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iPaaS.com <> NCR Counterpoint: Background

Learn about the NCR Counterpoint integration and what it supports.

Introduction to NCR Counterpoint

NCR Counterpoint's full retail management system allows you to complete transactions, manage your inventory, and engage your customers.

API Version Support

The integration reads from and writes to NCR Counterpoint through CPHive, a web service installed alongside Counterpoint on the subscriber's own server. Because Counterpoint runs on-premises, records are exchanged through this local CPHive service rather than a cloud API. The integration targets CPHive v2, which is required for NCR Counterpoint 8.6 and higher. See the NCR Counterpoint Connections and Settings and NCR Counterpoint API Endpoints articles for details.

Data Flows

The table below summarizes the data the integration can move between iPaaS.com and NCR Counterpoint, and in which direction. Arrows show the direction of transfer:

  • → iPaaS.com writes the data to Counterpoint

  • ← iPaaS.com reads the data from Counterpoint

  • ←→ the data can move in both directions

Allow Initialization? indicates whether that data can be bulk-loaded from Counterpoint when a subscription first connects. Whether a given flow is enabled, and in which direction, is configured per subscription during implementation.

iPaaS.com

Direction

NCR Counterpoint

Allow Initialization?

Product

←

Item (with variants, options, kits, barcodes, and substitute items)

Product Inventory

←

Item Inventory

Product Variant Inventory

←

Variant Inventory

Product Category

←

Category

✔️

Customer

←→

Customer

Company

←

Customer (marked as a company)

Customer Category

←

Customer Category

✔️

Location

←

Location

✔️

Location Group

←

Location Group

✔️

Payment Method

←

Payment Method

✔️

Shipping Method

←

Shipping Method

✔️

Alternate Id Type

←

Barcode Type

✔️

Gift Card

←→

Gift Card

Employee

←

User (with timesheets)

Sale Ticket

←→

Sale Ticket

Order

→

Order

Order Release

←

Order Release

Deposit Ticket

→

Deposit Ticket

Deposit Refund

→

Deposit Refund

Item Refund

→

Item Refund

As an in-store retail system, Counterpoint supplies most master data — products and inventory, categories, locations, customers and companies, and reference data — to iPaaS.com. iPaaS.com writes transactions back into Counterpoint (orders, sale tickets, deposits, and refunds), while customers, gift cards, and sale tickets can flow in both directions.

Versions and Release Notes

The integration follows its own version numbers. The current version is 1.2. It began as a core retail catalog, customer, and point-of-sale integration, then added catalog depth and workforce data, and most recently expanded transaction writes into Counterpoint and added companies with their contacts. Notable releases, newest first:

Version

Release Notes

1.2 (current)

Transaction writes into Counterpoint — orders, sale tickets, deposit tickets, deposit refunds, and item refunds — plus gift card issuance, order and line-item discounts, and platform hardening. Errors the integration records now carry stable, searchable codes. New business customers can transfer to iPaaS.com as companies, with their contacts, for business-to-business storefronts.

1.1

Catalog depth and workforce: parent/child products and category assignment, location groups, kits, alternate IDs (barcodes), substitute items (as related products), and employees with their timesheets.

1.0

Initial release: core retail catalog (products, variants, inventory, and categories), customers and customer categories, point-of-sale sale tickets, locations, payment and shipping methods, and gift card capture.

Features by Release

The capabilities below are grouped by the version in which they became available, newest first. For the current behavior and any limitations of a given feature, see the linked reference articles and the NCR Counterpoint Known Limitations article.

Version 1.2 (current) — Transaction writes, gift card issuance and companies

  • Sale tickets written to Counterpoint: point-of-sale sale tickets created in Counterpoint from iPaaS.com transactions.

  • Orders: orders written to Counterpoint, with their order releases captured back into iPaaS.com.

  • Deposit tickets and deposit refunds: deposit and refund transactions written to Counterpoint.

  • Item refunds and validated returns: item-level refunds written to Counterpoint as validated returns against the original released order.

  • Gift card issuance: gift cards issued in Counterpoint from iPaaS.com, in addition to gift card capture.

  • Companies from Counterpoint customers: new Counterpoint customers that carry a marker you choose transfer to iPaaS.com as companies, with their first and second contacts as iPaaS.com customers and their ship-to addresses, for business-to-business storefronts such as Adobe Commerce/Magento 2 B2B. The feature is for new customers: switching an existing customer to a company in place is not supported.

  • Coded error messages: every error the integration records now carries a stable, searchable code, so subscribers or their MiSP can look up its cause and resolution directly.

Version 1.1 — Catalog depth and workforce

Version 1.0 — Initial release: core retail catalog, customers, and point-of-sale

Related Documents

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