Integrating Fulcrum With Your Manufacturing Tech Stack
Fulcrum is specifically designed to be the source of truth for your manufacturing data, so we integrate with other business-critical software for accounting, e-commerce, machine monitoring, and more. We’ve intentionally architected Fulcrum with modern technology, leveraging secure cloud hosting and integration via APIs. The platform offers several ways to connect with other systems, including:
- Common Integrations: Fulcrum provides out-of-the-box integrations with popular cloud-based systems. You can find a list of some of our compatible systems here. Each integration may require varying degrees of configuration and setup, so be sure to consult with your Fulcrum sales representative about pricing.
- Import and Export Options: For on-premise software or desktop applications, Fulcrum offers easy import and export options. For example, you can import a Bill of Materials (BOM) from a SolidWorks file and automatically create the BOM and routing in Fulcrum. Conversely, you can also export data from various grids in the system, such as the sales orders grid.
- Public API: For more custom integrations, Fulcrum provides a public API that allows you to read and write data from the platform. You can use the API to connect with systems not supported out of the box or to create internal reports. The API is continuously being expanded with new endpoints and functionality.
An example of a frequently integrated system is QuickBooks Online. With Fulcrum, you can authenticate your QuickBooks account and map data fields according to your specific accounting setup. The integration allows for seamless synchronization of invoices and customer information between the two platforms.
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Fulcrum offers a wide range of integration options to suit the unique needs of your manufacturing business. With our focus on core manufacturing operations, Fulcrum can be the perfect for your tech stack. For more information about integrating Fulcrum with your systems, reach out to a Fulcrum sales representative and explore Integrations.
Transcript:
Hi, I'm John, and I'm going to talk about the different ways you can integrate Fulcrum with the rest of your technical stack. Software is continuing to trend towards a more modular approach. Previously, you may have had one system that tried to handle everything. You're going to increasingly see solutions that specialize in doing a few things really well rather than doing a lot of things mediocrely.
We think of Fulcrum as the center of your business, running your core manufacturing operations. It's the base platform that your accounting, design, or other solutions can plug into. That's why it's so important that our product has been intentionally architected with modern technology. It's hosted in the secure cloud and integrates via APIs.
I'm going to show a few other ways that Fulcrum connects with other systems. The most common way is through our standard integrations to other cloud-based systems. While there's only four shown here, if you jump over to the integrations page on our website, you can actually see a sampling of other systems that Fulcrum connects to. These all have varying degrees of configuration and setup involved, so you'll want to talk to your Fulcrum sales contact about pricing.
Okay, let's jump into Fulcrum and get an idea of how some of this works with an example. One of the systems that we integrate with frequently is QuickBooks Online. Here, you can authenticate your QuickBooks account and set it up to match your accounting setup in QuickBooks. The integration has a bunch of different options that allow the data to map to the right fields, depending on how you have it set up.
One of the places that we integrate with frequently is invoicing. I'm going to jump over to our invoicing grid here, and here's just a list of invoices in the system. We're going to find something that's been shipped but hasn't been issued yet. So here, there's an order that has been shipped but without an invoice that has actually been issued to the customer. We'll open up the invoice here, and here, there are details about the pricing for the parts and a little bit of information about the customer. But what we're interested in is actually what happens when you mark it as issued. This will kick off a live integration that pushes the invoice information and customer information to QuickBooks.
If I jump over to our QuickBooks account here, this is the list of recent invoices, and if I refresh it, the Fulcrum invoice shows up and has been associated with whatever accounting codes you have set up in QuickBooks.
Switching gears a little bit, we recognize there are parts of your software stack that are not cloud-based, either on-premise software or just desktop applications. For those types of systems, we try to offer easy import and export options. As an example, I'm going to import a Bill of Materials (BOM) from a SolidWorks pack and go file. Here, I can create a new import, and I can drag in an export from SolidWorks. This should build out the entire BOM, attach all of your system drawings, and when I actually click import, it will create that entire BOM and routing in Fulcrum.
In the opposite direction, if you need to get data out of Fulcrum, for pretty much any grid in our system, you can export the data. For example, if I go over to our sales orders grid, there's an easy option just to export the data.
Lastly, for anything more custom that you may want to build on your own, you can always use our public API. Our API documentation is worth noting that this is also available for our ITAR-compliant customers, and it is hosted on the Azure Gov Cloud. If I open up the API schema, you can see a list of all the ways that you can read and write data from Fulcrum. You can use this to either connect any new systems that we don't support out of the box or just build any internal reports. This API is continuously being built out with new endpoints and functionality, so the list you see here is really just a subset of what you can do with it.
Okay, we've covered a lot of different options here. I hope this gives you a better idea of how Fulcrum can connect with the rest of your systems. For more information, please check out some of our other videos.
This summary and transcript were written with the help of Ai.
