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Unlock Seamless Sales-to-ERP: TIMS & QuoteWerks Integration

Automate Your Quote-to-Cash Cycle with Real-time Data Synchronization and AI-Powered Efficiency.

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The Challenge

The Disconnect: Manual Hand-offs Between Sales & Operations

Without a robust integration, businesses often face significant challenges when trying to bridge the gap between their sales quoting activities in QuoteWerks and their core financial and operational processes in TIMS. This leads to inefficiencies, errors, and delays that directly impact profitability and customer satisfaction.

  • Data Silos: Sales data in QuoteWerks is isolated from financial records in TIMS.
  • Manual Data Entry: Approved quotes require manual re-entry into TIMS, leading to errors and delays.
  • Stale Information: Sales reps may quote with outdated product pricing or inventory from TIMS.
  • Slow Order Fulfillment: Delays in creating sales orders in TIMS directly impact delivery times.
  • Inconsistent Customer Data: Discrepancies in customer records across systems.
  • Lack of Visibility: Limited insight into the full quote-to-cash pipeline.
  • Compliance Risks: Manual processes increase the risk of audit discrepancies.
Integration Diagram
Solution Illustration
The Solution

The Integrated Advantage: TIMS & QuoteWerks Powered by iPaaS

Our integration solution leverages a modern Integration Platform as a Service (iPaaS) to create a robust, automated bridge between QuoteWerks and TIMS. This ensures that your sales processes are tightly coupled with your financial and operational backbone, driving efficiency and accuracy.

  • Automated Quote-to-Sales Order Conversion
  • Real-time Product, Pricing, and Inventory Synchronization
  • Bi-directional Customer Master Data Management
  • Custom Field Mapping & Business Logic Support
  • Centralized Monitoring & Error Handling
Implementation Timeline

Go live with Quotewerks + TIMS 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 TIMS, 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 + TIMS 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 Quote-to-Sales Order Conversion
  • Real-time Product, Pricing, and Inventory Synchronization
  • Bi-directional Customer Master Data Management
  • Custom Field Mapping & Business Logic Support
  • Centralized Monitoring & Error Handling
  • Event-Driven Data Exchange for Responsiveness

Technical Integration: Architecture & Flow

Our integration solution leverages a modern iPaaS to provide a robust, scalable, and secure connection between TIMS and QuoteWerks. It's designed for flexibility, allowing for event-driven, real-time synchronization or scheduled batch processing based on specific business needs.

Data Flow Steps

API Connectivity: Establish secure, authenticated connections to both TIMS and QuoteWerks APIs (OAuth 2.0 for TIMS, similar for QuoteWerks or API keys).

Source System Event/Polling: Configure QuoteWerks to send webhooks upon quote approval, or set up the iPaaS to poll QuoteWerks for new/updated quotes. For TIMS, utilize webhooks for inventory/product changes or scheduled exports.

Data Extraction: The iPaaS retrieves raw data from the source system, e.g., an approved quote object from QuoteWerks.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas to transform QuoteWerks fields (e.g., 'Part Number') to TIMS fields (e.g., 'SKU'). Implement data type conversions, concatenations, lookups, and conditional logic.

Data Validation: Before pushing to TIMS, the iPaaS validates the transformed data against TIMS's schema and business rules. AI-augmented validation helps identify anomalies.

Target System API Call: The iPaaS constructs and sends an API request (e.g., POST /api/v1/sales_orders) to TIMS with the validated and transformed data.

Error Handling & Monitoring: Implement robust error handling, retry mechanisms, and logging. Monitor the entire flow via iPaaS dashboards, with alerts for failures.

Status Updates (Optional): If successful, the iPaaS can update QuoteWerks with the TIMS Sales Order ID or a new quote status.

Data Touchpoints

QuoteWerks: Quotes, Quote Line Items, Customers, Products
TIMS: Sales Orders, Sales Order Line Items, Customers, Products/Items, Inventory Item/Stock

"QuoteWerks (Quote Approval/Data Update) --> iPaaS (Extract, Transform, Validate, Orchestrate) --> TIMS (Sales Order Creation/Product/Customer Update) & TIMS (Product/Inventory/Customer Update) --> iPaaS (Extract, Transform, Validate) --> QuoteWerks (Product/Customer Update)"

Pricing

Simple, transparent pricing for Quotewerks + TIMS.

