CRM helps to manage customer relationships, enhance engagement, and drive sales growth through data-driven insights.

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Synchronizing Accounts in Salesforce with Customers in NetSuite using Magic xpi

This article sheds light on syncing Salesforce and NetSuite, using Magic xpi and how it opens doors to streamlined operations and enhanced customer experiences.

Enhancing Efficiency: EDI2XML’s Magic xpi Solution

If your organization uses Salesforce and NetSuite, synchronizing data between the two software can help optimize your business processes. With the proper integration tool, you can easily sync Salesforce accounts with NetSuite customers.

Salesforce and NetSuite are two popular systems that EDI2XML excels at integrating using Magic xpi. With over 24 years of industry experience, your business will be in expert hands with EDI2XML.

In this blog, we’ll show you how to optimize Salesforce CRM integration with Oracle NetSuite, using Magic xpi, enabling you to connect sales and customer service teams for enhanced productivity and superior customer experience.

Insights on Salesforce

Salesforce is a top CRM platform helping businesses manage sales, marketing, and support functions through cloud-based tools that enhance productivity and growth. It centralizes customer information, tracks sales, automates marketing, and provides excellent service, making it crucial for collaboration, real-time business insights, and maintaining competitive advantages in the modern marketplace.

It’s typically used by medium to large enterprises that need all-encompassing solutions for running their business operations alongside other ERP systems like J.D. Edwards known as Oracle JDE and/or Oracle NetSuite. It’s highly scalable and integrates with other software and platforms with the help of APIs.

Check out this blog for more in depth information about Salesforce Integration: Salesforce integration and Magic xpi: Things you should know

Understanding NetSuite

Oracle NetSuite on the other hand is an all-encompassing cloud ERP software supporting financial, inventory, order management, and HR functions. Its integrated applications are built to manage operations and provide real-time business visibility, centralizing processes and enhancing decision-making.

It allows organizations to unify different operations and use the various systems within its ecosystem to manage their business.
Netsuite-edi2xml

Integrating Salesforce and Oracle NetSuite

In Salesforce, accounts store information about customers. These may be business or individual accounts. On the other hand, NetSuite customers represent business customers accessed by different modules, such as customer service management. 

Synchronizing Salesforce accounts and NetSuite customers has several benefits. It helps maintain a cohesive and efficient business ecosystem. Salesforce and NetSuite are integral components of an organization’s tech stack, handling different customer and business management aspects. 

By synchronizing accounts and customers between these platforms, businesses ensure an easier flow of information across departments, guarantee a better data quality and human errors free process.

Salesforce is typically used by sales and marketing teams to capture data on leads, opportunities, and customer interactions. NetSuite, on the other hand, focuses more on business operations, for instance, finance or inventory management. Connecting Salesforce accounts with NetSuite customers provides a unified view through the customer lifecycle.

The Benefits of Synchronizing Salesforce and NetSuite Accounts

Integrating Salesforce and NetSuite through Magic xpi offers many benefits.

Some of these benefits are:

– Real-time synchronization boosts collaboration between sales and customer service teams.

– Improved communication and coordination lead to better customer experiences.

– Combined data enables comprehensive reports and informed decision-making.

– CRM integration cuts down on manual data entry, reducing errors and saving time for employees.

These benefits underscore the value and efficiency that integrating Salesforce and NetSuite through Magic xpi can bring to businesses of all sizes.

Configuring Magic xpi for Integration

Magic xpi at a Glance

Magic xpi is a user-friendly integration solution that connects Salesforce and NetSuite accounts through built-in connectors. It enables efficient data synchronization without requiring coding expertise, hence simplifying the integration process for businesses. These certified connectors, including “Salesforce Connector” and “NetSuite Connector”, are pre-built and rigorously tested to ensure compatibility and reliability, offering businesses a trusted solution for their integration needs.

Configuration Process

Configuring Magic xpi for Integration is a straightforward process. First, you create the link to your Salesforce and NetSuite accounts using the built-in connectors in Magic xpi. These connectors serve as bridges between the two platforms, allowing seamless communication and data exchange.

The configuration process is very straight forward: get the username and password of a user on the system with sufficient access rights, and from there the connector will do the rest in discovering the objects, and building the schemas of each one, for an easy visual mapping. The power of the connector relies on the fact it can detect standard and custom objects of salesforce.
Magic-xpi-configuration-process

By leveraging Magic xpi’s certified connectors, businesses can accelerate their integration projects, minimize the risk of errors, and unlock the full potential of their CRM systems.

