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Unlock Peak Efficiency: Seamless Syspro QuoteWerks Integration

Automate your entire quote-to-cash process, synchronize critical data, and empower your sales and operations teams with real-time accuracy and unparalleled speed.

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The Challenge

The Disconnect: Manual Quoting & ERP Processes Hinder Growth

Without a robust integration, businesses face significant challenges trying to bridge the gap between their sales quoting software and their core ERP system. This disconnect leads to inefficiencies, errors, and missed opportunities that directly impact the bottom line.

  • Manual re-entry of accepted quotes from QuoteWerks into Syspro as sales orders.
  • Inconsistent product, pricing, and inventory data between systems.
  • Delays in order fulfillment due to slow data transfer.
  • Errors from human transcription leading to incorrect invoices or shipments.
  • Lack of real-time visibility for sales into Syspro inventory or for operations into pending quotes.
  • Duplication of customer records across QuoteWerks and Syspro.
Integration Diagram
Solution Illustration
The Solution

Automate & Innovate: The Unified Syspro QuoteWerks Solution

Our iPaaS-powered integration solution seamlessly connects Syspro and QuoteWerks, creating a unified ecosystem where data flows freely, accurately, and in real-time. By automating the entire quote-to-cash process, we empower your business to operate with unprecedented agility and precision.

  • Automated Sales Order Creation in Syspro from Accepted QuoteWerks Quotes
  • Bi-directional Synchronization of Customer Master Data
  • Real-time Product and Inventory Lookup from Syspro to QuoteWerks
  • Dynamic Pricing Synchronization from Syspro to QuoteWerks
  • Centralized Error Handling and Alerting for Integration Flows
Implementation Timeline

Go live with Quotewerks + Syspro in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Quotewerks and Syspro, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Quotewerks + Syspro deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Automated Sales Order Creation in Syspro from Accepted QuoteWerks Quotes
  • Bi-directional Synchronization of Customer Master Data
  • Real-time Product and Inventory Lookup from Syspro to QuoteWerks
  • Dynamic Pricing Synchronization from Syspro to QuoteWerks
  • Centralized Error Handling and Alerting for Integration Flows
  • Low-Code/No-Code Workflow Design for Business Users

Technical Deep Dive: Syspro QuoteWerks Integration Architecture

Our integration leverages a robust iPaaS solution to orchestrate complex data flows between Syspro and QuoteWerks, ensuring reliability, scalability, and security.

Data Flow Steps

System Connection: Establish secure API connections to Syspro (using OAuth 2.0/API Keys) and QuoteWerks (assuming REST API/SDK).

Event Listener/Polling: Configure iPaaS to listen for QuoteWerks 'Quote Accepted' events (via webhooks) or poll Syspro for product/inventory changes.

Data Extraction: Extract relevant data entities (Quote, Customer, Product/Item) from the source system.

Data Transformation & Enrichment: Map source data fields to target system fields, apply business logic, data cleansing, and enrichment (e.g., calculate sales tax, apply discounts).

Data Validation: Validate transformed data against target system (Syspro) business rules and data types.

Data Ingestion: Call target system APIs (e.g., Syspro's `AddSalesOrder`) to create or update records.

Error Handling & Logging: Implement comprehensive error handling, retry mechanisms, and detailed logging for all transactions.

Status Updates (Optional): Push back confirmation or status updates to the source system (e.g., Syspro Sales Order ID to QuoteWerks).

