Shopify ERP Integration – How to Choose Best?
Running a successful Shopify store involves juggling a million tasks. From managing inventory and fulfilling orders to keeping track of finances and customer data, it’s easy to feel overwhelmed, especially for ecommerce businesses facing the unique challenges of integrating systems to streamline their operations. That’s where Shopify ERP (Enterprise Resource Planning) integration comes in.
Connecting your Shopify store to an enterprise resource planning system enables you to flawlessly regulate your operations, gain real-time insights, and achieve new levels of efficiency. But with a variety of Shopify ERP options available, choosing the right one can feel daunting. This guide will walk you through everything you need to know to find the perfect Shopify ERP integration for your business.
Let’s get started with a basic understanding of what Shopify ERP integration actually is.
What is Shopify ERP Integration?
Imagine a central hub that connects all the moving parts of your business. That’s essentially what a Shopify ERP integration does. It smoothly synchronizes data between your Shopify store and your ERP system, eliminating the need for manual data entry and creating a unified view of your operations.
Various ERP software solutions are available for integration with Shopify, each offering unique features and benefits, including options like Apprise, BlueCherry, and Odoo, which are designed to increase operational efficiency and support the evolution of ecommerce businesses.
Note: Read this if you want to create your own Shopify theme.
Here’s a breakdown of what an ERP system typically manages:
1 – Inventory Management
A Shopify ERP system tracks stock levels across multiple sales channels, automates purchase orders, and forecasts demand for smarter inventory decisions.
2 – Order Management
It processes orders efficiently, manages fulfillment workflows, and provides real-time tracking information to customers.
3 – Accounting Tasks Management
It automates accounting tasks like invoicing, expense tracking, and financial reporting. With Shopify ERP integration, your processes are regulated efficiently so you don’t face any challenges.
4 – Customer Relationship Management (CRM)
With an efficient Shopify ERP program, you can gain a comprehensive view of your customer interactions, improve customer service, and personalize marketing campaigns.
5 – Centralized Data Mechanism with Upgraded Legacy System
Having access to real-time data insights to perform the targeted analysis is a key to success for modern ecommerce stores. Making it possible for all departments and teams to stay connected to up-to-date information and data analysis simultaneously is a critical need for businesses. These needs can be fulfilled sufficiently with an ERP system.
6 – Improved Efficiency
If you want to eliminate manual data entry and streamline workflows, freeing up your time and resources for other tasks, Shopify ERP integration is the best solution for you.
7 – Data Accuracy
When you have real-time data synchronization through an ERP program, it ensures consistent information across all your systems, leading to better decision-making.
8 – Increased Visibility
You can get a holistic view of your business performance, track key metrics, and identify areas for improvement if you have installed an efficient ERP system.
How to Choose the Best Shopify ERP Integration
Now that you understand the benefits of Shopify ERP integration, let’s dive into the selection process.
Here are some key factors to consider:
ERP systems are crucial for integrating, automating, and streamlining business processes in ecommerce operations, enhancing efficiency and customer experience.
1. Functionality and Features
When finding a Shopify ERP partner, how you consider the functionalities and features is critical. Consider the following to get to the best option.
Match Your Needs:
Identify the functionalities that are most critical for your business. Does the ERP you are choosing offer robust inventory management, advanced order fulfillment features, or built-in accounting tools? Answering these questions beforehand will help you select the right option.
Consider the Scale of Your Business:
Choose a Shopify ERP system that can grow with your business. Look for solutions that offer flexible features and add-on options to accommodate future needs.
2. Integration Ease
Choosing an ERP solution with a robust integration platform is crucial for an entirely integrated connection between Shopify and the ERP system. This integration platform acts as a central hub for integrating different applications and data sources across ecommerce businesses, ensuring a coherent, future-proofed business operation. The ERP integration process can be simple and straightforward to you if you consider the following when connecting with any of the several Shopify ERP partners available in the industry.
Native vs. Third-Party Integration:
Native integrations, built specifically for Shopify by the ERP provider, offer a smoother and more reliable connection. Third-party integrations may require additional configuration, for which, you’ll need to be prepared with the needed resources.
Data Mapping:
You must ensure that your chosen ERP system offers easy data mapping capabilities to intuitively transfer information between Shopify and your ERP system.
3. Pricing and Cost
Pricing and overall cost for your selected Shopify ERP program are crucial. Where you must consider other needs to find the best-fit option, you must also keep in view the pricing plans in accordance with the offered features that come with each program. Here’s how you can do it:
Learn about the Subscription Model:
Most Shopify ERP solutions offer subscription-based pricing, with costs varying depending on features, user count, and storage requirements.
Hidden Fees:
Beware of hidden fees associated with implementation, training, or data migration. If you don’t consider the additional costs when choosing a plan, you’ll end up consuming a hefty budget, which might disturb your overall ROI and business goals.
