🔗 Connecting MontaWMS to Optiply
The MontaWMS (Monta Fulfilment) integration automates your inventory management by keeping data in Optiply and Monta perfectly synchronised. This connection saves you significant manual work by automating the flow of purchase orders and stock levels.
1. What Data is Synced?
This integration supports a full two-way synchronisation of the following entities:
Products: Item details and stock levels.
Suppliers: Supplier database.
Supplier Products: Purchase prices and SKU mappings.
Sell Orders: Sales history for forecasting.
Buy Orders: Syncs purchase orders from Optiply to Monta.
Receipt Lines: Updates stock in Optiply when goods are received in Monta.
2. How to Set Up the Integration
Follow these simple steps to establish the connection.
Prerequisites
Ensure you have your Monta API Username and Password ready. You can find these in your Monta portal or by contacting Monta support.
Step 1: Access Integration Settings
Log in to your Optiply account.
Navigate to Settings → Integrations.
Click Add Source.
Step 2: Enter Credentials
Select MontaWMS from the list of available integrations and click Next.
REST API user name: Enter your Monta API username.
Password: Enter your Monta API password.
Select the options you want to sync.
Step 3: Connect
Click Connect.
The integration will automatically verify your credentials and begin the initial synchronisation.
Check out this video on how to connect MontaWMS to Optiply
❓ Frequently Asked Questions (FAQs)
Does Optiply send Purchase Orders to Monta?
Yes. When you create and confirm a Purchase Order in Optiply, it is automatically synced to MontaWMS, so your warehouse knows to expect the incoming goods.
Where do I find my API Credentials?
Your API Username and Password are provided by Monta. If you do not have them, please check your MontaWMS portal settings or contact your Monta account manager.
How often does the data sync?
Once connected, the integration runs automatically in the background to keep stock levels, sales, and receipts up to date.