Integrating Your Shopify or WooCommerce to other Inventory & Accounting Software
Oct 13th, 2020 / Haroon Juma / Software Blogs
The COVID-19 pandemic has changed business. The way businesses operate has taken a shift towards E-Commerce business models. We have already seen the brick-and-mortar model for a retail business reinforced by an online presence. However more sectors are adopting the use of E-Commerce stores.
There comes a time when your E-Commerce business grows, you may have to consider augmenting your platform and processes. The flow of information from different processes can present various challenges. Not just in terms of accounting for your sales but also maintaining an accurate inventory.
Connecting these processes for better operational management and reporting becomes essential. At this point, you may need to connect your online store to a functional ERP. In this blog, we discuss the key questions you should address to scale your business.
Selecting the Right Applications
With today’s advent in Technology, the possibilities to support your business are endless. However, choosing the right technology and platform can be confusing. Selecting the wrong platform to cater to your business needs can lead to a trail of catastrophic events.
When choosing an ERP or accounting software for your E-commerce business, several factors need to be considered before a final commitment and integration.
These factors include functionality, banking compatibility, scalability, usability, reporting, and pricing. Most importantly should be the ability to seamlessly integrate with your E-commerce store (e.g. Shopify, WooCommerce).
Not all E-commerce businesses operate the same workflow processes. Hence you need to ensure you select the right platform and implement them correctly for your business.
Integrating Your Applications
Connecting any software to another presents its set complexities. Data flows must connect seamlessly to provide the required information to operate your whole business without manual intervention.
When your E-commerce store generates 100’s of orders, it is impossible to manually verify all orders. Your customers will receive poor service and costs will be unmanageable. Therefore, your E-commerce store must be totally in sync with your platform.
The good news is we can enable middleware solutions for E-commerce Business integration with external Accounting and inventory platforms. There are several on the market providing connectors to manage the integration.
Zapier platform – an online automation tool with a Lego-like editor. This enables you to build workflows and automation between various SaaS apps. Such as connecting a WooCommerce or Shopify store with QuickBooks, Zoho, Xero, or other SaaS platforms.
OneSaas platform – an online integration platform that connects and automates E-commerce, accounting, inventory, email Marketing, and other SaaS applications. The integration directory supports E-commerce solutions including Shopify, BigCommerce, WooCommerce, and integration to accounting/inventory software such as Zoho, QuickBooks, Sage, and Xero.
Ensuring your E-Commerce business is set up the right way requires not only technical skills but deep workflow knowledge. The implementation must set appropriate policies and dataflows to fully automate the interactions.
The key to this approach is understanding the accurate cause and effect. Data flows must trigger the correct effect in the target system and eliminate operational and reporting errors.
For instance, a raised order on Shopify should reflect as a new order invoice in accounting. A return on Shopify should accurately reflect inventory and accounting with the correct entries in the ledgers. Any errors in the information flow across these two platforms can distort your Revenue Management with gaps in reporting.
Integrating your E-commerce store will minimize resources entering data, providing better service and resources to invest in growing your business.
At SimplySolved, we deliver the domain and technical skills to deliver integrations seamlessly. We deliver solutions specific to your E-commerce and business workflow needs to automate your business. Through our ISO 9001 & 27001 accredited approach, we provide clients domain and IT expertise to advise, plan and deliver consistent outcomes.
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