Integrations & Connectors

Connect CentrixIQ to the systems you already run — pre-built integrations for ERP, market data, e-commerce, AI, and automation, with more on the roadmap.

CentrixIQ connects to the systems manufacturers, brokers, and distributors already run — so orders, invoices, deductions, and syndicated market data flow into one platform without spreadsheets or custom code. Sync financials from ERP and accounting tools like QuickBooks, NetSuite, Dynamics 365, Xero, and SAP; pull syndicated and POS market data from NIQ, Circana, SPINS, and Crisp; sync retail and e-commerce orders and sales data from SPS Commerce EDI, Amazon, Shopify, Faire, and Instacart; and automate the rest with Zapier, n8n, Power Automate, or the CentrixIQ REST API. These are data connectors — they bring your channel data into CentrixIQ; they are not a storefront or an e-commerce management module.

ERP & Accounting

QuickBooks

Sync invoices, payments, and customer records between QuickBooks and CentrixIQ. Match payments against orders and track AR status.

Premium

Dynamics 365 ERP

Sync invoices, purchase orders, and pricing from Business Central, Finance, or Supply Chain into CentrixIQ order management.

Premium

Xero

Sync invoices, bills, and contacts between Xero and CentrixIQ. Automate reconciliation and track AR/AP alongside your sales pipeline.

Premium

NetSuite

Pull orders, invoices, and pricing from Oracle NetSuite into CentrixIQ. Reconcile deductions and sync customer master data.

Coming Soon

SAP

Connect S/4HANA or Business One to sync orders, invoices, customer master data, and pricing into CentrixIQ.

Coming Soon

Sage

Import financial data and customer records from Sage Intacct or Sage X3 into CentrixIQ dashboards and reporting.

Market Data

Premium

Circana

Ingest POS, panel, and category data into CentrixIQ analytics. Power category reviews and competitive analysis in your dashboards.

Premium

Crisp

Stream real-time retail POS and inventory data into CentrixIQ. Monitor sell-through rates and out-of-stocks from your dashboards.

Premium

Nielsen IQ

Import retail measurement and scan data for category reviews, trade planning, and AI-powered market insights in CentrixIQ.

Coming Soon

TELUS

Connect TELUS Consumer Goods retail execution and demand data into CentrixIQ for supply chain visibility and order management.

Coming Soon

Numerator

Feed receipt-level consumer purchase data into CentrixIQ for shopper analytics, basket analysis, and promotion effectiveness tracking.

Coming Soon

SPINS

Import natural and specialty channel scan data into CentrixIQ for performance tracking, trend analysis, and retailer presentations.

AI & Analytics

Claude

Connect Claude to your CentrixIQ workspace through our MCP server. Query accounts, deals, and analytics in natural language from any MCP-compatible client.

OpenAI

Connect ChatGPT to your CentrixIQ workspace through our MCP server. Surface pipeline, orders, and retail data inside GPT conversations without leaving the chat.

Premium

Power BI

Embed Power BI reports in CentrixIQ or export pipeline, retail, and order data for custom dashboards and executive reporting.

E-Commerce & Channels

Premium

SPS Commerce

Automate EDI purchase orders, invoices, and shipping notices with retail trading partners. Streamline retailer onboarding and compliance.

Premium

Shopify

Sync DTC orders, inventory levels, and customer data into CentrixIQ. Track e-commerce performance alongside retail and wholesale channels.

Premium

Amazon Seller/Vendor

Import Amazon POs, chargebacks, and marketplace sales data into CentrixIQ. Track deductions and reconcile vendor payments.

Premium

Faire

Sync wholesale orders, retailer accounts, and product catalog data from Faire into CentrixIQ for unified channel management.

Premium

Instacart

Pull order-level sales data, search ad performance, and delivery metrics from Instacart into CentrixIQ for e-commerce analytics.

Collaboration

iOS App

Full CRM, route management, store visits, and photo capture on iPhone and iPad. Offline-capable with real-time sync to CentrixIQ.

Microsoft Teams

Get pipeline alerts, deal updates, and task notifications in Teams channels. Share CentrixIQ dashboards directly in conversations.

