Unleashed Connector

Intro

Unleashed is a product stock inventory management system. To learn more about the Unleashed API, visit their page (https://apidocs.unleashedsoftware.com/).

You connect to your Unleashed account in the Data Center. This topic discusses the fields and menus that are specific to the Unleashed connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Unleashed account and create a DataSet, you must have the following:

An Unleashed API ID
An Unleashed API key

You can find these credentials on the API access page inside the Unleashed application.

Connecting to Your Unleashed Account

This section enumerates the options in the Credentials and Details panes in the Unleashed Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Unleashed account. The following table describes what is needed for each field:

Field	Description
API ID	Enter your Unleashed API ID.
API Key	Enter your Unleashed API key.

Once you have entered valid Unleashed credentials, you can use the same account any time you go to create a new Unleashed DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Description

Report

Select the Unleashed report you want to run. The following reports are available:

Assemblies	Returns a list of assemblies.
Attribute Sets	Returns a list of all attribute sets.
Batch Numbers	Returns a list of all batch numbers.
Bill Materials	Returns a list of all bills of materials.
Companies	Returns a list of companies.
Credit Notes	Returns a list of all credit notes.
Customer Delivery Addresses	Returns a list of all customer delivery addresses.
Customers	Returns a list of customers.
Customer Types	Returns a list of customer types.
Delivery Methods	Returns a list of delivery methods.
Payment Terms	Returns a list of payment terms.
Product Groups	Returns a list of product groups
Products	Returns a list of products.
Purchase Orders	Returns a list of purchase orders.
Sales Orders	Returns a paginated list of sales orders.
Sales Order Groups	Returns a list of sales order groups.
Sales Persons	Returns a list of salespeople.
Sales Shipments	Returns a paginated list of sales shipments.
Serial Numbers	Returns a list of all serial numbers.
Shipping Companies	Returns a list all non-obsolete shipping companies.
Stock Adjustments	Returns a list of stock adjustments.
Stock on Hand	Returns a list of all stock on hand.
Suppliers	Returns a list of suppliers.
Supplier Return Reasons	Returns a list of supplier return reasons.
Taxes	Returns a list of taxes.
Unit Of Measures	Returns a list of units of measurement.
Warehouses	Returns a list of warehouses.
Warehouse Stock Transfers	Returns a list of warehouse stock transfers.

Modified Since

Select whether your "modified since" date (which you enter in the Modified Since Date field) is a specific or relative date (relative meaning it is a given number of days back rather than a specific date).

Modified Since Date

Enter a specific date to return data modified since this date.

Modified Since Days

Enter a relative number of days back to return data modified during this timeframe.

Reason (Optional)

Enter the reason you want to retrieve report data for (e.g. defect).

Duration

Select whether you want to pull data for a specific date or a date range.

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today.

Select Specific Date

Select the date for the report.

Days Back

Enter the number of past days that should appear in the report.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date.

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.

Select Specific Start Date

Select the first date in your date range.

Select Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Knowledge Base

Intro

Prerequisites

Connecting to Your Unleashed Account

Credentials Pane

Details Pane

Other Panes

Comments

Knowledge Base

Intro

Prerequisites

Connecting to Your Unleashed Account

Credentials Pane

Details Pane

Other Panes

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