Get to know more about Magic xpi: Free Magic xpi product overview and How to Optimize Your Business Processes with Magic xpi Integration Platform

Data mapping with Magic xpi

Magic xpi makes data mapping between two systems intuitive. It uses a visual mapper, where you can click on fields to connect them, making it easy to integrate Salesforce and NetSuite. Users can simply define mappings between Salesforce objects (like accounts and opportunities) and NetSuite entities (such as customers and orders).

To synchronize Salesforce accounts with NetSuite customers in Magic xpi, you must map the correct fields from each object. For instance, the name field in the Salesforce account record must be mapped to the name field in the NetSuite customer object. This ensures accurate data transfer without complex coding.

Magic xpi’s visual data mapping also handles complex transformations and business rules, allowing customization to suit unique workflows. With support for real-time synchronization and event-based triggers, businesses can create dynamic integrations that respond to changes instantly.

Testing and Troubleshooting

Testing is crucial for a successful integration project with Magic xpi, ensuring smooth synchronization between Salesforce and NetSuite accounts. It helps identify and fix any issues or bugs that could disrupt operations.

Once you’ve mapped the data objects in Salesforce to those in NetSuite, it’s time to test if the integration works.

First, add a new account to Salesforce. If the integration is successful, the API on the backend will check if the same record exists in NetSuite Customers objects. If it doesn’t, it will create one in NetSuite as a Salesforce account.

If the integration was unsuccessful, troubleshoot the problem using Magic xpi. It’s possible that the data wasn’t mapped properly, or the field types mapped to one another are of different types.

Common problems like data mapping errors or connectivity issues need to be addressed promptly. Understanding the integration system and having a troubleshooting plan in place can help resolve these issues swiftly, ensuring a seamless integration process.

Monitoring and Maintenance

Monitoring integration processes is essential in maintaining data consistency and system stability. Regular monitoring allows for the detection of any errors or discrepancies, enabling prompt corrective action to be taken.

Magic xpi’s easy-to-use dashboard lets you monitor your integrations between platforms. It can give you an overview of performance with real-time graphs and charts. You can also set up alerts to issues with data synchronization, so you’re informed immediately.
magic-xpi-monitoring-and-maintenance

Periodically run tests to check if the Salesforce accounts and NetSuite customers are fully synched. This can be checked by adding new ones or changing existing records.

By maintaining a proactive approach to monitoring, any potential issues can be identified and addressed before they escalate, minimizing downtime and maximizing efficiency.

Conclusion

In summary, integrating Salesforce and NetSuite through Magic xpi presents a powerful solution for businesses seeking to optimize their operations and elevate customer experiences. With user-friendly configuration processes and certified connectors, Magic xpi streamlines data synchronization, empowering businesses to drive growth and efficiency in today’s competitive market.

Optimize Business Operations with EDI2XML

In a world where data is very crucial, seamless integration between key business systems is the key to unlocking new opportunities and driving growth. By embracing innovative integration solutions like Magic xpi with the help of EDI2XML experts, businesses can not only sync accounts and customers between Salesforce and NetSuite but also pave the way for greater success and competitive advantage.

 Let EDI2XML transform your business and propel you towards a brighter, more connected future. Interested? Get your free consultation today!
EDI2XML-Netsuite-Salesforce-Magic-xpi

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Shopify Private or Public app: What’s Best for ERP Integration

During the COVID-19 pandemic situation, companies worldwide have shifted their business mostly to their eCommerce front, to stay the course and become effective, given the worldwide safety and restrictions. It is no secret that this kind of business shift positively affected eCommerce platform providers such as Shopify, Big Commerce, WooCommerce, Magento, and others in the marketplace.

Considering Shopify is the one of the top 5 major players in the eCommerce market in North America, we frequently get this question from clients and contacts, when discussion integration projects between Shopify and ERP/CRM:

“What is the best option to integrate the Shopify eCommerce store, is it to do it through any public app in the marketplace or through the private app?“

While this question is very generic, I will try to keep my explanation simple, with an emphasis on the pros and cons of both integration options. All this is based on our proven expertise in ERP integration to eCommerce platforms and other systems; Let me start by putting some definitions.

What is Shopify?

Shopify is a Canadian eCommerce platform company based in Ottawa (Canada), with a revenue of less than little less 3 billion US dollars as of 2020. Shopify is servicing companies and users around the globe, in providing a stable, intuitive, and solid eCommerce platform for eCommerce business.

