Order and Invoice Syncing

Our custom-built Acumatica and Shopify connection is an ideal way to track and manage online orders. It matches sales orders, order history, invoices, credit memos, purchase orders (POs), customer details, and fulfillment details between both systems. In turn, it ensures a quick turnaround time and helps fulfill orders faster for enhanced customer satisfaction and loyalty.

Our robust solution promptly alerts Acumatica about new orders on your Shopify store, allowing you to automatically update order statuses — including order edits, cancellations, and refunds — between both systems. It also promotes faster billing, so you can receive payments on time and plan your finances better. Moreover, our seamless integration eliminates the need for human intervention and ushers in increased data accuracy and business efficiency.

We also sync prepayments, so if there are any fully or partially prepaid orders, we map this information from your Shopify store to Acumatica. Moreover, we map data for on-account checkouts, so your B2B customers can enjoy the benefit of checkout on credit. You only need to add their account details to your Acumatica ERP system to enable this feature.

Also, we segregate wholesale and retail orders on your Shopify e-commerce store and map them on Acumatica, helping you tag and track orders from wholesale and retail customers. It lets you plan inventory and campaigns better and stay agile and efficient.

Order-Related Accounting

With SAAS Integrator, you can match order-related accounting data, taxes, terms, freight, and currencies. You can also sync and update information about sales tax codes from your Shopify store to your Acumatica system and choose the correct customer account for collecting payments accurately.

Moreover, we perform data mapping for general ledger (GL) accounts, wherein information about new customers from Shopify will be mapped in your Acumatica system under a general (web sales) account without creating individual customer accounts. Alternatively, we can create separate customer accounts in Acumatica if they do not exist and then map them to the respective orders.

Order Checkout

Based on the API availability, we can sync the following order checkout-related information from Shopify to Acumatica for seamless data migration:

• Payment methods (gateways)
• Discounts
• Donation mapping
• Gift card redemption
• Coupon and vouchers redemption
• Loyalty points sync
• Loyalty points redemption

Customer Syncing

Manage information about all your customers from a unified database with SAAS Integrator’s personalized integration between Acumatica and Shopify. It helps you create tailored and impactful marketing campaigns and customer experiences and improve sales. You can also match the following customer-related data fields on both systems:

• Purchase history
• Communication history
• Customer terms (payment terms stored in the ERP system, such as end of the month, end of the term, end of the 20th of every month, and so on)
• Customer classes (groups/membership types to which customers belong, such as retail, wholesale, consumer, corporate, club, and guest, which are used when deciding and managing special prices, discounts, and taxes)
• Customer tax zones

Also, our accurate customer data flows between your ERP and e-commerce systems streamline the jobs of your marketing, sales, and customer service departments, making them more efficient and productive.

Price Syncing

Our bespoke integration solution for Acumatica and Shopify helps you sync product prices and eliminate pricing data errors and compliance issues. It helps you keep price information, including default item prices and special sale prices, up to date between both systems. It helps you ensure consistency in your accounting books and offer top-notch customer experiences.

Inventory Syncing

SAAS Integrator’s seamless connection between Acumatica and Shopify helps you automate the synchronization of inventory data and keep an eye on the cumulative and store-wise stock in all your warehouses and stores. It promotes better inventory management in multiple locations, helping you reduce back orders, elevate the shopping experience, leverage multiple sales channels, and expand your market presence.

You can also view stock levels and commitments and convert sales orders into purchase orders (POs), ensuring timely restocking and continued sales. You can also map UOM-based inventory calculations, lead times based on POs, and backorders (sell below zero) and define backorder rules. It allows your customers to buy online even if their desired products are out of stock, helping you fulfill backorders per the lead time mentioned on your store website and drive customer satisfaction and sales.

We also synchronize UOM-based prices, break quantity sales prices (volume-based pricing), and warehouse-based sales prices, helping you offer flexible prices.

B2B

Access a plethora of B2B features with our advanced integration solution for Acumatica and Shopify. Sync multiple payment gateways and offer customers different payment methods. Also, map B2B customer roles and permissions and let customers define buying rules for their organization’s buyers and managers.

Our solution also facilitates seamless management for multiple warehouses and inventory, allowing you to track different locations and product lines. Multi-branch or multi-company-based order processing lets you send order details to different warehouses based on pre-specified conditions, enabling timely fulfillment.

We also sync on-account checkouts, prepayments, order checkout information (discounts, gift cards, coupons, vouchers, loyalty points, and donations), and tier pricing, including customer price classes and customer ID-based prices.