Build Your Own

Having an eCommerce Integration with your accounting / ERP system delivers valuable automation across sales, marketing, customer service and account management workflows.

If your business has an accounting / ERP system that we have not integrated to as yet, then you have the opportunity to use the powerful Generic Adapter in the TOTECS Connector Software to customise your very own integration.

How To Integrate

Commonly, there are two paths to follow:

1. Your IT team can do a custom integration using their knowledge of your business software and address your immediate needs
2. Solicit the support of your ERP software vendor to develop a broader integrated solution

Expert Help Is At Hand

Integrating any systems together requires a team of people with expertise across the different software systems involved and the broader business workflows in play. As this is a fundamental aspect of the TOTECS value proposition, our Partners have built up many years of hands on experience that you can tap into.

How To Integrate

The TOTECS Connector is installed on a server in your local network. This is normally the server that your accounting/ERP system operates on but it does not need to be.

The Connector software acts as an intermediary using what we call Adapters. Each adapter is linked to a TOTECS Project and is configured to Export data to the TOTECS platform and Import data (mostly orders) from TOTECS. Most data Exports are scheduled (ie, update stock every hour) but there are certain exports that can be queried live (such as a user wanting to see their current debtor account balance).

Following The Recipe

After your TOTECS Platform has been provisioned into an active Project, the tasks to complete an integration is broadly as follows:

1. Download and install the TOTECS/SQUIZZ Connector Software on your server
2. Create a Generic Adapter profile
3. Link the Generic Adapter profile to your TOTECS Project
4. Setup your Data Exports:
   1. Setup a Data Source for your Accounting/ERP system (ODBC/SQL, Web Services API, XML or CSV)
   2. For each data Export (products, accounts, pricing, stock, warehouses etc), set the header parameters and map the data fields to the TOTECS ESD data fields
   3. Run each data Export and verify the data is displaying correctly in TOTECS
5. Repeat the same process in step 4 for your data Imports
6. Add data Exports to the scheduler (most exports are set to run daily but some are run more frequently as required)
7. Test and verify that all eCommerce workflows are working properly.