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Connect™

Quotewerks + Magento Integration

Clarity Connect™ integrates Quotewerks with Magento, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Quotewerks and Magento through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Quotewerks and Magento.

  • Mapping of custom fields created in Quotewerks to Magento custom attributes or extension attributes.
  • Bi-directional synchronization of custom customer fields between both systems.
  • Support for custom product attributes and configurable options in Magento to Quotewerks line items.
Implementation Timeline

Go live with Quotewerks + 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 Quotewerks 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 Quotewerks + 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

  • Mapping of custom fields created in Quotewerks to Magento custom attributes or extension attributes.
  • Bi-directional synchronization of custom customer fields between both systems.
  • Support for custom product attributes and configurable options in Magento to Quotewerks line items.

Integration Architecture: iPaaS as the Central Orchestrator

The recommended architecture positions a modern Integration Platform as a Service (iPaaS) as the central hub for orchestrating data flow between Quotewerks, Magento, and other enterprise systems like ERP or PIM. This event-driven, API-first approach ensures scalability, reliability, and real-time data consistency.

Data Flow Steps

Event-Driven Architecture: Utilizing webhooks for real-time triggers (e.g., Quote Accepted in Quotewerks, New Order in Magento).

Canonical Data Model: Establishing standardized data formats within the iPaaS to simplify mapping between disparate systems.

Master Data Management (MDM): Designating a single source of truth for key entities like Customer and Product, with the iPaaS enforcing consistency.

API-First Integration: Relying on RESTful APIs for programmatic access and data exchange.

Message Queuing: For asynchronous processing of high-volume or non-real-time data, ensuring system stability and preventing API rate limit issues.

Data Touchpoints

Quotewerks (Source/Destination System)
Magento (Source/Destination System)
iPaaS Runtime Engine (executes integration flows)
iPaaS Designer Studio (low-code workflow creation, visual mapping)
iPaaS Connectors (pre-built adapters for Quotewerks, Magento, ERP, CRM)
iPaaS Data Transformation Engine
iPaaS Error Handling & Alerting Module
iPaaS Monitoring & Analytics Dashboard
ERP/PIM (Optional Master Data Source)
CRM (Optional Master Data Source for Customer)

"Conceptual diagram showing Quotewerks, Magento, and potentially ERP/PIM connected to a central iPaaS. Arrows indicate data flow direction for key entities (Quote/Order, Customer, Product/Inventory). Webhooks and APIs are the primary communication channels. All data flows through the iPaaS for transformation, validation, and error handling."

Pricing

Simple, transparent pricing for Quotewerks + 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 Quotewerks

Integrating Quotewerks 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.
  • ✓
    Magento Quote Request to Quotewerks Quote Creation
  • ✓
    Quotewerks Quote Acceptance to Magento Order Creation
  • ✓
    Product & Inventory Synchronization (ERP/PIM to Quotewerks & Magento)
  • ✓
    Customer Data Bi-directional Synchronization
  • ✓
    Magento Order Status to Quotewerks Visibility
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Quote (Quotewerks) / Order (Magento)

The core transaction document. A Quotewerks Quote, once accepted, transforms into a Magento Order for payment and fulfillment.

Quotewerks Fields

QuoteID CustomerID ContactID QuoteStatus TotalAmount DateCreated ExpirationDate SalespersonID Line Items[] (ProductID, SKU, Quantity, UnitPrice, ExtendedPrice, Discount) Payment Term

Magento Fields

order_id increment_id customer_id status grand_total items[] (sku, name, qtyordered, price, rowtotal) billing_address shipping_address payment

Mapping Notes

Mapping Quotewerks 'QuoteID' to a custom 'Quote Reference' field in Magento 'Order' is crucial for traceability. Quotewerks 'Line Items' must accurately map to Magento 'Order Items', ensuring SKU, quantity, and price consistency. Quotewerks 'QuoteStatus' (e.g., 'Accepted') triggers the creation of a Magento 'Order' with an initial status (e.g., 'pending_payment'). Payment terms from Quotewerks can inform Magento's payment method selection.

Next Steps

See Quotewerks + 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.

Custom Quote to Magento Checkout

A customer initiates a request for a custom or configured product/service on the Magento storefront. This request is automatically routed to Quotewerks, where a sales representative builds a detailed proposal. Once the quote is accepted in Quotewerks, it seamlessly transitions into a ready-to-pay order in Magento, allowing the customer to complete their purchase using Magento's secure payment gateways and track their order through their online account.

Integration Steps:

  1. 0 Customer submits 'Request a Quote' form on Magento.
  2. 1 iPaaS creates a new 'Quote' in Quotewerks with customer details and requested items.
  3. 2 Salesperson configures and sends quote from Quotewerks.
  4. 3 Customer accepts quote in Quotewerks.
  5. 4 iPaaS transforms accepted Quotewerks 'Quote' into a new 'Order' in Magento, pre-populating all line items, pricing, and customer information.
  6. 5 Magento notifies customer to complete payment.
  7. 6 Customer pays via Magento's checkout.
  8. 7 Magento triggers fulfillment workflow.

