Set up a software integration

Purchase the integration, open its settings, and run the first sync.

Before you start, make sure you have:

• access to the OutSmart BackOffice
• permission to use the License Manager
• the connection details for your other software

1

Log in to the BackOffice

Sign in to your OutSmart BackOffice account.

2

Purchase the integration

Open the License Manager.

Purchase the integration you want to use.

3

Open Software integrations

Go to Settings → General → Software integrations.

4

Open the purchased integration

Find the integration you purchased.

Then click Open settings.

5

Enter the connection details

Follow the setup steps for that integration.

Enter the details for the other software so OutSmart can connect.

6

Configure import and export

Choose which data should move into OutSmart.

Then choose which data should move out of OutSmart.

7

Run the first synchronisation

Start the first sync to bring your existing data into OutSmart.

Important notes

Keep your other software as the leading system for customers and products.

In most cases, changes made in OutSmart are not sent back automatically.

• Work with one integration at a time when possible.
• If you use multiple integrations, keep customer numbers consistent.
• Keep product codes consistent across all connected systems.

After setup

Check these points after the first sync:

• customers were imported as expected
• products were imported as expected
• exported data appears correctly in the other system

Continue

• What are Integrations?
• Integrations FAQ