For more information about Shopify as a company or offerings, you can always check their website

Why companies need integration to their ERP or CRM?

Companies of all sizes in today’s business reality are becoming very agile in using different means to process sales transactions and generate revenues. As an example, a typical company today in the service or retail industry will have several means to receive orders:

1. through a phone call where consumers or even B2B clients might call in, to place orders.

2. through the exchange of electronic business documents (EDI) a typical protocol mainly used by large retailers and distribution (B2B)

3. through one or multiple consumer based (B2C) eCommerce sites.

As you notice, there are different channels or protocols to communicate sales orders for that same company, which are typically through different systems (ERP, CRM, eCommerce site) and having their ERP as the main business system.

The process to consolidate all orders received from all the different sources, into one destination system (ERP or CRM), is called “integration”.

Having an integration and synchronization between an eCommerce site based on any of the known platforms of the marketplace (i.e. WooCommerce, Shopify, Big Commerce, Magento,…), and the ERP / CRM system of an enterprise (i.e. SAP, Oracle JDE, Microsoft Dynamics,….), will improve efficiency and productivity, and most importantly offer a better customer experience to their clients.

Read more about the most 3 important reasons for EDI integration with Shopify

What are the integration possibilities with Shopify?

Shopify offers several options to allow integration between an eCommerce site on its platform and other third-party systems, they are offered under two models:

a) Public Shopify apps

b) Private Shopify apps

both options are available for all Shopify subscribers. Let’s drill down and describe the difference between both integration options

a) Shopify public apps

Those types of applications (or apps) are most of the time activated per instance of Shopify, from within Shopify marketplace. Those apps can be purchased through a subscription paid annually or monthly, in return of its use.

Here are some of the characteristics of Shopify public apps:
  • Public apps are publicly available on Shopify marketplace. They are sometimes developed by Shopify team, or a certified Shopify partner or developer.
  • Most of the times, such apps do execute one and only one functionality (for example reading an inventory feed and updating the SKU available quantity in Shopify).
  • You can find on the same marketplace, multiple apps, providing the same functionality, while it is developed by different professionals, and offered at different prices.
  • Subscription to public apps is most of the times intuitive, quick, and requires little configuration for users with some level of expertise.

b) Shopify private apps

Private apps on Shopify, as per their definition are built for a single Shopify instance (or store). Shopify provides access to the underlying database through a REST API.

By selecting the option to build a private app to access Shopify, you will be given necessary credentials and security tokens to be able to read and write all the data objects available to you from your Shopify store.

Here are some of the characteristics of Shopify private apps:
  • Not available for the public; only you can use it for your own store
  • Not publicly available on Shopify marketplace.
  • This type of private apps is developed by your integration partner, to access your own data.
  • Your integration partner can develop integration flows that can sync in both directions multiple flows.

What is best a Shopify private or public app for integration?

While public apps are great applications, built by experienced developers, we have been seeing much better success when doing the integration between Shopify and a company’s ERP / CRM system using Shopify private apps. This conclusion is based on previous integration projects.

In previous projects, we were able to integrate Shopify orders, fulfillment, inventory with home grown ERP systems, and branded ERP / CRM systems such as Oracle JDE, SAP, Salesforce, Microsoft Dynamics….

Our integration flows are proven to be stable and mainly it does not conflict with different Shopify public apps active on the Shopify instance. In fact, most of the clients who use our integration services, they come to us, to solve the technological issues they face when they implement and use different public apps in their instance of Shopify.

Choose the best integration provider to integrate Shopify with your ERP or CRM

We, as a successful integration provider, have been helping our customers for 21 years quickly, reliably connect eCommerce to ERP or CRM and integrate it into business systems.

Contact us for a free consultation and we will help you choose the most suitable integration solution for your business.
Shopify Integration

What is CRM and ERP integration and why it is essential?

This post was updated to reflect current trends and information.

Integration of CRM and ERP systems: Definition

CRM and ERP integration is the synchronization of data from ERP and CRM systems. The purpose of CRM and ERP integration is to provide automatic exchange of information between the enterprise systems.

Nowadays, many enterprises use numerous different business systems and applications for enterprise management, in other words, a combination of ERP, CRM, home grown applications, and many other applications for different business needs.

