Connect Unleashed and sync products and stock levels
Connect your Unleashed account (inventory management) to the CRM and keep products and stock balances updated automatically, without creating duplicates.
You can connect your Unleashed account to the CRM. Once connected, the CRM pulls products (creating or updating a Product) and stock levels (as an adjustment in your Inventory) from Unleashed, keeping everything linked by the Unleashed id. Re-syncing never creates duplicates: it updates the record that already exists.
The model is BYO ("bring your own account"): you use your own Unleashed account and API pair. We never see your API Key (it only signs the calls) and there is no cost from us. The integration starts inert: nothing happens until you configure the credentials and enable it. In this first phase, the sync is INBOUND (Unleashed into the CRM), by periodic polling.
Requirements
- An Unleashed account with API access.
- An API pair (API ID and API Key) generated in Unleashed.
- In Sellio, being an administrator (manage settings permission) to save the credentials under Settings → Integrations.
Step 1: generate the API ID and API Key in Unleashed
- In Unleashed, open Integration and then API.
- Generate/copy the API ID and API Key. The API Key is a secret: keep it safe, it is not shown again.
Step 2: paste the credentials into the CRM
- Open Settings → Integrations and find the "Unleashed (inventory management)" card.
- Paste the API ID and API Key. The API Key is stored encrypted and never shown back.
- Optional: enter a Warehouse code to use only that warehouse balance. Leave blank and the CRM sums stock across all warehouses.
- Under "Entities and direction", choose whether to pull Products and Stock levels from Unleashed (or turn each one off).
- Click "Save connection" and then "Enable".
Step 3: sync
- Click "Sync now" to pull data from Unleashed immediately.
- From then on, the sync runs on its own at short intervals (every few minutes) to keep stock near real time, plus a daily safety pass.
- On the card, watch the "Links per entity" count grow as products get linked.
What gets synced
- Products: the product code (SKU), description, sell price, cost and status (active/inactive). If you already have a product with the same SKU in the CRM, it is reused (no duplicate).
- Stock levels: each product's balance becomes an adjustment in your Inventory, making the CRM balance match Unleashed. Every adjustment is recorded in the product movement history, so nothing is lost or blindly overwritten.
Security and privacy
The API Key is stored encrypted and never shown. It is only used to sign each call (HMAC), so the secret never travels over the network. The connection starts inert and only syncs after being configured and enabled.
How to test
- After saving and enabling, click "Sync now" and wait for the confirmation.
- Open the Products list and the Inventory screen and check that the products and balances from Unleashed appeared.
- On the card, watch the "Links per entity" count grow.
Troubleshooting
- Nothing syncs: confirm the integration is "Enabled" and at least one entity is set to "Pull from Unleashed".
- Credential error when syncing: re-enter the API ID and API Key (the Key never comes back from the server, so paste it in full).
- Stock does not appear: stock is only applied to products that exist in the CRM. Also set "Products" to "Pull from Unleashed" so products are created first, or make sure the CRM SKU matches the Unleashed one.
- The balance differs from what you expect: check whether you set the right warehouse (or left it blank to sum all).