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As the e-commerce landscape continues to evolve, the challenges of managing an online store extend far beyond just the holiday season. Whether you’re dealing with seasonal spikes or maintaining daily operations, the principles of automation can help you navigate these complexities with ease. This article, originally focused on the holiday season, provides insights that are valuable throughout the year, offering strategies to streamline your processes and reduce stress, no matter the time or circumstances.

The holiday season brings joy and celebration, but for online store owners, it often means stress and chaos. Managing the surge in orders, keeping inventory in check, and ensuring timely fulfillment can be overwhelming. As an e-commerce integration provider, we understand all the challenges that online store owners face, especially during peak seasons.

In this article, we’ll explore the challenges online store owners face during high seasons and how automation of key processes, such as inventory management and order fulfillment, can transform your seasonal sales into a smooth and stress-free experience.

E-commerce Challenges

Running an online store comes with a number of challenges, from facing tough competition to protecting customer data. Over the years, we’ve worked with various online stores, including those on platforms like Shopify and BigCommerce. Our experience has taught us that solving key issues often helps tackle other problems. Let’s focus on the crucial points that store owners should keep in mind for effective problem-solving.

E-Commerce Order Overload

As the holiday season approaches, online store owners often find themselves inundated with a sudden influx of orders. Managing these manually can lead to errors, delays, and unhappy customers.

Inventory Nightmares

Our extensive experience in the industry has shown us the nightmare scenarios of mismanaged inventory. Keeping track of inventory levels becomes increasingly complex during high-demand periods. Over-selling or running out of stock can be detrimental to your business – a situation we are well-equipped to help you avoid.

Online Shop Fulfillment Fiascos

Timely and accurate order fulfillment is crucial for successful e-commerce. However, logistics, tracking, and coordination with shipping partners can turn into a logistical puzzle during peak seasons, an issue we are committed to resolving.

How EDI2XML Can Help Improve Your E-Commerce Store

At EDI2XML, we specialize in e-commerce integration services, bridging e-commerce stores with ERP/CRM or EDI systems. Although our expertise originally focused on Shopify, BigCommerce, and Amazon our services extend to any e-commerce store or marketplace facilitating seamless connectivity with leading ERP systems like Microsoft Dynamics, Oracle JD Edwards, Salesforce, SAP Business One/ERP, and more.

Managing an e-commerce store alongside ERP or CRM systems can burden companies with inefficiencies and redundant efforts. Our real-time integration solutions aim to streamline workflows by automatically exchanging critical data such as stock information, orders, and customer details between ERP/CRM systems and e-commerce stores.

E-commerce Integration Solutions

EDI2XML offers robust and fully managed integration solutions that facilitate two-way data exchange, ensuring secure and automatic processing between e-commerce and any business or accounting system and application.

Our integration platform, Magic xpi, eliminates the need for manual data entry by automating critical business processes. It connects your ERP/business systems seamlessly with your e-commerce store, enabling automatic order transmission from your e-commerce platform to your business system. Additionally, it ensures timely updates of order status and inventory information, providing your clients with real-time order updates.

Order Automation

As seasoned e-commerce integration providers, our solutions, including seamless e-commerce integration, automate the order processing pipeline. By leveraging our expertise, your orders are processed with precision, eliminating errors and ensuring prompt customer service.

Inventory Management (Stock Status Synchronization)

Challenges such as over-selling, stockouts, and manual errors can harm your reputation and hinder growth. Stock status synchronization involves maintaining real-time consistency between your online store’s inventory and your ERP or CRM system. This ensures that the information about product availability is accurate and up-to-date across all platforms. With our fully managed e-commerce integration service, you can say goodbye to the hassle of manually updating your inventory.

USEFUL READING: Why You Should Automate Inventory Updates for Your Shopify Store?

Fulfillment Automation

Fulfillment Automation is the key to transforming your order processing from a manual, time-consuming task into a streamlined and efficient operation. This process involves leveraging technology to automate various stages of order fulfillment, from tracking to shipping, reducing errors and enhancing overall customer satisfaction.

USEFUL READING: Why Is It Crucial to Automate the E-Commerce Order Fulfillment Process?

