Automatically create sales orders in Unleashed — no manual data entry, no mistakes. Save yourself hours of admin spent manually entering orders 🙌🏽.
Getting set up
Connect your Unleashed account
To connect your Unleashed account, go to Settings › Integrations. Copy and paste your Unleashed ID and User Key into the fields shown. You can find these in Unleashed under Integration › Unleashed API Access.
Import customers & products
Next, import your customers and products into Upstock. If you don’t have your products set up in Unleashed yet, you’ll need to do that first.
Each customer and product in Upstock has a matching item in Unleashed. This ensures sales orders are created for the right customer and your inventory is correct.
To get started, go to the customers and products sections and hit the Import button.
If your products have images and notes, these will be imported as well. Customers will see these in your store on Upstock.
Support for importing product notes was introduced in April 2025. If you connected your Unleashed account earlier than this, reach out to our team and we’ll activate this feature for you.
Ordering workflow
You’ll receive orders in Upstock without having to manually enter them. These can come from a few different sources, e.g. the Upstock buyer app or your supermarket integrations.
You can then make any changes to orders that are needed, e.g. adjusting quantities or adding freight.
When you approve an order in Upstock, a sales order is automatically created in Unleashed.
You can then fulfil the order in the normal way in Unleashed.
Note that once an order has been approved in Upstock, no other changes to the item or status are synced between Upstock and Unleashed.
Product prices
Your price lists in Upstock will be used when creating sales orders in Unleashed.
You can choose to sync prices from Unleashed to Upstock, or set them manually. Most suppliers choose to sync prices from Unleashed, as this means your prices are set in one place, making them easier to manage.
When you match a customer in Upstock to a contact in Unleashed, this triggers prices to start syncing. You can also manually refresh pricing data at any time by going to Price lists › Sync Unleashed prices.
Integration settings
Here are the settings available for you to fine tune the integration. Get in touch with our support team to change any of these settings.
Sales order status
You can set the initial status of sales orders automatically created by Upstock. By default the status will be Parked, but you can change this to Placed.
Sync prices from Unleashed
If set, customers in Upstock will get the same prices you’ve set for them in Unleashed. Price lists in Upstock are automatically created and kept up to date with your Unleashed prices.
Unleashed customers have multiple addresses
If your customers in Unleashed have multiple addresses associated with them (e.g. a billing address and a shipping address), you can choose which to use on sales orders.
Turn off sales orders for customers
You can turn off automated sales orders for specific customers.
Common questions
What prices are used on sales orders?
What prices are used on sales orders?
Your price lists in Upstock will be used when creating sales orders in Unleashed.
You can choose to sync prices from Unleashed to Upstock, or set them manually. Most suppliers choose to sync prices from Unleashed, as this means your prices are set in one place, making them easier to manage.
How does price syncing work?
How does price syncing work?
Upstock automatically imports your prices from Unleashed. Price lists are created in
Upstock based on your price tiers and customer-level pricing in Unleashed.
When you match a customer in Upstock to a contact in Unleashed, this triggers prices to start syncing.
You can manually refresh pricing data at any time.
Are discounts shown to customers?
Are discounts shown to customers?
No, discount amounts are not shown in Upstock, just the final sale price. Only connected customers can see your pricing.
Why do I need to import my customers?
Why do I need to import my customers?
Customers in Upstock are linked to their corresponding contact in Unleashed. This ensures sales orders are created for the correct customer.
Importing your customers is also a great way to onboard them to Upstock. When customers place their own orders in Upstock, it saves you time, reduces mistakes and helps you sell more.
When a sales order is created in Unleashed, what status will it have?
When a sales order is created in Unleashed, what status will it have?
You can choose whether sales orders are created with the Parked (default setting) or Placed status.
What if my Unleashed customers have multiple addresses?
What if my Unleashed customers have multiple addresses?
If your customers in Unleashed have multiple addresses associated with them (e.g. a billing address and a shipping address), you can choose which to use on sales orders.
Chat with our team to get this set up.
Are product images & descriptions imported from Unleashed?
Are product images & descriptions imported from Unleashed?
Yes. If a product in Unleashed has these details, they will be imported into Upstock. Descriptions are set using the ‘Notes’ field.
If I update an order in Unleashed, will the changes show in Upstock?
If I update an order in Unleashed, will the changes show in Upstock?
When you mark an order as Completed in Unleashed, it will be marked as shipped in Upstock and the customer will be notified.
Changes to line items are not synced to Upstock. If the order totals don’t match between the two systems, this will prevent payment being taken in Upstock and supermarket orders being invoiced.
We’ll give you a heads up if this happens, so you can update the order in Upstock and mark it as shipped.