Finale Inventory
Summary
Finale Inventory is a cloud-based inventory management system that connects to Flxpoint using your Account Name, Username, and Password. It runs Get Inventory, Send Fulfillment Requests/Orders, and Get Shipments. Get Source Invoices is not supported.
Add a Finale Inventory source, start configuring an operation, and when Flxpoint prompts you click + New Connection, enter your Account Name, Username, and Password, then Test Connection → Save Connection.
Inventory import uses a report URL
Get Inventory pulls from a Finale product report exported as CSV. Take the export link and replace pivotTableStream with pivotTable, save that as the Product Report URL, and select your Sublocations.
Use a minimal-access staff account
Finale recommends creating a staff account with minimal permissions for the connection. The exact permissions needed can vary, so the connection may need adjusting if data is missing.
Get Shipments runs over FTP
Finale Get Shipments leverages Finale's export-to-FTP functionality rather than a direct API pull, so shipment data depends on that export being in place.
Get Source Invoices is not supported
Finale does not return source invoice data through this integration.
| Field | Maps To — Notes |
|---|---|
| Sublocation Summary (selected Sublocations) | → Inventory → Quantity. Required. Sum of on-hand units across the Sublocations you select. |
| Source Field | Maps To (Finale) — Notes |
|---|---|
| Fulfillment Request line → SKU | → Order Item → Product ID. Required. Sent to Finale per line item. |
| Fulfillment Request line → Quantity | → Order Item → Quantity. Required. Units requested. |
| Fulfillment Request line → Cost | → Order Item → Unit Price / Unit List Price. Sent as both unit price fields. |
| Purchase Order Number | → Order → Order ID. Required. Identifies the order in Finale. |
| Shipping address | → Ship To. Required. End-customer shipping address. |
| Billing address | → Bill To. Billing address for the order, if provided. |
| Field | Maps To — Notes |
|---|---|
| Ship Date Estimated (or Created Date) | → Shipment → Shipped At. Uses Ship Date Estimated when present, otherwise falls back to Created Date. |
| Product ID | → Shipment Item → SKU. Required. Associates the shipped line to your catalog. |
| Quantity | → Shipment Item → Quantity. Required. Units shipped for the line. |
