Integrated eCommerce & ERP Automation

Integrated eCommerce & ERP Automation

Introduction:

Our client, a well-established medicine supplier, provides essential pharmaceuticals to clinics, hospitals, and direct customers through various digital platforms. With increasing order volume and multiple digital touchpoints, the business was facing challenges managing operations efficiently. They needed an integrated system to synchronize eCommerce, inventory, accounting, and CRM in real-time, with minimal manual intervention.

The company approached us to build a comprehensive automation solution connecting Shopify, NetSuite, WooCommerce, HubSpot, and Sage to streamline operations, improve customer experience, and enhance backend productivity.

Objectives:

  • Enable real-time sync of customers, products, and orders between Shopify and NetSuite.

  • Automate pricing, credit limits, and payment terms from NetSuite to Shopify.

  • Integrate order data into HubSpot for marketing automation.

  • Migrate historical customer and order data from WooCommerce to Shopify.

  • Provide customers with full order history visibility, re-ordering, and tracking from Shopify.

  • Import Sage invoices for centralized recordkeeping.

  • Improve product listing behavior and checkout UX for better conversions.

Challenges:

  • Maintaining data consistency and accuracy across five major platforms.

  • Handling tiered pricing logic and dynamic display on storefronts.

  • Ensuring bi-directional syncs without conflict or duplication.

  • Migrating large volumes of historical data while preserving integrity.

  • Managing real-time CRM updates for active marketing and sales.

  • Enforcing customer-specific credit checks before allowing order placement.

Implementation:

We built a fully automated, bi-directional integration system to connect all platforms with custom APIs, webhook listeners, and scheduled jobs to handle data syncs, validations, and UI improvements.

✅ Customer Sync (Shopify ↔ NetSuite):

  • Auto-sync on create/update from either system.

  • NetSuite-specific group pricing reflected on Shopify dynamically.

✅ Product Sync (NetSuite → Shopify):

  • Scheduled product updates and tiered pricing using NetSuite SuiteTalk and Shopify APIs.

✅ Order Sync (Shopify ↔ NetSuite):

  • Seamless order processing, status updates, shipping info, and payment details sync.

✅ Checkout Enhancements:

  • Checkout dynamically adapts based on NetSuite payment terms (e.g., Net30, Prepaid).

  • Upsell logic using related products on product detail and checkout pages.

✅ WooCommerce to Shopify Migration:

  • Bulk imported customers and historical orders, maintaining IDs and relationships.

✅ Order History & Tracking Enhancements:

  • Customers can view, print, and re-order from past orders in Shopify.

  • NetSuite tracking numbers auto-populate Shopify order details.

✅ HubSpot CRM Integration:

  • Real-time order sync from NetSuite to HubSpot with full order and line item details.

  • Field-level customization (e.g., source set to “NetSuite”).

✅ Credit Limit Enforcement:

  • Before order placement, Shopify checks NetSuite balance and blocks if over credit.

✅ Sage Invoice Import:

  • Imported all pre-Jan 3, 2025, invoices to Shopify for reference and transparency.

Technologies Used:

  • Languages: PHP, JavaScript, Liquid

  • Platforms: Shopify, NetSuite, WooCommerce, HubSpot, Sage

  • APIs & Tools: NetSuite SuiteTalk API, Shopify Admin API, HubSpot API, Sage Importers

  • Utilities: Webhooks, Cron Jobs, REST APIs, Data Mapping Scripts, MySQL

Conclusion:

We successfully delivered an end-to-end eCommerce and ERP automation solution for the medicine supplier company. The new integrated system eliminated manual data entry, reduced operational bottlenecks, and enabled a smooth experience for both backend staff and customers. With real-time product syncs, dynamic pricing, CRM-powered marketing, and full visibility into customer interactions, the business is now well-positioned for scalable growth.