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.
Data Mapping

Key Entities & Field-Level Mappings

The success of the TIMS and QuoteWerks integration hinges on precise mapping and transformation of key business entities. The iPaaS provides a visual, low-code interface to define these mappings, ensuring data flows accurately between systems.

Customer

Harmonizing customer profiles across sales and ERP for consistent engagement and accurate billing.

Quotewerks Fields

[field, CustomerID],[type, string],[notes, TIMS internal identifier.] [field, ExternalID],[type, string],[notes, Used to store QuoteWerks Customer ID for cross-referencing.] [field, CompanyName],[type, string] [field, FirstName],[type, string] [field, LastName],[type, string] [field, Email],[type, string] [field, Phone],[type, string] [field, BillingAddress],[type, object],[sub_fields, System.Collections.Generic.List`1[System.String]] [field, ShippingAddress],[type, object],[sub_fields, System.Collections.Generic.List`1[System.String]] [field, PaymentTerms],[type, string],[notes, TIMS source of truth.] [field, CreditLimit],[type, decimal],[notes, TIMS source of truth.]

TIMS Fields

[field, Contact ID],[type, string],[notes, QuoteWerks internal identifier.] [field, Company Name],[type, string] [field, Contact First Name],[type, string] [field, Contact Last Name],[type, string] [field, Email Address],[type, string] [field, Phone Number],[type, string] [field, Bill To Address],[type, object],[sub_fields, System.Collections.Generic.List`1[System.String]] [field, Ship To Address],[type, object],[sub_fields, System.Collections.Generic.List`1[System.String]] [field, Sales Rep],[type, string],[notes, QuoteWerks sales owner.]

Mapping Notes

Bi-directional sync. TIMS is typically master for financial data (PaymentTerms, CreditLimit). QuoteWerks can create new customers that flow to TIMS. Deduplication is critical, often using Email or CompanyName.

Next Steps

See Quotewerks + TIMS 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 Workflow

When a sales representative finalizes and marks a quote as 'Approved' in QuoteWerks, the iPaaS automatically detects this event. It then extracts all relevant quote details, including line items, pricing, customer information, and shipping preferences. After transforming and validating this data, a new Sales Order is created in TIMS, initiating the fulfillment and billing process without any manual intervention.

Integration Steps:

  1. 0 Quote is 'Approved' in QuoteWerks.
  2. 1 iPaaS triggers on QuoteWerks approval event.
  3. 2 Quote data (customer, products, pricing, quantities) is extracted.
  4. 3 Data is mapped and transformed to TIMS Sales Order schema.
  5. 4 New Sales Order is created in TIMS via API.
  6. 5 Optional: Quote status in QuoteWerks is updated to 'Ordered'.

Business Outcome

Accelerated sales order processing, reduced order entry errors, faster fulfillment cycle, improved cash flow.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Accelerated Sales Cycle
Streamline the quote-to-order process, converting approved quotes into sales orders in TIMS instantly, reducing manual delays and accelerating revenue generation.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure consistent, real-time product, pricing, customer, and sales order data across QuoteWerks and TIMS.
Real-time Visibility
Gain a unified view of your sales pipeline and operational status, from quote creation to order fulfillment, enabling better decision-making.
Optimized Inventory Management
Synchronize TIMS inventory levels to QuoteWerks, preventing overselling and ensuring sales teams quote only available products.
Reduced Operational Costs
Automate repetitive tasks, minimize manual reconciliation efforts, and free up valuable staff time for strategic activities.
Improved Customer Satisfaction
Deliver accurate quotes, faster order processing, and reliable product information, leading to a superior customer experience.
✨

Accelerated Sales Cycle

30% Faster Order Processing

📋 What You Get

Streamline the quote-to-order process, converting approved quotes into sales orders in TIMS instantly, reducing manual delays and accelerating revenue generation.

💼 Business Impact

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

Implementation Timeline

Go live with Quotewerks + TIMS 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 TIMS, 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 + TIMS 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 /api/v1/sales_orders Create new sales orders in TIMS. Critical for Quote-to-Order automation.
GET /api/v1/inventory/{sku} Retrieve real-time inventory levels for a given SKU. Used by QuoteWerks for availability checks.
POST /api/v1/customers Create new customer records in TIMS. Used when a new customer originates in QuoteWerks.
GET /api/v1/products Retrieve product catalog details, including pricing. Used to keep QuoteWerks product data up-to-date.

