Sage 100/Magento Integration: What to Know About eCommerce & ERP Integration

Sage 100 and Magento are two very powerful tools for online business processes, with Sage addressing the back-office software needs and Magento handling the front-office eCommerce platform.

Integrating Magento (now called Adobe Commerce) and Sage 100 allows businesses to streamline the way they operate, maximize their resources, and drive growth. Benefits of integration include increased accuracy, better customer service, faster checkout times, and improved efficiency in managing orders, inventory, and accounts payable.

So what does an integration project with these two powerful pieces of software look like? What are the specific benefits of bringing them together? Let's take a look.

Key Takeaways

• Sage 100 and Magento integration bring two very powerful systems together, combining the Sage ERP with the eCommerce Magento store software. (Magento is now known as Adobe Commerce.)
• Using these two systems together is worth it because an integration can increase business efficiency, eliminating manual steps and preventing costly errors.
• Special steps must be taken to optimize each system before a Magento/Sage integration can begin.

Adobe recently purchased Magento, and the eCommerce system is now known as Adobe Commerce. Many people still call it Magento, which we will do for the purposes of this article.

What to Know About eCommerce & ERP Integration

When integrating an eCommerce platform like Magento with an ERP system such as Sage 100, it's important to consider the data needs of both systems. The integration should cover sales, inventory, and accounts payable, as well as customer data, in order to create an efficient work process.

Also, both systems must be properly configured to ensure accurate data transfer and optimal performance. Data accuracy can not only improve analytics but also prevent embarrassing interactions with customers down the line. Investing in a professional integrator can save businesses time and money by ensuring that the integration is done correctly the first time.

What a Magento/Sage 100 Integration Plugin Should Do

Both Sage 100 and Magento are extremely powerful and capable at what they do. Because of their complexities, bringing them together isn't always easy. Here are the benefits you should see if you choose the right Sage 100 Magento integration solution.

Optimize Each System

An integration project isn't just about the middleware. Both the Sage ERP and Magento eCommerce systems need to be optimized so that they can integrate with the fewest possible conflicts.

Standardize Customer Data

In fact, standardize all data, including customer data and product data to ensure data accuracy when information is shared between the systems during Sage and Magento Integration.

Test Data Transference

Extensive testing should be done after Magento integration, both manually and with specialized software, to ensure the data is accurately transferred between the two systems.

Ensure Security

If you have taken measures to ensure that Magento is secure and that Sage 100 is secure, you'll still want to test both of them after the integration. Combining any two pieces of software could create holes in the security of either, so make sure to have it thoroughly checked before launch.

Respect Customer Accounts

Customer accounts are at the heart of most businesses, so it's vital to ensure that accounts are backed up before any integration is performed. Losing inventory information or customer accounts is catastrophic to any business.

Improve Business Processes and Sales Orders

Sage ERP and Magento integration should improve multiple business processes, including sales orders. Things shouldn't be the same after Sage integration with Magento...they should be better! By analyzing customer and product data, sales will almost certainly improve.

How Middleware Integration Works for B2B Platforms

Just exactly what is happening when such an integration occurs, and what are the steps that it takes to improve business?

• Customers visit the eCommerce site.
• A record of the visit is generated and converted into a format that works in both Magento and Sage 100 software.
• If a sale is made, a customer record and a sales order are automatically generated. Both of these can be read by each software.
• Visitor behavior is tracked and recorded. This builds their user profiles for custom displays, marketing messages, recommendations, and content suggestions. This data can also be aggregated to get a better overall view of all customer behavior.
• Sales orders and quotes are sent to the appropriate staff for review, order fulfillment, and shipping.
• Shipping details are converted into readable formats and forwarded to the eCommerce store.
• The inventory portion of the software figures updates in real-time so that inventory counts are accurate.

Bring Magento eCommerce and Sage ERP Together

Magento integration with Sage 100 (or any flavor of Sage, really) creates a powerful tool greater than the sum of its parts. This powerhouse combination can lower operational costs, analyze your customer information, get labor costs under control, improve data accuracy, and reduce manual processes that could lead to incorrect information in your system.

We want to show you exactly what we do for Sage integration with Magento. Clarity Connect is a trusted—and tested—middleware integration solution used by more than 1,300 of our clients. Get in touch with us for a demo, because we can make complex integrations work—including yours.