All these business systems have the same goal – to optimize business processes. However, their tasks are different. So how is CRM different from ERP? Do you need to integrate data from these different systems? How to perform such integration at its best? Let’s take a look at these questions in this article.

 

What is CRM?

CRM Customer relationship management – the name speaks for itself. It is a business software designed to automate interactions with customers (clients), to increase sales, optimize marketing and improve customer service.

 

What does a CRM software do?

CRM allows you to store and organize data about clients (prospects) as well as all their orders and transactions.

Information about customers can be built according to convenient parameters: names, contacts, purchases, contracts, invoices, and payments.

In most CRM systems you can follow in chronological order the entire history of communication with the client, emails, orders, and call records.

Most importantly, the CRM system automates processes and helps at every stage of the sale: automatically generates documents (according to a template), reminds of calls, issues invoices, and creates analytical reports, sends SMS notifications, and many more.

What are the Top 10 CRM Software Vendors?

According to the leading technology market-research company APPS RUN THE WORLD, Salesforce is the leader in the CRM software market. The other biggest providers of standalone or embedded CRM systems are:

What Is ERP?

ERP stands for Enterprise Resource Planning. The ERP software is designed for storing, processing, and maintaining a single database for all divisions of the company: orders, production, warehouses, logistics department, accounting, etc. ERP creates a single information space for all employees of the company.

The main goal of an ERP system is to unite the disparate processes of the company into a single well-functioning mechanism.

What is the main component of an ERP system?

Typically, ERP systems are designed based on a modular principle to cover all the key processes of the company’s activities.

The main modules in the ERP system are:

  • Planning
  • Budgeting / Financial Management.
  • Logistics/ Supply Chain Management
  • Human Resources
  • Production Management / Manufacturing
  • Order Management
  • Warehouse / Inventory Management

The ERP allows the management to get a comprehensive picture of the company’s activities, which makes the ERP system an indispensable tool for making current and strategic management decisions.

ERP software examples

According to Statista, the global enterprise resource planning (ERP) software market is forecast to grow to around 97 billion U.S. dollars by 2024. SAP and Oracle are two of the leading ERP vendors in this market.

The most popular ERP systems on the market are:

SAP Business One
It is an ERP solution for small businesses designed to automate key business functions. Can be deployed On-premises or cloud.

SAP S/4HANA
It is an ERP solution for large enterprises. SAP S/4HANA has built-in intelligent technologies, machine learning, and advanced analytics. Could be deployed in public/private cloud, hybrid, and on-premises.

SAP Business ByDesign
It is a Cloud ERP for small and medium-sized enterprises. SAP Business ByDesign is sold and operated by software as a service model.

NetSuite
It is Oracle’s Cloud ERP solution for Small and Mid-sized Enterprises. NetSuite offers modular systems ranging from finance to supply chain management, invoicing, and more.

Sage Intacct
This cloud-based ERP software solution with high ROI was designed by an American provider of cloud-based Financial management Sage Intacct, Inc. Sage Intacct includes core financial modules with possibility to add additional modules.

Acumatica
It is a complete Cloud ERP solution for all your business management needs, created for flexible workplace such as mobile, and remote work.

Tally
It is an enterprise ERP software provided by an Indian multinational company Tally Solutions Pvt. Ltd.

Is CRM and ERP integration possible?

As you might have noticed, CRM and ERP systems are not competing systems, but one complements the other. In fact, some big ERP systems, they offer their own CRM modules, to keep the whole process under one umbrella. Both software systems help for efficient and cost-effective enterprise management.

An ERP system helps control production, planning, and logistic processes; a CRM helps track and follow up and increase sales and customer loyalty. However, to get the most out of these two important business systems, it is necessary that the ERP and CRM “communicate” with each other.

“Is it possible to do an integration between two heterogenous systems from two different vendors?” – This is one of the most frequent questions that companies care about. Of course, it is possible! With Magic xpi integration platform, the integration between CRM and ERP can be done easily, quickly, and reliably.

What is Magic XPI integration platform?

Magic xpi is an integration platform, offering a complete solution to automate the flow of data between business systems and applications such as (ERP) enterprise resource planning, (CRM) customer relationship management, (HRM) human resources management, (SCM) supply chain management, EDI, database, and e-commerce.

Why Magic xpi is the best choice for CRM and ERP Integration?

Out of the box, Magic xpi includes over 100 ready-to-use connectors to all popular IT systems, in addition there is a considerable number of certified connectors to connect to branded ERP/CRM systems such as JDE, SAP, Dynamics AX, Oracle, SharePoint, IBM, Google, and more.