4. Security and Data Privacy
Next up are the security and data privacy considerations, which are always on the top of the list for every Shopify online store owner. The following two factors must be considered when choosing a program for Shopify ERP integration.
Data Encryption:
Choose an ERP system that utilizes robust data encryption practices to protect your sensitive business information. End-to-end data encryption provides complete peace of mind as your privacy and data are safe from any data breach or hacking attempt.
Access Control:
Ensure your Shopify ERP partner offers user access control features to restrict access to specific data based on user roles. It will help you allow only concerned and relative people to access data thus avoiding any kind of potential data theft risks.
5. Customer Support and Reputation
When you consider other options when choosing an ERP program, you must not forget to inquire about the customer support service and the overall reputation of the partner. Considering the following key parameters will help you onboard the right partner:
Support Options:
Evaluate the quality of customer support offered by your Shopify ERP partner. Look for options like live chat, phone support, and a comprehensive knowledge base.
Customer Reviews:
Read online reviews and case studies from other Shopify users to get insights into the provider’s reliability and customer service. You may also compare different Shopify ERP programs to find out the best option for your online store.
6. Ease of Use
Choose an ERP system with a user-friendly interface that is easy for your team to learn and use. Consider the technical expertise of your staff and opt for a solution that doesn’t require extensive training.
7. Free Trial or Demo
Many Shopify ERP providers offer free trials or demos that allow you to test the software and see if it’s a good fit for your business. Take advantage of these opportunities to explore the features and functionality firsthand.
8. Shopify ERP Partners
Most Shopify store owners consider the following two options. Learn about the two and choose the best option for your store based on your business goals and needs.
Shopify App Store:
The Shopify App Store features a variety of ERP integrations. Explore the available options, read reviews, and compare features to find solutions that are specifically designed to work smoothly with Shopify.
Certified Shopify Partners:
Consider working with a Shopify Certified Partner who specializes in ERP integration. These partners have the expertise to help you choose the right solution and ensure a smooth implementation process.
Popular Shopify ERP Integration Systems to Choose From
Researching through the vast landscape of Shopify ERP programs can be overwhelming. To simplify your search, here are five of the most popular and well-regarded Shopify ERP integration systems, each catering to various business needs. Supply chain management is a crucial feature in these ERP systems for managing every aspect of the supply chain, including purchasing, sales, and financials, enhancing operational efficiency and decision-making capabilities.
Zoho Inventory:
Zoho Inventory is a user-friendly and affordable ERP solution for smaller businesses. It offers features for inventory management, order processing, and reporting.
Orderhive:
Orderhive is an all-in-one inventory management system that integrates effortlessly with Shopify and offers features for order fulfillment, dropshipping, and warehouse management.
Fishbowl:
Fishbowl is a manufacturing-focused ERP system that is ideal for businesses that design, produce, and sell their own products.
Microsoft Dynamics 365 Business Central:
This cloud-based solution is a favorite for its modularity. Business Central offers a robust suite of tools encompassing sales, marketing, inventory management, and financials. It is an ideal system for online stores and businesses seeking a comprehensive ERP with an emphasis on growth.
Oracle NetSuite:
This powerhouse ERP is best known for its robust functionality for online stores. NetSuite excels in managing complex business processes and integrates perfectly with various applications. It’s a strong choice for larger businesses with intricate financial needs.
Acumatica:
This cloud-based ERP is lauded for its user-friendliness and customization options. Acumatica caters to mid-sized businesses with its focus on streamlining operations and financial reporting. It’s a solid pick for businesses seeking a balance between power and ease of use.
Brightpearl:
Tailored specifically for retail businesses, Brightpearl boasts features for inventory management, order fulfillment, and warehouse operations. It integrates smoothly with various sales channels and marketplaces. Perfect for businesses prioritizing a retail-focused approach to their ERP.
Odoo:
It’s an open-source ERP solution offering a unique blend of affordability and functionality. Odoo provides a comprehensive suite of tools, including CRM, project management, and inventory management. This option is ideal for budget-conscious businesses seeking a versatile Shopify ERP program.
Remember, the “best” ERP depends on your specific needs and budget. Consider factors like business size, industry, and desired functionalities before making your choice.
How Do You Decide If You Need Shopify ERP Integration?
While Shopify ERP integration offers numerous benefits, it’s not necessarily a one-size-fits-all solution. Here are some factors to consider when deciding if you need it:
Business Size and Complexity:
If your business is growing rapidly or you manage a complex product catalog, an ERP system can provide the structure and automation you need.
Data Management Challenges:
Are you struggling with manual data entry, data inconsistencies, or lack of real-time data visibility? An ERP integration can solve these issues.
Multi-Channel Selling:
Do you sell through multiple channels besides Shopify? An ERP system can centralize inventory and order management across all platforms.
If you answered yes to any of these questions, then Shopify ERP integration is likely a worthwhile investment for your business.
