Unleashed ERP connector

Use your Unleashed data for stock, production and order reporting.

Data Panda brings your Unleashed Software data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

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Unleashed Software logo
About Unleashed ERP

Where your stock and production live.

Unleashed Software is cloud inventory and light-manufacturing software for product businesses with five to a few hundred staff. Built in Auckland in 2009 and now part of the UK's Access Group, it sits in the operational heart of wholesalers, distributors and small manufacturers.

Inside Unleashed you have your products, stock-on-hand per warehouse, suppliers, customers, sales and purchase orders, assemblies and bills of materials, batch and serial numbers, stock adjustments and costed receipts. The reason to pull that data into a warehouse is the questions that cross it: what does a sales order really cost once raw materials, freight and supplier price changes are in, which SKUs eat working capital without selling, and which customers buy the items with the worst margin.

What your Unleashed ERP data is for

What you get once Unleashed ERP is connected.

Inventory and margin reporting

Stock, COGS and order reporting on one version of the truth, refreshed without an export.

  • Stock-on-hand per warehouse against reorder points
  • Gross margin per SKU and per customer after costed receipts
  • Sales order backlog versus available-to-promise

Process automation

Move orders, customers and stock between Unleashed and the systems around it without rekeying.

  • Shopify and webshop orders into Unleashed sales orders
  • Salesforce closed-won deals into Unleashed customers and quotes
  • Supplier price-list changes pushed into BOM cost recalculations

AI workflows

Put your inventory history behind models that help operations stop firefighting and start planning.

  • Demand forecasting per SKU and per warehouse
  • Slow-mover and excess-stock detection with cash exposure
  • Reorder suggestions that consider supplier lead time and seasonality

Custom apps on your data

Light apps on top of Unleashed data for people who should not need the full Unleashed UI.

  • Warehouse picker app with batch and serial scanning
  • B2B reorder portal for repeat customers
  • Supplier scorecard for on-time and in-full delivery
Use cases

Use cases we deliver with Unleashed ERP data.

A list of concrete reports, automations and AI features we have built on Unleashed ERP data. Pick the one that matches your situation.

Stock-on-hand by warehouseLive stock per location against reorder points.
COGS per SKUTrue cost of goods after costed receipts and freight.
Gross margin per customerRevenue minus COGS, after discounts and rebates.
Slow-mover analysisSKUs that have not moved in N days, with cash tied up.
Reorder suggestionsLead-time-aware purchase recommendations per supplier.
Supplier on-time and in-fullOTIF scorecard per supplier, twelve-month trend.
Sales order backlogOpen sales orders against available-to-promise.
BOM cost roll-upFinished-good cost from current component prices.
Assembly throughputUnits produced per period, against the plan.
Stock-take varianceCounted versus system, by warehouse and by reason.
Demand forecast per SKUStatistical forecast feeding the next reorder cycle.
Working capital in stockInventory value tied up, by category and by ageing bucket.
Real business questions

Answers you will finally get.

What does this sales order cost us?

Finished-good cost rolled up from current component prices, plus freight, supplier surcharges and the costed receipts that already landed. Replaces the standard cost that has been on the SKU since the last review meeting.

Which SKUs are quietly tying up cash?

Slow-movers ranked by inventory value and days since last sale, segmented by category and warehouse. Surfaces the items that look healthy on the shelf but have not moved in months.

Are our suppliers on time?

On-time and in-full scorecard per supplier, twelve-month trend. Separates the suppliers everyone trusts because nobody measured them from the suppliers who deliver what they promised.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Inventory value tied up by category and ageing, real COGS per SKU after costed receipts, gross margin per customer. Stock turns into a working-capital line you can manage instead of a black box at month-end.

For sales leaders

Available-to-promise that respects open sales orders and incoming purchase orders. Stops the pattern of selling stock that physically exists but is already committed elsewhere.

For operations

The primary audience. Reorder suggestions that respect supplier lead time, supplier OTIF tracked per delivery, BOM cost roll-ups whenever component prices move, and stock-take variance with reasons attached.

Ideas

What you can automate with Unleashed ERP.

Pair with Shopify

Sync Shopify orders into Unleashed sales orders

Shopify orders, fulfilment events and refunds flow into Unleashed as sales orders, shipments and credit notes. Stock-on-hand stays accurate across webshop and warehouse, and the picker app sees the right order the moment the customer pays.

Pair with Salesforce

Turn Salesforce deals into Unleashed quotes and orders

Closed-won Salesforce opportunities create or update customers in Unleashed and draft a sales quote with the right products and pricing. Sales sees current available-to-promise back in Salesforce so they stop promising stock that is already committed.

Pair with Xero

Push Unleashed invoices and bills into Xero

Sales invoices, supplier bills and credit notes generated in Unleashed land in Xero with the right ledger codes. Finance reconciles bank feeds against the same line items operations sees in Unleashed, so stock value and the books finally agree at month-end.

Pair with QuickBooks Online

Reconcile QuickBooks Online with Unleashed

Sales invoices and supplier bills flow from Unleashed into QuickBooks Online with matching VAT and ledger codes. AR and AP age in QuickBooks against the same orders operations is fulfilling, so finance and warehouse stop arguing over which number is right.

Pair with Exact Online

Join Unleashed and Exact Online in your warehouse

For Benelux SMEs running operations in Unleashed and books in Exact Online, we align the chart of accounts at warehouse level. One consolidated view of revenue, COGS and inventory value, without forcing a brittle direct sync between two systems that were never built to talk to each other.

Pair with MS Dynamics 365 Business Central

Roll an Unleashed entity up into Business Central

For groups that run a smaller operating company on Unleashed and consolidate at holding level on Microsoft Dynamics 365 Business Central, we map products, suppliers and journal totals into Business Central's chart of accounts. The holding sees one P&L; the operating company keeps the inventory tool that fits its size.

Data model

Tables we make available.

These are the 16 tables we currently pull from Unleashed ERP into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Accounts
  • Assemblies
  • Bill Of Materials
  • Currencies
  • Customers
  • Product Groups
  • Product Prices
  • Products
  • Purchase Orders
  • Sales Orders
  • Sales Shipments
  • Stock On Hand
  • Stockonhand Warehouses
  • Suppliers
  • Taxes
  • Warehouses

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Unleashed ERP data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Unleashed ERP to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Unleashed ERP connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Will the sync run into Unleashed's API rate limits?

The Unleashed API enforces a per-minute call limit per account. We batch reads, page through large entities like sales orders and stock-on-hand, and schedule heavy refreshes outside business hours. On a typical SMB tenant the sync runs comfortably under the cap.

We run multiple warehouses. How is that handled?

Stock-on-hand, transfers and reorder points are pulled per warehouse and per product. Reporting fans out per location or rolls up to a group view, and reorder logic respects each warehouse's lead time and supplier.

How fresh is BOM cost roll-up after a supplier price change?

BOM cost rebuilds on the warehouse side as soon as the new costed receipt or supplier price-list change lands in Unleashed. Finished-good cost reflects current component prices, not the standard cost that was set the last time someone reviewed it.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Unleashed ERP setup and the systems around it. Together we pick the first thing worth building.