Customer Integration Journeys

Automate quoting, catalog, procurement, fulfillment, and invoicing — start with a platform connector when one fits, or Partner Direct (APIs, EDI, Web Hooks) when you build custom.

Tip: Try It and organization credentials require Active status. Use Profile → Organization Subscription Information.

What can you automate?

Pick an outcome — then open the matching journey below for View / Try links after Active.

Get customer-specific pricing

Create quotes faster.

Build a product catalog

Populate storefronts automatically.

Automate purchase orders

Convert sales into orders.

Track fulfillment

Reduce where-is-my-order calls.

Automate customer notifications

Improve CX with push updates.

Integrate ERP

System-of-record procure-to-pay.

Build ecommerce

Live price/ATP and order path.

Build custom integrations

CoE / iPaaS reuse.

Common business journeys

Expand a journey for the outcome summary and API documentation links.

Get Pricing

Quotes stall while teams wait on price and availability. Outcome: create quotes faster with customer-specific pricing and ATP — Path A connector or Products, Pricing, and Availability APIs.

Build Catalog

Storefronts and internal tools lag behind ScanSource product data. Outcome: populate catalogs with Products and Availability APIs; feeds under Reporting.

Submit Orders

Manual PO entry slows allocation and confirmation. Outcome: convert sales into orders via Orders APIs and/or EDI 850/855.

Track Shipments

Support teams chase shipment status manually. Outcome: reduce where-is-my-order calls with Orders + Shipments APIs, EDI 856, and shipping Web Hooks.

Automate customer notifications

Customers learn about status only when they ask. Outcome: event-driven updates via Web Hooks — prefer push over polling.

Integrate ERP

ERP stays disconnected from ScanSource. Outcome: standardize procure-to-pay with Products/Orders/Invoices APIs and/or EDI 850–810.

Build ecommerce

Storefronts need live price/ATP and a reliable order path. Prefer connectors when available; otherwise Products, Pricing, Availability, and Orders APIs.

Build custom integrations

Integration CoE needs reusable patterns. Partner Direct against the Customer product pack; see Popular platforms for connector vs custom fit.

Guidance

Typical systems

Quoting / PSA: QuoteWerks · VARStreet · D-Tools · Kaseya · ConnectWise

Commerce: Shopify · BigCommerce · Magento

ERP: NetSuite · Microsoft Dynamics · Business Central · Acumatica

iPaaS: MuleSoft · Celigo · Boomi · Workato

Confirm connector support on Popular platforms.

Ready to explore?

Complete Start here through Active, copy organization credentials from Profile, then open View / Try for your journey — or configure a Path A platform.

Portal access: b2bsupport@scansource.com · EDI / B2B setup: b2brequest@scansource.com

Start here APIs