SalesPad connector icon

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.

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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)

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.

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.

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)
Authentication
Basic authentication; Session-ID
Credentials

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 →

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)

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)

Authentication method
Basic authentication; Session-ID
Credential 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)

View setup guide

COMMON QUESTIONS

Frequently asked questions

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)

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)

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.

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.

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