Popular platforms

Connect quoting, CRM, commerce, PSA, ERP, and iPaaS tools that already talk to ScanSource — usually with organization credentials. Browse by platform type, then expand a row for vendor-claimed capabilities.

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Organization credentials

After Active, open Profile → Organization Subscription Information for Client ID, Client Secret, and organization subscription key. Do not use portal Try it Primary/Secondary keys in connectors. Open Profile.

How to choose

Prefer a credential-only vendor connector when your tool already claims ScanSource support. Use Partner Direct (APIs, EDI, Web Hooks) when you build custom CRM/ERP/commerce flows or need high-volume EDI.

Capabilities below reflect what vendors commonly claim — confirm current support with your platform vendor and ScanSource account team.

Quoting / CPQ

QuoteWerks

Quoting and sales operations with live distributor pricing and availability.

Connects: Pricing · Availability

Ownership: Platform vendor configures the ScanSource connector; ScanSource provides org credentials.

D-Tools

Design-to-quote and supplier catalog workflows for AV / integration VARs.

Connects: Catalog · Pricing

Ownership: Platform vendor + ScanSource credentials after Active.

Kaseya Quote Manager

Quoting with supplier catalog feeds rather than full custom API builds.

Connects: Catalog feed (product feed / FTP)

Ownership: Vendor feed setup; ScanSource feed entitlement.

CRM

Salesforce

Opportunity → quote → order for mid-market and enterprise VARs; live cost into CPQ lines.

Connects: API (REST/Bulk); Partner Direct or AppExchange/ISV

Ownership: Salesforce admin + SI/ISV — mostly custom vs credential-only.

HubSpot

SMB reseller CRM and lightweight quoting with live cost/margin on deals.

Connects: API via Operations Hub / custom actions

Ownership: RevOps + agency — thin native distributor support.

Microsoft Dynamics 365

Microsoft-centric VAR CRM with optional Supply Chain; quotes mirrored to finance ERP.

Connects: API (+ EDI via Business Central when finance owns fulfillment)

Ownership: Dynamics / Power Platform partner.

Commerce

VARStreet

Reseller catalog, pricing, and procurement workflows for channel sellers.

Connects: Catalog · Pricing · Procurement

Ownership: Platform vendor connector + ScanSource org credentials.

ChannelOnline

Distributor sourcing inside channel commerce tools.

Connects: Sourcing · Catalog (vendor-claimed)

Ownership: Platform vendor support for in-app setup.

Spark Shipping

Ecommerce shipping and fulfillment automation.

Connects: Order · Shipment connectivity (vendor-claimed)

Ownership: Ecommerce ops + vendor connector docs.

PSA

ConnectWise

PSA and quoting workflows connected to distributors.

Connects: Pricing · Procurement (vendor-claimed)

Ownership: Platform vendor configures connector; ScanSource credentials.

ERP

NetSuite

Mid-market reseller system of record — items, price lists, PO, ASN/shipments, invoices.

Connects: API + EDI + catalog feeds (SuiteApp / Celigo / Catalyst)

Ownership: NetSuite admin + Celigo/SI.

Acumatica

Distribution-friendly cloud ERP for catalog, PO, receipts, and AP invoices.

Connects: API + EDI (ISV)

Ownership: Acumatica VAR.

Microsoft Business Central

Finance-led procurement and invoicing alongside Dynamics Sales.

Connects: API + EDI

Ownership: BC partner / Power Platform.

iPaaS

Celigo

Multi-app orchestration for NetSuite and commerce stacks calling ScanSource.

Connects: API / EDI via integrator flows

Ownership: Integration CoE + Celigo recipes.

Boomi / Workato / MuleSoft / Jitterbit

Enterprise iPaaS when you already own the stack and need multi-system orchestration.

Connects: API (and EDI adapters where used)

Ownership: Customer integration team + iPaaS SI.

Details

Prerequisites before you connect

1. Create your Integration Hub user (or Sign in if you already have one).

2. Wait until Active — credentials are not available while Submitted.

3. Copy organization credentials from Profile → Organization Subscription Information.

4. Configure the connector inside your platform using the vendor’s setup docs.

Who supports what?

ScanSource: partnership validation, organization credentials, portal access and product entitlements, assigned APIs/EDI/feeds.

Platform vendor: product configuration, ScanSource connector setup, in-app troubleshooting, screens, mappings, and errors inside their product.

Need Partner Direct instead?

Path choice lives on Home. After Active, see Customer Integration Journeys or Supplier Integration Journeys · APIs.

Stuck on signup or sign-in? Account & sign-in help.

Ready to connect?

Have org credentials after Active, then configure inside your vendor tool. Building custom? Open the journey that matches your role.

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