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Integrating WooCommerce with Accounting, CRM and ERP Systems

WooCommerce integration with Accounting, ERP and CRM systems

WooCommerce has become one of the most downloaded WordPress plugins, providing businesses and developers with a free and easy way to create an online web store.

It is the flagship product of WooThemes, which has just been acquired by Automattic, the actual organisation behind

This is a significant development for WooCommerce and one that can only increase its reputation and popularity – WooCommerce already powers over 24% of all eCommerce stores, equating to more than 650,000 websites.

Many businesses that are considering or have implemented WooCommerce as an eCommerce store, however, will possibly already have an accounting, CRM or ERP system in place, and WooCommerce will require complex, costly development to integrate them together.

Fortunately, Codeless Platforms’ code-free drag and drop BPA Platform enables businesses to automate the flow of data between WooCommerce, ERP and existing systems to provide a competitive advantage.

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Automating orders and data for WooCommerce

Information held in accounting and business CRM systems, such as product availability and pricing, need to be pushed up into WooCommerce to account for all online and offline sales. Usually this is a manual process that is time-consuming and prone to errors.

Codeless Platforms’ BPA Platform can automate this process by extracting the information and then push it into WooCommerce. This improves workflow and provides intelligent data for WooCommerce to utilise.

Likewise, automating the entire order management process, as opposed to merely synchronising orders, removes the need for users to extract the data from WooCommerce and rekey that information into existing systems. This not only saves time and money but also eliminates data errors.

Removing manual checking processes

Synchronising WooCommerce order transactions and available stock data is essential, but what happens when an order depletes stock to below a certain level? How would you know and is it efficient to manually identify and resolve this critical issue?

It is possible to easily add workflow processes to the critical relationship between orders and stock, such as sending business alerts when levels are breached (email/SMS) and trigger PO requisitions for approval and processing.

Return delivery information to WooCommerce

Order status and tracking information are other essential elements that you will probably want to manage with WooCommerce.

When the BPA Platform identifies an order in your accounting or CRM system with a status of invoiced, it can notify the status, tracking number and delivery details back to WooCommerce. If the order has not been delivered for any reason it will notify WooCommerce. This task will help improve customer service.

Extending the integration process

Synchronising the downloading of orders, the uploading of order statuses and stock level updates could yield a huge return, but imagine what the ROI would be if you could extend the integration process to include courier services, email tools, XML feeds, product management tools and more?

An automated solution could identify when a product has been purchased via the WooCommerce online store, process the order and also schedule other activities such as delivery with a courier service or follow up marketing via a CRM system.

For more information download the WooCmmerce integration brochure below or call us on +44 (0)330 998 8700.

WooCommerce Integration Brochure

WooCommerce Integration Brochure

Learn how integrating WooCommerce with your business software can drive company revenues and improve order management processes.

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