Conclusion: E-commerce Automation

The holiday season should be a time of celebration, not stress for online store owners. By embracing e-commerce automation, you can turn potential problems into opportunities for growth and customer satisfaction.

Whether you’re dealing with order overload, inventory nightmares, or fulfillment fiascos, automation, such as those offered through our services, can make your online store operation smoother and more efficient.

 


E-commerce businesses have grown exponentially over the past few years, and consumer demand and expectations are rising as well, so now more than ever, it is essential for online businesses to ensure fast and accurate order fulfillment. Thus, providing customers with a seamless order fulfillment experience is a key competency for e-commerce businesses to stay competitive in the market.

Automation plays a very important role in streamlining all your e-commerce fulfillment processes, right from receiving orders from the customers, arranging for the ordered products, and finally delivering them to the customers.

E-commerce Automation: A Way to Save Time and Money

According to Deloitte research, it is better to focus on improvements that can fundamentally change how your business operates rather than making incremental changes.

E-commerce automation is exactly what can change the way your online business functions.

Online stores of all sizes, from small boutiques and startups to huge corporate e-commerce websites from Fortune 500 companies, are using e-commerce automation to improve their e-commerce business.

online store automation

No matter what platform your online e-commerce store is running on, Shopify, BigCommerce, Magento, or any other, automation can give you a significant advantage over your competitors and help you gain customer loyalty.

What is the Process of Order Management in E-Commerce?

Companies that can organize their main online business processes effectively win in the highly competitive e-commerce market.

It is already known that the speed of order fulfillment affects the volume of sales. Fast order fulfillment encourages the customer to make repeat purchases from this particular online store.

Order management includes the following processes:

  • Warehousing of goods (can be both in the company’s own warehouse, and in the warehouse of suppliers, or a drop shipper).
  • Receiving and processing orders in the online store, which includes reconciliation with current stocks in the warehouse and confirmation of purchase order.
  • Picking and packing orders.
  • Transfer of the order to transport companies for delivery/ or delivery of orders.
  • Informing the buyer about the current status of the order.
  • Updating inventory stock information.
  • Receiving payment from buyers (B2B or B2C).
  • Work with returns.

The main objective of order management is to provide accurate and fast execution at all stages of the sales cycle, which helps increase customer loyalty, and the profitability of the company, and maintain a positive reputation.

Currently, a large number of online businesses outsource the fulfillment function. However, keep in mind that when order fulfillment is transferred to a 3PL provider as a fulfillment center, the set of specific fulfillment operations may vary. For example, a company can deal with returns on its own.

Fulfillment Meaning in E-Commerce

E-commerce fulfillment is a complex set of business operations that start from the moment the customer places an order in an e-commerce online store until the moment he receives the purchased products or goods.

An e-commerce company can complete the order fulfillment process internally or outsource it to a third-party logistics (3PL) provider.

In e-commerce, the term order fulfillment refers to two main types of order fulfillment:

1. Business-to-business (B2B) where orders are shipped to a company or big retailers (Walmart, Costco, Home Depot, etc.) Normally, B2B orders include large quantities of many items.

2. Business-to-Consumer (B2C) where individual shoppers are provided with products directly at home. In general, these are not large orders consisting of an extremely high count of products, although the frequency of purchase can be greater.

E-commerce Order Management: Order Fulfillment Automation

In e-commerce, order management is one of the most important processes, which directly impacts profit. That’s why automating the order fulfillment process is crucial to creating a successful online business.

Order fulfillment automation can be successfully implemented under any of the following scenarios:

  • Delivery of goods from the company’s own warehouse
  • Delivery of goods from the supplier’s warehouse
  • Dropshipping
  • 3PL warehouse

Based on our many years of experience in integration and e-commerce automation, we can guarantee that automation of order fulfillment will allow your online business to run much more efficiently.

Benefits of Order Fulfillment Automation

The best solution for optimizing order fulfillment is to automate this process. It gives the online businesses a lot of opportunities:

  • the speed of receiving and processing the order.
  • Manage orders coming from different sales channels (e.g. Shopify store, Amazon seller, etc.)
  • Ensure high speed, transparency, and continuity of processes.
  • Minimize errors that occur during manual order processing.
  • Improve customer service and increase profits.

