How Clarity Connects Systems: WooCommerce and Syspro

Clarity Connect is our robust and enterprise-class integration platform. Connect allows you to integrate with multiple applications, each with its own format. Connect is able to handle the easiest to the most complex types of integrations, be it an API call, single-direction or EDI, or a bi-directional persistent integration. Here we walk through our WooCommerce and Syspro integration, focusing on user registration, product updates (pricing), sales order and custom discount calculation.

Parallax WooCommerce-Syspro Integration Video Script

Hi, Ron from Clarity. This video will demonstrate a few of the workflows from our WooCommerce to Syspro integration solution. While there are typically standard workflows for each connector we develop, they can be completely customized to not only transfer data, but do data manipulation, evaluation and modification in transit, as you will see within this video.

Integration workflow 1 (User registration)

To begin, we’ll go to our WooCommerce storefront and register or create our user account. Now in order for the client to track Sales to an account, whenever a user is registered, the integration automatically syncs with the ERP, creating the Contact record, so that if and when they make purchases, there is an account to associate and report all sales to.

Not that we’re filled in, for the demo, we’ll manually fire the account sync process.

Then we can go into Syspro and lookup the user record to see that it’s been created.

Integration workflow 2 (Product updates)

Since we’re in Syspro, our next workflow will be to update a product. This could be pricing, inventory, or any other information about a product. In WooCommerce, we’re selecting the XXXXX to update. You can see that the product base price is $84, and it’s currently on sale for $69.95. One interesting note for this client, is that all sales prices are set in WooCommerce, while all base and costing is set in Syspro.

So let’s look up that product, look for the base price of $84. Here it is. We’ll adjust that to $79 and Save that as the new product price.

Let’s go fire off that sync by selecting that Connect job, and Triggering it now. For this client, we’ve built the workflow different, as they don’t do a lot of changes. So with this workflow, we load every product first from WooCommerce, then compare the data we’ve pulled from Syspro to see what needs to be done. It could be adding or deleting products, updating the inventory for many products, or as you can see with our scenario, just updating the price for one product.

I stayed on my original page, so that when we go back to WooCommerce and I click refresh, it updates the base price to $79.

Integration workflow 3 (Sales Order)

Even though the price was lowered, it’s still on sale for less, so let’s buy one. I’ve added one to the cart, and sped up the checkout process a little. Note that our WooCommerce order ID is 298777 with a Syspro ID already assigned of 406470.

Now we’ll fire off the Salesorder sync job and watch it process, noting that order 298777 was processed.

Moving into Syspro, we’ll navigate to Sales Orders, and search for order 406470. Here’s the order, and drilling in, we can see that it’s our part we ordered. The system has broken out the order details of the part cost, shipping cost, and it’s associated the order with our Demo Johnson account.

Integration workflow 4 (Discount calculation)

Our final demo workflow that happened behind the scenes was our discount calculation. If you remember earlier, I mentioned that the base price of every product is controlled within Syspro, but all Sales prices are controlled in WooCommerce. So theoretically, every order that included an item that was on sale, won’t match or sync with the cost or price within Syspro. So we added a reconciliation function that runs during the Sales ordering processing. Knowing that in Syspro the item is now $79, and once posted the price sold was $69.95. We know that we gave a $9.05 discount off the base price, so we’ve posted that discounted price here, making it easier for the clients to report on their sales accurately, no matter what the product manager’s promotions are running within the storefront.

Summary

So to review what we saw today:

We registered on the WooCommerce portal, which was verified with Syspro that we were a new user, so it created the Contact record within the ERP.

We then updated a product by modifying the base price and synced that back to WooCommerce, which was an entire product evaluation, pulling all products from Woo, comparing them with the data from Syspro, and only pushing data that our evaluation deemed appropriate.

We then purchased that product and synced the Sales order into Syspro, associating it to the Contact record and finally, calculated the sales price from the order, comparing to the price set within the ERP and reporting any differences as a discount that was given as a promotion from the storefront.

So, that’s a quick demo of our WooCommerce to Syspro integration with Clarity Connect.

Thanks for watching!