webinarshow-clarity-integrates-systems-woocommerce-and-syspro Ron Halversen, vice-president of sales and marketing at Clarity Ventures, discusses the process of WooCommerce and Syspro integration. Hi, Ron from Clarity. This video will demonstrate a few of the workflows from our WooCommerce to Syspro integration solution. While there are typically standard workflows for each connector we develop, they can be completely customized to not only transfer data, but do additional data manipulation, evaluation, and data updates in transit as you will see within this video. Also as a modular architecture, once we develop a connector to an application that allows us to integrate any other application with that app, so we can integrate WooCommerce to any CRM, ERP, and supply chain, or integrate any storefront solution, omnichannel, or portal to Syspro using the connectors we're demoing here. To begin, we'll go to our WooCommerce storefront and register or create our user account. Now, in order for the client to track sales to an account, whenever a user is registered, the integration automatically syncs with the ERP creating the contact record so that, if and when they make purchases, there's an account to associate and report all sales to. There are two ways that this new user account can be created in Syspro. The first is that we don't purchase anything, and the automatic job that runs every 10 minutes would pick up the registration and push it to Syspro. Or in our scenario, once we purchase our product, the user will be created in Syspro as part of the process of posting the sales order within Syspro. Before we edit our product, let's pick one, we'll select the ActivityBot360 category, and I'm looking for the replacement board, here it is, the PropellerActivityBoard WX. You can see that it's on sale for $69.95 with a regular price of $85. Now let's pop into Syspro, where our next workflow will be to update that product. This could be pricing, inventory, or any other information about the product. Since we've selected the PropellerActivityBoard to update, we enter the stock code and find our product. You can see that the product base is $85. One interesting note for this client, you don't see any sales prices, that's because all sales prices are set in WooCommerce, while all base costs are set in Syspro. We'll go ahead and adjust the $85 base price to $79 and close and save that as the new product price. Let's go fire off that sync and connect by selecting the process products from Syspro to WooCommerce job and triggering it now. For this client, we've built the workflow differently as they've split the product management with some fields being controlled within WooCommerce and others within Syspro CRM. So with this custom workflow, we load every product first from Syspro—which you can see down here—then compare the data we've pulled from Syspro to see what needs to be updated. It could be adding or deleting products, updating the inventory for many products. As you can see with our scenario, just updating the price for one product. Once back in WooCommerce on the product page, we'll go ahead and click refresh and see that it updated the base price to $79. Even though the price was lower, it's still on sale for less, so let's go ahead and buy one. I've added one to the cart, we'll speed up the checkout process a little. Once ordered, you can see that our WooCommerce order ID is 298777. Now we'll fire off the process sales order, sync job, and we'll watch it process, noting that order 298777 was processed and that as it was processed into Syspro, an ID of 406470 was assigned as the Syspro ID. Moving into Syspro, we'll navigate to sales orders and search for the order 406470. Here's the order and drilling in, we can see that it's our order and it's broken out the order details with the part and the shipping costs separated. It's associated the order with our newly created demo Johnson account. Our final demo workflow that happened behind the scenes was our discount calculation. If you remember earlier, I mentioned that the base price of every product is controlled within Syspro, but all sales prices are controlled within WooCommerce. So theoretically, every order that included an item that was on sale won't match or sync with the cost of price within Syspro. So we added a reconciliation function that runs during the posting of the sales order. Knowing that in Syspro, the item is now $79, and once the sales order is posted that the sales price was sold for 69.95, we can subtract and see that we gave a $9 and five cent discount off the base price. So we've posted the discounted price here, making it easier for the client to report their sales accurately no matter what the product manager's promotions are running within the storefront. So to review what we saw today, we first registered on the WooCommerce portal, which was verified with Syspro, that we were a new user, so it created the contact record within the ERP. We updated a product by modifying the base price in Syspro and synced that back to WooCommerce, which was an entire product data evaluation pulling all the products from Woo, comparing them with the data from Syspro, and only updating the product data that our evaluation deemed appropriate. Next, we then purchased the product and synced the sales order into Syspro, associating it to the contact record, and finally calculated the sales price from the order comparing it to the price set within the ERP and reporting any differences as a discount that was given as a promotion from the storefront. So that's a quick demo of Clarity Connect, integrating a WooCommerce storefront to a Syspro ERP software. Thanks for watching. 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Ron Halversen, vice-president of sales and marketing at Clarity Ventures, discusses the process of WooCommerce and Syspro integration.
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