Additional Tips for a Successful Shopify ERP Integration
The above information can aptly help you decide if your online store needs a Shopify ERP integration or not. Once you’ve decided to opt for an ERP integration, follow these tips for a successful process:
Define Your Needs:
Before starting your search, clearly define your business needs and expectations for the ERP system. This will help you narrow down your options and choose a solution that aligns with your goals.
Data Migration Strategy:
Migrating data from your existing systems to the new ERP can be a complex process. Develop a clear data migration strategy to ensure a smooth transition with minimal disruptions.
Change Management:
Implementing a new ERP system can involve changes to existing workflows. Develop a change management plan to educate your team about the new system and ensure they are comfortable using it.
Your Way Forward to Shopify ERP Integration for Increased Business Results
Choosing the right Shopify ERP integration can be a game-changer for your business. By carefully considering your needs, evaluating different solutions, and following these best practices, you can find the perfect fit that streamlines your operations, boosts efficiency, and helps you achieve sustainable growth.
Following these steps and conducting thorough research, you can confidently choose the best Shopify ERP integration to benefit from the full potential of your online store. Remember, a well-implemented ERP system can be the key to streamlining your operations, gaining valuable insights, and achieving long-term success in the competitive world of e-commerce.
FAQs
What are the biggest challenges of using Shopify without ERP integration?
Without ERP integration, you might face issues like:
Manual data entry: Updating inventory levels, order details, and customer information across separate systems can be time-consuming and error-prone.
Data inconsistencies: Inconsistent data across platforms can lead to confusion, stockouts, and inaccurate financial reporting.
Limited visibility: It can be difficult to get a holistic view of your business performance without a central hub for all your data.
Business expansion issues: As your business grows, managing operations without an ERP system becomes increasingly complex.
Is Shopify ERP integration right for my small business?
Shopify ERP integration can benefit businesses of all sizes. For small businesses, it can help automate tasks, improve data accuracy, and free up valuable time to focus on growth. However, the complexity of your business operations and budget will ultimately determine if it’s the right fit.
What features should I prioritize when choosing a Shopify ERP system?
The most important features will depend on your specific needs. However, some common priorities include:
Inventory management: Look for a system with features like real-time stock tracking, purchase order automation, and low-stock alerts.
Order fulfillment: Frictionless order processing, multi-channel fulfillment capabilities, and real-time shipping tracking are valuable features.
Accounting integration: Automatic invoice generation, expense tracking, and financial reporting can streamline your accounting processes.
How much does Shopify ERP integration cost?
Pricing for Shopify ERP solutions varies depending on features, user count, storage requirements, and the specific provider. Most offer subscription models and some may have additional setup or data migration fees. It’s important to compare pricing structures and identify any hidden costs before making a decision.
Is it difficult to set up Shopify ERP integration?
The complexity of the setup depends on the chosen ERP system. Native integrations from Shopify tend to be easier to configure. Third-party integrations might require more technical expertise or assistance from the provider.
What should I do to prepare for a successful Shopify ERP integration?
Here are some key steps:
Clearly define your needs: Identify your business goals and pain points to determine what functionalities are most important in an ERP system.
Develop a data migration strategy: Plan how data will be transferred from your existing systems to the new ERP smoothly.
Prepare your team: Communicate the upcoming changes and provide training on the new ERP system to ensure smooth adoption.
What are the security considerations when choosing a Shopify ERP system?
Look for an ERP provider that prioritizes data security. Ensure they utilize robust data encryption practices and offer user access controls to restrict access to sensitive information.
How can I find out more about specific Shopify ERP solutions?
To find out more about specific Shopify ERP solutions, consider the following:
Shopify App Store:
Explore the ERP integrations available on the Shopify App Store. Read reviews, compare features, and narrow down your options based on your needs.
Research online reviews: Look for user reviews and case studies from other Shopify businesses to gain insights into the performance and customer service of different ERP providers.
Contact ERP vendors: Reach out to shortlisted ERP vendors directly for demos, consultations, or to discuss their solutions in detail.
You may also like reading about the benefits of choosing Shopify Plus
What are some benefits of using a certified Shopify ERP partner?
A certified Shopify ERP partner has the expertise to recommend the right solution, ensure a smooth integration process, and provide ongoing support. They understand the nuances of the Shopify platform and can tailor the implementation to your specific needs.
What happens if I choose the wrong Shopify ERP system?
While choosing the perfect solution is ideal, mistakes can happen. Here’s what you can do:
Evaluate the situation: Analyze why the chosen ERP isn’t meeting your expectations. Is it a feature mismatch, a user adoption issue, or something else?
Explore options: If the system is fundamentally incompatible, consider switching to a more suitable ERP solution.Seek help from the provider: Contact the ERP vendor to discuss potential solutions, customizations, or training to improve the integration’s functionality.
Contact our Shopify agency for Integrations.