Integrating integrate PartsTech 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.
This Help Guide will show you how to integrate the PartsTech integration.
2. Select ‘Shop Owners’ as the type of account you would like to set up:
3. Create your account and enter your credentials:
4. Enter your details to finish creating your account:
5. The really cool thing you can now do is select the suppliers within a 25 mile radius:
Look at all the awesome suppliers you can link to!
6. Once your account is configured it is now time to integrate with Workshop Software! Go into Workshop Software and select Integrations – Accounting Integrations and then PartsTech:
7. Once you have selected PartsTech press ‘Activate PartsTech’ to enter your details:
8. Once activated it will ask you for a username and key. To find these details go back to your PartsTech account and click on ‘My Account’:
9. Then select ‘Account’ and ‘API’:
10. You will see your user credentials, please copy the set of numbers and letters that you see into the ‘User Key’ section in Workshop Software:
11. Your username will be your email, your credentials should now be entered (remember to press save!)
12. You can also activate your labor times for PartsTech in this section!
13. If you now go into a job in Workshop Software, your PartsTech icon will be ready to use:
Please now refer to this guide to see How to use PartsTech
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- Use the product search bar to quickly locate the product you need by name or part number.
- 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
Will this change affect existing invoices that already include this product?
No. Existing invoices and job cards retain the product details as they were at the time the invoice was created. This change only applies when the product is used on future invoices.
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.