How Mill and Mortar managed high order volumes by integrating multiple webshop with accounting app

The Challenge

Starting on the path of automation

Mill and Mortar set up their online store using WooCommerce first and integrated it with accounting app, e-conomic. Now, they have migrated to Shopify.
The volume of the orders was huge and it became next to impossible to create manual invoices in e-conomic for every order on a daily basis. The manual process is not very scalable and has scope for a lot of errors. Thus, they needed help with integrating their accounting system [e-conomic] with their webshop.

What did Mill & Mortar needed help with?

Mill & Mortar needed help with syncing Shopify [previously used WooCommerce] updates with their accounting system e-conomic so that every order placed in Shopify would automatically generate an order in e-conomic. Essentially, they needed help with:

• Automatically adding updates from Shopify to e-conomic
• Invoice processing
• For every order placed in Shopify an order should be created in e-conomic automatically.

The Solution

How did we approach it?

Our SaaS experts deeply analysed their business requirements before making the integration. The goal was to create something scalable and easy to use. We began by integrating Shopify and e-conomic and building custom work processes according to their business needs. Automation was set up between e-conomic and Shopify to enable the flow of information. Once the automation was set up, updates from Shopify automatically started getting updated in e-conomic. For every order placed in the Shopify webshop, an order was created in e-conomic with no human intervention. Later, we also helped them with invoice processing and managing two webshops integrated with e-conomic.

However, the actual process is much more complicated than that. We differentiate between B2B and B2C customers and create them in e-conomic accordingly. As they have international customers we also handle multiple VAT zones – both in regards to creating orders and when creating customers in e-conomic. We also helped Mill and Mortar get their personalised dashboard for monitoring automation. Thus, without going to the Zapier dashboard they could see which automation was successful and what failed [and then re-trigger the after-error resolution]. At all times, this dashboard helped them have an overview of all of their processes.

Automations delivered - SaaS apps that helped Mill & Mortar grow:

• Zapier - Both the platforms to be integrated had Zapier integrations available along with all required triggers and actions. Plus, it’s easy to use and monitor.

• Shopify - The webshop was integrated with e-conomic to sync the updates from the e-commerce site.

• e-conomic - The accounting system already being used by Mill and Mortar and Cloudify has the expertise for creating custom workflows with WooCommerce and e-conomic.