SourceDay

Receive configured customer purchase orders and RFQs from SourceDay, review the mapping and accept them into the supported production workflow.

Features

01

Order and RFQ intake

Review incoming customer demand in the connected workflow.

02

Map the detail

Configure customer and product mappings before acceptance.

03

Into production

Accept supported records into jobs, production orders or quotes, with configured outbound updates.

How it connects

This integration is scoped and configured for the customer's SourceDay workflow; it is not a universal one-click import.

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Related capabilities
SourceDay
XeroMicrosoft 365Google WorkspaceIllustration of related capabilities. Your enabled workflows and access are agreed during setup.

Configuration

Availability depends on your enabled modules, agreement, connected services and permissions. We agree the configuration and any provider requirements with you during deployment.

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Questions

What can I do with SourceDay?

Receive configured customer purchase orders and RFQs from SourceDay, review the mapping and accept them into the supported production workflow. Review incoming customer demand in the connected workflow. Configure customer and product mappings before acceptance. Accept supported records into jobs, production orders or quotes, with configured outbound updates.

How is this connection set up?

This integration is scoped and configured for the customer's SourceDay workflow; it is not a universal one-click import.

How do I confirm the right integration scope?

Talk to us about the workflow, source account permissions and information you want to connect. We agree the supported features, configuration and provider requirements before deployment.

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