Offline businesses are shifting to digital mode to scale their business and increase Sales. With increasing competition in E-Commerce and the online shopping industry, there is a great need to have an edge in the market. There is a need for easy-to-use E-Commerce platforms for beginners entering into online shopping and E-Commerce business. Shopify is an E-Commerce platform that allows users to easily set up an online store.
Users also use ERP systems to optimize and scale their business effectively. NetSuite is one of the leading Cloud ERP solutions to help E-Commerce businesses to work efficiently. Shopify NetSuite Integration is one of the best combinations for users to run a profitable E-Commerce business. Managing orders, payments, inventories, and client requests manually make the job tedious and consume time. To optimize the workflow Shopify NetSuite Integration offers many features to help sellers save time and money.
Shopify NetSuite Integration also offers other Data Analytics advantages so that users can smartly plan and organize their store products, discounts and increase net profit. In this article, you will learn the steps to set up Shopify NetSuite Integration. You will also learn about its benefits and how it helps users save time.
Table of Contents
Prerequisites
- An active Shopify account.
- An active NetSuite account.
Introduction to Shopify
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Shopify is an E-Commerce platform that helps users to build an online store and retail point-of-sale systems. It provides features to serve all types of users, from beginners to experts. Shopify delivers features such as shipping, payments, Marketing, and customer engagement tools to set up all your needs in one place. It comes with a user-friendly interface that allows you easily set up your online store and start selling products.
Shopify allows technical and non-technical users to set up and use the store. It provides a low-cost E-Commerce solution that is affordable for users with businesses of all sizes. Shopify offers 5 subscription packages i.e., Basic Shopify, Shopify, Shopify Advanced, Shopify Lite, and Shopify Plus.
Key Features of Shopify
Shopify is an all-in-one E-Commerce solution for users who want to enter the E-commerce industry and users who already have offline stores. A few features of Shopify are listed below:
- Security and Reliability: Shopify comes with SSL (Secure Socket Layer) certificates to encrypt data and have PCI (Payment Card Industry) compliance. This ensures encrypted connection, quick page loads, and a complete hosted solution.
- App Integrations: Shopify provides an app store where users can find many 3rd party tools and services that can enhance users’ Sales, Marketing, or workflow.
- Shopify Themes: You don’t have to build your store from scratch. Shopify comes with visually stunning and well-designed Themes. It includes features such as Product Filters, Live Search through the Product Catalog, and Drop-Down Menus for easy navigation to make your Website more User friendly.
To know more about Shopify, click here.
Introduction to NetSuite
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NetSuite is an ERP (Enterprise Resource Planning) software that allows enterprises to optimize their business operation and automate the activities with a Cloud solution. It is a SaaS (Software as a Service) platform where users don’t have to own any hardware, maintenance, or give any upfront fee. All the complex setups are managed by NetSuite. NetSuite helps companies to manage inventory, track their financials, host E-Commerce stores, and maintain Customer Relationship Management (CRM) systems.
NetSuite serves over 200 countries and provides many solutions. A few of them are listed below:
- ERP: NetSuite ERP solution optimizes most of the business operations such as accounting, inventory, supply chain, and order management.
- CRM: It helps users to provide a 360-degree view of all the customers and analyze their behavior.
- PSA: Professional Services Automation (PSA) allows enterprises to accurately plan, execute and track their projects.
- E-Commerce: NetSuite allows users to unify all the online store activities from Sales and order management to inventory and financials.
Key Features of NetSuite
NetSuite is a Cloud ERP platform built to help companies grow their businesses effectively. A few features of NetSuite are listed below:
- Reporting: NetSuite handles a vast amount of data from different departments. It allows users to easily generate and share reports. NetSuite offers in-built reporting tools that can quickly create reports and help users analyze data.
- Workflow Management: NetSuite allows users to automate the business processes and avoid spending time on manual processes. The workflows can be managed in multiple stages to save more time.
- Demand Planning Engine: It helps users to manage and control the processes associated with demand and supply. It creates demand trends, and accordingly supplies the planning process, and generates purchase and transfer orders.
To learn more about NetSuite, click here.
