This article outlines how to connect Finale and Zentail for inventory and orders.
Connecting Finale and Zentail
Syncing Inventory
Pull Sales or Products
Kits
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Connecting Finale and Zentail
In Zentail, generate an API token.
In Finale, go to the Integrations tab and scroll down to select Zentail.
Name the integration "Zentail" (or whatever you prefer).
Paste the integration token there and click "Test Integration".
Ensure the warehouses appear at the bottom -- click Refresh if needed, or if a new warehouse is added at any time.
Syncing Inventory
Back in Integrations in Finale scroll down to Zentail.
Next to each warehouse you'd like to sync inventory with, select Actions > Edit Task Configuration.
Under Task Run Mode set to Automatic.
Under Default Quantity Options, select the Stock Source [warehouse(s)] whose inventory will be sent into Zentail.
Note: you do not need a warehouse in Zentail for each warehouse in Finale since you can sync multiple Stock Sources to a single Zentail warehouse.Go to Inventory > Product Lookups > Import Product Lookups > import a mapping for the Zentail SKU to the Finale Product ID to associate a Zentail warehouse as a store for each product. The file should look something like this:
Note: if you need or plan to edit lookups in Finale (ex: kits, aliases), ensure to only setup automatic lookup imports for new products only.
Pull Sales to Finale and/or Import Products
Discuss these with your implementation specialist before enabling them. Orders should only come into Finale from a single source to avoid duplicates.
Back in Integrations in Finale scroll down to Zentail.
Next to each option you'd like to enable select Actions > Edit Task Configuration.
Under Task Run Mode set to Automatic.
Kits
By default, Finale will import the Requested SKU (AKA the Kit SKU). If you would like to have these broken down into the components you can create that relationship in Finale. The process is slightly different depending on the kit setup.
For multipacks (i.e. multiple units of the same product), it's similar to importing product lookups above, but with an additional Packing column. And the Product ID is the the component SKU in Finale. Something like this:
For bundles (i.e. a kit composed of different products), you may need to set that up as a Bill of Materials (BOM). Finale covers that in this help article, and it looks a little something like this:
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