These connectors allow to perform integration of applications, databases, APIs, platforms quickly and reliably.

Having an intuitive and easy-to-use drag-and-drop interface, it is suitable for both professional integrators and ordinary business users.

Magic xpi fits any IT infrastructure and can integrate all your business systems on-premises, on the cloud, or in a hybrid environment.

Magic xpi provides a stable front-end platform and the ability to integrate data and deliver the most relevant information to your employees, management, or customers.

Key benefits of data integration between CRM and ERP systems

The main benefits of CRM and ERP integration include but are not limited to:

1. No need to re-enter the same data and keep duplicates.

ERP and CRM systems have contact and accounting information used in both systems for different purposes. For example, in an ERP system, addresses are used for invoicing and product delivery, while in CRM, customer and prospect addresses are used to support sales / marketing.

Integration of CRM and ERP systems eliminates the need for double data entry. Thus, any change made in the CRM database will affect the ERP system and vice versa.

2. Easier and faster data exchange.

Integration of CRM and ERP data increases sales, since sales managers have full access to data from ERP having complete information on the product, they can place an order faster and more accurately.

3. Efficient order management

By integrating data between CRM and ERP, quotations created in CRM can be automatically converted into actual orders in the ERP system. This significantly reduces order processing times and increases the efficiency of the company.

Thus, the main advantages that companies receive from the integration of CRM and ERP are increased information availability, reduced order processing time, and improved interaction processes within the organization.

Suggested Readings: The main reasons why you need Microsoft Dynamics Integration with your business Systems

Integrate your CRM and ERP – quickly and efficiently

Optimize your company’s business processes and increase productivity by connecting CRM and ERP systems.

Benefit from our over 21 years of experience in integrations and cutting-edge technology.

Contact us for a free consultation and a Free Live Demo of the Magic xpi Integration Platform. In a screen-sharing format, we’ll show you how Magic xpi can solve your business needs.

Integrating CRM with business software using Magic xpi

This post was updated to reflect current trends and information.

More and more, companies are seeking to optimize their workflows as much as possible, by using different IT solutions.

The fact is, more software applications that are “heterogenous” are deployed on a company premises. It is common to see for example a CRM (Customer Relationship Management) software, being leveraged along with different business applications and systems such as ERP (Enterprise resource planning), EDI (Electronic Data Interchange), e-commerce store and others. Companies need to optimize and improve their processes by integrating as much as possible all different apps and software solutions being used to run their day to day operations.

Before we start talking about integration, let’s have a quick overview of CRM.

What is CRM?

If you refer to Wikipedia, you find the following definition: “Customer-relationship management (CRM) is an approach to manage a company’s interaction with current and potential customers. It uses data analysis about customers’ history to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth”.

In other words, a CRM is a tool for managing clients and their related information, as well as a way to speed up and streamline sales processes.

CRM market

According to Statista, Global CRM software revenue increased from $ 13.93 billion in 2010 to $ 39.5 billion in 2017. The market was driven by strong software as a service (SaaS) growth.

“In 2018, CRM software revenue will continue to take the lead of all software markets and be the fastest growing software market with a growth rate of 16 percent,” said Julian Poulter, research director at Gartner.

There are a lot of companies in the CRM system market, but the four largest vendors of CRM system offerings are:

Salesforce: is a leader of the CRM software market. American developer of the CRM system, provided only the SaaS model. Technical experts mark the company as the “main players in the cloud computing market” along with Oracle, SAP, Google, Microsoft, Amazon.com

Suggested Readings: How to get more out of Salesforce with EDI Integration

SAP: is a European multinational software corporation that develops enterprise software to manage business operations and customer relations. SAP provide new generation of CRM tools and customer engagement solutions. SAP Hybrid solutions are more than traditional CRM software, they provide in-memory technology and Big Data insights to help companies drive contextual, personalized customer engagement in real time – across any channel or line of business.

Suggested Readings: How To Successfully Complete SAP/R3 EDI Integration Projects Using iDoc

Oracle: is an American multinational computer technology corporation. Oracle CRM is one of the leading products in the CRM market. It has a robust and intuitive interface and a variety of product lines and deployment models:

a) Oracle CRM On-Premises: is a traditional on-premises deployment where the customer needs to buy or lease his own hardware, operating systems and databases, and install a packaged Oracle CRM system on it.

b) CRM On Demand and Oracle Sales Cloud are cloud CRM solutions which are accessible over the internet and paid for by a monthly subscription fee.

