Integrating Integrate Burson Version 2 with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
The Burson Integration offers a seamless way to streamline job creation and part ordering within Workshop Software. With this integration, you can:
- Create a job or quote, then log directly into your Burson account to check part prices.
- Add parts to your order and return them to Workshop Software.
- Once a quote is approved, order the parts directly from Workshop Software without switching tabs or copying item numbers.
Requirements for Integration
To integrate Burson Version 2 with Workshop Software, you will need:
- Username
- Password
- Account Number
You can obtain this information from your Burson Representative or by calling Burson Support at 1300 733 849.
Step-by-Step Integration Process
Log in to Workshop Software
Navigate to Integrations > Automotive Integration > Burson.
- Activate Burson Integration
- You’ll see a prompt to activate Burson. Click the green ‘Activate Burson’ button to proceed.
- Switch to Burson Version 2
- At the top-right corner, toggle from Legacy to Version 2.
- Select or Create a Burson Supplier
- Choose an existing Burson supplier in Workshop Software or create a new one if necessary.
- Enter Required Credentials
- Enter your Username, Password, and Account Number.
- Select Price Option
- Use the drop-down box to select your Price Option.
- Note: This choice will update the prices in Workshop Software accordingly.
- Save Your Settings
- Click Save to complete the integration setup.
Your Burson Version 2 integration is now active in Workshop Software. For any additional support, please contact Burson Support at 1300 733 849.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
- Keep your integration credentials secure. Do not share API keys or passwords with anyone outside your organisation.
Frequently Asked Questions
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.