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Connect™

Seamlessly Connect Sage 100 and Shopify for Unrivaled Efficiency

Automate your eCommerce operations, synchronize critical data, and empower your business with real-time insights from store to ledger.

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The Challenge

The Disconnect: Manual Operations Between Sage 100 & Shopify

Without a robust integration, managing your online store and back-office operations becomes a fragmented, labor-intensive process. The gap between Shopify's dynamic sales environment and Sage 100's critical accounting and inventory management leads to operational inefficiencies and costly errors.

  • Manual order entry from Shopify into Sage 100 is slow and prone to human error.
  • Outdated inventory in Shopify leads to overselling, backorders, and dissatisfied customers.
  • Delayed financial reconciliation due to manual processing of payments, invoices, and refunds.
  • Fragmented customer data across systems hinders personalized marketing and support.
  • Lack of real-time visibility into sales performance and stock levels impacts strategic decision-making.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Sage 100 & Shopify Integration with iPaaS

Our powerful iPaaS (Integration Platform as a Service) provides a flexible, scalable, and secure bridge between Sage 100 and Shopify. It leverages pre-built connectors, low-code automation, and AI-driven intelligence to synchronize critical business data in real-time, transforming your eCommerce operations into a seamless, automated powerhouse.

  • Real-time, Event-Driven Order-to-Cash Automation
  • Bi-Directional Inventory Synchronization
  • Unified Customer Data Management (CRM-ERP Sync)
  • Automated Fulfillment & Shipment Tracking Updates
  • Financial Reconciliation of Payments & Refunds
Implementation Timeline

Go live with Shopify + Sage 100 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 Shopify and Sage 100, 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 Shopify + Sage 100 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, Event-Driven Order-to-Cash Automation
  • Bi-Directional Inventory Synchronization
  • Unified Customer Data Management (CRM-ERP Sync)
  • Automated Fulfillment & Shipment Tracking Updates
  • Financial Reconciliation of Payments & Refunds
  • Product Catalog Synchronization (Pricing, Descriptions, Variants)

Sage 100 & Shopify Integration: Architecture & Implementation

Our integration solution leverages a robust iPaaS to provide an API-first, event-driven architecture. This ensures secure, scalable, and real-time data synchronization between Sage 100 and Shopify, orchestrating complex workflows with minimal latency.

Data Flow Steps

Discovery & Requirements: Define specific workflows, data entities, sync directions, and business rules.

iPaaS Setup: Configure Sage 100 and Shopify connectors within the iPaaS, establishing secure authentication.

Workflow Design (Low-Code): Use the visual designer to build integration flows, defining triggers, actions, and conditional logic.

Data Mapping & Transformation: Map relevant fields between Sage 100 and Shopify entities. Apply transformation rules for data harmonization.

Testing & Validation (Sandbox): Thoroughly test all workflows in a sandbox environment, validating data accuracy and error handling.

Deployment & Monitoring: Promote validated workflows to production. Implement centralized monitoring and alerting for ongoing operational health.

Data Touchpoints

Shopify: Orders, Products, Product Variants, Customers, Inventory Levels, Fulfillments, Refunds, Transactions, Webhooks, Locations.
Sage 100: Sales Orders, Customers (AR), Items (Inventory), Invoices (AR), Payments (AR Cash Receipt), Shipments, General Ledger, Purchase Orders, Vendors.

"The integration architecture typically involves a central iPaaS acting as a middleware. Shopify events (e.g., 'Order Created' webhook) trigger workflows in the iPaaS. The iPaaS then connects to Sage 100 via its API/connector, transforms the data, and creates/updates records (e.g., Sales Order). Conversely, Sage 100 events (e.g., 'Inventory Change') are detected by the iPaaS, which then updates Shopify via its API (e.g., Inventory Level update). All data passes through the iPaaS for validation, transformation, logging, and error handling."

Pricing

Simple, transparent pricing for Shopify + Sage 100.

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 Shopify

Integrating Shopify 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 Data Entities & Field Mapping

The integration focuses on synchronizing core business entities between Sage 100 and Shopify. Our iPaaS provides a visual mapping canvas to bridge schema differences and ensure data integrity.

Sales Order (Sage 100) / Order (Shopify)

Represents a customer's purchase. Critical for order fulfillment, revenue recognition, and financial posting.

Shopify Fields

SalesOrderNo OrderDate CustomerNo ShipToAddress BillToAddress OrderStatus LineItems (ItemCode, QuantityOrdered, UnitPrice) PaymentTerms SalespersonNo

Sage 100 Fields

id order_number customer (id, email, name) lineitems (id, productid, variant_id, sku, quantity, price) total_price financial_status fulfillment_status shipping_address billing_address created_at gateway

Mapping Notes

Shopify's 'lineitems' must map to Sage 100 'LineItems' based on SKU (Product Variant SKU to ItemCode). Shopify's 'financialstatus' determines payment processing. Shipping and billing addresses require careful field-by-field mapping.

Next Steps

See Shopify + Sage 100 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 entire lifecycle of an online order, from creation on Shopify to final invoice and payment posting in Sage 100, including inventory adjustments and shipping notifications. This eliminates manual order entry, reduces processing delays, and ensures immediate financial visibility.

