Integration guides
Build complete workflows
Task-oriented guidance for the parts of a Velosity integration that endpoint reference material cannot explain on its own.
CUSTOMERS
Sync customers #
Use a stable external identifier to match records, then make the sync repeatable before scaling it to every customer.
- Choose the system that owns each customer field and store its external ID with the Velosity customer.
- Read customers in pages, checkpoint the last completed page or update timestamp, and retry only failed work.
- Upsert changes idempotently so a retry does not create duplicate customers.
- Reconcile totals and failed records after every run.
QUOTES
Manage a quote lifecycle #
Model the lifecycle around explicit business transitions rather than treating a quote as one mutable record.
- Create or locate the customer before creating the quote.
- Send complete line and pricing inputs together, then store the Velosity quote ID in your system.
- Read the latest quote state before applying an update to avoid overwriting a concurrent change.
- Publish downstream changes only after the quote reaches the state your workflow requires.
DOCUMENTS
Generate and deliver documents #
Treat generated documents as output tied to a known quote revision, then keep access to the output short-lived and auditable.
- Request the document only after the quote data and template selection are final.
- Record the quote ID, document ID, template, and generation time with the job.
- Poll or receive an event for asynchronous completion when the API indicates the work is pending.
- Deliver the resulting file through an authorized server-side flow; do not expose integration credentials in a download link.
WEBHOOKS
Process webhook events #
Use events to trigger follow-up work, while keeping the endpoint fast enough to handle retries safely.
- Verify each incoming request before deserializing or acting on its payload.
- Persist the event ID and acknowledge valid events promptly.
- Queue the work and deduplicate events before changing downstream data.
- Monitor retry volume and reconcile missed events from the API when needed.
ERP
Connect an ERP #
Start with a narrow, observable integration boundary before automating the complete order-to-cash flow.
- Define field ownership and the mapping for customers, products, quotes, and status values.
- Use external IDs in both systems and retain a mapping record for every synchronized object.
- Queue writes, log the source and destination IDs, and route validation failures for review.
- Reconcile counts and financial totals on a schedule before enabling unattended updates.
Reference and guidance work together. The generated API reference is authoritative for operations, parameters, schemas, responses, and errors. These guides explain workflow, tenant behavior, authentication, and integration decisions around those operations.