PBMTECHNOLOGIES

PBM Integrations · connections

Works with what you already run.

PBM connects to the accounting, warehouse, 3PL, inventory, payroll, EDI, e-signature, shipping, register, marketplace and chat tools brands, rep groups and distributors already use. We connect to the systems that do one job well instead of rebuilding them: your books stay in your accounting system, your warehouse stays on its warehouse system, and every number still shows up in PBM.

Growing every quarterIncluded on every plan

Connections

Every connection, and when it arrives.

Accounting and ERP

Your books

Orders, invoices, credits and deductions in, without retyping.

  • QuickBooks Online · at launch
  • NetSuite · at launch
  • Xero · 2027
  • Sage Intacct · 2027
  • Microsoft Dynamics 365 · 2027
  • Acumatica · 2027
  • Bill.com · 2027
Warehouses and 3PLs

Inventory and shipping

On hand, lots and shipments in. Direct orders out to ship.

  • Extensiv (3PL Central) · 2027
  • ShipBob · 2027
  • ShipHero · 2027
  • Deposco · 2027
  • Red Stag and other 3PLs by file · at launch
  • NetSuite inventory · at launch
Inventory systems

Smaller brand warehouses

Stock, lots and purchase orders from the system the brand runs.

  • Cin7 · 2027
  • Fishbowl · 2027
  • Katana · 2027
  • Simple warehouse count in PBM · at launch
Distributors

Sales and inventory reports

Every distributor's sales and inventory, however they send it.

  • Report files by email or upload · available now
  • EDI sales and inventory reports · 2027
  • Distributor portals · 2027
EDI and retail

Chain orders and invoices

Purchase orders, invoices and ship notices with the big chains.

  • SPS Commerce · 2027
  • TrueCommerce · 2027
  • Orderful · 2027
  • Retailer portal files · at launch
Payroll

Commission and payouts

Rep commission from Field Commissions sent to payroll.

  • Gusto · at launch
  • ADP · 2027
  • Paychex · 2027
  • Rippling · 2027
E-signature

Agreements

Rep and brand agreements, store data agreements and supplier documents, signed and filed.

  • Dropbox Sign · at launch
  • DocuSign · 2027
  • Adobe Acrobat Sign · 2027
Shipping and freight

Where it is and what it cost

Tracking, labels and freight cost per order.

  • ShipStation · 2027
  • UPS, FedEx and USPS tracking · 2027
  • Freight quotes · 2027
Payments

Getting paid

Payment links on invoices and online signup for PBM plans.

  • Stripe · at launch
  • QuickBooks Payments · 2027
Store registers

Sell-through

Item sales from stores that approve PBM Connect.

  • Square · pilot
  • Clover · pilot
  • Shopify POS · phase 2
  • Lightspeed · phase 2
  • Epicor Eagle and other feed and hardware systems · phase 2
  • Older systems by export · phase 2
Online selling

Web stores and marketplaces

Orders in for Insights, product content out from Catalog.

  • Shopify · at launch
  • Amazon · 2027
  • Chewy · 2027
  • Walmart Marketplace · 2027
  • Faire · 2027
  • BigCommerce and WooCommerce · 2027
Product data

Item content

Bring items in from another system or send them out through the industry networks.

  • Spreadsheets · available now
  • Salsify, Akeneo and other product systems · at launch
  • GS1 data pool · 2027
  • Bazaarvoice and PowerReviews · 2027
Work tools

Chat, email, calendar and files

Orders and photos posted to chat, email and meetings logged to the account, files where your team keeps them.

  • Slack · available now
  • Google Workspace · available now
  • Microsoft 365, Outlook and Teams · at launch
  • Dropbox · at launch
  • Box and OneDrive · 2027
CRM and projects

For teams keeping their own

Accounts, activity and tasks kept in sync with tools your company already uses.

  • Salesforce · 2027
  • HubSpot · 2027
  • Pipedrive · 2027
  • Monday and Asana · 2027
Marketing and social

Campaigns and content

Email lists, social posts and design files for PBM Connect and PBM Studio.

  • Mailchimp · 2027
  • Klaviyo · 2027
  • Canva · 2027
  • Meta, Instagram and TikTok · 2027
Reporting

Your own analysis

Every number in PBM, in the tools your analysts already use.

  • Excel and Google Sheets exports · available now
  • Power BI and Tableau · 2027
  • Snowflake and BigQuery · 2027
Build your own

For your IT team

Everything above is built on the same tools you can use.

  • Open API · 2027
  • Webhooks · 2027
  • Zapier · 2027

"At launch" means available when the product it serves goes live. Need one that is not listed? Most can be added for a one-time fee. Product names are trademarks of their owners; PBM is not affiliated with them.

Tell us what you run, and we will show you how it connects.