Suggested Readings: Oracle JD Edwards Integration: the key to Digital Transformation

Microsoft is an American multinational technology company. One of the leading companies in the CRM space with its Microsoft Dynamics 365. Dynamics 365 platform offers companies an exceptional set of productivity tools across sales, marketing, and customer service. Microsoft Dynamics 365, is unique of its kind in the CRM marketplace, and leading the way in innovation, usability and user experience.

Suggested Readings: The main reasons why you need Microsoft Dynamics Integration with your business Systems

What does CRM integration mean?

Today, it is very common to see enterprises running different types of systems, to run their business. It is common for example to see a company adopting JD Edwards Enterprise one as an ERP, while at the same time, having their sales and marketing department, leveraging Salesforce.com for as their CRM software.

Natively, both branded software systems (JDE and Salesforce), do NOT connect together “out-of-the-box”. However, both of these solutions, offer an API or web service to read/write data.

Integration of a CRM with an ERP helps automate the processes, reduce human errors and maintain a better quality of data for the enterprise.

Additionally, integrating a CRM system to another ERP software, aims at creating an omnichannel (unified) system to collect data about the client from all sources: call center, store, online store, website and social networks. The company must have complete information about its client — this will make the most advantageous offers and provide the best support. Analysis of CRM systems shows that the effect of integrating CRM with other corporate applications can significantly increase company productivity.

Thanks to the integration, data into a CRM system can be visible and transferred to other applications.

Here are some use cases of integration of a CRM

Integration of CRM with the e-commerce site(s): This is very common integration, that allows to synchronize data from an eCommerce site into a CRM system. On the e-commerce site your customers can register and make orders and at the same time, customer contacts are sent from the e-commerce site to your CRM systems. Next, with these contacts, the work can be done already in the CRM system. Namely, the initial call to the customer, the appointment, the second call and so on.

Integration of CRM with accounting and finance: Most often this method is used to upload customer data to accounting programs. Back from the accounting program can be taken in CRM information about payments and receivables from customers.

Large companies that use ERP systems can integrate applications even more closely. For example, orders are initially sent from the e-commerce site to CRM and processed by sales managers, then, automatically transferred to the ERP system. In ERP, further work will be done with the customer’s order (production, logistics, etc.). The status of the order will be returned to CRM.

Benefits of CRM Integration

Integration of CRM with other business applications and systems used by the business will allow:

  • spend less time on search and exchange of information between departments;
  • reduce personnel costs;
  • reduce the risk of losing contacts and other important information about the clients;
  • see full statistics of company activity and configure the end-to-end analytics;
  • migrate workflows into a single interface;
  • reduce paperwork to the minimum;
  • configure automatic data exchange with partners and contractors — for example, a delivery service, bookkeeping outsourcing company or coalition loyalty programs;

Overcoming Integration Challenges with Magic xpi

Using the Magic xpi Integration platform, you can easily integrate enterprise-level solutions due to Magic xpi code-free, business process automation, and data synchronization solutions.

Magic xpi has pre-build, optimized and certified adaptors for most branded CRM systems such as Microsoft Dynamics, Salesforce, SugarCRM, and other.

Magic xpi extends the capability and usage of your CRM system. You can achieve simply and intuitively integration with your company’s business applications, like IBM i, JD Edwards, SAP, Lotus Notes, accounting, ERP, supply chain management, HRMS, logistics, and many more.

Magic xpi, using its visual and intuitive design tools, can simplify and unify the interfaces of your CRM, as well as other business systems in use, while not using any custom coding.

For learn more about Magic xpi integration platform, watch this video

Magic xpi Integration Project Lifecycle

  1. Analysis: Analyze your business processes.
  2. Design: Design and build your business processes and integration flows in the Magic xpi Studio.
  3. Connection: Quickly connect all your existing enterprise applications using Magic xpi built-in certified connectors and adaptors.
  4. Testing: Test the integration flows on simulated business processes, without Interrupting real business activity.
  5. Optimization: Before full deployment, perform risk-free optimization of your business processes and integration flows.
  6. Deployment: Deploy your new integration solution using the Magic xpi server.
  7. Monitoring: Monitor the integration of your business processes.

Click here to download our free White Paper on Magic xpi Integration Platform

The main key to the success – is digital transformation.

