---
title: "SalesPad Connector | Embedded iPaaS"
description: "Embed SalesPad workflows: sync customers, create sales documents, and automate inventory and order-to-cash processes via the SalesPad Web API."
url: "https://cyclr.com/integrate/salespad"
canonical: "https://cyclr.com/integrate/salespad"
served_via: "https://cyclr.com/.well-known/agent-markdown"
---

![SalesPad connector icon](https://cyclr.com/nitropack_static/sXmTfWgCNjOnvnYlyrLZVbIAkjEZnoiJ/assets/images/optimized/rev-31a2a0c/cyclr.com/wp-content/uploads/2022/03/ext-323-300x300.jpg)

# SalesPad Connector

Build in-app integrations that create and sync Customers, Sales Documents, inventory levels and shipping actions. Automate order-to-cash workflows, batch updates and inventory reconciliation, then publish those integrations inside your SaaS product.

 [Build with this Connector](https://cyclr.com/get-started) [Talk to an integration expert](https://cyclr.com/get-started/) AuthenticationBasic authentication; Session-IDConnector typeERPAvailable inCyclr Console ActionsMCP toolsWorkflows 01

## Automate order-to-cash

Create SalesDocument, reserve inventory and generate invoices automatically.

 02

## Real-time customer sync

Keep Customers and pricing consistent between systems.

 03

## Batch processing

Run bulk updates using SalesPad batch and sequentialBatch endpoints.

 04

## Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

## Overview

Integrate your app with SalesPad to create and sync Customers, SalesDocument (orders/invoices), and Inventory records and automate order-to-cash workflows. SalesPad exposes a customer-hosted Web API supporting CRUD, OData query options and batch endpoints. Review the SalesPad Web API documentation for endpoints and request examples. ([portal.salespad.net](https://portal.salespad.net/webapi/?utm_source=cyclr))

### Why use Cyclr?

Deliver governed, reusable SalesPad automations inside your product. Use Cyclr to build multi-tenant workflows, reuse orchestration across customers and publish white-label integrations through an embedded marketplace, while keeping execution and access governed by your MCP policies.

PRODUCT USE CASES

## Top Use Cases for SalesPad Integrations

Quickly create integrations that sync Customers, push Sales Documents, update Inventory and run batch updates. Publish those automations in your embedded marketplace for each customer account.

### Create Sales orders from external storefronts

Create SalesDocument records in SalesPad when an order is placed, then trigger inventory reservation and invoicing.

### Bidirectional customer sync

Sync Customer records and pricing updates between your app and SalesPad to keep accounts aligned.

### Inventory reconciliation and updates

Read Inventory records with OData queries and push bulk updates via batch endpoints to reconcile stock levels.

ORCHESTRATION

## How SalesPad works with Cyclr

Cyclr sits between your SaaS product and SalesPad to handle authentication, govern access and orchestrate every API call per customer, at scale.

 1. 1
 ### Your SaaS product
 Your app requests an action for a specific customer.
 2. 2
 ### Cyclr orchestration
 Cyclr authenticates, applies policies and routes the request.
 3. 3
 ### SalesPad
 SalesPad processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

## Available connector capabilities

Explore SalesPad methods you can orchestrate through Cyclr.

Search connector methods

INTEGRATIONS + MCP TOOLS

### Use any SalesPad method in an integration or as an MCP tool

Every available connector method can be added to an integration workflow built with Cyclr or exposed as a governed MCP tool. Use the same multi-tenant authentication, orchestration and governance layer to deliver customer-facing integrations and AI-agent capabilities inside your SaaS product.

[Explore MCP PaaS](https://cyclr.com/product/mcp-paas/) Customer Addresses6

### Get Customer Address

Action

Get a customers address record.

### List Customer Address Codes

Action

Get Customer Address Codes.

### Find Addresses by Zip Code

Action

Finds Addresses matching the supplied Zip Code.

### Create Customer Address

Action

Creates a customer address. Add custom fields in the following format: userfields.fieldname - for example userfields.XDealerCode

### Update Customer Address

Action

Update a customer address. Add custom fields in the following format: userfields.fieldname - for example userfields.XDealerCode

### Search Addresses

Action

Search address records using OData filtering.

Customers9

### Search Customers

Action

Search customer records using OData filtering.

### Search Customers by Name

Action

Get a list of customer records with match by name.

### Create Customer And Address

Action

Create a customer with address in Salespad.

### Create Customer

Action

Create a customer in Salespad.

### List Updated Customers

Action

Returns a list of customers that have been modified since last run.

### Get Customer

Action

Get Customer By Customer Number.

### List Customers

Action

Get a list of customer records.

### Create Customer Number

Action

Create a new unique Customer Number for a new Customer based on their name.

### Update Customer

Action

Update a SalesPad customer.

Items5

### Create Item

Action

Creates an item record.

### Get Item

Action

Get an item record.

### Update Item

Action

Updates an item record.

### Copy Item

Action

Copy existing Item to new Item and update from ItemMaster body before saving.

### List Items

Action

Get item records.

Sales Documents6

### Create Sales Document Payment

Action

Creates a sales document payment record.

