---
title: 'ShopWorks + Ontraport'
url: 'https://www.staging38.commercient.com/product/shopworks-ontraport/'
date: '2026-06-19T11:18:52-04:00'
modified: '2026-06-19T11:18:53-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects ShopWorks to Ontraport, giving your team access to ShopWorks 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 ShopWorks 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 ShopWorks Payments to Ontraport Account Records
- Access ShopWorks Price Lists from Ontraport
- Sync ShopWorks Credit Notes to Ontraport
- Import Ontraport Contacts as ShopWorks Customer Contacts
- Connect ShopWorks Quotes to Ontraport Deals
- Sync ShopWorks Customers to Ontraport Companies

## Why Commercient

### Credit and order limit visibility

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

### Sales rep account management

Connect ShopWorks Customers account assignments to Ontraport Companies so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access ShopWorks purchase history and product usage data in Ontraport so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync ShopWorks customer region and territory data to Ontraport so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## About ShopWorks

ShopWorks is business management software for screen printing, embroidery and promotional products companies, managing orders, production, inventory, purchasing and billing.

## 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 ShopWorks Price Lists sync to Ontraport for sales quoting?

Yes, Commercient can sync ShopWorks 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 ShopWorks data in Ontraport?

Commercient can support surfacing ShopWorks 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 ShopWorks and Ontraport integration scoped and implemented?

Commercient scopes each integration project based on the customer's ShopWorks 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 ShopWorks Sales Orders history sync to Ontraport account records?

Yes, Commercient can sync ShopWorks 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 ShopWorks 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.