Integration Hero
Connect™

Unify Your eCommerce & Accounting: Kashflow Magento Integration

Automate order processing, synchronize inventory, and gain real-time financial clarity with our intelligent iPaaS solution.

Get Pricing

See how it works
The Challenge

The Disconnect: When Your Magento Sales Don't Sync with Kashflow Finances

Running a successful Magento store demands agility, but disconnected accounting processes can cripple growth. Manual data entry between Magento and Kashflow leads to costly errors, delayed financial reporting, and a fragmented view of your business.

  • Manual Order Entry: Every Magento sale requires manual entry into Kashflow, consuming hours and prone to typos.
  • Outdated Inventory: Stock levels in Magento don't reflect real-time availability, leading to overselling and customer dissatisfaction.
  • Delayed Financial Reporting: Slow reconciliation of payments and invoices hinders accurate cash flow analysis and tax preparation.
  • Fragmented Customer Data: Customer information isn't consistent between sales and accounting, impacting service and personalization.
  • Complex Refund Processing: Handling returns and credit memos across both systems is cumbersome and error-prone.
Integration Diagram
Solution Illustration
The Solution

Unlock Efficiency: The Intelligent Kashflow Magento Integration Solution

Our iPaaS-driven solution provides a robust, real-time bridge between Magento and Kashflow, automating your critical eCommerce and accounting workflows. Say goodbye to manual data entry, reconcile your finances faster, and ensure accurate inventory, all through a secure, scalable, and intelligent platform.

  • Real-time Order Synchronization: Instantly push Magento orders to Kashflow as Sales Invoices.
  • Bi-directional Inventory Sync: Keep stock levels accurate across both platforms, preventing overselling.
  • Automated Payment Reconciliation: Match payment gateway transactions to Kashflow invoices seamlessly.
  • Customer Master Data Sync: Maintain a unified customer view, creating or updating records automatically.
  • Advanced Error Handling & Monitoring: Proactive alerts and retry mechanisms ensure data integrity.
Implementation Timeline

Go live with Kashflow + Magento in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Magento, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Magento deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time Order Synchronization: Instantly push Magento orders to Kashflow as Sales Invoices.
  • Bi-directional Inventory Sync: Keep stock levels accurate across both platforms, preventing overselling.
  • Automated Payment Reconciliation: Match payment gateway transactions to Kashflow invoices seamlessly.
  • Customer Master Data Sync: Maintain a unified customer view, creating or updating records automatically.
  • Advanced Error Handling & Monitoring: Proactive alerts and retry mechanisms ensure data integrity.
  • Low-Code/No-Code Workflow Builder: Visually design and customize your integration flows.
  • AI-Powered Mapping & Validation: Accelerate setup and enhance data quality with intelligent assistance.

Kashflow & Magento: Technical Integration Deep Dive

Our iPaaS acts as the central orchestration layer, facilitating secure, real-time, and bi-directional data exchange between Magento's robust APIs and Kashflow's accounting endpoints. This architecture ensures data consistency, operational resilience, and full auditability across your entire eCommerce ecosystem.

Data Flow Steps

Connect & Authenticate: Establish secure API connections to both Magento (OAuth/Token-based) and Kashflow (OAuth 2.0).

Define Event Triggers: Configure Magento webhooks (for new orders, customer updates, inventory changes) to initiate iPaaS workflows.

Design Data Flows: Visually map source fields from Magento entities (Order, Customer, Product) to target fields in Kashflow entities (Sales Invoice, Customer, Product/Service).

Implement Transformation Logic: Apply business rules, data cleansing, and enrichment (e.g., tax calculation, currency conversion, SKU lookup).

Error Handling & Monitoring: Set up automated retry mechanisms, alerts for failures, and comprehensive logging.

Deploy & Monitor: Push integrations through Dev/QA/Prod environments and monitor performance via a centralized dashboard.

Data Touchpoints

Magento Order <-> Kashflow Sales Invoice
Magento Customer <-> Kashflow Customer
Magento Product & Inventory <-> Kashflow Product/Service
Magento Payment Transaction <-> Kashflow Payment
Magento Credit Memo <-> Kashflow Journal Entry

"The integration begins with an event in Magento (e.g., new order, customer update) triggering a webhook to the iPaaS. The iPaaS then fetches detailed data from Magento via its REST API, performs necessary transformations and validations, and then pushes the processed data to Kashflow via its API (e.g., creating a Sales Invoice, updating customer details). For inventory synchronization, data can flow bi-directionally, with Kashflow potentially acting as the master, updating Magento via the iPaaS."