### Create Sales Line Item

Action

Creates a sales line item record.

### Update Sales Document

Action

Updates a sales document record.

### Get Sales Document

Action

Get the requested sales documents.

### Create Sales Document

Action

Creates a sales document record.

### List Sales Documents

Action

List sales documents.

### Can’t find the method your integration needs?

Cyclr can extend this connector with additional API methods to support your integration requirements.

[Get in touch](https://cyclr.com/contact/)

TECHNICAL DETAILS

## SalesPad integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing SalesPad integrations in Cyclr.

### API and authentication

API host`Customer-hosted SalesPad WebAPI (instance-specific base URL)`AuthenticationBasic authentication; Session-IDCredentials

SalesPad username and password for Basic auth; SalesPad WebAPI base URL; Cyclr may persist Session-ID.

 Method categories

CRUD (Customer, SalesDocument, Inventory); OData queries; Batch/sequentialBatch; Session management.

[View vendor API documentation →](https://portal.salespad.net/webapi/?utm_source=cyclr)

### Pagination and rate limits

#### Pagination

Most GET endpoints support OData query options ($filter, $orderby, $top, $skip). Batch and sequentialBatch endpoints exist for grouped requests. ([portal.salespad.net](https://portal.salespad.net/webapi/GettingStarted?utm_source=cyclr))

#### Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

## Authentication at a glance

SalesPad Web API uses Basic authentication to obtain a Session GUID; include the Session-ID header for subsequent requests. Confirm which options the Cyclr connector exposes in Console. ([portal.salespad.net](https://portal.salespad.net/webapi/GettingStarted?utm_source=cyclr))

 Authentication methodBasic authentication; Session-IDCredential required

SalesPad username and password for Basic auth; SalesPad WebAPI base URL; Cyclr may persist Session-ID.

 **Before you begin:**

SalesPad WebAPI is typically self-hosted; run Database Update and ensure API licensing first. ([portal.salespad.net](https://portal.salespad.net/webapi/GettingStarted?utm_source=cyclr))

 [View setup guide](https://docs.cyclr.com)

AI INTEROPERABILITY

## Use SalesPad methods in MCP servers

Cyclr can expose any available SalesPad connector method as a governed MCP tool.

 - Expose connector methods as MCP tools
 - Combine them with your product data and other connectors
 - Apply tenant-aware access and governance
 - Orchestrate end-to-end MCP-triggered workflows

[Explore MCP PaaS](https://cyclr.com/product/mcp-paas/)

COMMON QUESTIONS

## Frequently asked questions

 What can the SalesPad connector integrate or automate? *↓*

It can create and sync Customers, SalesDocument (orders and invoices) and Inventory records, and run batch updates to automate order-to-cash workflows. SalesPad Web API exposes CRUD endpoints, OData query options and batch endpoints. ([portal.salespad.net](https://portal.salespad.net/webapi/?utm_source=cyclr))

 How does authentication work for SalesPad in Cyclr? *↓*

SalesPad uses Basic authentication to obtain a Session GUID; include that Session-ID header on subsequent requests. Confirm which credential fields Cyclr exposes when installing the connector. ([portal.salespad.net](https://portal.salespad.net/webapi/GettingStarted?utm_source=cyclr))

 Can I embed SalesPad integrations for many customer accounts? *↓*

Yes. Use Cyclr to build multi-tenant workflows and publish them in your embedded marketplace; each customer points to their SalesPad WebAPI instance and credentials. Cyclr handles orchestration and reuse while you govern access.

 Can supported SalesPad methods be exposed as governed MCP tools? *↓*

Yes. You can expose SalesPad actions (for example create SalesDocument, update Inventory) as governed MCP tools so product and support teams can use them under access policies.

KEEP EXPLORING

## Related resources and connectors

[Documentation ### CRM Integrations you should be using **Read more →**](https://cyclr.com/blog/crm-integrations-you-should-be-using)[Product ### ERP Integration Solutions For Your Organisation **Read more →**](https://cyclr.com/blog/erp-integration-solutions-for-your-organisation)[Product ### MCP PaaS **Read more →**](https://cyclr.com/product/mcp-paas)[Related connector ### Sage 200 Related ERP connector for customer-facing integration workflows.](https://cyclr.com/integrate/sage-200)[Related connector ### Authorize.net Related Billing/Payment connector for customer-facing integration workflows.](https://cyclr.com/integrate/authorize-net)[Related connector ### Clover Related Billing/Payment connector for customer-facing integration workflows.](https://cyclr.com/integrate/clover)

## Let Cyclr handle the integrations.

You focus on building the product your customers love.

 [Start building for free](https://cyclr.com/get-started/request-free-trial) [Get a demo](https://cyclr.com/get-started/book-a-demo)

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### Popular Connectors

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### Top Connector Categories

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### Trending Resources

 - [What is an Embedded iPaaS?](https://cyclr.com/blog/what-is-an-embedded-ipaas)
 - [SaaS Integration: How do you do it?](https://cyclr.com/blog/how-do-you-integrate-with-multiple-saas-products)
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