WooCommerce and Sage X3 Integration

Clarity Connect Provides the API Endpoints to Integrate WooCommerce with any Front or Back-office System
Optimal System Integration for WooCommerce and Sage X3

Increase Productivity and Efficient Business Processes

WooCommerce and Sage X3 connectivity is a multiplying resource for many organizations that use WooCommerce as their front-end eCommerce platform, combined with Sage X3 as their back-office system. Whether the information relates to accounting, warehouse management, inventory management, or product management, the Sage X3 ERP has a robust capability for integrations that cover all entities. This includes the ability to read, write, update, delete, and generally modify the data within Sage X3, which will then be pulled out in an intuitively intelligent way. The typical mechanisms for integrating with Sage X3 are the SOAP and REST endpoints. The web services or SOAP endpoints are traditionally used, because they are fairly established and well tested. However, the REST endpoints are also available in the event where it isn’t necessary to utilize the full extent of all the APIs and we just need to use what is supported in the REST endpoints.

Ultimately though, typical applications like the Clarity Connect platform have the capability of leveraging either SOAP, REST, or both types of endpoints. Since Sage X3 does offer web services in REST endpoints, the Clarity connector can work with both to facilitate communication. The typical entities that will integrate between systems relate to:

  • Products and their associated product data
  • Tax values and attributes
  • Shipping dimensions and the dimensional weight of the items
  • Category data
  • Customer specific pricing
  • Tags or meta information
Improve Customer Satisfaction with a Seamless Connection

Extending Integration Entities to Include Customer Data

Virtually any information that's associated with a product inside of Sage X3 is accessible, but the functionality doesn’t stop here. It’s often desirable to integrate with customers and be able to present related customer data, such as the following:

  • Past orders
  • Pricing levels
  • Agreements to purchase
  • Tax details
  • Multiple locations, including billing and shipping addresses
  • Contacts within the customer record

Generally speaking, any association with that particular customer can be communicated among systems. We could pull orders which haven’t been paid, so that the actual payment can be made inside of the WooCommerce application. We can even pull all orders, including past orders before the connector was set up and configured, with all their associated data, including the line items. In other words, we can also reach any kind of taxes, tax rates, discounts, shipping items, and all of their related attributes. It's quite possible to pull in data around applied refunds or discounts with their respective information and the list goes on. If any of the aforementioned data originates from Sage X3, then it can be successfully pulled and integrated with your WooCommerce platform.

Another option that a lot of our clients have selected is to pull in custom entities that they've created, such as service requests, or possibly other entities that are part of a service business. Sometimes there are specific variations of the product concept, where different associated entities were created and special workflows were generated around those. In this case, we can definitely incorporate custom scripting within Sage X3 to read the data appropriately and proceed with the integration.

Harnessing the Limitless Possibilities for Data Integrations

Selecting Entities in Perfect Alignment with Business Needs

Whenever you're conducting an integration with Sage X3, you're typically going to require the creation of custom scripts to read data. The next step involves building a web service endpoint that will allow you to push data in, and selecting the appropriate fields. The Clarity team is very comfortable and experienced with this procedure, as we have completed many integrations with Sage X3 and can confidently deliver on this capability. Clarity is also very specialized with leveraging the WooCommerce REST APIs, which are integrated into the WordPress REST API endpoints. We are equally adept in what are commonly referred to as the legacy WooCommerce endpoints, in case they’re needed for the WooCommerce REST APIs.

We have the ability to set up all of the required authentication and hardening for your particular application. You’ll have the opportunity to push and pull any of the following sets:

  • Customer data
  • Order data and notes
  • Refunds
  • Coupon data
  • Products with all of their associated entities, like product variations, attributes, terms, and categories
  • Shipping classes
  • Tags
  • Reviews

At Clarity, we're also experienced and comfortable working with the entities below:

  • Reports
  • Tax rates and classes
  • Webhooks setup
  • Payment gateways
  • General settings
  • Shipping zones
  • Locations and shipping methods
  • Data endpoints
  • Overall system status and related tools

Ultimately, we have a strong ability to integrate with virtually any endpoint within the WooCommerce REST APIs. The webhooks are especially robust and allow us to set up real time data sync, if needed or desired, by using a webhook protocol. In turn, a webhook can immediately transfer that data the moment that something happens, as opposed to waiting for a polling period -or a timing value that runs on schedule- to pick up the data.

With the WooCommerce REST API, there is a core capability to be able to handle the different entities within WooCommerce and leverage their corresponding advanced details in case of a multitude of associated data. There can be expansive attribute capabilities, and we can work with the related data to develop workflows that key off of those detailed attributes.

Most of our clients that work with WooCommerce and Sage X3 are leveraging some kind of custom business logic. That can include things that are intricately detailed, like having multiple locations and the requirement to transfer items between locations. Being able to work with WooCommerce plugins that are extending the capabilities and then tying into the APIs for those. then ultimately just being able to run a very reliable and robust connection between those systems or integration between WooCommerce and Sage X3. That's what Clarity specializes in, with a documented track record of successfully executed integrations for WooCommerce and Sage X3.

How Clarity can Help

Clarity WooCommerce Integration Experts

We encourage you to reach out to our team of friendly and knowledgeable experts if you'd like to review or have any related questions. We’ll certainly be happy to offer you a complimentary needs analysis for your upcoming WooCommerce and Sage X3 integration project. Feel free to click on any of the links on the page to explore more information and further integration possibilities. If you have a particular topic in mind that isn’t included in any of the links below, you can click on the Ask the Experts link. Our team of specialists will provide a swift response via email, including detailed technical information at no charge.

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