Order Fulfillment Automation – Behind the Scene

Let’s take a look behind the scenes when we talk about automating the online order fulfillment process.

In fact, e-commerce automation is the integration of an enterprise business system such as CRM or ERP and an e-commerce platform to synchronize the exchange of data in both directions incoming and outgoing.

The goal of e-commerce automation is to configure and deploy a cloud-based, integration process (not a widget) that will be running 24/7/365 to synchronize business data between the e-commerce online store and the ERP /CRM system of the company.

Of course, depending on the specifics of the business, there are a variety of e-commerce integration scenarios. Usually, it is the integration of an online store running on Shopify, BigCommerce, Magneto, and WooCommerce with back-end management systems such as SAP, Microsoft Dynamics, Oracle, NetSuite, Salesforce, HubSpot, and EDI (Electronic Data Interchange).

Automation e-commerce

Based on our many years of experience in integrating e-commerce, the following is the most common integration scenario:

Shopify Salesforce Integration

Shopify and Salesforce integration is one of the most common integrations for automating an online store.

This type of integration is very common due to the fact that both platforms are very popular and used by hundreds of thousands of users around the world.

Shopify is one of the most popular platforms for creating and running an e-commerce website. It powers over 800,000 businesses.

Salesforce is a leading cloud-based customer relationship management (CRM) platform for businesses of all sizes.

By integrating Shopify with Salesforce, you can sync all your data and streamline processes across the two platforms.

Shopify Salesforce Integration with EDI2XML

Shopify integration

Let’s take a look at how we, in EDI2XML, automate e-commerce using the example of Shopify and Salesforce integration.

EDI2XML typically acts as an intermediary between a customer’s e-commerce instances and their trading partner (shipper, supplier, 3PL) or customer’s internal business systems.

Shopify Sales Orders Synchronization

Here are the steps of one-way synchronization from Shopify to Salesforce:

1. Our EDI2XML integration flow will start every pre-defined period (recommended every 15 minutes).

2. The integration flow will connect to a Shopify instance to read and extract the list of Orders created since the last call, that are not yet transferred to Salesforce.

3. It will bring those orders with their corresponding details

4. Our EDI2XML flow will than transform these orders into a format ready to be pushed to Salesforce

5. The orders will be submitted to Salesforce.

6. An email will be triggered for a mailing list to advise about a new order(s) sent to the Salesforce

Shopify Order Fulfillment Synchronization

Here are the steps of one-way synchronization from Salesforce to Shopify:

1. Upon fulfilling the order and shipping the goods of an order in Salesforce, the status of the order will change.

2. Our EDI2XML integration flow will start every pre-defined period (recommended every 15 minutes).

3. When it wakes up, it will do the following:

a) Extract the list of Orders that are originating from Salesforce that are not yet fulfilled

b) For each not fulfilled Order, it will check its status in Salesforce

c) If the orders status in Salesforce is now fulfilled, it will extract the fulfillment necessary information and it will update the Shopify instance.

d) It will also send an email to a mailing list, to advise about the fulfillment of the order in question.

Conclusion: Why is It Crucial to Automate the E-Commerce Order Fulfillment Process?

Can automation of online business boost your income? Definitely yes! Automation is designed to reduce the routine, and to get the maximum income from customers, as well as attracting a new target audience.

Contact us for your first free consultation with one of our experts and find out how you can automate your online business.


What is eCommerce Integration?

E-commerce Integration is the action of synchronizing operations of an e-commerce website (online store) with an ERP / CRM or other business systems of a company.

Thus, the goal of e-commerce integration with Salesforce, JDE, SAP, or any other ERP / CRM is to create a unified information space, which is basically within the ERP/CRM in place at the company.

This means that both the ERP and the online store must contain consistent information (that is, the data of one system must not conflict with the data of another).

Therefore, the very first step in any integration project, is to define what data objects should be synchronized and what will remain outside the integration.

Best eCommerce Platforms to Build Your Store

It is not that difficult to start an online business. First, you need to select an e-commerce platform on which you will build an e-commerce website.

