Selecting Information that is Consistently Compatible with your Business Needs
Overview of Additional Entities for a Meaningful Integration
The integration between Magento eCommerce and Infor SyteLine can be an iterative process where you gradually add entities and functionality. When the time comes to integrate
with customers and accounts, we certainly recommend bringing in addresses and contacts as well. On the customer and account level, it may be useful to include customer-specific pricing, pricing levels on products or categories, tax levels or
tax exemption status, location data, and credit limits. Contacts can further include roles with location-specific information. Finally, the addresses and all of their associated data types can cover:
- Billing
- Shipping
- Primary
- Multi-location
- Domestic
- International
Another helpful option would be to access past purchases and invoices, making them available from an analytics perspective to enable planning for replacement parts. In the end, the overall account syncing can definitely be a two-way process,
but initially the data must pass from the Infor SyteLine system into Magento eCommerce.
Whenever a new user is generated within Magento eCommerce, during checkout or at another stage, that user can then go into Infor SyteLine. This task won’t simply use the basic user data, but also any contact and shipping information from
Magento eCommerce back into Infor SyteLine. Along with the user, all the corresponding information below can follow:
- Sales order data, totals, and subtotals
- Taxes, tax classes, integration data from Avalara or TaxJar, document IDs, and transaction IDs
- Line items
- Shipping, shipping estimates, and fees (UPS, FedEx, USPS, DHL, international shipments, LTL, intermodal, etc.)
- Customs and duties
- Discounts applicable on the item, order, or shipping level
- Payments and transaction data, such as detailed transaction tracking, transaction ID, and profile ID
- Split shipping or split payments
- Refunds
- Support requests and order associations
All of the above data could effectively go from Magento eCommerce into Infor SyteLine through the integration. The key idea is that you can have a multi-directional sync, where information goes back and forth as desired. As an example, sales
team members could create quotes in Infor SyteLine that are then integrated with Magento eCommerce. Customers will be able to purchase and checkout on Magento, which will go back into Infor SyteLine in the form of sales orders. Whenever a
customer has processed a payment and submitted an order from Magento eCommerce, which in turn went into Infor SyteLine, we also want to make sure that it will get updates whenever it's fulfilled in the warehouse and shipped. Perhaps there's an item transfer from one warehouse to another before the order can be dispatched and this information can also be communicated. Our goal is to take the Infor SyteLine data as it changes and expose it back into Magento
eCommerce so the end user can see updates as quickly as possible.
This is the point where automation and integration can dramatically improve customer satisfaction. We can get the status of orders dynamically without having to manually update
them in multiple places. Our additional recommendation here is to incorporate the shipment and tracking information from Infor SyteLine back into Magento eCommerce. This will enable you to handle all of the data surrounding an order, along
with service and refund requests that might be associated with orders.