Unleashed integration
For admins and implementers connecting an Unleashed account to Supply Lens. You will go from why the connection is worth making, through credentials, setup and the data flows, to a settings deep-dive organised by the decisions you actually have to make. The advanced module covers delivery contacts, rounding, purchase orders and how Unleashed posts COGS and stock on hand to Xero. By the end you will be able to configure, test, launch and troubleshoot an Unleashed Integration.
Best taken afterConnecting your systems
Earn a certificate. Complete every lesson and pass all 6 module quizzes (pass mark 80%).
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Module 1
Why connect Unleashed
What the integration does for you, what data can move, and what to gather before you start.
- Why connect UnleashedWhat an Unleashed Integration does for an inventory-led business, and where it sits among your other systems. 5 min
- What can flow to and from UnleashedThe message types an Unleashed Integration supports, and how to read Send and Receive from the Supply Lens point of view. 6 min
- Before you startThe accounts, credentials, data and decisions to have ready before you create an Unleashed Integration. 7 min
- Module quizCheck your understanding of this module.
Module 2
Connect and configure
Create the Integration with your API credentials, add configurations and route data with Mappings.
- Create the Unleashed IntegrationConnect your Unleashed Sandbox first, then understand each card on the Integration tile. 7 min
- Add configurations for your message typesSwitch on each message type, generate its default settings, and learn how to read and edit the configuration. 6 min
- How tag rules workMany Unleashed settings apply a value only to orders carrying a matching tag. Learn how tags, rules, data values and defaults fit together. 7 min
- Mappings, schedules and manual runsRoute Documents to and from Unleashed with Mappings, then decide when the Integration runs. 6 min
- Module quizCheck your understanding of this module.
Module 3
How data moves
Follow an order into Unleashed step by step, and see how orders are imported back out of it.
- Follow an order into UnleashedWhat happens, step by step, when Supply Lens sends an order to Unleashed, and what happens later when it is fulfilled or cancelled. 7 min
- Import orders out of UnleashedBring sales orders out of Unleashed to send on to a 3PL, an EDI partner or a CRM, and control exactly which orders are picked up. 8 min
- Module quizCheck your understanding of this module.
Module 4
Settings deep-dive: sending orders to Unleashed
The order configuration settings, grouped by the decision each one answers.
- What status should new orders arrive in?Choose the Unleashed status for each order, use your account's own custom statuses correctly, and avoid the most common status error. 7 min
- How should orders be numbered and labelled?Decide on the sales order number, the customer reference and the Sales Order Group, and pull references out of incoming orders. 7 min
- How should customers be found and created?Choose how Supply Lens matches each order to an Unleashed customer, whether it may create or update customers, and what happens on stop credit. 8 min
- What should new customers and orders be given?Set customer type, price tier, payment terms, tax code and discount for new customers, and choose who the salesperson is on each order. 8 min
- How should delivery details appear?Decide how delivery names and addresses are written, whether addresses are saved to the customer, and how delivery methods are chosen. 8 min
- How should shipping, discounts and tax appear?Decide whether shipping, discounts and charges become named product lines, how tax is calculated, and what happens to lines with no SKU. 8 min
- Dates, assemblies, batches and shipmentsSet required and dispatch dates, handle assemblies and serial or batch numbers, and decide whether Supply Lens creates the sales shipment. 7 min
- Module quizCheck your understanding of this module.
Module 5
Advanced: contacts, rounding, purchase orders and accounting
How Unleashed behaves underneath, and the settings that work with it.
- Delivery contacts and customer pre-createHow Supply Lens matches, creates and addresses Unleashed delivery contacts, why some orders fail on purpose, and what it costs in API calls. 9 min
- Rounding in UnleashedHow Unleashed rounds sales order lines and totals, when a one-penny difference appears, and how the rounding settings reconcile it. 9 min
- The purchase order lifecycleHow Unleashed purchase orders move through their statuses, what a partial receipt does, and how Supply Lens reads approvals and receipts. 9 min
- COGS and stock on hand in XeroHow Unleashed's own Xero connection turns stock movements into journals, which accounts they hit, and how the values are calculated. 8 min
- COGS accounts, splits and reconciliationWhich COGS account Unleashed uses, how to split COGS by product or customer, the Supply Lens settings that shape accounting, and what to check when Xero and Unleashed disagree. 8 min
- Module quizCheck your understanding of this module.
Module 6
Test, go live and troubleshoot
Prove the integration in the sandbox, switch to live safely, and fix the common errors.
- Test your integrationBuild a test plan from real sample orders, run it against the Sandbox, and read Document and Target Data statuses to see what happened. 8 min
- Go liveMove from the Sandbox to your live Unleashed account safely, with a checklist for the switch-over and the first days afterwards. 6 min
- Troubleshoot the Unleashed integrationDiagnose the most common Unleashed errors, from missing SKUs and invalid statuses to customer, contact and currency failures. 9 min
- Module quizCheck your understanding of this module.