Benefits of Integrating Shopify with Your ERP

January 5, 2022 Lana Cook, Marketing Coordinator

Moving with increased agility and greater operational insight is essential to running a successful business. However, many companies are unable to keep pace due to data and technology silos. Having the right tools in place to connect your systems is key to promoting productive collaboration, enhanced customer experiences, improved processes, and more. Integration platforms, such as Boomi, leverage the power of the cloud to connect your technology ecosystem to eliminate silos and increase efficiency.

Our team at VistaVu has years of experience connecting different enterprise resource planning (ERP) systems to Shopify. By integrating these two systems, businesses can benefit from automated workflows, improved accuracy, and enhanced customer satisfaction to deliver a successful e-commerce platform. In addition, this integration to Shopify can streamline payment processing and funnel banking information directly into your ERP, avoiding time-consuming and error-prone manual entry.

By integrating Shopify into your ERP with Boomi, you can improve interactions with your customers and experience additional benefits, such as:

  • Reduced errors in availability, pricing, and shipping
  • Eliminate stock-outs and back-ordering
  • Expedite the fulfillment process with orders sent automatically to suppliers
  • Improved customer communication with automated tracking notifications

With limited pre-built integrations between Shopify and other systems, B2C companies can be reluctant to integrate, however, digitizing transactions from sales through to delivery brings immense value.

Based on our experience implementing Shopify for our customers, here are four tips to consider when integrating Shopify into your ERP system.

1)     Build Your Integrations to Address Buyer’s Remorse

Buyer’s remorse is a daily challenge for B2C companies. When planning out your integration, it’s important to consider the entire process, and where additional features, such as error notifications, may be required. We recommend including an automated order cancellation notification from sales orders carrying from Shopify into your ERP. Without this in place, your company may fulfill orders that have been canceled, resulting in a poor employee and customer experience. Full automation and integration of Shopify and your ERP helps to avoid errors and waste to save you time and money.

 

2)     Automate to Expedite Customizations

For companies that deal with custom orders, integration between Shopify and your ERP is extremely important to minimize wait times. Customers expect speed and instant gratification, so in order to maintain competitiveness, it is vital to have automation processes in place. In the past, we’ve worked with clients who manufacture and sell custom products. Without integration between Shopify and their ERP, their order processes moved slowly, and customer wait times were significantly increased. Prioritizing order fulfillment automation positively impacts both your customer experience and business outcomes.

 

3)     Integrate a Fraudulent Activity Check

To minimize the risk of costly fraudulent activity, ensure that your Shopify connecter is built to incorporate automated payment verification and security checks. This fraudulent activity check can be set up to flag any documents with a risk profile greater than 0.5 to be reviewed internally. The person responsible for reviewing these flags will be automatically sent a notification alerting them of suspicious activity and can quickly verify payment before it is sent to their ERP for processing. Having this check in place reduces risk and ensures that only verified orders are being fulfilled.

 

4)     Connect Integration to Loyalty & Marketing Systems

As a part of your Shopify to ERP integration project, it is beneficial to include your loyalty and marketing systems as an additional connection point. Automating the creation of new customer contact information into your CRM platform can help your marketing team more effectively manage long-term relationships and nurture customers for life. In addition, by removing barriers between your storefront and sales platforms, your sales teams will have more cross-sell and up-sell opportunities.   

These four tips can help ensure that you maximize the value of your Shopify to ERP integration and create a fully connected experience. This integration not only reduces administrative burdens for your team but also improves business outcomes through increased visibility and improved customer experiences.

Looking for help on your project? Our certified Boomi team has years of experience connecting Shopify and other point solutions to ERP systems and can assist with scoping, development, testing, deployment, and management for your project.

Learn more here about how to break down the order to cash silos with Boomi in our eBook 8 Lessons for Integration Success.’

Ready to get started on your project? Reach out to our team here.

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