Pricing

Simple, transparent pricing for Kashflow + Magento.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Kashflow

Integrating Kashflow fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Data Mapping

Effective integration hinges on precise mapping between Magento and Kashflow entities. Our iPaaS provides visual tools and AI assistance to ensure accurate, consistent data flow for your core business objects.

Order / Sales Invoice

The customer's purchase in Magento, transformed into a financial sales document in Kashflow for revenue tracking and accounts receivable.

Kashflow Fields

InvoiceID (Kashflow ID) InvoiceNumber CustomerID InvoiceDate DueDate TotalAmount Status LineItems (Description, Quantity, UnitPrice, TaxRate) AccountReference (for Magento Order ID)

Magento Fields

order_id increment_id customer_id status grand_total items[] (sku, name, qtyordered, price, taxamount) billing_address shipping_address payment (method, amountpaid, transactionid)

Mapping Notes

Magento `grandtotal` maps to Kashflow `TotalAmount`. Magento `items[]` map to Kashflow `LineItems`, requiring SKU-based product lookup. Magento `incrementid` (public order ID) is typically mapped to Kashflow `AccountReference` or a custom field for traceability. Magento `status` (e.g., 'processing', 'complete') needs careful mapping to Kashflow `Status` (e.g., 'Open', 'Paid').

Next Steps

See Kashflow + Magento integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

eCommerce Order-to-Cash Automation

Automate the flow of new sales orders from Magento into Kashflow as Sales Invoices, including customer creation if new, and real-time inventory adjustments, followed by payment reconciliation.

Integration Steps:

  1. 0 Customer places an order on Magento (webhook trigger).
  2. 1 iPaaS retrieves Magento Order details (customer, line items, shipping, payment method).
  3. 2 iPaaS checks Kashflow for existing customer by email; creates new Kashflow Customer if not found, linking Magento customer ID.
  4. 3 iPaaS transforms Magento order data into Kashflow Sales Invoice format, mapping products (SKU to ProductID), prices, and taxes.
  5. 4 Kashflow Sales Invoice is created via `/v2/invoices` endpoint.
  6. 5 Payment transaction from Magento's gateway is posted as a Payment against the Kashflow Sales Invoice via `/v2/payments`.

Business Outcome

Reduced manual data entry by 80%, accelerated cash flow by 30%, real-time revenue reporting, improved financial accuracy.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Automate Order-to-Cash Cycle
Automatically transfer Magento orders to Kashflow as Sales Invoices, including customer details and line items, significantly reducing manual data entry and accelerating your billing process.
Real-time Inventory Accuracy
Synchronize stock levels between Magento and Kashflow in real-time, preventing overselling, improving order fulfillment, and enhancing customer trust.
Unified Customer Data
Ensure customer records are consistent and up-to-date across both Magento and Kashflow, providing a 360-degree view for better service and financial management.
Faster Financial Reconciliation
Automate the posting of payments against corresponding sales invoices in Kashflow, streamlining bank reconciliation and providing immediate insight into cash flow.
Eliminate Costly Errors
Minimize human error inherent in manual data transfer, ensuring accuracy in sales, inventory, and financial reporting, saving time and avoiding costly corrections.
Scalable for Growth
Build a robust integration foundation that scales with your eCommerce business, handling increasing order volumes and complex workflows without compromising performance.
Enhanced Business Insights
Access real-time, accurate financial data directly in Kashflow, empowering better decision-making for pricing, inventory, and marketing strategies.
✨

Automate Order-to-Cash Cycle

80% reduction in manual data entry

📋 What You Get

Automatically transfer Magento orders to Kashflow as Sales Invoices, including customer details and line items, significantly reducing manual data entry and accelerating your billing process.

💼 Business Impact

This benefit directly contributes to 80% reduction improvement in in manual data entry, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Kashflow + Magento in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Magento, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Magento deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /v2/customers Manage customer records for sales invoices and contact management.
GET, POST, PUT /v2/invoices Create, retrieve, and update sales invoices for billing and revenue tracking.
GET, POST /v2/payments Record payments received against invoices or other transactions.
GET, POST, PUT /v2/products Manage products and services, including pricing and inventory (if applicable).

