Magento and Dynamics GP Integration

Clarity Connect Provides the API Endpoints to Integrate Magento with any Front or Back-office System
Performing a Magento eCommerce and Dynamics GP Integration

Best Practices for Business Development and Cost Optimization

Dynamics GP integration to Magento eCommerce enables an extensive array of options to automate and improve your customer sets. One of the big capabilities behind automation is the power to personalize and individualize the experience that an end user goes through, without increasing the costs. In many cases you can even achieve a dramatic cost reduction at scale, as a business is growing, developing its processes, and improving its customer sets. It's integral to work with a partner who can expertly assist with this automation and integration between Dynamics GP and Magento eCommerce. The rationale behind this suggestion revolves around their inherent complexity that could cause issues if not properly managed. We strongly encourage you to work with someone who has adequate experience with both Dynamics GP and Magento eCommerce APIs.

The Dynamics GP platform offers a multitude of different integration options, the most common being through leveraging the eConnect and the web services endpoints. Each of these can require some seriously specific configuration and set up. In addition to the Magento web services, particular nuances are also present with the web API framework, which is a set of REST endpoints. So it's always advisable for an experienced partner to complete these types of integrations.

When it comes to an integration between Dynamics GP and Magento eCommerce, it's generally favorable to utilize a platform that can scale with your business. Not only handling more and more traffic as usage increases but also applying different business logic as you add more integration tasks and customize them. During the evaluation of possible solutions, consider whether the integration platform in question can efficiently handle that. Ideally, it should be done in a performant way that's affordable as well. Some of the features that render a platform enterprise-friendly are: the ability to discreetly split out tasks or jobs that run, to complete the integrations themselves, and to enable distinct modifications within each of those jobs according to the desired business logic.

Digging deeper inside the plethora of possibilities, you may opt to set up business-specific rules that match your company and customer needs, along with business-specific data transformations that tie to the fields and entities that make sense for your organization's stakeholders. In addition, it's critically important that the system is fortified and secure to the level dictated by the nature of data that's being transferred between the different infrastructures. Other aspects to consider are redundancy, reliability, and overall performance. The general idea is that all of the pieces need to seamlessly come together in order to form an optimal integration. Otherwise, you will likely end up with major roadblocks and challenges for your integration project. If they occur, those drawbacks can significantly slow down your operation and even cause it to be more cumbersome than worthy.

Selecting the Entities to Integrate Between Magento and Dynamics GP

Enable Logical Connections Around Business Needs

We stress the value of selecting a partner that has encountered a multitude of unique integrations, tackled several project issues, and has built those resolutions and optimizations into their integration platform. Our firm belief is that we have extensively incorporated that with the Clarity Connect platform. For Dynamics GP and Magento eCommerce integrations in particular, some of the most common information includes:

  • Custom entities and fields
  • Location data
  • Payment information
  • Shipments and status
  • Sales orders
  • Invoices and quotes
  • Categories
  • Products and variants
  • Attributes and associations
  • Customers and accounts

Whenever we're integrating, it’s typical to break the integration tasks or jobs into groupings that are logical and can run at their own schedule, based on their respective timing and logic. One of the most common integration components is bringing order data from Magento eCommerce back into Dynamics GP. Whenever an order is placed in Magento eCommerce, transferring simple order data probably isn’t enough. It’s highly likely we would need additional information, like:

  • The overall order itself, including order lines
  • Product tax codes
  • Attribute data for products, like selections, variants, colors, and custom data
  • Shipping, fees, and possible split shipments
  • Taxes and transaction IDs for Avalara, TaxJar, or other third-party tax calculation providers
  • Customs and duties
  • Discounts that might apply on the item order or shipping level
  • Payments with transaction ID data, recurrence of payments, and splitting of payments

All of the above data can be directed from Magento eCommerce into Dynamics GP as needed. That data is typically mapped and the business logic is configured so that it's customer-specific for your business and end users. This process ensures everything is optimized and logically follows your workflows. Another common practice is to bring the user information in Dynamics GP whenever a new Magento user places an order. This user can be tied to an existing customer or contact within a company in Dynamics GP; if there is no known company or customer in Dynamics GP, it would simply be created dynamically.

It should be noted that there's no hard and fast rule for exactly how your integration with dynamics GP and Magento is going to work; these are just some common themes that we will typically work with. We can certainly enable any type of integration between the different entities and fields, both core and custom, inside of Magento eCommerce and Dynamics GP. For example, when it comes to customers and accounts, it's very common for us to bring over address information. This will typically include shipping and billing information, all the different locations, with the primary shipping and billing for the overall account. For specific locations, there might be associated contacts on the customer record with certain roles attached. Even the role data can be effectively brought in if desired.

Going Beyond the Usual to Meet Different Business Requirements

Scenario Analysis to Uncover the Optimal Advanced Logic

Further information that potentially lies within Dynamics GP would be pricing data, customer-specific pricing, price groups, or quantity-based discount levels. In addition, there might be multiple different locations with their own credit limits, tax exemptions, or other information around them that we need to pass inside Magento eCommerce. It's also very common to look at products purchased in the past and use them to dynamically inform Magento eCommerce of what was purchased and what to recommend. We may even enable the Magento payment of an invoice that's generated in Dynamics GP, or a quote to be pushed into Magento eCommerce and converted into an order.

Upon payment completion inside Magento eCommerce, the updated information will return to Dynamics GP. It's common to also bring in the shipment data and status whenever an order is completed, which can be shared among Dynamics GP and Magento. Other frequent integrations examples are detailed product information, category information, related attributes, and associations. To elaborate, these would be things like dimensional weight, information around the product attributes, pricing, inventory, and any accompanying media.

All of that data around pricing and inventory is usually going to get updated dynamically from Dynamics GP into Magento eCommerce. Dynamics GP will likely have SKU information, maybe a simple description, attributes, relationships, categories, etc. But it's probably not going to have all of the meta information and rich descriptions that you would see on a website. There might be a PIM (Product Information Management) system, with marketing staff, a product manager, or team members that are enriching and enhancing the data coming from Dynamics GP into Magento eCommerce.

Whenever the integration from dynamics GP fires off a job to update pricing and inventory levels into Magento eCommerce, it’s seriously important that this enhanced data and additional descriptions aren’t erased. The enriched content that's living in Magento eCommerce absolutely must be preserved. This stands true across the board and a discreet business logic that's applicable per job needs to be in place. That's just one scenario but business logic extends beyond this example. The Clarity team can deliver an immensely catered and customized integration that leverages our core offerings, combined with the experience of countless completed projects. We want to bring to bear the best practices that we've identified across these vast implementations and make them work for your project.

How Clarity can Help

Magento eCommerce and Dynamics GP Integration Specialists

Clarity offers a complimentary review, so we encourage you to reach out to our team of friendly and knowledgeable experts and request more information for your upcoming project. You're also welcome to click on any of the links that you see on our site and explore additional resources that might be helpful. If you have a question that isn’t fully covered and would like to learn more, click on the Ask the Experts link. One of our friendly and experienced specialists will provide you with a detailed response to your topic of interest. We would be happy to discuss all the areas of Magento eCommerce and Dynamics GP integration for your business.

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Click anywhere outside this form to close.