Integration Steps:

  1. 0 Customer places Order on Shopify.
  2. 1 Shopify webhook triggers iPaaS workflow.
  3. 2 iPaaS extracts Order, Customer, Line Item, and Transaction data.
  4. 3 iPaaS transforms data to Sage 100 Sales Order and Customer schema.
  5. 4 New Customer record created/updated in Sage 100 (AR Customer).
  6. 5 Sales Order (SO) created in Sage 100.
  7. 6 Inventory adjusted in Sage 100 (committed quantities).
  8. 7 Order status updated in Shopify.
  9. 8 Upon Sage 100 shipment, Invoice (AR Invoice) generated.
  10. 9 Payment (AR Cash Receipt) posted in Sage 100 from Shopify transaction data.

Business Outcome

Real-time order processing, accurate revenue recognition, reduced manual errors, and improved cash flow.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Is Disconnected Data Holding Your Business Back?
Key benefit of this integration
Bridge the Gap: Your Sage 100 & Shopify Integration Solution
Key benefit of this integration
Boost Operational Efficiency
Key benefit of this integration
Drive Revenue & Growth
Key benefit of this integration
Enhance Data Accuracy
Key benefit of this integration
Save Time & Reduce Costs
Key benefit of this integration
✨

Is Disconnected Data Holding Your Business Back?

📋 What You Get

Key benefit of this integration

💼 Business Impact

This benefit directly contributes to improvement in , enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Shopify + Sage 100 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 Shopify and Sage 100, 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 Shopify + Sage 100 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, DELETE /AR/Customer Manage customer records for CRM/eCommerce sync.
GET, POST, PUT /SO/SalesOrder Create, update, retrieve sales orders from Shopify.
GET, PUT /CI/Item Retrieve product info, update inventory, manage item details.
GET, POST /AR/Invoice Create/retrieve AR invoices, linked to sales orders.
POST /GL/JournalEntry Post GL entries for financial reconciliation.
GET /IM/Warehouse Retrieve warehouse info for inventory management.

⚡ Transformation Logic

  • Data Type Conversion: e.g., String to Numeric, Date/Time format adjustments.
  • Value Mapping: e.g., Shopify 'financial_status' ('paid', 'pending') to Sage 100 payment status codes.
  • Conditional Logic: e.g., If Shopify customer email exists in Sage 100, update; else, create new.
  • Data Enrichment: e.g., Add default Sage 100 Payment Terms to new Shopify customers.
  • Address Standardization: Ensure address formats comply with Sage 100 requirements.
Pricing

Simple, transparent pricing for Shopify + Sage 100.

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 Sage 100 with Shopify?
The core benefits include real-time order-to-cash automation, accurate inventory synchronization to prevent overselling, unified customer data for enhanced service, accelerated fulfillment processes, and reduced manual data entry and errors. This leads to significant operational efficiency and cost savings.

Workflows FAQs

▸ How does the integration handle Shopify orders and Sage 100 Sales Orders?
New Shopify orders automatically trigger an iPaaS workflow via webhooks. The iPaaS extracts order details, validates customer and product information against Sage 100, and creates a corresponding Sales Order in Sage 100 in near real-time, including line items and payment details. This streamlines order processing and revenue recognition.
▸ How is inventory synchronized between Sage 100 and Shopify?
Inventory levels are synchronized bi-directionally. When stock changes in Sage 100 (e.g., due to sales, receipts, or adjustments), the iPaaS detects these changes and updates the corresponding Shopify Product Variant Inventory Levels in near real-time. This prevents overselling and ensures accurate stock availability on your online store.

Customization FAQs

▸ Can I synchronize custom fields between Sage 100 and Shopify?
Yes, our iPaaS solution supports the synchronization of custom fields. You can map Shopify Metafields or custom attributes to Sage 100 User-Defined Fields (UDFs) on entities like Sales Orders, Customers, or Items, ensuring all relevant business data is consistent across systems.

Security FAQs

▸ What security measures are in place for the integration?
Security is paramount. We employ OAuth 2.0 for Shopify access with least privilege scopes, securely store all credentials in an encrypted vault, use TLS 1.2+ for data in transit, and implement role-based access control. Compliance with GDPR, CCPA, and PCI DSS standards is also a key consideration.

AI FAQs

▸ How does AI enhance the Sage 100 Shopify integration?
AI enhances the integration through intelligent features like auto-suggesting field mappings, anomaly detection for suspicious orders or inventory discrepancies, automated data enrichment, and smart error resolution. This accelerates setup, improves data quality, and provides proactive insights.

Error Handling FAQs

▸ What happens if there's an error during data synchronization?
Our iPaaS includes robust error handling. It features automated retry mechanisms with exponential backoff for transient issues, a dead-letter queue for persistent errors requiring manual review, and configurable alerts (email, Slack) to notify your team immediately of any critical failures, ensuring no data is lost.

Performance FAQs

▸ Is the integration real-time or batch-based?
The integration is primarily real-time and event-driven, leveraging Shopify webhooks for immediate processing of critical events like new orders, fulfillments, and refunds. For less time-sensitive data or bulk operations, scheduled batch synchronization is also supported to optimize API usage and system load.
Implementation Timeline

Go live with Shopify + Sage 100 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 Shopify and Sage 100, 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 Shopify + Sage 100 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 Shopify + Sage 100.

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 Shopify + Sage 100 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