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ERP & Inventory

Unleashed Integration

The B2B quoting layer for your Unleashed inventory.

Product and stock sync from Unleashed, with sales order creation on acceptance.

Live · Available in TackQuote Dashboard

Connector Technical Specs

Category
ERP & Inventory
Sync Cadence
Scheduled (2h) pull · sales-order push
Average Setup Time
Under 10 minutes
Authentication Mode
OAuth 2.0 / Encrypted API Key
Availability
Live & Active

Integration Overview

How TackQuote connects with Unleashed

Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.

TackQuote connects to Unleashed inventory management through its REST API so quotes are built from live products and stock on hand, and accepted quotes are written back as Unleashed sales orders. Product, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders and customers are created the moment a quote is accepted.

Bi-Directional Sync

Data objects synchronized between systems

Here is exactly how data flows between TackQuote and Unleashed to maintain complete system alignment.

Master Price Book Sync

Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Unleashed.

Sales Order & Invoice Post

Post accepted quotes directly as sales orders or accounts receivable invoices into Unleashed GL accounts.

Net Terms & Credit Limit Check

Validate buyer credit balances and payment terms in Unleashed before enabling Net-30 quote checkout.

Tax Code & AR Ledger Mapping

Align tax jurisdiction codes and line-item revenue accounts across Unleashed and TackQuote.

Capabilities

What's included in the Unleashed connector

Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.

Product & Price Sync

TackQuote pulls Unleashed products, sell price tiers, and units into the quote builder on a scheduled cadence.

Sales Order Creation

Accepted quotes create Unleashed sales orders with products, quantities, customer, and warehouse mapped across.

Customer Sync

TackQuote matches buyers to Unleashed customers and creates new records where needed.

Stock On Hand

Available stock by warehouse pulls into TackQuote so reps quote against real availability.

Setup Guide

4 steps to connect Unleashed

TackQuote connects to Unleashed via its REST API using an API ID and key (HMAC-signed requests). Products and stock refresh every two hours; sales orders are pushed on acceptance.

1

Get your Unleashed API credentials

In Unleashed, go to Integration → Unleashed API Access and copy your API ID and API key.

2

Connect in TackQuote

Enter your API ID and key in TackQuote Integrations → Unleashed. TackQuote verifies access and begins the product sync.

3

Map products and order defaults

Confirm sell price tier and warehouse mapping and set the sales order defaults used when quotes are accepted.

4

Go live

Build quotes from live Unleashed products. Accepted quotes create sales orders and matched customers automatically.

Requirements

What you need to get started

Prerequisites for authenticating Unleashed with your TackQuote tenant.

  • Unleashed account with API access
  • Unleashed API ID and API key
  • TackQuote Starter plan or above
TackQuote Platform

All integrations included

No per-connector fees, middleware subscriptions, or hidden charges. Connect Unleashed and all 63+ connectors under your standard TackQuote plan.

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FAQ

Frequently asked questions about Unleashed

How current is the stock shown in a quote?

Stock on hand refreshes on a two-hour scheduled pull plus an on-demand refresh when you open the quote builder, so figures reflect recent Unleashed data without hammering the API.

What do I need to connect TackQuote to Unleashed?

An Unleashed account with API access enabled and an API ID/key pair from Integration → Unleashed API Access. TackQuote Starter plan or above is required.

Does TackQuote respect Unleashed warehouse assignments?

Yes. Sales orders map to the correct Unleashed customer and warehouse so fulfillment picks from the right location.

Workflow Ecosystem

Works seamlessly alongside Unleashed

Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.

Ready to connect Unleashed?

Start your free 14-day TackQuote trial. Connect Unleashed in under 5 minutes with zero credit card required.