There are many e-commerce platforms to choose from, but whether you need an enterprise-level solution or a simple e-commerce website, here are the most popular e-commerce platforms that can meet all your needs:


If you want to learn more about eCommerce platform, read our popular article: E-commerce Integration with business systems – outperform the competition


ERP (Enterprise Resource Planning) is software for complete and efficient enterprise management.

According to research, companies from the Fortune 1000 and Global 2000 such as Walmart, Exxon Mobil, McKesson, General Motors, Costco Wholesale use SAP S/4 HANA. It is an ERP solution for large enterprises.


SAP S/4HANA is an ERP system that combines the functionality of on-premises software with cloud computing. It is often integrated with e-commerce platforms such as Magento to help companies run their online business more efficiently and profitably.

It should be noted that other SAP ERP solutions are no less popular, for example, SAP Business One designed for small and medium-sized enterprises.

The other popular ERP systems and leading vendors are:

  • Oracle (Oracle JD Edwards EnterpriseOne, Oracle NetSuite ERP)
  • Microsoft (Dynamics NAV, Dynamics AX, Dynamics 365)
  • Sage Group (Sage X3, Sage 300)

Recognize warning signals: How urgent it is to integrate eCommerce with ERP?


The Best CRM Systems for Business

Customer relationship management (CRM) is software for managing interactions with customers and prospects.

As best practices show, CRM (Customer Relationship Management) systems are always among the key IT systems of companies.

The most popular CRM systems are:

As for the integration of e-commerce and business systems, today the most popular in terms of the number of requests is Salesforce Shopify integration. Of course, this is not surprising given the incredible popularity and availability of these two solutions for medium-sized businesses.


Integrating CRM with business software using Magic xpi


What Data Should Be Integrated With ERP/CRM?

To get the most out of e-commerce integration with ERP or CRM, you need to sync all important data.

Some of the information in your ERP/CRM and the online store is the same, however, they could be in different formats and structure in each system.

Typically, when integrating an e-commerce store with a business system, work is carried out with the following data:

– Product information (Item ID, description, dimensions (weight, length, height…))  
– Inventory and price information
– Customer Information and history Sales Order Information

Thus, typically, through e-commerce integration companies seek to solve the following issues:

Synchronization of Stock Status

Typically this is one-way synchronization from CRM system (i.e. Salesforce) to e-commerce.

Below is our typical synchronization flow for the “stock status”.

  • The Integration process starts runs every 6 hours.
  • The integration flow connects to the CRM/ERP instance to read “stock status”.
  • CRM/ERP should return the list of items, including their Stock available to sell.
  • Once the data is extracted from CRM/ERP, it must be filtered, and the flow will update the necessary items in e-commerce.

Synchronization of Sales Orders

This is one-way synchronization from e-commerce to the business system (ERP/CRM)

Here are the steps for the Sales Orders synchronization flow:

  • The integration process runs every 15 minutes.
  • The integration process connects to the e-commerce instance to read and retrieve the list of orders created since the last call and not yet migrated to CRM / ERP.
  • It brings those orders with their appropriate details
  • Our flow converts these orders into a format ready for transfer to the CRM / ERP system.
  • Orders will be submitted to the CRM/ERP system.
  • An email will be triggered for a mailing list to advise about a new order(s) sent to the CRM/ERP.

Synchronization of Order Fulfillment

One way synchronization from ERP/CRM systems to e-commerce

Here are the steps of this flow:

  • Upon fulfilling the order and shipping the order in CRM/ERP, the status of the order will change.
  • Our integration process runs every 15 minutes.
  • When it wakes up, it will do the following:

1. Extract the list of Orders that are originating from CRM/ERP that are not yet fulfilled

2. For each not fulfilled Order, it will check its status in CRM/ERP

3. If the order status in CRM/ERP is now fulfilled, it will extract the fulfillment necessary information and it will update the e-commerce instance.

4. It will also send an email to a mailing list, to advise about the fulfillment of the order in question.

Looking For the Best E-commerce Integration Solution?

If you need to integrate your online store, contact us, and get a free consultation with our integration expert.

Using advanced integration solutions and having more than 21 years of experience in the field of system integrations, we will quickly and reliably carry out an integration project of any complexity.

