---
title: 'Aptean Southware + Ontraport'
url: 'https://www.staging38.commercient.com/product/aptean-southware-ontraport/'
date: '2026-06-19T11:20:00-04:00'
modified: '2026-06-19T11:20:00-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Aptean Southware to Ontraport, giving your team access to Aptean Southware data directly within Ontraport. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Aptean Southware and Ontraport, giving sales teams access to ERP customer, order, invoice and inventory data from inside Ontraport. With accurate ERP data in Ontraport, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Aptean Southware Payments to Ontraport Account Records
- Access Aptean Southware Price Lists from Ontraport
- Sync Aptean Southware Credit Notes to Ontraport
- Import Ontraport Contacts as Aptean Southware Customer Contacts
- Connect Aptean Southware Quotes to Ontraport Deals
- Sync Aptean Southware Customers to Ontraport Companies

## Why Commercient

### New customer onboarding

Connect Ontraport new Companies to Aptean Southware Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Aptean Southware Price Lists to Ontraport so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Ontraport deal values and expected close dates with Aptean Southware order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Aptean Southware customer credit status and order limits to Ontraport so sales reps know a customer's account standing before quoting or accepting new orders.

## About Aptean Southware

Aptean Southware is an ERP and business management system for wholesale distributors and service organisations, covering inventory, purchasing, sales, service and accounting.

## About Ontraport

Ontraport is a CRM and marketing automation platform for small businesses and entrepreneurs, managing contacts, email campaigns, pipelines, landing pages and e-commerce.

## Frequently asked questions

### Can Aptean Southware Price Lists sync to Ontraport for sales quoting?

Yes, Commercient can sync Aptean Southware Price Lists to Ontraport so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Aptean Southware data in Ontraport?

Commercient can support surfacing Aptean Southware data inside Ontraport views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Aptean Southware and Ontraport integration scoped and implemented?

Commercient scopes each integration project based on the customer's Aptean Southware and Ontraport configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Aptean Southware Sales Orders history sync to Ontraport account records?

Yes, Commercient can sync Aptean Southware Sales Orders history to Ontraport Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Aptean Southware and Ontraport?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.