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Unlock Seamless eCommerce Finance: Integrate Kashflow with Sitecore

Automate Order-to-Invoice, Sync Customer Data, and Reconcile Payments in Real-time for Unprecedented Efficiency and Accuracy.

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The Challenge

The High Cost of Disconnected eCommerce & Accounting

Running a Sitecore-powered eCommerce business without a robust integration to Kashflow creates significant operational bottlenecks and financial risks. Manual data transfer between your sales platform and accounting system is slow, error-prone, and scales poorly.

  • Manual creation of Sales Invoices in Kashflow from Sitecore orders.
  • Inconsistent customer data across your eCommerce and accounting platforms.
  • Delayed or inaccurate financial reporting due to batch processing or human error.
  • Time-consuming reconciliation of payments from your payment gateway into Kashflow.
  • Risk of overselling or underselling due to outdated inventory levels.
  • Lack of real-time visibility into your eCommerce business's financial health.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Bridge: Kashflow & Sitecore Integration Powered by iPaaS

Our AI-enhanced iPaaS provides the robust, flexible, and scalable solution to connect Kashflow and Sitecore. It automates critical financial workflows, ensures data integrity, and delivers real-time insights, transforming your eCommerce operations from fragmented to unified.

  • Pre-built, configurable connectors for Kashflow and Sitecore.
  • Drag-and-drop visual workflow builder for rapid deployment.
  • Real-time, event-driven data synchronization.
  • Advanced data mapping and transformation capabilities.
  • Comprehensive error handling, logging, and alerting.
Implementation Timeline

Go live with Kashflow + Sitecore 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 Sitecore, 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 + Sitecore deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built, configurable connectors for Kashflow and Sitecore.
  • Drag-and-drop visual workflow builder for rapid deployment.
  • Real-time, event-driven data synchronization.
  • Advanced data mapping and transformation capabilities.
  • Comprehensive error handling, logging, and alerting.
  • Scalable architecture to support growing transaction volumes.
  • AI-assisted mapping, validation, and anomaly detection.

Deep Dive: Kashflow & Sitecore Integration Architecture

Our integration solution orchestrates data flow between Kashflow and Sitecore through a robust, event-driven iPaaS. This architecture ensures secure, scalable, and real-time synchronization of critical business data.

Data Flow Steps

Event Trigger: A business event occurs in either Sitecore (e.g., new order, customer update) or Kashflow (e.g., new customer, product update).

iPaaS Ingestion: The iPaaS captures this event via webhooks or API polling.

Data Transformation: Raw data from the source system is mapped, validated, and transformed into a canonical format suitable for the target system, leveraging AI-assisted mapping.

Business Logic: Conditional rules, data enrichment, and custom logic are applied within the iPaaS workflow.

Target System API Call: The iPaaS invokes the target system's API (Kashflow or Sitecore) to create, update, or retrieve records.

Error Handling & Monitoring: Any failures are logged, retried with exponential backoff, and alerts are sent to relevant teams. Successes are logged for auditing.

Confirmation/Update: The target system confirms the operation, and potentially triggers a reciprocal update back to the source system (for bidirectional syncs).

Data Touchpoints

Sitecore: Order, Customer/Contact, Product, Cart, Payment Transaction, Inventory Item
Kashflow: Customer, Sales Invoice, Purchase Invoice, Payment, Product/Service, Bank Transaction

"The integration flow typically starts with an event in Sitecore (e.g., 'New Order'). This event is captured by the iPaaS via a webhook. The iPaaS then processes, maps, and transforms the Sitecore Order data into a Kashflow Sales Invoice format. It interacts with Kashflow's /v2/customers endpoint to ensure customer existence, and then uses /v2/invoices to create the new Sales Invoice. For bidirectional synchronization, such as Customer data, updates in Kashflow would trigger a similar flow back to Sitecore's xConnect or Commerce Customer APIs."

Pricing

Simple, transparent pricing for Kashflow + Sitecore.

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 of entities and fields between Kashflow and Sitecore. Our iPaaS provides a visual, AI-assisted canvas to define these mappings, ensuring data integrity and consistency.

Customer

Represents the client in Kashflow and the Contact/Customer in Sitecore.

Kashflow Fields

CustomerID Name ContactName Email Address1 Postcode Telephone AccountReference

Sitecore Fields

CustomerId Email FirstName LastName Address Phone MarketingOptInStatus LastActivityDate

Mapping Notes

Map Sitecore FirstName + LastName to Kashflow Name. Ensure a unique `AccountReference` in Kashflow that can be populated from Sitecore's CustomerId or Email for cross-system lookup. Address fields require careful harmonization.

Next Steps

See Kashflow + Sitecore 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-Invoice Automation

Automatically create Sales Invoices in Kashflow for every new order placed on your Sitecore eCommerce platform, including line items, customer details, and tax calculations.

Integration Steps:

  1. 0 Customer completes purchase on Sitecore XC/OrderCloud.
  2. 1 Sitecore generates 'Order' event.
  3. 2 iPaaS captures 'Order' data (ID, Customer, TotalAmount, LineItems).
  4. 3 iPaaS maps Sitecore 'Order' to Kashflow 'Sales Invoice' fields.
  5. 4 If customer is new, iPaaS creates 'Customer' in Kashflow.
  6. 5 iPaaS creates 'Sales Invoice' in Kashflow, populating all details.
  7. 6 Sitecore order status updated to reflect successful invoice creation.

