Among the most frequent B2B data integrations joins a provider’s ecommerce purpose to its ERP applications –“enterprise resource planning,” the main operations system, such as manufacturing, fulfillment, shipping, customer information, and accounting.
See our products:
1. Define Information to be Integrated
It’s important to understand what information to include in the integration, what the origin of the data is, where it’ll be sent to, and how frequently it’ll be updated.
Here’s a list of shared data integration factors. You may decide to incorporate some of them initially and add others over time.
- Online orders: Ecommerce to ERP. As transactions are placed via your ecommerce website, this integration will bring the order into your ERP system. This is the most common integration point and will let you fulfill orders better. This integration typically includes customer data from the arrangement, the particular items which were ordered, and the delivery process.
- Offline orders: ERP to ecommerce. This integration enables customers to find orders they put outside of the ecommerce website. This can be left out of first integration projects, and typically falls from the nice-to-have versus must-have group. But it’s a fantastic way to build a connection with your B2B customer.
- Product data: ERP to ecommerce. Merchandise data integrations can permit you to show on an ecommerce website what goods are in stock and how quickly they would ship. It can display a general price for goods, product weight, and other attribute data, such as colour and dimensions.
- Client data: ERP to ecommerce. Integrating customer data may consist of contract pricing, allowing buyers to buy at their particular price. Customers might have products that aren’t readily available to the general public. They may desire to place orders through purchase order, or even on a credit hold (that can be handled via an integration).
- Shipping and tracking information. The delivery date, the carrier, method, and tracking number can be incorporated to permit clients to know when to expect their purchase.
Added B2B integration issues can include:
- Editing an order after it had been set;
- Multiple warehouses.
These extra items should be planned for in the integration requirements.
On occasion, companies will use performance from the ERP for ecommerce — such as calculating shipping costs and sales tax. Retrieving ERP data in real time is more process intensive, and it’s risks. It can bring about page load times from the ecommerce voucher to be slow as calls are made to the ERP server. Furthermore, if the ERP server goes , or communicating with the ERP software is disrupted, users can’t complete their purchase.
2. Map Client Registration Workflow
In the realm of B2B, a client’s registration is often crucial. Data integrations can impact the registration procedure. Prior to some integration, map out the enrollment workflow for a new client, one who hasn’t placed an order on the internet.
Consider these questions.
- When a buyer comes to your ecommerce website and has never purchased online but her firm purchases offline, how can you connect this individual to her offline account? Will she be able to place an order instantly?
- When a buyer comes to your website from a totally new firm — one that hasn’t ordered offline or online — what is essential to create an account? Will he be able to order instantly?
You may allow buyers to use information they understand — such as their account number and billing zip code — to connect to their offline account. Or you may take a customer service representative to approve the purchaser’s account request. Regardless, to acquire the maximum orders, make the procedure as straightforward as possible for the buyer.
3. Build a Data Migration Plan
Oftentimes, for new integrations there are first, necessary, one-time data-migration measures.
- Loading product data, ensuring that all goods on the ecommerce website have a legitimate SKU that matches with the ERP;
- Migrating users from a previous ecommerce site, if the integration has been completed at the exact same time for a re-platform;
- Mapping existing ecommerce users to ERP accounts.
List the first data to be migrated and create a strategy for when and how it’s going to be done.
4. Plan for Failure
However well you plan, sometimes data doesn’t reach its destination properly. A well-designed integration addresses the danger of failure.
How will the ecommerce website operate if the ERP system goes down for a long period? If it does return, can the website run independently for 24 hours, then information is updated when the ERP system comes back online?
Imagine if the ERP system is up and running but, say, a delivery tracking number isn’t in the ecommerce database? How are you going to troubleshoot what went wrong? An event log may review mistakes, to monitor possible troubles. You might choose to set up alerts to email certain individuals for a certain kind of error.
With clarity around your integration requirements, the client enrollment workflow, your data migration program, and how you are going to troubleshoot and manage system downtime, you’ve got the foundational components for a successful data integration to your B2B ecommerce website.
►►► ConnectPOS is a cloud-based POS software compatible with multiple platforms including Magento, Shopify & Shopify Plus, and BigCommerce.