INSITU SALES INTEGRATIONS
One connected operation, from ERP to the last mile.
Connect ERP and accounting systems, Inventory Management Systems (IMS), fulfillment tools, and AI agents with field sales, DSD, warehouse execution, dispatch, and private B2B ordering.
inSitu SalesThe bridge between systems and teams
INTEGRATIONS BY JOB TO BE DONE
Choose the connections that power your operation.
Start with the system your team already relies on, then map only the records and workflows needed in the field.
Run finance & ERP
Connect accounting, customer, product, pricing, inventory, and transaction context to approved mobile workflows.
EXPLORE ERP SYSTEMSKeep inventory & fulfillment moving
Align supported orders, stock, fulfillment, shipping, and tracking activity from warehouse to customer.
EXPLORE IMS & SHIPPING
AI AGENT INTEGRATIONS
Connect the AI workspace your team already uses.
Give ChatGPT, Claude, Grok, Codex, and other compatible agents permissioned access to approved distribution data—while your team reviews the evidence and controls every consequential action.
ChatGPTOfficial inSitu Sales plugin
ClaudeGuided MCP setup
GrokCustom MCP connectorOther agents & botsCodex and compatible MCP clientsBuild a custom connection
Use the inSitu Sales API and developer tools when your system or workflow needs a purpose-built connection.
VIEW DEVELOPER RESOURCESBUILT FOR HOW DISTRIBUTORS WORK
Connect the data. Keep each team focused.
Field teams use a focused experience instead of broad ERP or accounting access.
Keep approved selling workflows available in low-connectivity environments.
Define what moves, which system owns it, and when updates should occur.
Validate scope, mappings, permissions, and exception handling before launch.
INTEGRATION FAQ
Plan the connection around your real workflow.
Connector capabilities vary. These answers help your accounting, ERP, operations, and field teams prepare the right questions.
Which ERP and accounting systems integrate with inSitu Sales?+
inSitu Sales offers integration options for QuickBooks Online, QuickBooks Desktop Enterprise, Oracle NetSuite, Microsoft Dynamics 365 Business Central, SAP Business One, Odoo, Xero, Epicor, and Siigo. Available records and synchronization directions depend on the selected connector and approved configuration.
What is an Inventory Management System (IMS) integration?+
An IMS integration connects supported inventory, product, order, and fulfillment information between inSitu Sales and systems such as Zoho Inventory or Fishbowl. Exact data ownership and update timing are defined during implementation.
Can inSitu Sales connect to a system that is not listed?+
Possibly. The inSitu Sales API and developer tools can support approved custom integration projects. Feasibility depends on the other system's API, authentication, data model, and the workflow your team needs.
Do field representatives need access to the ERP?+
No. inSitu Sales can give field users a focused mobile workflow and only the approved business information they need, without giving them broad access to the company's accounting or ERP interface.
Can AI agents such as ChatGPT, Claude, or Grok connect to inSitu Sales?+
Yes. inSitu Sales provides an official ChatGPT plugin and an MCP-compatible connection path for Claude, Grok, Codex, and other compatible agents. Your organization controls the connected company, available tools, permissions, and the operational data exposed to each agent.
SEE HOW IT ALL WORKS TOGETHER
Map your systems to one connected distribution workflow.
Bring your ERP, accounting, inventory, fulfillment, AI-agent, and field requirements. We’ll tailor the conversation to your operation.