How to connect my ABC Supply account with Roofr
Get your ABC supplier set up and synced in Roofr! This integration lets us fetch key info—like your go-to ABC branches and ship-to account number—so you're always pricing from the right place.
Overview
Setting up your ABC supplier in Roofr ensures you get accurate, up-to-date pricing from your preferred ABC branches. By syncing Roofr with ABC, you’ll streamline your workflow and ensure pricing comes directly from the right place. By the end of this tutorial, you’ll have your ABC supplier integrated, allowing you to access seamless pricing and supplier information.
Prerequisites:
- Premium or Elite subscription
- Current ABC Supply user.
Prefer a video? Checkout our tutorial here:
Setting up your ABC supplier integration
Step 1: Head to Integrations
- In Roofr, go to Settings > Integrations.
- Select the ABC Integration option.
- Alternatively, you can jump to Supplier and click Add new supplier if you'd prefer.
- Then, select ABC Integration.
Step 2: Connect with ABC
⚠️ Tip: Be sure to use the account owned by your company’s main contact, or check with your branch rep to ensure you’re using the correct one.
Step 3: Choose your ship-to account
- Select the ship-to account number you’ll use for ABC orders.
🚨 Heads up: You can only select one account for now, so choose the one your company primarily uses for pricing.
Step 4: Pick your branches
- Roofr will display all branches you've worked with.
- Add the branches where you want pricing visibility and from which you'll send orders (usually, the top branch on the list).
Step 5: Add your branch contacts
- Add the ABC branch contact. This will be the person to reach out to if there’s an issue with an order.
Step 6: Done!
Boom! Your supplier is set up and ready. You’ll now see it under Material Order > Supplier in the app, complete with an Integrated badge.
💡 Pro Tip: Star your integrated supplier and branch as “Preferred” to keep them front and center!
FAQs
I already have an ABC supplier with history. Will I lose it when I add my ABC Integrated account?
To keep it separate, rename your old supplier (e.g., “ABC - Old”) and start using the new one for all future orders.
Can I set up multiple ship-to account numbers?
Not yet! We’re working on this for 2025, but right now, you’ll need to stick with one account.
How do I update my branches or contacts?
Yes, you can! Simply edit your supplier details in your Material Orders page. Just note: Deleting a supplier is final and will wipe your catalog setup. Deleting branches is safe, though—it just removes the pricing visibility for that branch.
Why do I see branches I don’t use?
ABC sends us the whole list, so pick the top 2-3 branches you work with most often for pricing.
