This article outlines how to connect Finale and Zentail for inventory and orders.

  • Connecting Finale and Zentail
  • Syncing Inventory
  • Pull Sales or Products
  • Images

Connecting Finale and Zentail

  1. In Zentail, generate an API token.
  2. In Finale, go to the Integrations tab and scroll down to select Zentail.
  3. Name the integration "Zentail" (or whatever you prefer).
  4. Paste the integration token there and click "Test Integration".
  5. Ensure the warehouses appear at the bottom -- click Refresh if needed, or if a new warehouse is added at any time.

Syncing Inventory

  1. Back in Integrations in Finale scroll down to Zentail.
  2. Next to each warehouse you'd like to sync inventory with, select Actions > Edit Task Configuration.
  3. Under Task Run Mode set to Automatic.
  4. 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.
  5. Go to Home > Import Products > 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.

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.

  1. Back in Integrations in Finale scroll down to Zentail.
  2. Next to each option you'd like to enable select Actions > Edit Task Configuration.
  3. Under Task Run Mode set to Automatic.

[What is sent to Finale]

Images

Did this answer your question?