Business Outcome

Accelerated conversion of custom quotes into paid orders, improved customer experience, reduced manual order creation in Magento, and accurate financial reconciliation.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with Quotewerks + 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 Quotewerks 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 Quotewerks + 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
POST /api/v1/quotes Create a new quote in Quotewerks (e.g., from a Magento quote request).
GET, PUT /api/v1/quotes/{id} Retrieve or update detailed information about a specific quote (e.g., update status from Magento order).
POST, GET, PUT /api/v1/customers Synchronize customer records (create new from Magento, update from CRM/Magento).
GET, PUT /api/v1/products Retrieve product catalog or update product/inventory details (e.g., from ERP/PIM).
POST /api/v1/webhooks/subscribe Register iPaaS endpoint to receive real-time notifications for Quotewerks events (e.g., quote status change).

⚡ Transformation Logic

  • Field mapping: `Quotewerks.TotalAmount` to `Magento.grand_total`.
  • Status mapping: `Quotewerks.QuoteStatus = 'Accepted'` to `Magento.Order.status = 'pending_payment'`.
  • Data type conversion: String to Decimal for prices, Date format adjustments.
  • Conditional logic: Only create Magento orders for Quotewerks quotes above a certain value or with specific product types.
  • Address parsing: Combine Quotewerks address fields into Magento's multi-line `street[]` array.
  • SKU normalization: Ensure SKUs match between systems, potentially using a lookup table for discrepancies.

🛡️ Error Handling

  • Quotewerks quote acceptance fails to create Magento order due to invalid product SKU.
  • Customer address update in Magento causes a data validation error in Quotewerks.
  • Magento API rate limits are exceeded during a bulk product update.
  • Payment gateway failure in Magento preventing order completion, needing to update Quotewerks.
  • Mismatched customer IDs leading to duplicate customer records.
Pricing

Simple, transparent pricing for Quotewerks + 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 is the primary benefit of integrating Quotewerks with Magento?
The primary benefit is automating your entire quote-to-order process. This eliminates manual data entry, ensures real-time data consistency for customers and products, and significantly accelerates the sales cycle from custom proposal in Quotewerks to payment and fulfillment in Magento, enhancing both B2B and B2C experiences.

Workflows FAQs

▸ Can accepted Quotewerks quotes automatically create orders in Magento?
Absolutely. By leveraging Quotewerks' webhooks and a modern iPaaS, an accepted quote in Quotewerks can immediately trigger the creation of a corresponding order in Magento, ready for customer payment and subsequent fulfillment. This enables a seamless transition from custom pricing to online checkout.

Data Synchronization FAQs

▸ How is product and inventory data synchronized between Quotewerks and Magento?
The iPaaS acts as a central hub. Product details (SKU, name, price, description) and real-time inventory levels are typically synchronized from an ERP or PIM system to both Quotewerks (for accurate quoting) and Magento (for accurate online display). This ensures consistency and prevents overselling.
▸ Does the integration support bi-directional synchronization of customer data?
Yes, customer data can be synchronized bi-directionally. New customer registrations or profile updates in Magento can create or update customer records in Quotewerks, and vice-versa. This ensures a unified customer 360-degree view across your sales and eCommerce platforms.

Security FAQs

▸ What security measures are in place for sensitive data like payment information?
Security is paramount. We employ robust measures including OAuth/token-based authentication for APIs, TLS 1.2+ encryption for all data in transit, and secure credential storage within the iPaaS. For payment data, we rely on Magento's PCI DSS compliant payment gateways for tokenization, ensuring raw credit card data never touches the iPaaS.

iPaaS Capabilities FAQs

▸ How do low-code/no-code tools enhance Quotewerks-Magento workflows?
Low-code/no-code tools empower business users (sales, operations, marketing) to build, modify, and manage integration workflows using intuitive drag-and-drop interfaces. This significantly reduces reliance on IT, accelerates the development of new integrations, and allows for greater agility in adapting to evolving business needs.

AI Enhancements FAQs

▸ Can AI be used to improve the Quotewerks-Magento integration?
Absolutely. AI can augment the integration by suggesting optimal field mappings, detecting anomalies in data (e.g., unusual pricing, inventory discrepancies), auto-generating complex transformation rules, and providing intelligent error resolution. This leads to more robust, efficient, and self-optimizing integration workflows.

Technical Details FAQs

▸ What happens if an API call fails during the integration process?
The iPaaS includes comprehensive error handling. It logs all API failures, implements automated retry mechanisms with exponential backoff for transient errors, and routes persistent errors to a dead-letter queue for manual investigation. Automated alerts notify relevant teams to ensure rapid resolution and prevent data loss.
Implementation Timeline

Go live with Quotewerks + 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 Quotewerks 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 Quotewerks + 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 Quotewerks + 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 Quotewerks + 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