⚡ Transformation Logic

  • Data Type Conversion: Automatically convert string to decimal for price fields, date strings to date objects.
  • Field Concatenation: Combine multiple source fields into one target field (e.g., QuoteWerks First Name + Last Name to TIMS Full Name).
  • Conditional Mapping: Map fields based on specific conditions (e.g., if QuoteWerks 'Taxable' is true, map to specific TIMS 'TaxCode').
  • Lookup Tables: Use internal lookup tables within iPaaS to translate system-specific codes (e.g., QuoteWerks 'Shipping Method Code' to TIMS 'Shipping Method Name').
  • Default Values: Assign default values for TIMS fields if not provided by QuoteWerks.
  • Data Cleansing: Remove leading/trailing spaces, normalize case for text fields.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically pauses and retries with exponential backoff.
  • Invalid Product SKU: QuoteWerks quote contains a product SKU not found in TIMS; transaction is quarantined for review.
  • Customer Not Found: Customer in QuoteWerks quote doesn't exist in TIMS and isn't auto-created; error logged for manual customer creation/linking.
  • Network Interruption: iPaaS retries until connection is restored, ensuring data persistence.
  • Schema Mismatch: A new field in QuoteWerks is not mapped to TIMS; AI suggests mapping, or error is logged.
Pricing

Simple, transparent pricing for Quotewerks + TIMS.

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.

General FAQs

▸ What is the primary benefit of integrating QuoteWerks with TIMS?
The primary benefit is the automation of your quote-to-cash cycle. This eliminates manual data entry, reduces errors, ensures real-time data accuracy (products, pricing, inventory, customers), and significantly accelerates the process from an approved quote to a sales order in TIMS, improving efficiency and customer satisfaction.

Technical FAQs

▸ How does the integration handle product and pricing synchronization from TIMS to QuoteWerks?
The integration leverages TIMS APIs and webhooks (where available) to push product catalog updates, pricing changes, and real-time inventory levels to QuoteWerks. This can be event-driven (instant updates) or scheduled, ensuring sales reps always quote with the most current and accurate information directly from your ERP.
▸ Is TIMS capable of event-driven architecture for this integration?
Modern TIMS versions typically offer APIs and webhooks that support an event-driven architecture. This means TIMS can either publish events (e.g., 'new product updated') or subscribe to events from other systems, allowing for immediate, reactive workflows orchestrated by an iPaaS for real-time synchronization.

Customization FAQs

▸ Can custom fields in QuoteWerks be mapped to TIMS?
Absolutely. Our iPaaS solution provides a flexible, low-code visual mapping canvas that allows you to easily map custom fields from QuoteWerks quotes or customer records to corresponding custom fields in TIMS Sales Orders or Customer entities. AI-assisted mapping can even suggest complex transformations for these fields.

Operations FAQs

▸ What happens if an integration flow fails between QuoteWerks and TIMS?
The iPaaS has robust error handling. Transient errors trigger automated retries with exponential backoff. Persistent errors (e.g., invalid data) are routed to a dead-letter queue for manual review and correction. Centralized monitoring dashboards and real-time alerts notify relevant teams of any critical failures, ensuring no data is lost and issues are resolved quickly.

Data Management FAQs

▸ How does the integration manage customer master data synchronization to avoid duplicates?
The iPaaS employs sophisticated deduplication logic. When a new customer record is created in QuoteWerks, it first checks TIMS (using criteria like email or company name) to see if the customer already exists. If not, it creates a new record in TIMS. If it exists, it updates the existing record based on predefined conflict resolution rules, ensuring a single, harmonized customer view.

Security FAQs

▸ What security measures are in place for the TIMS and QuoteWerks integration?
Security is paramount. All data in transit is encrypted using TLS 1.2+. Authentication for TIMS APIs uses robust methods like OAuth 2.0. The iPaaS adheres to industry security standards (e.g., ISO 27001, SOC 2 Type II), employs least privilege access, securely manages API credentials, and maintains comprehensive audit trails for compliance.

Deployment FAQs

▸ Can I integrate TIMS with QuoteWerks if my TIMS instance is on-premise?
Yes. For on-premise TIMS deployments, a hybrid iPaaS agent can be deployed within your network. This agent securely connects to your TIMS instance and orchestrates data flows with cloud-based QuoteWerks APIs, ensuring data remains within your control while leveraging cloud integration capabilities. Secure VPNs or private links are often used.
Implementation Timeline

Go live with Quotewerks + TIMS 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 TIMS, 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 + TIMS 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 + TIMS.

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 + TIMS 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