Data Touchpoints

QuoteWerks: Quote Object (Header, Line Items), Customer Object, Product/Service Catalog
Syspro: Sales Order (Header, Line Items), Customer, Product/Item, Inventory Record

"QuoteWerks (Quote Accepted) --> iPaaS (Extract & Transform Quote Data) --> Syspro (Create Sales Order) --- (Optional: Syspro Product/Inventory Changes) --> iPaaS (Extract & Transform Product Data) --> QuoteWerks (Update Catalog)"

Pricing

Simple, transparent pricing for Quotewerks + Syspro.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Quotewerks

Integrating Quotewerks fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
  • ✓
    Product & Pricing Master Data Sync (Syspro to QuoteWerks)
  • ✓
    Customer Master Data Sync (Bi-directional)
  • ✓
    Quote-to-Sales Order Automation (QuoteWerks to Syspro)
  • ✓
    Sales Order Status Update (Syspro to QuoteWerks - Optional)
Data Mapping

Key Entities & Intelligent Mapping for Syspro QuoteWerks

Accurate and intelligent mapping of core business entities is foundational to a successful Syspro QuoteWerks integration. Our iPaaS provides visual tools and AI assistance to ensure precision.

Customer

Represents a buying entity or individual, central for quoting, sales orders, and accounts receivable.

Quotewerks Fields

CustomerCode CustomerName Address1 City State Zip Country ContactName Email PhoneNumber TermsCode

Syspro Fields

Customer ID Company Name Contact Name Email Phone Billing Address Shipping Address

Mapping Notes

Map QuoteWerks 'Company Name' to Syspro 'CustomerName'. Ensure unique identifier mapping (e.g., QuoteWerks Customer ID to a custom field or 'Alt Customer Code' in Syspro). Address fields require careful parsing and mapping.

Next Steps

See Quotewerks + Syspro integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Quote-to-Sales Order Processing

When a sales quote is accepted in QuoteWerks, the integration automatically creates a corresponding sales order in Syspro, including all line items, pricing, customer details, and shipping information.

Integration Steps:

  1. 0 Customer accepts quote in QuoteWerks.
  2. 1 QuoteWerks triggers an event (webhook) to the iPaaS.
  3. 2 iPaaS extracts quote data (Customer, Product/Item, pricing, quantities).
  4. 3 iPaaS transforms data to Syspro Sales Order schema.
  5. 4 iPaaS calls Syspro's `/APIServices/SalesOrderService/AddSalesOrder` endpoint.
  6. 5 Syspro creates Sales Order, updates inventory, and initiates fulfillment.

Business Outcome

Reduced manual data entry, faster order processing, improved order accuracy, and quicker revenue recognition.

Frequency

Event-driven (real-time upon quote acceptance)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Sales Cycle
Automate quote conversion to sales orders, drastically reducing the time from customer acceptance to order processing in Syspro.
Eliminate Manual Errors
Prevent costly data entry mistakes and ensure accurate pricing, product details, and customer information flow seamlessly.
Real-time Data Sync
Maintain consistent customer, product, and inventory data across QuoteWerks and Syspro, empowering informed decisions.
Boost Sales Productivity
Free up sales teams from administrative tasks, allowing them to focus on selling and building customer relationships.
Enhanced Customer Experience
Deliver accurate quotes and faster order fulfillment, leading to higher customer satisfaction and loyalty.
Improved Financial Control
Ensure accurate revenue recognition and streamlined accounts receivable by automating sales order creation in Syspro.
Scalable Growth
Build an integration foundation that supports increased sales volume and business expansion without adding headcount.
✨

Accelerated Sales Cycle

30% Faster Quote-to-Cash

📋 What You Get

Automate quote conversion to sales orders, drastically reducing the time from customer acceptance to order processing in Syspro.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Quote-to-Cash, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Quotewerks + Syspro in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Quotewerks and Syspro, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Quotewerks + Syspro deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /APIServices/SalesOrderService/AddSalesOrder Create a new sales order in Syspro based on an accepted QuoteWerks quote. This is a critical endpoint for quote-to-cash automation.
GET /APIServices/InventoryService/GetStockBalance Retrieve real-time inventory levels from Syspro for specific items, enabling sales reps to quote accurately in QuoteWerks.
POST /APIServices/CustomerService/AddCustomer Create new customer records in Syspro, typically when a new customer is introduced in QuoteWerks or a CRM system.
GET /APIServices/CustomerService/GetCustomer Retrieve existing customer details from Syspro for validation or enrichment in QuoteWerks.
GET /APIServices/InventoryService/GetStockItem Retrieve detailed product information, including pricing and attributes, from Syspro for display and use in QuoteWerks.

