WooCommerce and Sage 300 Integration

Clarity Connect Provides the API Endpoints to Integrate WooCommerce with any Front or Back-office System
Streamline your Business Processes with Clarity Connect

Automating Business Processes & Improving Workflows

WooCommerce and Sage 300 can be a very powerful combination to automate formerly manual business processes. A very robust and scalable opportunity for clients to drive major economies of scale for their online eCommerce transactions can be exploited through leveraging such an integration. One of the really strong points of Clarity's connector application is how it has Sage 300 and WooCommerce endpoints already configured. On the other hand, a key element of the Sage 300 REST API is the ability to leverage an SDK (or Software Development Kit, which is basically a collection of software development tools), to tie in the preferred and recommended ways to integrate with the Sage 300 REST API endpoints into the connector application.

The Clarity connector application is a set of very robust, queue-based, and persistent integration tools, which allows the Clarity team to build a catered and customized connection between Sage 300 and WooCommerce. The WooCommerce APIs leverage a REST-based set of endpoints as well, so the Clarity connect platform sits between the two and provides an advanced task-based system that can be infinitely scaled and set up to be redundant. It also has the ability to have plentiful independent tasks that run at different schedules or intervals, aligned to the corresponding business logic.

The core concept behind integrating Sage 300 and WooCommerce is typically focused on bringing in order and customer data from WooCommerce, to push back a successful fulfillment. So, the end customer can receive updates and information from Sage 300 regarding order status and completion. In addition, it's pretty common for the product and category data to come from Sage 300 and hydrate the WooCommerce implementation, so that WooCommerce has detailed information about the products, product information itself, categories, meta information, and pricing inventory levels. Lastly, the option of customer specific pricing is supported as well.

Information Sharing Among Systems through Two-Way Communication

Endless Possibilities for Data Integration

We also work with customer information such as their multiple addresses, billing and shipping information, contact numbers, pricing information, and tax data. Moreover, Clarity also has experience dealing with more advanced customer data. It includes any purchase-related information on their account, their credit balance, and any special terms that might be there for them like tax exemption, etc.

In addition to some of the entities discussed above, like products, categories, orders, and customer data, it's also possible to get robust contact information from Sage 300. These include:

  • Location data
  • Tax information and data
  • Billing and shipping locations
  • Past order data

In this fashion, past order information within Sage can be pumped into WooCommerce, including unpaid orders, so that they can be completed via the payment and checkout processes of the latter system. It's also possible to bring in quotes from Sage 300 and turn those into orders inside of WooCommerce. Moreover, there is an option to import very detailed customer specific pricing, different levels of pricing, coupons, and coupon codes. Overall, a general capability exists to bring in any entity that's within Sage 300.

Another important characteristic of the Sage 300 SDK and REST endpoints is how they possess the ability to expose any data that lives within Sage 300. There are different endpoints in place for calling data that isn't as commonly accessed. That fact allows us to write very custom queries that can access literally any table and field within the system. The reason this presents a highly powerful capability for a WooCommerce and Sage 300 integration is because we can analyze the business-specific needs and understand them to leverage the matching capabilities for each instance. This essentially helps us pinpoint the particular needs and associated entities that need to go into WooCommerce or pull back from WooCommerce into Sage 300.

Determining the Ideal Method of Data Connectivity for your Business

Exploring the Benefits of Webhooks and REST APIs

WooCommerce frequently has specific attributes and entities, possibly added plugins as well, that extend its available APIs and tables of data. We ideally want to pull that data into Sage 300 and Clarity Connect has the ability to do this, by setting up business logic to drive different workflows based on data that's coming from custom entities. The WooCommerce REST APIs, which tie in with the WordPress authentication mechanism, are the default way of integrating with WooCommerce. In accordance, the Clarity Connect platform leverages this fact and can use these WooCommerce REST APIs as they are off-the-shelf. Clarity Connect even goes further, being able to harden these API endpoints to make them more robust in terms of security and overall performance as needed.

From an entity perspective, it’s also achievable to integrate with WooCommerce REST APIs using the legacy API endpoints. We can work with the default entities that are available within WooCommerce REST APIs, and also expose additional tables if needed, so that all the data within the WooCommerce or WordPress system are available. The information we may utilize or apply to includes:

  • Tax rates and classes
  • Settings and setting options
  • Payment gateways
  • Shipping zones, shipping zone locations, and shipping zone methods
  • System status, tools, and data
  • Product categories, shipping classes, tags and reviews
  • Customers
  • Orders and order notes
  • Refunds
  • Products with product variations, attributes, and attribute terms
  • Coupons
  • Reports

Finally, there’s always the ability to set up webhooks, which allow the WooCommerce REST APIs to communicate in real time using a webhook protocol. This constitutes a really advanced way of setting up real time data connectivity between WooCommerce and Sage 300. Consequently, the Sage 300 integration with WooCommerce is a vital capability for businesses that want to scale and expand. This isn’t just applicable to successful businesses with a certain degree of integrations in place, but also totally new WooCommerce integrations, which can efficiently automate what may have otherwise been manual processes.

How Clarity can Help

Clarity WooCommerce Integration Experts

Clarity's Connect team has a very extensive background with WooCommerce and Sage 300. We'd be happy to provide a review with one of our friendly and knowledgeable experts, who can offer a comprehensive needs analysis and initial estimate for the completion of your project. You're also welcome to click on any of the links below to get more information about system integrations. Of course, if you have a question or topic in mind that you'd like us to cover in further detail, we invite you to click the Ask the Expert link. An experienced member of our team who specializes in these systems will provide you with a complimentary answer and timely respond to any questions you may have about WooCommerce integration with Sage 300.