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How do I integrate my Beacon Account with my other tools?

You have the ability to integrate your 3rd party software tools with your Beacon account to facilitate the passthrough of data and streamlining of your operation. 

These integrations will need to be turned on for your account, if you would like to expand your integrations, please reach out to your customer success representative or email support@connectsx.com. 

To set up an integration, navigate to the Integrations tab of the Navigation as an Admin.

You'll see that we offer integrations with Quickbooks, Xero, and Shippo. In this article we're going to walk through the section called "Third Party Integrations", which allows you to connect with a broader array of tools. 

  1. To set up a new 3rd party integration, i.e. connecting an external data source to Beacon, click on the corresponding purple "Connect" button.
  2. Next, in the prompt provided, re-enter the Beacon Password for your account to verify your identity. 
  3. Next, select the type of integration:
    1. Push: This type of integration will push data from Beacon to your other systems. (Coming soon...)
    2. Pull: This type of integration will pull data from your other systems into Beacon. 
  4. Choose the 3rd party software that you would like to integrate with by using the search bar to find your tool. There are hundreds of options available for integration.
  5. Then you may need to select the specific data sources for your integration. There are hundreds of possibilities due to the number of integrations, so please reach out to support@connectsx.com if you have issues setting up your data source. 
  6. For the purposes of this guide, we'll set up an integration with a Google Sheet. So we'll be pulling the data from this spreadsheet into Beacon. 
  7. If prompted, log into your 3rd party software to authenticate your account.
  8. Again, if prompted, allow access for the ConnectSx Integration Service (Endgrate) and your 3rd party software to connect.
    1. Facility 
    2. Physician
    3. Catalog 
    4. Product
    5. Inventory
    6. Shipping AddressOnce connected, you'll see a list of available Schemas. These correspond to the types of data that are available for you to connect to your Beacon account. Select your Schemas and click "Confirm" to proceed.  Some common Schemas include: 
  9. In the screen that asks you to Choose and confirm your integration, select and confirm the action you would like the integration to take. In this instance, we will ask the integration to "Get Records" which will be pulled into Beacon.
  10. After confirming the integration, you'll need to provide some direction on what specific data will be pulled. This will vary depending on your integration. For Google Sheets we will need to provide: 
    1. Spreadsheet ID:
      1. The spreadsheet Id is the string of text in the URL of your Google Sheet. You can locate it because it follows the docs.google.com/spreadsheets/d/... portion of the URL. You can see it reflected below as the underlined segment of text. 
      2. https://docs.google.com/spreadsheets/d/awegt34sADAG32sdKXHfXsWcM4V-6-n5KFrxO/edit?gid=577302969#gid=577302969
    2. Sheet Name: 
      1. This is the name of your Google Sheet Tab you would like the integration to reference. Select from the available dropdown options.
    3. Unique ID Column (optional): 
      1. If your data has a column that uniquely identifies each row (such as an ID or SKU), enter its column header name here. This helps detect new, updated, or deleted rows. If left blank, all rows will be treated as new each time.
  11. The next screen will display a mapping of which Columns will be linked to which corresponding Fields in Beacon. Please confirm, change, and populate any mapping required. Then click Confirm.
  12. Now, if you return to the Integrations Page of your Beacon account, you'll see your integration appear in the list as a new connection. 
  13. Next, you'll need to transfer the data to Beacon. To do this, expand the connections row and Click "Create new transfer".
  14. Select the type of transfer you want to prepare:
  15. This will prepare a job to pull the data from that spreadsheet into Beacon. It may take a few minutes to process and you may need to refresh the page. You'll know you're ready to go when you see the "Run" button next to the job.
  16. Click "Run". You'll know it's done when you see a status of "Completed" with zero errors reported. 
  17. Next, go check the data you pulled to ensure it was created successfully.