⚡ Transformation Logic

  • Currency Conversion: If applicable, convert QuoteWerks currency to Syspro's base currency.
  • Date Formatting: Standardize date formats (e.g., MM/DD/YYYY to YYYY-MM-DD).
  • Address Parsing: Parse single address strings into Syspro's structured address fields (Address1, City, State, Zip, Country).
  • Line Item Mapping: Map QuoteWerks quote line items (product, quantity, price, discount) to Syspro sales order line items, ensuring correct `StockCode` and `UnitPrice`.
  • Tax & Shipping Calculation: Apply Syspro's tax rules or map pre-calculated tax/shipping from QuoteWerks.
  • Customer Matching: Implement fuzzy matching or lookup logic for existing customers to prevent duplicates in Syspro before creation.

🛡️ Error Handling

  • Syspro rejects Sales Order due to invalid `CustomerCode` or `StockCode`.
  • Syspro API is temporarily unavailable (network issue, service downtime).
  • QuoteWerks quote data contains missing mandatory fields for Syspro.
  • Data type mismatch during transformation (e.g., text to numeric).
  • Duplicate customer creation attempt in Syspro without proper matching logic.
Pricing

Simple, transparent pricing for Quotewerks + Syspro.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Benefits FAQs

▸ What is the primary benefit of integrating Syspro with QuoteWerks?
The primary benefit is the automation of the quote-to-sales order process, eliminating manual data entry, reducing errors, and significantly accelerating the time from quote acceptance to order fulfillment and financial processing within Syspro.

Data Flow FAQs

▸ How does the integration handle product and pricing synchronization?
Syspro is typically the master for product, pricing, and inventory data. The integration can be configured to pull real-time or scheduled updates from Syspro into QuoteWerks, ensuring sales teams always quote with the most accurate and up-to-date information.

Customization FAQs

▸ Can I use my existing custom fields from QuoteWerks in Syspro?
Absolutely. Our iPaaS solution allows for flexible mapping of custom fields from QuoteWerks to Syspro's user-defined fields (UDFs) or other custom attributes, ensuring all relevant business data is transferred.

Error Handling FAQs

▸ What happens if a Syspro API call fails during order creation?
The integration employs robust error handling. Transient errors trigger intelligent retries with exponential backoff. Persistent failures are logged in detail, generate alerts, and can be routed to a dead-letter queue for manual review and reprocessing, ensuring no data is lost.

Performance FAQs

▸ Is real-time inventory lookup from Syspro possible in QuoteWerks?
Yes, the integration can facilitate real-time inventory lookups by allowing QuoteWerks to query Syspro's inventory via the iPaaS. This ensures sales reps can confirm stock availability instantly while building quotes, preventing overselling or promising unavailable items.

AI Features FAQs

▸ How does AI enhance this integration?
AI assists with intelligent field mapping, suggests transformation rules, detects anomalies in data flows (e.g., incorrect pricing), and can even suggest automated resolutions for common errors, making the integration setup faster and more resilient.

Implementation FAQs

▸ What is the typical implementation timeline for Syspro QuoteWerks integration?
With a modern iPaaS and low-code/no-code capabilities, a standard Syspro QuoteWerks integration can often be implemented and go-live within a few weeks, depending on the complexity of your specific business rules and data transformation requirements.

Security FAQs

▸ How do you ensure data security during the integration?
We adhere to strict security protocols, including TLS 1.2+ encryption for all data in transit, OAuth 2.0/token-based authentication with least privilege for API access, IP whitelisting, and comprehensive audit trails. Our iPaaS is compliant with industry standards like ISO 27001 and SOC 2.
Implementation Timeline

Go live with Quotewerks + Syspro in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Quotewerks and Syspro, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Quotewerks + Syspro deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Quotewerks + Syspro.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Quotewerks + Syspro integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo