Unleashed.

  5. When you mark the order as completed in Unleashed, we’ll 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.

Manually exporting orders

If you’d prefer to manage pricing in Unleashed, you can still export orders from Upstock.

Our Unleashed export report makes the process as easy as possible. When you import orders into Unleashed, the price for each order line will be based on the price tiers and discounts you have set in Unleashed.

Which option is best for me?

This depends on which app you’d prefer to manage pricing in and how complex your pricing rules are.

If you’re happy managing prices in Upstock, then automatically pushing orders is the best option.

Disconnecting

You can disconnect your Unleashed account at any time by going to SettingsIntegrations, then clicking Disconnect.

Give us feedback

We’d love to hear what you think about our Unleashed integration. If you have any comments or suggestions, please get in touch.

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