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Solutions360

How to enable the integration between SI and Solutions360

A
Written by Ashok P
Updated over a month ago

Integration Status

Features

We have designed the integration around the quote/project creation and synchronization workflow:

Supported Workflows

1) PROJECT INTEGRATION

  • Start with a new Q360 Quote, export to D-Tools SI when ready for the estimation and design.

  • In D-Tools SI, create a project from an Integration (Q360).

  • The project is created in SI. Users add the Bill of Materials, create drawings, and write a Scope of Work.

  • Sales Proposals can be generated in D-Tools SI.

  • The project is synchronized to the Q360 quote, and the BoM is updated from SI to Q360.

2) CATALOG SYNC

What it does

The Q360/D-Tools Catalog Sync integration allows users to gain access to the D-Tools Product Library and synchronize this data with Q360's Master product list. The intent is to significantly reduce the amount of manual pricing updates on many masters in Q360. This integration supports the creation and updates of new products, including correct MFG naming, model, part number, description, categorization, and specifications, as well as automated pricing integration with D-Tools Vendor Partners. It is important to note that this integration is not intended to be a complete replacement for maintaining your product catalog, but it can help achieve up to a 75% match.

What are the limitations

  • Record limits: 10,000 per export from D-Tools.

  • Items created by D-Tools will default to the specific item type in Q360 based on the selection in the API configuration.

  • Only works on master price A in Q360 (not price B, C, D) as imposed by D-Tools.

  • There must be a 1:1 relationship for mapping: 1 D-Tools field cannot map to multiple Q360 fields and vice versa.

  • Category and Subcategory fields on Q360 are limited to 20 characters. Any Masters created due to this integration will have truncated categories and subcategories to fit this restriction. This might be revised for version 24.01 to allow for longer values.

  • On occasion, the preferred vendor for a specific product may not be available on D-Tools (e.g., Shure as a vendor for Shure products). In such cases, users can select a different vendor and apply a flat percentage discount to approximate pricing.

Expectations for rollout

As of version 24.01, this integration is in Beta, awaiting development finalization, testing, and documentation. During this beta phase, a few issues are expected to surface as the integration matures. Ultimately, the goal is to provide a pricing sync based on selected Masters and associated Vendors between D-Tools and Q360, either daily or on demand. The synchronization process starts with items created or updated in D-Tools, which are then exported to the Q360 API every 24 hours. Q360 reads the exported catalog and updates the Master Table accordingly.

Q360 Prerequisites

  • Q360 version 24.01 or later.

  • Subscription to the D-Tools Product Library.

  • Payment of the current Q360 one-time integration cost.

  • At least one server license.

  • (Recommended) Master No. and Manufacturer should match perfectly with the Model and Manufacturer on D-Tools to avoid duplicate Masters being created in Q360.

  • D-Tools requires three items to be filled out for each Master: Model (Master No.), Manufacturer, and Category.

  • Q360 > Maintenance menu > API Configuration needs to be set up prior to this integration.

Q360/D‑Tools Catalog Sync: Summary

The integration links Q360 with the D‑Tools Product Library so product data and pricing flow automatically into Q360’s Master product list. It creates or updates items with correct manufacturer names, model and part numbers, descriptions, categories, specifications, and vendor‑partner pricing, sharply cutting manual catalog work.

What it delivers

  • Automated import and update of product catalogs.

  • Continuous alignment of pricing with D‑Tools Vendor Partners.

  • Consistent, up‑to‑date product information across systems.

  • Time savings by eliminating repetitive data entry.

  • How it works

    1. Products are created or updated in D‑Tools.

    2. The integration exports up to 10,000 records per run through the D‑Tools API.

    3. Q360 receives the data and writes it to the Master table (Master Price A), honoring 1‑to‑1 field mappings.

    4. Default item type is determined by the API configuration.

  • Prerequisites

    • Q360 version 24.01 or later.

    • Active D‑Tools Product Library subscription.

    • Server license for the integration.

    • API credentials entered in Q360 with correct mapping of Manufacturer and Master No.

  • Setup at a glance

    1. Enter API keys in Q360.

    2. Configure synchronization settings and mapping.

    3. Schedule or run an initial sync to bring over products and pricing.

    4. Verify that new items appear in the Master list with accurate pricing.

    Typical use cases

    • Building or refreshing a product catalog before quoting.

    • Keeping vendor pricing current for margin accuracy.

    • Reducing errors caused by manual spreadsheet updates.

Highlights of the catalog sync will include:

  • Utilizing a user-editable mapping table, any D-Tools Manufacturer / Model combination can be mapped to any Q360 MasterNo.

  • A selectable default item type (A, Q, M) on initial import and the ability to adjust those item types following import in bulk

  • The ability to exclude any D-Tools Manufacturer / Model combination from pricing updates

  • Enhanced end-user reporting of imported/updated items

Q360 Details

Solutions360 is a third-party software for Project Management and Customer Relationship Management services.

Please read more on our Press Release: https://d-tools.com/solutions360-integration-pr/

Integration Overview: https://d-tools.com/360-integration/

Access

Please request access to the integration by sending an email to api@d-toolshelp.com before performing the setup. D-Tools will enable access to your specific account within 48 hours.

Please also request integration access to Solutions360, as it needs to be enabled on the Solutions360 app.

Initial Setup

To use this integration, you must first set it up. This is a one-time setup. You will need an active Solutions360 account and have purchased the integration.

1/ In SI, go to Start > Control Panel, then open "Manage Integrations."

Important note: If this feature is not available, please send an email to api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you. Please note you must be on the latest version of D-Tools and subscribing to Software Assurance (SA) to access this feature.

2/ Select Solutions360, then click the "View API Key" link.

3/ Click the Copy button to copy your API Key and then close these windows.

4/ Login to Solutions360.

5/ Enter the API key under integration. For additional details, please get in touch with Solutions360 support at support@solutions360.com

If you need D-Tools API assistance, please contact api@d-toolshelp.com.

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