This matrix defines what “integration” means in the current product. Marketing, sales, and implementation teams should use these labels consistently.
| System / category | Shipped support | Custom work still required | Do not claim |
|---|---|---|---|
| Sage / Pastel | Guided REST recipe for orders, status callbacks, SKU inventory, and customers | Sage SDK, scheduled script, or middleware field mapping | One-click install or universal native Sage connector |
| HubSpot / CRM | Stable customer external IDs, idempotent upsert, cursor polling, tombstones | HubSpot workflow/private app or middleware | Native HubSpot OAuth app |
| Xero | Customer/order/inventory REST building blocks, external references, signed webhooks | Xero OAuth client, invoice/contact mapping, tax/account policy | Automatic invoice posting or native Xero connector |
| QuickBooks Online | Customer/order/inventory REST building blocks | Intuit OAuth client and entity mapping | QuickBooks marketplace app |
| Zapier | Four live REST-hook triggers, sample endpoint, stable retry IDs | Developer catch-hook configuration | Public Zapier marketplace app or 5,000-app one-click connector |
| Custom ERP / WMS | Scoped API keys, quotas, orders, customers, inventory, signed webhooks | Mapping, scheduling, reconciliation, monitoring | Prebuilt support for an unnamed ERP |
Source-of-Truth Decisions
Every implementation must choose these policies before launch:
- Which system owns customer identity?
- Which system owns physical stock?
- Which system assigns the invoice/order reference?
- Does SalesPro Hub reserve/deduct stock, or does the ERP publish final on-hand quantities?
- How are retries deduplicated?
- Who monitors failed webhook or Zapier deliveries?
- Who reconciles
reservation_shortfall_qtywhen ERP on-hand stock falls below already-reserved demand?
For ERP-managed stock, avoid applying the same delivery deduction in both systems. Configure the SalesPro Hub inventory deduction mode to match the chosen source of truth.
Use a stable external event/reference ID for every absolute inventory update. The same reference and quantity is replay-safe; the same reference with a different quantity is rejected as a conflict instead of silently changing history.
Page and Sales Claim Rule
A named “X integration” page may target commercial search intent only when its support label and limitations are visible above the fold. Native, automatic, real-time, two-way, or one-click claims require the corresponding connector, authentication, reconciliation, and operational monitoring to exist in the product.