OneDrive

Store and share trade documents, presentations, and reports. Attach OneDrive files directly to CentrixIQ accounts and deals.

SharePoint

Centralize trade agreements, promotional materials, and planograms. Link SharePoint document libraries to CentrixIQ accounts.

Microsoft Outlook

Track email conversations with CentrixIQ contacts, log meetings, and surface account data and deal context directly inside Outlook.

Slack

Real-time notifications for deal changes, new orders, task assignments, and pipeline milestones in your Slack channels.

Marketing

Premium

HubSpot

Sync marketing leads, email campaigns, and landing page conversions with CentrixIQ contacts. Map HubSpot lifecycle stages to your pipeline.

Premium

Mailchimp

Sync CentrixIQ contacts and segments to Mailchimp audiences. Track email campaign engagement alongside pipeline and sales activity.

Premium

Klaviyo

Push CentrixIQ customer segments and purchase data to Klaviyo for targeted email and SMS campaigns tied to retail performance.

Coming Soon

Google Ads

Attribute ad spend to CentrixIQ pipeline and closed deals. Feed account and contact data back to Google for audience targeting.

Coming Soon

Meta Ads

Sync CentrixIQ audiences to Meta for retargeting. Track Facebook and Instagram ad performance against pipeline outcomes.

E-Signatures

DocuSign

Send trade agreements, authorization forms, and contracts for e-signature directly from CentrixIQ accounts and deals.

Adobe Sign

Route trade documents and contracts through Adobe Sign workflows. Track signature status from within CentrixIQ deal records.

Automation

Power Automate

Trigger flows from CentrixIQ events like new orders, deal stage changes, or completed store visits. Connect to 1,000+ Microsoft services.

n8n

Build custom workflows connecting CentrixIQ to any system. Trigger automations from new orders, deal updates, or field visit data.

Zapier

Connect CentrixIQ to 7,000+ apps with no-code automations. Trigger zaps from new contacts, orders, deal updates, and field activities.

CentrixIQ API

Full REST API for programmatic access to contacts, deals, orders, routes, and analytics. Available on Pro and Premium plans.

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Need a custom connector?

Our API and developer tools let you build connectors for any system.

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FAQ

Integration Questions

CentrixIQ offers pre-built connectors across six categories: ERP and accounting (QuickBooks, NetSuite, Microsoft Dynamics 365, Xero, SAP, Sage), syndicated market data (NIQ, Circana, SPINS, Crisp, Numerator), e-commerce and retail channels (Amazon, Shopify, Faire, Instacart, SPS Commerce EDI), AI and analytics (Claude, OpenAI, Power BI), collaboration (Microsoft Teams, Outlook, SharePoint, Slack), and automation (Zapier, n8n, Power Automate). A full REST API is available for anything not listed.

Yes. CentrixIQ syncs orders, invoices, pricing, and customer master data with QuickBooks, Oracle NetSuite, Microsoft Dynamics 365 Business Central, and Xero today, with SAP S/4HANA, Business One, and Sage connectors on the roadmap. This lets you reconcile deductions and track AR alongside your sales pipeline without manual data entry.

Yes. CentrixIQ ingests syndicated and POS market data from NIQ (Nielsen IQ), Circana, and Crisp, with SPINS and Numerator on the roadmap. That data powers category reviews, trade promotion planning, competitive analysis, and AI-driven insights directly inside your CentrixIQ dashboards.

Pre-built connectors are configured during onboarding, so most teams go live in days rather than the months a custom integration project typically requires. Our team handles connector setup, field mapping, and data migration as part of implementation.

Yes. CentrixIQ provides a full REST API for programmatic access to contacts, deals, orders, routes, and analytics, available on Pro and Premium plans. You can also connect through Zapier (7,000+ apps), n8n, and Microsoft Power Automate, or build a custom connector for any system using our developer tools.

Yes. CentrixIQ exposes an MCP (Model Context Protocol) server so you can connect Claude, ChatGPT, or any MCP-compatible client and query accounts, deals, orders, and analytics in natural language — without leaving your AI assistant.
Talk to our integrations team