Selecting the Appropriate Entities for Integration
Syncing Considerations and Optimal Execution
Due to the complexity the VI or BOI may present, we recommend working with a partner who is experienced with Sage 100 and is able to expertly navigate these different scenarios or alternative options. With regards to the actual Sage 100 and Magento eCommerce integration itself, we usually recommend evaluating many distinct entities within your business for optimization and automation. Probably the most common entities tend to be the following:
- Product catalog system, the associated attributes, and any relationships between the products
- Pricing information and possibly customer specific pricing
- Meta information
- Custom fields
Any of the above data that's living in Sage 100 can be brought into Magento via a successful integration. It is even possible to extend or hydrate that data further inside of Magento, by intelligently evaluating when certain fields are updated in Sage 100 to pull those into Magento in a logical and reasonable way that works for your business. This is generally referred to as business logic and data transformation within the connector itself.
The Clarity Connect platform certainly enables these capabilities for your business, and it doesn’t stop here as we can additionally handle other integration types. For example, customers and accounts may be synced between Sage 100 and Magento in a two-way sync. In other words, existing customers and accounts can be brought over into Magento so that the accounts can be claimed inside it. This can be done based on the domain of the email address and other forms of verification, like claiming an account with an account administrator or administrators. The process can be completely customized in practice, to match your unique business needs and requirements.
In addition, clients often decide to bring in detailed information around accounts and related hierarchy, such as:
- Addresses, including billing and shipping addresses
- Account specific pricing
- Tax levels and tax exemptions
- Location data
- Credit limits on the accounts and their updates
- Product purchasing history
Other potential data that might be brought inside Magento involves recommendations, which may be in the form of transactional emails with included recommendations. It's also possible to bring over sales orders, invoices, and quotes from Sage 100 into Magento or vice-versa. All of these cases present the ability to bring back customers and accounts from Magento into Sage 100 as well.