Settings - Integrations Tab

The Integrations tab in Settings is where you connect external systems like ERP (Enterprise Resource Planning) and WMS (Warehouse Management System) to Pack to the Future, and access the Pack to the Future API.

Accessing Integrations Settings

How to access:

Click Settings in the left navigation menu
Click the Integrations tab

What you'll see:

ERP integration settings
WMS integration settings
Pack to the Future API access
Upgrade banner (if on Free/Starter plan)

Subscription Requirement

What it is: Some integration features may require Starter or higher plans.

What you'll see if on Free plan:

Info banner explaining which features require an upgrade
View plans & pricing button

How to unlock:

Click View plans & pricing button
You'll be taken to Billing tab
Upgrade to Starter or Enterprise plan
Return to Integrations tab - additional features will be enabled

ERP Integration

What it is: Connecting your ERP system (like NetSuite, SAP) to sync inventory and order data.

Why it's useful:

Sync inventory levels
Automate order processing
Real-time stock updates
Better fulfillment decisions

How to set up:

Enable ERP Integration Checkbox

What it does: Enables ERP integration features.

How to use:

Check Enable ERP integration checkbox
Additional fields appear below
Fill in ERP provider and credentials
Click Save Changes

When to enable: When you want to connect your ERP system.

ERP Provider Dropdown

What it is: Selecting which ERP system you use.

Available providers:

NetSuite
SAP
Microsoft Dynamics
Sage
Custom (for other ERP systems)

How to select:

Click the dropdown
Choose your ERP provider
If your provider isn't listed, select "Custom"

What it does: Configures integration settings for your specific ERP system.

API Endpoint Field

What it is: The URL endpoint for your ERP system's API.

How to enter:

Enter the full API endpoint URL
Format: https://api.example.com or https://your-erp.com/api
Get this from your ERP system documentation

What it's used for: Pack to the Future connects to this endpoint to sync data.

Example: https://api.netsuite.com/services/rest/v1

API Key Field

What it is: Your ERP system's API key for authentication.

How to enter:

Enter your API key (shown as dots for security)
Get this from your ERP system's API settings
Keep it secure - it's used to authenticate API requests

What it's used for: Authenticating API requests to your ERP system.

Security: API key is stored encrypted and never displayed in plain text.

WMS Integration

What it is: Connecting your WMS (Warehouse Management System) to sync inventory and fulfillment data.

Why it's useful:

Real-time inventory levels
Automated fulfillment allocation
Warehouse location data
Better order routing

How to set up:

Enable WMS Integration Checkbox

What it does: Enables WMS integration features.

How to use:

Check Enable WMS integration checkbox
Additional fields appear below
Fill in WMS provider and credentials
Click Save Changes

When to enable: When you want to connect your WMS system.

WMS Provider Dropdown

What it is: Selecting which WMS system you use.

Available providers:

ShipBob
Flexe
3PL Central
Custom (for other WMS systems)

How to select:

Click the dropdown
Choose your WMS provider
If your provider isn't listed, select "Custom"

What it does: Configures integration settings for your specific WMS system.

API Endpoint Field

What it is: The URL endpoint for your WMS system's API.

How to enter:

Enter the full API endpoint URL
Format: https://api.wms-provider.com or https://your-wms.com/api
Get this from your WMS system documentation

What it's used for: Pack to the Future connects to this endpoint to sync data.

Example: https://api.shipbob.com/v1

API Key Field

What it is: Your WMS system's API key for authentication.

How to enter:

Enter your API key (shown as dots for security)
Get this from your WMS system's API settings
Keep it secure - it's used to authenticate API requests

What it's used for: Authenticating API requests to your WMS system.

Security: API key is stored encrypted and never displayed in plain text.

Pack to the Future API

What it is: Access to Pack to the Future's API for custom integrations and automation.

What you can do with it:

Book shipments programmatically
Get shipping quotes
Sync packaging usage
Build custom workflows
Integrate with your own systems

How to access:

View API Docs Button

What it does: Opens the API documentation page.

How to use:

Click View API docs button
API documentation page opens
Review available endpoints and usage

What it shows:

API endpoint documentation
Authentication methods
Request/response examples
Code samples

When to use: When you want to integrate Pack to the Future with your own systems.

Generate API Token Button

What it does: Generates an API token for authenticating API requests.

Current status: "Coming Soon" - feature in development

What it will do:

Generate a unique API token
Use token to authenticate API requests
Manage multiple tokens if needed

When available: Will allow programmatic access to Pack to the Future features.

Save Changes Button

What it does: Saves all integration settings.

How to use:

Configure ERP/WMS integrations
Click Save Changes button at the bottom of the page
Settings are saved

What happens:

Integration settings are saved
API credentials are stored securely
Integrations become active (if enabled)

Requirements:

Valid API endpoints and keys (for integrations to work)

Integration Status

What it is: Understanding whether your integrations are working.

How to check:

Integrations run in the background
Check order fulfillment to see if inventory is syncing
Review warehouse allocation to see if WMS data is being used

Troubleshooting:

Verify API endpoints are correct
Check API keys are valid
Ensure your ERP/WMS allows API access from Pack to the Future
Contact support if integrations aren't working

Frequently Asked Questions

Q: Do I need ERP/WMS integrations? A: No, they're optional. Only enable if you want to sync inventory or fulfillment data with external systems.

Q: Can I use both ERP and WMS integrations? A: Yes, you can enable both simultaneously if you use both systems.

Q: How do I get API credentials? A: Contact your ERP/WMS provider or check their documentation for API access setup.

Q: Are my API keys secure? A: Yes, API keys are encrypted and stored securely. They're never displayed in plain text.

Q: What if my ERP/WMS provider isn't listed? A: Select "Custom" and enter your API endpoint and key. Pack to the Future will attempt to connect using standard API protocols.

Q: Can I test the integration? A: After saving, the integration will attempt to connect. Check order fulfillment to verify it's working.

Q: What happens if the integration fails? A: Pack to the Future will continue to work without the integration. You'll need to manually manage inventory/fulfillment.

Q: How do I disable an integration? A: Uncheck the "Enable" checkbox and save changes. The integration will be disabled.

Q: When will API token generation be available? A: This feature is in development. Check the app for updates or contact support for more information.

Q: Can I use the API without ERP/WMS integrations? A: Yes, the Pack to the Future API is separate from ERP/WMS integrations.

Q: What data is synced with ERP/WMS? A: Typically inventory levels, order data, and warehouse information. Exact data depends on your ERP/WMS system's API capabilities.

Q: How often is data synced? A: Sync frequency depends on your ERP/WMS system and Pack to the Future's sync schedule. Real-time sync may be available for some systems.

Q: Can I customize what data is synced? A: Sync configuration depends on your ERP/WMS system's API. Contact support for custom sync requirements.