Business Outcome

Instant invoice generation, reduced manual workload for finance, accurate revenue tracking.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Boost Operational Efficiency
Automate manual data entry for orders, customers, and payments, freeing up your finance and operations teams to focus on strategic tasks.
Achieve Real-time Financial Accuracy
Ensure your Kashflow records are always up-to-date with Sitecore sales and customer data, eliminating discrepancies and improving reporting.
Accelerate Order-to-Cash Cycle
Convert Sitecore orders into Kashflow invoices instantly and reconcile payments automatically, speeding up cash flow.
Enhance Customer Experience
Provide accurate order statuses, inventory availability, and consistent customer information across all touchpoints.
Gain Unified Business Insights
Break down data silos to get a holistic view of your eCommerce performance, from sales trends to financial health.
Reduce Compliance Risk
Automated, audited data flows ensure financial records are accurate and compliant with regulatory requirements like GDPR and PCI DSS.
✨

Boost Operational Efficiency

80% Reduction in Manual Data Entry

📋 What You Get

Automate manual data entry for orders, customers, and payments, freeing up your finance and operations teams to focus on strategic tasks.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in Manual Data Entry, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Kashflow + Sitecore 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 Sitecore, 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 + Sitecore 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.

⚡ Transformation Logic

  • Data Type Conversion: Convert Sitecore timestamps to Kashflow's expected date format.
  • Value Mapping: Map Sitecore 'OrderStatus' values (e.g., 'Completed') to Kashflow 'InvoiceStatus' (e.g., 'Paid').
  • Concatenation/Splitting: Combine Sitecore 'FirstName' and 'LastName' into Kashflow 'Name' field. Split Sitecore full address into Kashflow address lines.
  • Conditional Logic: Apply different tax rates based on Sitecore 'TaxClass' or customer's geographical location.
  • Default Values: Assign default GL accounts if not explicitly provided by Sitecore product data.
  • Currency Conversion: Automatically convert currency if Sitecore and Kashflow operate in different currencies.

🛡️ Error Handling

  • Kashflow API returning 400 Bad Request due to invalid invoice line item data.
  • Sitecore xConnect API returning 409 Conflict for duplicate contact creation.
  • Temporary network outage preventing connection to either API (5xx errors).
  • Rate limit exceeded on Kashflow's API during peak eCommerce sales.
  • Mismatch in product IDs between Sitecore order and Kashflow product catalog.
Pricing

Simple, transparent pricing for Kashflow + Sitecore.

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.

Automation FAQs

▸ How does this integration automate my eCommerce order processing?
Our iPaaS automatically captures new orders from Sitecore (via webhooks) and converts them into Sales Invoices in Kashflow in real-time. This includes customer creation, line item mapping, and tax calculations, eliminating manual data entry.

Data Sync FAQs

▸ Can I synchronize customer data between Sitecore and Kashflow?
Yes, the integration supports bidirectional synchronization of customer and contact data. New customers from Sitecore are created in Kashflow, and updates from either system (e.g., address changes) are reflected in the other, ensuring a unified customer view.

Finance FAQs

▸ How are payments from Sitecore reconciled in Kashflow?
Upon successful payment confirmation from Sitecore's integrated payment gateway, the iPaaS automatically posts a 'Payment' against the corresponding 'Sales Invoice' in Kashflow, marking it as paid. This significantly streamlines your bank reconciliation process.
▸ Does this solution handle different tax rates and currencies?
Absolutely. The iPaaS's advanced data transformation capabilities allow you to map Sitecore's tax classifications to Kashflow's tax rates and handle multi-currency transactions, ensuring accurate financial postings regardless of complexity.

eCommerce FAQs

▸ What about inventory synchronization between Sitecore and Kashflow?
The integration can synchronize product details and inventory levels. Updates to Kashflow's 'Product/Service' (especially 'StockQuantity') or a connected PIM/ERP are pushed to Sitecore's 'Product' and 'Inventory Item' entities, ensuring your eCommerce site displays accurate stock availability.

Technical FAQs

▸ How does an iPaaS manage Kashflow and Sitecore API rate limits?
Our iPaaS is designed to intelligently manage API rate limits. It employs strategies like request queuing, exponential backoff for retries, and batching operations where supported, ensuring your integrations run smoothly without hitting limits or overwhelming the APIs.

Security FAQs

▸ What are the security considerations for this integration?
Security is paramount. The integration uses OAuth 2.0 for secure API access, enforces TLS 1.2+ encryption for data in transit, and encrypts sensitive data at rest. We adhere to standards like GDPR and PCI DSS, implement least privilege access, and provide comprehensive audit trails.

Customization FAQs

▸ Can I customize the integration workflows to fit my specific business rules?
Yes, our low-code/no-code iPaaS platform provides a visual interface and a powerful rules engine, allowing you to easily customize integration workflows, data mappings, and transformation logic to align perfectly with your unique business processes without needing to write code.
Implementation Timeline

Go live with Kashflow + Sitecore 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 Sitecore, 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 + Sitecore 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 + Sitecore.

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 + Sitecore 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