Integrations

Payments, carriers, AI import, PDM, printers, sign-in and the API.

IntegrationWhereWhat it does
StripeSettings → Sales & paymentsCard payments, saved cards and invoices on sales orders.
Sales taxSettings → Sales & paymentsTax rates applied to sales orders.
UPS, FedEx, Canada PostSettings → IntegrationsLive shipping rates in the order's currency.
OpenAISettings → IntegrationsAI import of purchase-order PDFs.
SolidWorks PDMSettings → IntegrationsFind PDM databases on your network and bring parts across.
API keysSettings → IntegrationsAccess for webstores and other systems.
Zebra printersSettings → Documents & labelsZPL label printing through Zebra Browser Print.
GoogleSign-in pageSign in and sign up with a Google account.

SolidWorks PDM

  1. In Settings → Integrations, use Discover PDM Servers to find SQL Server instances on your network that may host PDM databases.
  2. Enter the connection settings for your PDM database.
  3. Browse the parts it exposes and bring the ones you need into inventory.