This article will describe the steps required to setup synchronisation between Unleashed and iSpaniel.  You will need administrator rights to both systems.

Access Unleashed API Key

  1. Login to Unleashed with administration rights.
  2. Select Integration | Unleashed API Access from the menu.
  3. Your API ID and Key will be displayed.  Keep this open while you complete the rest of the configuration.

Configure iSpaniel & Unleashed Integration

Add API Key and Connect

  1. Ensure that Unleashed integration has been enabled on your account.  Contact support@ispaniel.com to arrange this.
  2. Login to iSpaniel as a user with administration rights.
  3. From the menu select Configuration | Integration.  Then click on Unleashed.
  4. Enter the Unleashed API ID and Key retrieved in the previous steps.
  5. Click the Verify button.  If the API details are correct you will see a 'Connection was successful' message.

Sync Customers

  1. Customer data synchronisation is mandatory and cannot be disabled.

Sync Products (Optional)

  1. If you wish to synchronise product data from Unleashed, place a tick in the Sync Products checkbox.
  2. If required, select the product group and unit of measure that narrow down the product types that will be filled into assets to be tracked by iSpaniel.  Then click Add Group.
  3. Repeat this process until you have selected all combinations of product groups and units of measurement that cover products to be tracked by iSpaniel.

Sync Orders (Optional)

  1. If you wish to synchronise Sales Orders to iSpaniel, simply place a tick in the Sync Orders checkbox.

Synchronise Data

  1. Once all of the options have been selected click Save and the synchronisation process will begin.
  2. If iSpaniel finds Unleashed customer records that it cannot match identically with iSpaniel customer records, or there are records from Unleashed that appear to be duplicated, you will be asked you to choose which records from Unleashed are correct.  
  3. For Unleashed records that cannot be matched identically with iSpaniel records, select the one which most closely matches.
    • The Unleashed record you select will overwrite the iSpaniel record (shown in light blue).
    • The unselected Unleashed records will be created in iSpaniel as new records.
    • If you do not select any records, the iSpaniel record will remain and can be deleted later, and all Unleashed records will be created as new records in iSpaniel.
  4. For records from Unleashed that appear to be duplicated:
    • Select each record that you want to be imported into iSpaniel.
    • Any records not selected will not be imported into iSpaniel.
  5. Click Submit when ready and the synchronisation will complete.