ERP & Inventory
Connect Unleashed
The B2B quoting layer for your Unleashed inventory.
Overview
Unleashed + TackQuote
TackQuote connects to Unleashed inventory management through its REST API so quotes are built from live products and stock on hand, and accepted quotes are written back as Unleashed sales orders. Product, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders and customers are created the moment a quote is accepted.
TackQuote connects to Unleashed via its REST API using an API ID and key (HMAC-signed requests). Products and stock refresh every two hours; sales orders are pushed on acceptance.
Before you start
What you'll need
- Unleashed account with API access
- Unleashed API ID and API key
- TackQuote Starter plan or above
Setup
How to connect Unleashed
Get your Unleashed API credentials
In Unleashed, go to Integration → Unleashed API Access and copy your API ID and API key.Connect in TackQuote
Enter your API ID and key in TackQuote Integrations → Unleashed. TackQuote verifies access and begins the product sync.Map products and order defaults
Confirm sell price tier and warehouse mapping and set the sales order defaults used when quotes are accepted.Go live
Build quotes from live Unleashed products. Accepted quotes create sales orders and matched customers automatically.
Capabilities
What you get
Product & Price Sync
TackQuote pulls Unleashed products, sell price tiers, and units into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Unleashed sales orders with products, quantities, customer, and warehouse mapped across.
Customer Sync
TackQuote matches buyers to Unleashed customers and creates new records where needed.
Stock On Hand
Available stock by warehouse pulls into TackQuote so reps quote against real availability.
FAQ
Unleashed questions
How current is the stock shown in a quote?
Stock on hand refreshes on a two-hour scheduled pull plus an on-demand refresh when you open the quote builder, so figures reflect recent Unleashed data without hammering the API.
What do I need to connect TackQuote to Unleashed?
An Unleashed account with API access enabled and an API ID/key pair from Integration → Unleashed API Access. TackQuote Starter plan or above is required.
Does TackQuote respect Unleashed warehouse assignments?
Yes. Sales orders map to the correct Unleashed customer and warehouse so fulfillment picks from the right location.