Published Oct 31, 2024

Simplify Shopify and NetSuite B2C and B2B operations with integration

Celigo
Celigo
3 key takeaways
  • A lack of integration between NetSuite and Shopify leads to operational inefficiencies.
  • Leverage Celigo and Hairball.io to seamlessly connect these systems.
  • With integration, you can automate B2C and B2B business processes.

Today’s customers expect more than a smooth shopping experience—they want fast, seamless post-checkout processes too. To achieve this, you’ll need to adopt core systems like NetSuite and Shopify.

However, simply investing in these systems isn’t enough. Without proper integration, you risk adding more inefficiencies instead of solving them. 

When systems aren’t integrated, your teams are forced to manually transfer data between them—a slow, error-prone process that creates bottlenecks. This leads to issues like delayed order processing, limited inventory visibility, and higher operational costs.

These operational hiccups not only disrupt the post-checkout experience for your customers, but they can also cause significant financial losses. To safeguard your business and enhance efficiency, it’s crucial to address these challenges head-on.

Learn how you can automate essential ecommerce functions by integrating NetSuite and Shopify with Celigo’s iPaaS (Integration Platform as a Service). For a hands-on look at what Celigo’s platform can do for your business, check out our webinar, “Elevate your Shopify and NetSuite B2C/B2B operations with Celigo and Hairball.io.” 

Here’s a recap of what we covered. 

Maximize efficiency with NetSuite-Shopify integration

As businesses look to automate their ecommerce processes, they often start with simple use cases, like syncing fulfillment data between NetSuite and Shopify. However, by establishing NetSuite as your single source of truth, you can sync even more data between systems and unlock greater efficiency. For example, with inventory data flowing between your systems, you can ensure that all of your websites and channels have the same, accurate inventory information. 

To streamline these efforts, Celigo’s prebuilt integration offers an efficient solution. It simplifies connecting NetSuite and Shopify, with out-of-the-box support for Shopify Markets, Shopify POS, and Shopify Payouts Reconciliation. This allows you to easily sync key data points such as:

  • Products
  • Customers
  • Orders
  • Fulfillment
  • Refunds/cancellations
  • Inventory
  • Billing
  • Payouts

Expand your automations

But that’s just the beginning. With Celigo, you can enable even more use cases with the flexibility to build custom flows from scratch. Explore a few of these capabilities:

Returns

As you look to automate and streamline your returns process, you’ll need to integrate Shopify returns using the latest GraphQL API and Celigo. By doing so, you can sync orders, process refunds, and update inventory in real-time. This allows you to automate short shipments and refunds, speed up resolutions, and improve customer satisfaction.

Explore how you can automate returns processes with Celigo.

B2B sales

When leveraging Shopify B2B components, you will need to sync company, customer, locations, catalogs, and pricing levels from NetSuite to Shopify. To do this, you must map the information that exists in NetSuite to the structure that Shopify has designed for B2B. Once you have this structure successfully built, you can ensure that both systems stay in sync and have accurate real-time data for your team to leverage.

See how you can sync company, customer, and location data between NetSuite and Shopify. 

Financial reconciliation

When adding payment gateways like Afterpay, Klarna, Meta, or Sezzle on top of Shopify, you will need to build reconciliation automations to ensure your payouts are matched with open transactions, customer deposits, cash sale, or cash refunds within NetSuite.

For example, you can automate Facebook’s orders’ tax handling in Shopify payouts by syncing tax data. This ensures accurate tax calculations and seamless reconciliation with Shopify. 

Streamline operations with Celigo

Inefficiencies between Shopify and NetSuite can severely impact your operations and customer experiences, slowing business growth. With Celigo, you can eliminate these bottlenecks through seamless integration and automation.

By automating key processes like returns, B2B sales, and financial reconciliation, you can optimize and enhance your ecommerce operations. 

Ready to see the impact firsthand? Watch our on-demand webinar for an in-depth look at how Celigo can transform your operations through integration-driven automation.