One of the most widely used eCommerce platforms is WooCommerce, and Sage 300 is a robust accounting and ERP program that companies all over the world rely on. However, it can be difficult to get these two systems to communicate well, particularly if you’re handling a sizable inventory or an increasing amount of sales. This is when synchronisation is useful.
In this video, we’ll walk you through utilising Storehub.io, a platform that makes integration easier without requiring you to write any code, to sync Sage 300 with WooCommerce. This article can help you with updating stock levels, synchronising pricing, and automating order processing.
Why Integrate WooCommerce With Sage 300?
Maintaining your ERP system while running your online store by hand takes a lot of effort and is prone to mistakes. Syncing addresses these issues by:
- Getting rid of double entry
- Maintaining precise inventory levels
- Increasing order fulfilment speed
- Keeping product prices constant
- Enhancing the client experience
Your WooCommerce store becomes an extension of your Sage 300 system when you have an automated sync set up, keeping it current and functioning effectively.
Requirements For Integration
Make sure of the following before beginning the sync process:
- You are currently using Sage 300.
- You have successfully set up and launched your WooCommerce store.
- You have the required access rights and an active Storehub.io account.
- Your customer information, pricing, and inventory in Sage 300 are neat and orderly.
Detailed Guide: Integrating Sage 300 with WooCommerce
Step 1: configure Storehub.io.
Open Storehub.io and log in.Proceed to the “Integrations” area. Make “Sage 300” your ERP system choice.
Your eCommerce platform of choice should be WooCommerce.
At this point, Storehub.io will ask you to use the secure connections on both systems to connect. Access information for your Sage 300 instance and WooCommerce API credentials are required.
Step 2: Establish a Sage 300 connection
Enter the necessary information in Storehub.io’s Sage 300 area (server name, database name, user credentials, etc.).
To make sure Storehub.io can successfully access your Sage 300 data, test the connection.
After connecting, Storehub.io may start obtaining price, inventory, and customer data straight from Sage 300.
Step 3: Integrate with WooCommerce
Enter the consumer key, consumer secret, and URL of your WooCommerce store (found under WooCommerce > Settings > Advanced > REST API).
Check the connection with WooCommerce.
Both your front-end store and your back-end ERP are now linked to Storehub.io.
Step 4: Set Up Sync Preferences
You can specify the data flow between the two systems after they are connected:
- Product Sync: Select between a two-way sync (Storehub.io often suggests Sage as the source of truth) or a one-way sync from Sage 300 to WooCommerce.
- Stock Levels: Products aren’t oversold thanks to real-time stock synchronisation.
- Pricing Guidelines: Specify whether wholesale, retail, or customer-specific pricing should be taken from Sage 300.
- Customer Sync: When orders are placed on WooCommerce, Sage 300 automatically creates customers.
- Order Sync: Transfer WooCommerce orders to Sage 300 automatically so they may be fulfilled and invoiced.
- Depending on your company requirements, you can also change the sync frequency to hourly, real-time, or bespoke schedules.
Step 5: Test the Sync
Before going live, use the following to test the sync process:
- A fake product to test inventory changes and product synchronisation.
- A test order to make sure the right customer and product information is included in orders that appear in Sage 300.
- Examine Storehub.io’s sync logs to confirm that communication was successful.
Step 6: Launch
After testing is finished and everything is functioning as it should:
- In your Storehub.io dashboard, enable live sync.
- Keep a close eye on the first few days of activity to spot any odd conduct or discrepancies in the data.
- Teach your staff where data comes from and how to fix sync problems when they occur.
Top Techniques For Integration
Maintain clean data in Sage 300: Using the right SKUs and categories helps prevent sync issues.
Steer clear of manual modifications in WooCommerce: Sage 300 should be the source of truth after synchronisation.
Make use of version control: Before making significant changes, always make a backup of both systems.
Plan frequent audits: Examine synchronised data on a regular basis to identify discrepancies early.
Typical Troubleshooting Advice
SKU Mismatch: Verify that the product SKUs in WooCommerce and Sage 300 match precisely.
Missing Stock Levels: Verify that Sage 300’s inventory is active and not zeroed out.
Order Not Syncing: Verify that the credentials haven’t changed and that the API connection is still active.
FAQs: Sage 300 sync tutorial for WooCommerce
Can I only sync specific products?
You may select which categories or SKUs sync between Sage 300 and WooCommerce by using the product filters that Storehub.io offers.
What occurs if I make changes to a WooCommerce product?
Edits made in WooCommerce might be erased if Sage 300 is selected as the primary source. Changes should ideally be made in Sage and synchronised.
What is the frequency of the sync?
Storehub.io allows you to customise the frequency of your sync, from real-time to planned hourly or daily updates.
Will WooCommerce change order statuses?
Indeed. Storehub.io can automatically update the order status in WooCommerce to “completed” after orders are fulfilled in Sage 300.
Is this a continuous sync or a one-time setup?
It’s a continuous, live sync. Storehub.io automatically syncs your data in the background after it is configured.
In conclusion: Sage 300 sync tutorial for WooCommerce
Any company looking to scale effectively and cut down on human administration would be wise to integrate Sage 300 with WooCommerce. You may automate important procedures and increase accuracy overall by establishing a smooth connection between your online store and back-office operations with Storehub.io.
Whether you are starting a new eCommerce business or improving your current setup, this sync will help you remain customer-focused, flexible, and efficient.
Contact Storehub.io for more information.
See also:
Benefits of Sage 300 Integrated with WooCommerce