Integrate SalesPad

Provide your users with in-app integration with SalesPad

SalesPad connector

SalesPad

SalesPad was designed by distributors with day-to-day operations in mind. Gone are the days of ERP that catered solely to the accounting crowd.

SalesPad Connector Methods

Customers

Feature Description Type
List Customers Get a list of customer records. Action
Get Customer Get Customer By Customer Number. Action
Search Customers by Name Get a list of customer records with match by name. Action
Search Customers Search customer records using OData filtering. Action
List Updated Customers Returns a list of customers that have been modified since last run. Action
Create Customer Create a customer in Salespad. Action
Create Customer And Address Create a customer with address in Salespad. Action
Create Customer Number Create a new unique Customer Number for a new Customer based on their name. Action

Customer Addresses

Feature Description Type
Get Customer Address Get a customers address record. Action
List Customer Address Codes Get Customer Address Codes. Action
Search Addresses Search address records using OData filtering. Action
Find Addresses by Zip Code Finds Addresses matching the supplied Zip Code. Action
Create Customer Address Creates a customer address. Action

Items

Feature Description Type
Get Item Get an item record. Action
Copy Item Copy existing Item to new Item and update from ItemMaster body before saving. Action
Create Item Creates an item record. Action
List Items Get item records. Action

Sales Documents

Feature Description Type
Update Sales Document Updates a sales document record. Action
Get Sales Document Get the requested sales documents. Action
Create Sales Document Creates a sales document record. Action
Create Sales Line Item Creates a sales line item record. Action
List Sales Documents List sales documents. Action
Create Sales Document Payment Creates a sales document payment record. Action
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