Connecting Unleashed to dashboard.salesmatrix.com
In this guide, the dashboard.salesmatrix.com system is called Salesmatrix. Salesmatrix reads your sales data directly from Unleashed over its API. There is nothing to install. You copy your API ID and key from Unleashed, enter them when you register, and Salesmatrix imports your data every night.
- Before you start
- Find your API details
- Register your company
- What Salesmatrix imports
- Manage the connection
- Troubleshooting
Before you start
- An Unleashed login with API access. If you can't see the API page described below, ask your Unleashed administrator to give your role API access.
- An email address you can check now. It becomes the first administrator login for your Salesmatrix dashboard.
Find your API details in Unleashed
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Open Unleashed API Access
Sign in to Unleashed and choose Integration, then Unleashed API Access.
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Copy the two values
The page shows your API ID and API Key. Keep the page open, or copy both somewhere safe: you enter them in the next section.
Anyone with the API ID and key can read your Unleashed data. Only enter them on dashboard.salesmatrix.com.
Register your company
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Open the registration page
Go to dashboard.salesmatrix.com/Register/SWOTRegistration and fill in Company Name, Administration Email Address, Contact person name and, optionally, Contact No. Check that Country is right.
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Choose Unleashed and enter your details
Choose Unleashed under Accounting Systems. Two fields appear under Enter Id and Keys:
Field Enter API Account ID The API ID from Unleashed API Key The API Key from Unleashed -
Test the connection
Click Test Connection. When Salesmatrix can reach Unleashed you see Successfully validated connection keys, and the Register button becomes available.
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Register and confirm your email
Click Register. Copy the token from the email we send you into Enter token received on email on the Confirm Registration page and click Confirm Token. You can then sign in at dashboard.salesmatrix.com.
What Salesmatrix imports
Salesmatrix imports once a night, in a time slot between 12:00 and 17:00 UTC (late evening to early morning in Australia and New Zealand). Your first data appears the morning after you register. After that, each night reads only what changed since the last import.
| Data | From Unleashed |
|---|---|
| Customers | Customers, with customer type, sell price tier and salesperson as categories |
| Contacts | The contact person on each customer |
| Products | Products, with product group and supplier as categories, default sell price and default purchase price |
| Sales | Invoices with status Placed or Completed, using each line's total |
| Salespeople | Each invoice's salesperson, or the sales order's when the invoice has none |
An invoice changed after it was first imported replaces its earlier version on the next night's import.
Manage the connection
Sign in and open Connection from the menu. Only administrators see this page. It shows your company, your system and the API Account ID and API Key fields.
| Button | What it does |
|---|---|
| Test | Checks that Salesmatrix can reach Unleashed with the details on the page |
| Connect | Saves the details and starts importing |
| Disconnect | Stops importing. You choose whether to keep the data already in Salesmatrix or remove it |
| ReConnect | Starts importing again after a disconnect |
Replacing the key
If your API key changes in Unleashed, enter the new values on the Connection page, click Test, then Connect. Salesmatrix carries on from where it stopped, so nothing is imported twice and nothing is missed.
Troubleshooting
Test Connection fails
Copy the API ID and API Key again from Unleashed API Access. Both are long codes and easy to cut short, and a space before or after either one stops it working.
No data the morning after registering
Open Logs in the dashboard. A large first import can still be running in the morning; check again later in the day. If Logs shows an error, or nothing at all by the next afternoon, contact Salesmatrix.
Figures differ from Unleashed's own reports
Salesmatrix counts Placed and Completed invoices by invoice date. Compare with an Unleashed report built the same way. If they still differ, send Salesmatrix the period and an invoice or two that disagree.
Salesmatrix · Unleashed connection guide