ScanSource Integration: Configuration
| NOTE: An authorized user account is required to run this integration. To support better security and audit visibility, we recommend creating a dedicated "service account" user. When configuring this integration, sign in using the service account rather than your personal user account to ensure that audit logs reflect the service account running the integration instead of the user who originally installed it. |
Complete the steps below to configure the ScanSource integration.
| NOTE: Before starting the configuration steps below, be sure you have completed the required prerequisite steps. See the ScanSource Integration: Prerequisites article for more information. |
- Click Admin on the sidebar menu and select Integrations Library.
- Click the Marketplace tab.
- Locate and select the ScanSource integration in the Distribution section.
- Click the Configure button.
- The Initial Configuration section is automatically populated. Click the Next button.
- In the ScanSource Connection section, enter your Scopes, Client ID, Client Secret, Subscription Key, and Customer Number. Set Production Mode to On to connect to the ScanSource production environment. Leave the Region set to North America unless your ScanSource account is based in Europe. Click Finish.
- Once the integration is connected, it will run its initial cost sync, updating costs on the Purchasing tab for products in your catalog that already have ScanSource listed as a vendor. For products without an existing ScanSource vendor entry, the integration will cross-reference your product catalog by manufacturer part number and automatically add ScanSource as a new vendor row when a match is found.
To ensure your products are recognized and updated by the integration, see the ScanSource Integration: Linking Products to ScanSource article for more information.