This article will walk through how to integrate your Westcoast account with your Zomentum account. The integration will allow you to retrieve real-time pricing and availability while adding a product to a document, effectively removing the need to manage your products in two different places.
To integrate Westcoast with Zomentum, you will need access credentials to Westcoast's XML Pricing & Availability. These are not the same credentials you use to log into your Westcoast account. To request access, you'll need to contact the Westcoast support team.
Below is an email template you can use to contact Westcoast's support team to request XML Pricing & Availability:
We want to set our account up with access to Westcoast's XML Pricing & Availability. Please provide XML credentials.
Below is our account information:
Company Name: "MSP NAME LTD"
Westcoast User ID: "ABC123"
Note: You can find the account information in your Westcoast account.
Below is the contact information for the Westcoast team:
If you have access to the Westcoast XML service but receive an 'Invalid Credentials' error when attempting to integrate with Westcoast, please contact the Zomentum Support Team.
Setting up the Integration:
Navigate to Settings > Integrations tab
Click on Westcoast under the distributor's section.
A right-side drawer will appear where you will be asked to enter credentials.
Enter Login Id, Password, Company Code, and Region (will be the UK.)
Hit ‘Save’, and then you will be Connected.
Using the Integration:
Once you are connected, whenever you search for a product from Etilize (while adding the product to the Quote block), we will show the real-time pricing & availability along with the product details. To search for products in Etilize, follow these steps:
Drag and drop a quote block into a document
Click on ‘Add Product’
Select ‘Etilize’ from the Dropdown
Search for the specific product. The results will show the real-time pricing from the integrated Westcoast distributor.
Before adding the product to the quote block, you can set the ‘Sell’ price and change any other product details required.