Change the usual workflow and introduce new technologies is not easy. Often employees are unwilling and fear of change. However, as you may already know, or have learned from this article, there are many arguments in favor of automation and integration of your business application and systems.

Moreover, if you do not engage new technologies, this does not mean that your competitors are not doing so: competition is ahead. Do not lose customers, develop faster with new technologies. Contact us today for free IT consultation.

Free CRM Intergation consultation

Salesforce integration and Magic xpi: Things you should know

Salesforce is a cloud CRM solution, designed to manage customer relationships, sales, and marketing. The company was founded in 1999 in San Francisco. At that time, the existing CRM systems were quite complicated to configure and expensive to operate, therefore, only large companies could afford a CRM system. The initial idea of Salesforce was to offer CRM in the “cloud” and sell the software through an annual subscription or lease model, computed per user of the software.

CRM IntegrationHelp: What is CRM?

CRM or Customer Relationship Management is a software system that allows your business to manage contacts, collaborate effectively, increase productivity & grow your business. It is based on the preservation and analysis of information to improve the marketing, service and business relations with your customers.

Why Salesforce?

Salesforce CRM is provided in a “software as a service” model (SaaS). Customers receive ready-made, ready to use CRM software application, fully serviced by the provider. Salesforce is accessible in a web-based interface on a Desktop, mobile or tablet. It is also accessible via mobile devices. This offers a great number of advantages to end-users in comparison with other traditional solutions.

When opting to Software as a service, end-users get the benefits of a reduced cost associated with the initial installation and continuous maintenance of the software.

Moreover, the SaaS model reduces to the maximum the upfront investment to acquire hardware equipments where the software should be installed, along with its continuing maintenance and support.

Add to the above, the convenience to be able to access and run the software application, from any device, browser or mobile application from anywhere in the world, since it is sitting in the cloud.

Who uses Salesforce?

Salesforce CRM is the ideal solution for small and medium businesses, as well as for large organizations. More than 150,000 customers of all sizes and various industries are connecting with their customers, partners, and employees with Salesforce’s Customer Relationship Management (CRM) software.

Integration with Salesforce

Salesforce plays an important role within lots of companies of any size, however, it does not cover all the business processes an enterprise can have. Therefore, the enterprise will certainly have in place another software solutions (mainly ERP) deployed in the “cloud” or “on-premises”.

The ERP is mainly the main vehicle an enterprise uses to cover the main business processes (for example, inventory, pick, pack ship…); it is a very common scenario to find a company running a Salesforce instance in its Marketing and sales department, while running an Oracle JDE or SAP or Microsoft ERP, in the other departments.

The above scenario creates a delicate situation where the master data (i.e. customers, accounts, items, prospects…) are entered and maintained separately in each one of the software systems of the company, hence creating the need to “Orchestrate” and “integrate” data between all the above systems, in a safe and automatic manner.

What is Magic xpi?

Magic xpi and Salesforce IntegrationIn summary, Magic xpi is a code-free, low maintenance platform that maps your company’s data, automates your business processes and connects your apps, databases, APIs and more – all on a single platform. Magic xpi is a technology proprietary of Magic Software enterprises, a NASDAQ company, present in almost every country in the world with millions of users Worldwide.

Magic xpi certified connector for Salesforce

To soften the integration challenges and allow enterprises to orchestrate and integrate data between different dispersed systems, Magic Software (MSE) the manufacturer of “Magic xpi” integration platform, built a “Salesforce connector”.

This connector eases the integration with Salesforce by discovering the objects built within the application and allowing the user to build mapping between source and destination, visually with a simple drag and drop process, without the need for extensive development and programming skills.

Moreover, MSE went farther into certifying this connector with Salesforce themselves, to add to it the stamp and approval of Salesforce.

Salesforce API or Magic xpi?

The answer to this question is that using Magic xpi as a backend integration platform, will eliminate the need for point-to-point integration between Salesforce and any system or API.

Add to it, the agnostic nature of Magic xpi, makes any integration from Salesforce to any other system similar in nature: You always do things the same way, without any coding.

I invite my readers to click here in order to download Magic xpi product sheet, in order to know more about this great integration platform.

Improve your integration projects

If you need more information or help in determining your need in Salesforce Integration, please click on the below image to contact our integration team and feel free to request a free demonstration of Magic xpi platform integration with Salesforce.

Magic-xpi Integration Platform