GUMU™ for Sage 300c – Shopify Integration provides an out of box bi-directional link between Sage 300c and Shopify, enabling smooth operation of your business by keeping the data typical across the two platforms. In our last blog, we discussed the overall workflow of this integration along with its many benefits.
Workflow for Sage 300cc and Shopify Integration
One of the key features of this integration is how it syncs Customers and Sales Orders from Shopify to Sage 300c. This sync allows Sage 300c users to handle orders, including shipping and billing as ERP systems like Sage 300c are better equipped to manage Invoicing tasks. Let’s look at how this feature works in GUMU™. In this blog, we’ll break down how GUMU™ integration syncs customers and orders from Shopify to Sage 300c. Keeping customer data, the same and current across your online store and ERP system is key for smooth business operations. GUMU™ makes sure customer and order data syncs on its own between Shopify and Sage 300c. This gives all users easy access to correct data.
Why Syncing Data in ERP is Crucial
Enhanced Accounting Accuracy: Once the flow is set up to unify Shopify and Sage 300c, it ensures that financial records in both places are current and accurate. This significantly cuts down the risk of discrepancies in your accounting system, as automatically reflected sales orders, customer payments, and the amount of inventory that will be captured in the ERP system. The correct transferring of data means corrects financial reporting, hence enabling businesses to take control over finances.
Streamlined Auditing Processes: Sometimes it is not easy to check and compare details between the two systems, however, when both customer and order details are well synchronized between Shopify and Sage 300c, the auditing will be easy. It is quite simple for auditors to trace transactions, verify records and verify that the organization has complied with the set legal requirements. This automation helps to minimize the errors which are normally input during the process of data transfer since the audit trail is clear and easy to comprehend.
Syncing Customers Between Shopify and Sage 300c
Maintaining up-to-date customer information across all your systems allows for the efficient management of orders, inventory, and customer relationships. GUMU™ helps you with this by making sure that customer information between Shopify and Sage 300c is synchronized.
Shopify Customer Navigation: Click the ‘Customers‘ Menu on the left panel in Shopify’s Admin Panel.
This interface in Shopify allows users to add new Customers in Shopify and edit existing Customer records in Shopify system.
Login into your GUMU™ subscription via the GUMUTM Portal. From here, you can initiate the syncing process. If you are a new user, you need to register first. Please refer to below link for registering the GUMU™ account. GUMU™ Account Registration Process.
GUMU™ Cloud Portal: Shopify Customer
The GUMU™ Cloud Portal has a user-friendly process screen for syncing Customer records from Shopify to Sage 300c. Users can choose to synchronize manually or set the procedure to run automatically. This synchronization process ensures that Customers added/updated in Shopify are created in Sage 300c automatically without the need to recreate the same record in Sage 300c manually. For more information on how to schedule syncs, refer to our blog on Automate CRM-ERP Sync: Scheduling in GUMU™.
Customer record in the name of James that was added first in Shopify and our GUMU™ Shopify Customer process has replicated the same in Sage 300c via sync.
Now, since the customers have been aligned between the two systems, the orders must be kept aligned as well.
Order Synchronization between Shopify and Sage 300c
Precise and timely order syncing plays a major role in order management regarding its effective fulfillment. GUMU™ allows easy syncing of Shopify with Sage 300c, keeping your updated sales and inventory data in one place.
GUMU™ Cloud Portal: Shopify Orders
This process syncs orders placed in Shopify with Sage 300c, ensuring that all sales data is accurately recorded in your ERP system.
Shopify Order Navigation: Click the ‘Orders’ Menu on the left panel in Shopify’s Admin Panel to manage and view all orders.
With the help of GUMU™ integration, orders placed in Shopify can be integrated automatically by executing the Shopify Order process manually or by setting up a schedule. This synchronization process ensures that orders placed in Shopify are created in Sage 300c automatically without the need to manually recreate the same record in Sage 300c.
Conclusion:
The GUMU™ integration between Shopify and Sage 300c is designed to simplify and streamline your business operations by ensuring that customer and order data is always synchronized between the two systems. This helps reduce manual data entry, improve accuracy, and enhance the overall efficiency of your business processes. For more details about GUMU™ or to get assistance with your integration, please reach out to us at gumucloud@greytrix.com.