Essential Phone – NetSuite Shopify Integration Connector Case Study

Summary

Essential is a company, based in Palo Alto, that manufactures and markets the Essential Phone. Folio3 fully integrated their Shopify based web store with their NetSuite ERP, with their NetSuite Shopify Integration Connector enabling seamless data flow between the two systems.

Customer

Essential Products, Inc. (“EP”) was founded in 2015 by creators of Android with a vision of changing the landscape of connected devices by utilizing cutting edge hardware and software technologies such as IoT, AI, and machine learning. Essential manufactures and sells the Essential Phone which has become one of the notable players in the Android smartphone industry.

Challenge

Using two disparate systems for front-end and operations, Essential had been facing the challenge of keeping the data between their Shopify web store and NetSuite ERP synced. As keeping the systems required manual efforts and therefore utilized additional time, this had created a pain point for the company.

Solution

Folio3’s proprietary NetSuite Shopify Integration connector is an Integration-as-a-Service product that seamlessly integrates your Shopify web store and NetSuite ERP system. The connector fully automates end-to-end processes, enabling you to save valuable time and added effort that is usually wasted in manually keeping the Shopify and NetSuite accounts in sync.

Ultimately, this allowed Essential to create a seamless connection between their front end and ERP systems that enabled them to focus more vital business areas such as sales, fulfillment, and other key processes. The connector’s standard features include:

  • Import Customers from Shopify to NetSuite.
  • Import Sales Orders from Shopify to NetSuite.
  • Export Sales Order Change Log from NetSuite to Shopify.
  • Invoice sync from NetSuite to Shopify.
  • The ability to Cancel Shopify Sales Orders from NetSuite.
  • Export Inventory Quantity from NetSuite to Shopify.
  • Export Sales Price from NetSuite to Shopify.
  • Export Order Status and Shipping Info from NetSuite to Shopify.
  • Export Refund Data from NetSuite to Shopify.
  • Import Selected Sales Orders from the Connector Dashboard.
  • Export Selected Sales Orders from the Connector Dashboard.
  • Search for Imported Shopify Sales Orders in NetSuite.
  • Search for Imported Shopify Customer records in NetSuite.
  • Sync Sales Orders On Demand from Shopify to NetSuite, from the Connector Dashboard.
  • Sync Items On Demand from NetSuite to Shopify, from the Connector Dashboard.
  • Sync Cash Refunds On Demand NetSuite to Shopify, from the Connector Dashboard.
  • Filter Synced Data and Data Sync Log based on Certain Parameters, from the Connector Dashboard.

In addition to the standard vanilla features, Tone It Up also required some customizations to cater to their specific business needs:

  • The ability to synchronize matrix items in addition to simple inventory items, from NetSuite to Shopify.
  • The ability to synchronize promotions and coupon codes between NetSuite and Shopify.
  • The ability to synchronize discount codes from Shopify to NetSuite.
  • Synchronize tax information between both systems so that same tax is applied on a Sales Order both in Shopify as well as in NetSuite.

Folio3’s NetSuite Shopify Integration connector is Built for NetSuite, therefore it is completely secure while complying with all the standards and practices set by NetSuite as well.

Result

Essential was able to fully automate and integrate their Shopify and NetSuite ERP systems from end-to-end. This enabled them to avoid wasting any resources required to manually keep the data in both systems accurately synced. Furthermore, the connector created a holistic back-office system for Essential that allows them to manage and monitor their entire value chain from within their NetSuite ERP. Avoiding these hindrances and bottlenecks, Essential can now efficiently shift focus towards key business performance areas such as sales, fulfillment, customer experience, and service.

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