The Fastenal Integration seamlessly connects FMX with Fastenal's parts inventory and ordering system, providing your organization with an efficient solution to request, track, and manage parts directly from within FMX.
Key Benefits
- Significantly reduce manual data entry and processing
- Maintain real-time inventory accuracy across systems
- Ensure critical parts availability when and where needed
How the Integration Works
Dynamic Parts Catalog
All parts from your local Fastenal Onsite location automatically appear in FMX as a comprehensive, dynamic catalog displaying current quantities (updated daily).
The integration also captures inventory from vending machines and customer stocking locations, providing complete visibility across all storage points.
Streamlined Parts and Purchasing Requests
When your team identifies parts needed while working on requests in FMX, they can submit sub-requests directly to Fastenal.
Here, users can select parts from the Fastenal catalog using the "advanced search" feature.
For specialty parts not in the catalog, requests can be submitted using detailed text descriptions to ensure precise fulfillment.
Your team can track request status in real-time and receive automated notifications for updates and fulfillments, maintaining complete visibility throughout the process.
Comprehensive Cost Reporting
All inventory transactions, whether from shelf inventory or through purchasing requests, automatically reflect current unit pricing in FMX.
These inventory costs are aggregated for each work request, providing accurate, transparent cost reporting for maintenance activities and budget tracking.
Integration Setup Guide
Before you begin the integration process, we recommend you consult with your Fastenal representative to ensure their point-of-sale system is configured correctly to support the FMX integration. Once confirmed, follow these implementation steps:
Prerequisites
- Active FMX subscription
- Dedicated work request module (typically named "Fastenal Requests")
- Established Fastenal supplier relationship
Site Configuration Steps
Complete the following configuration requirements on your FMX site before initiating the integration setup:
-
Create or copy a dedicated user type with the following user permissions:
- Inventory Access > Create > True
- Inventory Access > Unit Price Access > Edit
- Inventory Access > Read > Any
- Inventory Access > Update > Any
- Inventory Access > Change Quantity > Any
- Inventory Access > Transfer Quantity > Any
- Inventory Access > Delete > Any
- Fastenal Request Access > Allowed Request Types > All
- Fastenal Request Access > Read Requests & Public Responses > Any
- Fastenal Request Access > Update > Any
- Fastenal Request Access > Can Edit After Resolution > True
- Fastenal Request Access > Can Be Assigned > Any
- Fastenal Request Access > Respond > Any
- Fastenal Request Access > Resolve > Any
- Fastenal Request Access > Edit Creation & Resolution Timestamps > Any
-
Create a dedicated user with this new user type:
- Assign an identifiable name (e.g., "Fastenal Integration")
- Use an email address where you want to receive notifications. For filtering purposes, you can modify existing email addresses by adding "+fastenal" before the @ symbol (e.g., "email+fastenal@domain.com")
- Securely document this user's password for use in the next configuration step
-
Add a custom field for additional inventory needs (OPTIONAL):
- Fastenal Request Details > FMX Custom Field (text)
- This custom field will be a free form text field where team members can add general or specialty needs not currently stored in the Fastenal catalogue.
-
Create dedicated buildings to represent:
- Fastenal Onsite Building (for Fastenal-owned inventory)
- Customer Onsite Building (for customer-owned Fastenal inventory)
- Create a dedicated inventory type for categorizing all Fastenal parts
Integration Configuration
Navigate to Admin Settings > Integrations > Fastenal and select "Configure" or "Reconfigure," then complete each step as detailed below:
Step 1: Authentication
- Enter the API user email and password created during site configuration
- Enter your FMX hostname (the subdomain portion before ".gofmx.com" in your site's URL)
- Click "Next" to continue
Step 2: Integration Settings
- Select a Work Request Module from the dropdown to serve as your dedicated Fastenal Request module.
- If you plan to request parts directly from Fastenal, ensure the Supply Workflow toggle is turned on.
- If you plan to have Fastenal control and distribute your owned inventory, ensure the Customer Inventory Workflow toggle is turned on.
- If you have a Fastenal vending machine or stocking location, ensure the Replenishment Workflow toggle is turned on.
- If you have wish to track part costs on the original maintenance or project requests, ensure the Track Inventory Costs from Packing Slips toggle is turned on. Note: this will override any existing unit costs stored on any Fastenal-controlled inventory.
- Click "Next" to proceed
Step 3: Configuration Mapping
- If using an Additional Inventory Needs Custom Field, select it from the dropdown list.
- Select your designated Fastenal On Site Building and Customer Stocking Location Building from their respective lists.
- Select the Fastenal Inventory Type for all Fastenal inventory items.
- Click "Finish" to complete the setup
You can modify this configuration anytime by following the same navigation path and selecting "Reconfigure."