⚡ Transformation Logic

  • Magento `order.increment_id` to Kashflow `InvoiceNumber`.
  • Magento `order.items[]` to Kashflow `Sales Invoice.LineItems[]` (mapping SKU to Product/Service, quantity, unit price, tax).
  • Magento `order.billing_address` to Kashflow `Customer` address fields.
  • Magento `order.status` to Kashflow `Sales Invoice.Status` (e.g., 'processing' to 'unpaid', 'complete' to 'paid').
  • Payment gateway `transaction_id` and `amount` to Kashflow `Payment` record, linked by Kashflow `InvoiceID`.
  • Product `sku` as the unique identifier for mapping between Magento and Kashflow `Product/Service`.
  • Concatenate Magento `firstname` and `lastname` to Kashflow `ContactName`.

🛡️ Error Handling

  • Kashflow API rate limits exceeded: iPaaS pauses and retries with exponential backoff.
  • Magento order contains invalid data (e.g., negative quantity): iPaaS logs error, sends alert, and can skip item or entire order for manual review.
  • Customer not found in Kashflow during invoice creation: iPaaS attempts to create customer or routes to error queue.
  • Payment fails to reconcile with invoice: iPaaS logs and alerts for manual matching.
Pricing

Simple, transparent pricing for Kashflow + Magento.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Benefits FAQs

▸ What are the core benefits of integrating Kashflow with Magento?
The core benefits include automating sales invoice creation from Magento orders in Kashflow, real-time inventory synchronization, consistent customer data across both platforms, and automated payment reconciliation. This significantly reduces manual effort, minimizes errors, and provides accurate, up-to-date financial insights.

AI Features FAQs

▸ How does AI enhance the Kashflow and Magento integration?
AI augments the integration by providing intelligent features such as auto-mapping of fields between systems, anomaly detection in financial transactions or inventory levels, smart suggestions for data validation rules, and AI-powered error resolution for common integration failures. This makes the integration smarter and more resilient.

Low-Code FAQs

▸ Can I use low-code tools to customize my Kashflow-Magento workflows?
Absolutely. Our iPaaS offers a powerful low-code/no-code environment with drag-and-drop functionality. This empowers business users and citizen integrators to visually design, modify, and extend integration workflows, create custom data transformations, and define conditional logic without writing a single line of code.

Entities FAQs

▸ What Kashflow entities are commonly integrated with Magento?
The most commonly integrated Kashflow entities are Sales Invoices (from Magento Orders), Customers (from Magento Customer accounts), Products/Services (for inventory and line item mapping), and Payments (for reconciliation against invoices).

Workflows FAQs

▸ How is inventory synchronized between Kashflow and Magento?
Inventory can be synchronized in real-time or near real-time. Typically, an ERP or WMS is the master source for inventory, and updates flow to Kashflow for financial inventory valuation and then to Magento to reflect accurate stock levels. Our iPaaS ensures these updates are immediate and consistent.

Technical FAQs

▸ How do you handle errors and API rate limits during integration?
Our iPaaS employs robust error handling with comprehensive logging, automated retries with exponential backoff for transient issues, and dead-letter queues for persistent errors. API rate limits for both Kashflow and Magento are managed through intelligent throttling and queuing mechanisms, ensuring smooth data flow without hitting limits.

Target Audience FAQs

▸ Is this integration suitable for mid-market eCommerce businesses?
Yes, this integration is specifically designed for mid-market eCommerce businesses. It addresses common challenges like scaling operations, reducing manual accounting overhead, improving data accuracy, and accelerating financial processes, enabling growth without increased administrative burden.

Security FAQs

▸ What security measures are in place for this integration?
Security is paramount. We utilize OAuth 2.0 (Kashflow) and OAuth 1.0a/token (Magento) for secure API access, enforce HTTPS/TLS encryption for data in transit, and encrypt sensitive data at rest. We adhere to industry standards like GDPR and ensure PCI DSS compliance for any payment-related data handling.
Implementation Timeline

Go live with Kashflow + Magento in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Magento, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Magento deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Kashflow + Magento.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Kashflow + Magento integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo