Integrations¶

Knosc is designed to operate as a real-time layer on top of your existing ERP, WMS, and planning systems - not to replace them. The Integrations module describes how data flows between Knosc and connected systems, how to configure and monitor those connections, and how to resolve common issues.

Integration Screens¶

Screen	Description
Master Data Integration	Loading items, suppliers, customers, warehouses, units, BOM, and external items via upload
Purchase Orders Integration	Syncing PO data from ERP and SFTP sources
Sales Orders Integration	Syncing SO and demand data from customer systems
Inventory Integration	Syncing stock levels from WMS
Forecast Integration	Syncing delivery schedules and demand forecasts
ASN Integration	Generating and transmitting Advanced Shipment Notifications

How Integrations Work¶

Each integration follows the same pattern:

Source System (ERP / WMS / Customer Portal)
    │
    ▼  [scheduled pull - configurable frequency]
Knosc Integration Connector
    │
    ├── Validate records against master data
    ├── Apply field mappings and unit conversions
    ├── Match to existing records (upsert logic)
    ├── Archive records no longer present in source
    └── Write errors to Notifications → Integration Inbound
    │
    ▼
Knosc Database (orders, inventory, forecasts)

Integration Types¶

Type	Description
SFTP file pull	Knosc connects to a remote SFTP server and downloads files on a schedule
REST API pull	Knosc calls an external REST API to retrieve data
File upload	Users manually upload files via the Upload button on each screen

File Upload Integration¶

For screens that support manual file uploads, data is submitted using a structured spreadsheet template. Each upload processes rows according to an Action field:

Action	Behaviour
REFRESH (default)	Smart upsert - adds new lines, updates existing ones, closes lines absent from the file. Cannot be mixed with other actions in the same file.
ADD	Adds new items to existing documents, or creates new documents. Returns an error if the item already exists on the document.
UPDATE	Updates quantities and dates for existing lines. Lines not found are skipped with an error notification.
DELETE	Removes existing lines. If the deleted line is the last on a document, the document is also deleted. Lines not found are skipped.
CLOSE	Marks lines as Received. If all lines on a document are received, the document is marked Closed. Lines not found are skipped.

Templates are downloaded via Download Template on each screen. The template includes a Help tab explaining every field and accepted values.

See UI Reference - Data Upload for the full upload reference including auto-create options, column rules, and error handling.

Monitoring Integrations¶

Navigate to Administrator → Settings → Integrations to see:

Connection status (active / inactive / error)
Last successful run timestamp
Record counts from the most recent run (added, updated, archived, failed)

Navigate to Administrator → Notifications → Integration Inbound to see individual record-level errors with detailed failure reasons.

Manual Sync Trigger¶

Each screen that is integration-managed has a Run Integration button in the action bar. Clicking it triggers an immediate sync outside of the scheduled cycle. Use this when:

Data has been updated in the source system and you need it reflected in Knosc immediately.
You are troubleshooting a discrepancy and want to confirm you are looking at current source data.

Note

Manual runs use the same logic as scheduled runs. If data in the source system has not changed, no updates will occur in Knosc.

Error Handling¶

Integration errors are written to Notifications → Integration Inbound. Errors fall into two categories:

Category	Behaviour
File-level error	The entire upload or sync batch is rejected. Example: missing mandatory column, unsupported action mix.
Line-level error	The affected line is skipped; all other lines are processed. Example: unknown item number, invalid date.

Users who have subscribed to notifications for a given integration type receive alerts for both categories according to their notification settings.

Required Privilege¶

Integration configuration is managed by Admin - Edit users. Viewing integration status is available to Admin - View users. Triggering manual syncs on module screens requires Edit access to that module (e.g., Procurement - Edit to trigger the purchase orders sync).