What Type Of Support Is Available For Unleashed?

Overview

By adding an Unleashed connection to your workspace, you can:

Automatically import Unleashed records (ex: invoices, sales orders, sales quotes, etc.) as transactions to your workspace
- You will need to map fields the first time you import transactions
- Unleashed records will be imported as transactions in your workspace
- Newly created Unleashed records will be synched to your workspace
  - Modified Unleashed records will be updated in your workspace
  - Deletion of Unleashed records will not result in any deletion in your workspace

You can also choose to synchronize Unleashed line items instead of records. This is useful if you only pay commissions on specific line items.

Adding a Connection

To add a Unleashed connection:

Login to your workspace
Go to Settings > Connections
Click on Unleashed

Get your API ID and Key from Unleashed:

Login to Unleashed
Make sure you are admin
Click on Integration (nav bar)
Click on Unleashed API Access
Copy your API ID and and key

In Sales Cookie, paste your API ID and Key:

Click on "Test" - you should see this message:

Adding Transactions

To add transactions from Unleashed records:

Add a connection as explained above
Login to your workspace
Go to Transactions > Add Transactions
Click on Fetch Data for Unleashed

You will be asked which type of record to synchronize:

You will see a list of records within Unleashed and be asked to map fields.

Follow the add transaction wizard. You should see this message.

More Information
To learn more about connections, click here.
To learn more about managing synchronizations, click here.
To learn more about importing transactions, click here.