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Q360 D-Tools Catalogue Sync

What this does

Pulls products you export from D-Tools System Integrator (Desktop) into Q360 as Masters, using a governed Master Crosswalk so item numbers and types stay consistent. This guide does not cover D-Tools quote import or pricing rules—only catalogue sync.

Who should use this

• Admins who manage item masters and integrations.
• Users with MASTER_VIEW can see the menu; ADMIN is required to open and edit Master Crosswalk. Non-admins will see: “Sorry, you don’t have permission to do that. Requires USER ADMIN.”

Before you start (prerequisites)

• You can log into D-Tools Desktop (System Integrator).
• Q360 API Settings > D-Tools tab is configured.
• A background job exists for Master_SyncRemote and can be run.
• The integration user (often Q360API) has MasterSave_Exec.

One-time configuration in Q360

1) Set the default Item Type for new Masters

1. Go to Maintenance > API Configuration > D-Tools tab.
2. Use Default ItemType to choose how brand-new imported items will be typed (e.g., “Q”). Changes persist after save.

Notes

• All 8 item types are available.
• Existing Masters keep their original type (the Default only applies to items that don’t yet exist in Q360).

2) Confirm Translation Map guardrails

Still on API Configuration:

• Filter Translation Map to Q360 Object = Master, and Type = Import.
• Verify ExternalRefNo and Manufacturer are Mandatory.
• Model row shows a yellow highlight and warns if you try to rename its Q360 field.

Export products from D-Tools (Desktop)

1. In D-Tools, open Catalog > Products.
2. Select the products to export.
3. Go to Integrations tab > Export.
4. Choose Selected, add a name / description, Next, select Q360, then Export.

Tip: You can repeat this any time you add or change products in D-Tools.

Run the Q360 sync

1. In Q360, go to Maintenance > Background Job Administration.
2. Run the job that executes Master_SyncRemote (SQL Agent job) and wait for completion.

Want more background on jobs (install / uninstall, permissions, notifications)? See Background Job Administration guidance.

Review and manage results in Master Crosswalk

Open the Crosswalk

• Inventory > Admin > Master Crosswalk (ADMIN required to open).

What you should see after a successful import

• New rows added automatically for the items you exported.
• For brand-new items, Q360 creates a unique MasterNo and sets ItemType from your Default ItemType.
• If a Master already exists in Q360 (same Manufacturer / Model) but no Crosswalk row yet, Q360 creates a Crosswalk row with the existing MasterNo and the existing Master’s ItemType (it does not apply the default).

Useful Crosswalk actions

• Find Master (magnifying glass) to link to an existing Master; Add/Delete in edit mode.
• Import Source filter at the top > choose DTOOLS to view only D-Tools rows.
• Extended menu: Change Master No and Update Item Type (for quote-only Masters, type changes behave per platform rules).

Using the Master Import Log

• Inventory > Admin > Master Import Log opens normally.
• Filters available: Master No., Import Source, Manufacturer, Time Period, Start/End Date.

Common validation messages (what they mean & how to fix)

• “Missing values for required fields.”
  Appears if Ext_Pk1 or Ext_Pk2 is blank; the row and empty cells highlight in red. Enter both values and save.
• “Duplicate ext_pk1 and ext_pk2 pairs.”
  You attempted to save a duplicate (Ext_Pk1, Ext_Pk2) combination. Adjust the keys to be unique.
• Out of scope: Ext_Pk3 / Ext_Pk4 are ignored (not needed for D-Tools).

FAQs

Q: Do I need ADMIN to view the menus?
A: MASTER_VIEW shows Master Crosswalk and Master Import Log on the menu; ADMIN is required to open and edit the Crosswalk.

Q: Why didn’t my item pick up the Default ItemType?
A: The default only applies when Q360 creates a brand-new Master. If the Master already exists, Q360 keeps its existing type.

Q: Where do I see what was imported and when?
A: Use Master Import Log and filter by Import Source and time period.

Troubleshooting

• No new rows after export:
  • Confirm you exported from D-Tools > Integrations > Export > Q360.
  • Ensure Master_SyncRemote actually ran to completion (check Background Job log / notifications).
• Save errors in Crosswalk:
  • Fill both Ext_Pk1 and Ext_Pk2; avoid duplicates.
• Can’t open Master Crosswalk:
  • You likely don’t have ADMIN; contact your system administrator.