Magento and Epicor 10 Integration

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Integration and automation is a necessity for any business that wants to survive in today’s market. Warehouse staff in the bays to customers and suppliers in your value chain, linking all these faucets together in a web of commerce is essential. Epicor Service Connect can help with a business integration platform that has everything businesses need to excel in this integrated, automated environment. The Epicor 10 integration to Magento eCommerce is one such example. It enables a very scalable and optimized overhead model for providing personalized and individualized interactions with end-users. As you scale and expand your operation, you can focus on processes that make sense for your business workflow and optimize customer interaction. This is more consistent than individual people interacting with your end-users for all of the steps.

Although, in some cases, it still makes sense to have specific steps still be individual interactions. But many times automation is the way to go, as it allows for very personalized integrations. Integrating automation would allow users to automate or reduce steps within a multi-step process to promote lean principles and continuous performance initiatives. Epicor 10 has a lot of different integration options which we are going to highlight to make your life a lot easier!

Clarity Connect Tool for Leveraging Advanced Task Management

Integrating Processes and Partners

The thing you look for in a partner might be that they match Epicor 10 and Magento API integrations. But it should not end at that. In addition, we also recommend working with a partner that leverages an integration framework that's very robust. Typically, an enterprise framework for integration includes two types. Either Cubase persistent task engines, or discrete tasks that can be scheduled. With the latter having the ability to integrate with single or more entities. So essentially the integration framework should be like a very energetic and intelligent, all-knowing person. Someone who is going to leverage your finest and best practices. Now, as you can imagine, it's important that the business understands what's optimal from a process and integration perspective. And so we really recommend working with a partner who has done these types of integrations for hundreds, if not thousands of clients. Someone that truly sees what makes sense in your industry. And they should also understand what your end customers are probably going to be looking for.

Enabling Further Automation Capabilities through Additional Data

Integrations for Customers and Accounts

So, you've enabled your kind of core integration between Magento and Epicor. You set up the APIs and found an ideal partner. Now, there are a lot of options for what you can integrate. Those include but, of course, are not limited to customers and accounts. And this can be a one way or two-way integration. How? Well between Epicor 10 and Magento, it's possible to bring data over addresses. This can include billing, shipping, and primary addresses as well as contacts, different roles for the contacts, customer-specific pricing, location-specific pricing, and overall location data. All of this data can be used in-between channels to limit what services a customer has access to.

So, whenever an Epicor 10 customer gets sent into Magento, there can be two possibilities. In a one-way system, it's possible for the Magento system to see that it's a new user who's registering on the site. But if the system is two-way, Magneto will see that they are actually part of a company that's already integrated based on the email domain. Other claiming capabilities can also be set up with your team. And ultimately this would allow the Magento eCommerce to show customer-specific pricing once that claim process was completed. The user can see their rich company data, but it's role-based or location-based. So, they can just see the pertinent detail based on their user and what that user's claim has access to.

Enhancing Your Magento - Epicor Integration

Aiding Data Extensions

It is very important that the Magento system can extend and enhance its data reserves. This enhancement will be possible through accommodating a marketing team. Those folks need to be able to preserve the data that they enhance and leverage it consistently. This will help when the Epicor 10 system has updates for pricing, or maybe a location's inventory changes. If you're leveraging an omnichannel service and bringing in location data, even making transfers between locations, the inventory and pricing data might change. And we don't want to override enhanced and extended data inside of Magento that was added from marketing fields. But we do want to bring in new pricing and inventory data. So you need to make sure that your integration framework offers discreet field level capability around business and updating logic.

Scaling and Customization is Integral to Success

Channeling Quotes And Invoices

Finally, it also makes a lot of sense to, of course, accommodates invoices and quotes. This can either be a one-way channel from Magento to an Epicor 10. But, many times it's two ways. When a new user or an existing user places an order, we want it to go from Magento into Epicor 10. The data accompanying that order can include things like line items, order information, taxes, and the shipping and fee data. Payment and transaction data, including transaction IDs, could also be present. We send an order from Magento with all of that data or specific parts of that data into Epicor 10. Then from Epicor 10, we fulfill the order, pull the order status, and we push the shipping tracking information back Magento. This will enable you to receive quotes and invoices from Epicor 10 into your Magento eCommerce system. In addition, it would allow you to offer customers the ability to pay for invoices.as well. They can also process a quote via the negotiable checkout process in Magento and place an order that then gets sent into Epicor 10 and then fulfilled.

How Clarity can Help

Clarity Magento Integration Experts

Ultimately, we recommend working with a partner that can match the integration platform and integration tasks to your business. They should be able to scale and grow with you. Then, you can robustly and consistently improve your customer experience so that it's more and more individualized for the end customer that you're working with. This is all you need to know to get the ball rolling. We recommend reaching out to one of our friendly and knowledgeable experts to receive a complimentary need analysis. If there are any questions or topics that we haven't covered on our site, you're welcome to click the ask the experts link. We'll be happy to provide you with a detailed explanation in response to any questions you may have.

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