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Steps to Set Up Shopify NetSuite Integration
Now that you have read about Shopify and NetSuite. In this section, you will learn the steps to set up Shopify NetSuite Integration. It helps Shopify users to sync data related to orders and payments into NetSuite. This Shopify NetSuite Integration will use the Robust NetSuite Integrator App available in Shopify App Store. The steps for Shopify NetSuite Integration are listed below:
Step 1: Installing NetSuite Integrator App in Shopify
- Log in to your Shopify store here.
- Click on the “Apps” option in the sidebar menu, as shown by the image below.
Image Source: Self
- Now, Click on the “Customize your store” button located at the top of the screen.
- Here, search for the keyword “NetSuite” in the search bar and hit enter.
- Select the “Robust NetSuite Integrator” by WebBee eSolutions Pvt Ltd, as shown by the image below.
Image Source: Self
- Now, click on the “Add app” button to install the Shopify NetSuite Integration app, as shown by the image below.
Image Source: Self
- Now, click on the “Install App” button.
Step 2: Configuring App For Shopify NetSuite Integration
- Again, go to Apps from the sidebar menu and select the “Robust NetSuite Integrator” app, as shown by the image below.
Image Source: Self
- Now, click on the “Next” button. It will ask for NetSuite settings, as shown by the image below.
Image Source: Self
- Log in to your NetSuite account here.
- Now, go to the “Setup” option in the navigation bar, and from its subcategories select the “Integration” tab and click on the “Web Service Preferences” option, as shown by the image below.
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- It will open up the settings for Web Service Preferences. Here make sure to check only the “Use Conditional Defaults Update”, “Run Server Suitescript and Trigger Workflows“, and “Use Conditional Defaults On Add” options, as shown by the image below.
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- Copy the “Account ID” and paste it into the Account ID field of the Robust Integrator App in Shopify.
- Now, go to the “Setup” option in the navigation bar and then navigate to Integration > Manage Integration > New, as shown by the image below.
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- Here, enter the name of the Integration as “Shopify NetSuite Integration” in the “Name” field.
- Check only the “User Credentials” and “Token-Based Authentication” options, as shown by the image below.
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- Now, Click on the “Save” button.
- Copy the “Consumer Key” & “Consumer Secret” and paste them in the respective fields in the Robust NetSuite Integrator’s “Consumer Key” & “Consumer Secret” fields, as shown by the image below.
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- Now. navigate to Setup > User / Roles > Access Tokens > New, as shown by the image below.
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- Here, Select the “Shopify NaeSuite Integration” in the “Application Name” and select the “User” of your choice.
- Select the “Role” as “mandatory permissions“.
- Now, click on the “Save” button.
- Go to the dashboard and click on the “Manage Access Tokens” option.
- Click on the “New My Access Token” button, as shown by the image below.
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- Enter the same name for integration that you gave in previous steps i.e., Shopify NetSuite Integration.
- The “Token Name” will populate automatically.
- Copy the “Token ID” and “Token Secret“, then paste those in the Robust NetSuite Integrator’s Token ID & Token Secret fields, as shown by the image below.
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- Now all the fields are filled for the Shopify NetSuite Integration in the Robust NetSuite Integrator app.
- Click on the “Authenticate & Save” button.
- Now enable the sync and choose the plan.
That’s it! You have completed Shopify NetSuite Integration.
Benefits of Shopify NetSuite Integration
Shopify NetSuite Integration allows sellers to eliminate manual processes to export and import data into ERP systems. It allows automating the entire data flow by syncing data in real-time. A few benefits of Shopify NetSuite Integration are listed below:
- Shopify NetSuite Integration eliminates any issues regarding orders, clients, inventories, and item information.
- It allows users to track the stock of products effortlessly without manually reviewing it.
- Shopify NetSuite Integration saves time by automatically synchronizing the data between Shopify and NetSuite in real-time.
Conclusion
In this article, you learnt about steps to set up Shopify NetSuite Integration. You also read about the benefits of using Shopify NetSuite Integration and how it helps users gain a competitive advantage over others and optimize their business activities. Shopify NetSuite Integration provides seamless data flow of orders, payments, and issues directly into the ERP system where a team can manage the required actions effectively.
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