Synchronizing Accounts in Salesforce with Customers in NetSuite using Magic xpi

 

Free Consultation


The purpose of this article is to highlight the major points of e-commerce integration with business software systems such as ERP or CRM and others.

Let us start with a high-level definition of important terminologies.

What is an e-commerce platform?

An e-commerce platform is software platform, that enables companies to launch, host, and manage their online eCommerce store, normally in a “self-service” model.

According to various sources, there are more than 300 different e-commerce platforms in the marketplace. They all offer different features and terms of use but allow merchants to create an online store to sell their products.

In other words, thanks to e-commerce platforms, companies and individuals can create or expand their e-commerce business without coding and web design skills; most importantly, without the need of a large budget to implement such projects.

Online shopping is one of the most popular online activities

The incredible number of e-commerce platforms, as well as the huge number of online stores opening every day, are driven by the growing interest of consumers in online shopping.

Moreover, in connection with the Covid-19 pandemic, the popularity of online shopping in the grocery segment and among local businesses has also grown.

According to Statista, online shopping is one of the most popular online activities worldwide, thus a global number of digital buyers is growing rapidly. Over 2.14 billion people worldwide are expected to buy goods and services online, up from 1.66 billion global digital buyers in 2016.

Why is e-commerce important in 2021?

Just some 5-8 years ago, it was common for a small business to work offline only. The companies did not have their e-commerce sites and did not run online sales. It seemed to them that this was not necessary to invest time and effort in the e-commerce business.

Times have changed and companies began to develop more and more online businesses. However, the turning point came in early 2020, caused by the global Covid-19 pandemic and massive lockdowns. Due to restrictions, many sellers, especially those who did not expand their e-commerce business, were on the verge of collapse. Continue sales despite the closure of physical stores has become vital even for a local business.

Now the company may no longer have an offline store or even not have an office with employees. Everything goes online. Workers around the world had to switch to a “work from home model” (WFH)

Huge sales happen through online stores or marketplaces like Amazon.

However, creating your own online store does not guarantee success yet. The next challenge is customer satisfaction.

According to HubSpot 80% of respondents said they had stopped doing business with a company because of poor customer experience.

Thus, customer satisfaction depends on how you are going to handle online sales in the future. How quickly, efficiently, and accurately you can process orders. How fast and correctly you will manage inventory, etc. To do this you need to synchronize your e-commerce website with your internal business system (ERP/CRM or accounting)

In other words, the success of online sales largely depends on the level of your ecommerce integration with other business systems of the company.

Leading e-commerce platforms in 2020

Despite the fact that there are huge varieties of e-commerce platforms, there are certainly unchanging leaders among them.

In the top of e-commerce platforms are:

If you want to learn more about e-commerce platforms, check out this article: The Top 9 Absolute Best Ecommerce Platforms for 2021

Why you need e-commerce Integration?

If the online store operates independently, for example without connecting the company’s ERP system, employees have to manually upload product data; enter customer delivery addresses, tracking codes, etc. Each order placed through the online shop must be manually transferred to the business systems. The manual data entry always carries a high risk of human error. Moreover, it is ineffective and leads to delays in fulfilling. Besides, if the process is completely dependent on the staff, order processing cannot be processed on weekends.

Thus, achieving high efficiency and profitability of a company business, as well as customer satisfaction, is almost impossible.

To increase the efficiency of its online store, a company needs to integrate its back-end systems with its e-commerce platform. In this case, all key information such as customer data, delivery information, orders, and warehouse stock levels will be automatically synchronized and do not require human intervention.

Most common third-party eCommerce Integration

Systems listed below are commonly integrated with e-commerce platforms for product master data, customer records, financial transaction, and supplier management and so on:

  • ERP (Enterprise resource planning)
  • CRM (Customer Relationship Management)
  • PLM (Product Lifecycle Management)
  • SCM (Supply chain management)

Typical Integration Tasks

– Automate online orders, improve efficiency, and meet delivery times.

– Improved data accuracy

– Stop using employees to enter data and perform repetitive tasks

– Perform integration without internal IT specialists.

Integration platform

It is very important to choose an integration solution that connects your e-commerce online store with back-end systems, as well as for real-time integration and a robust scalable integration platform.

We provide a fully managed and cost-effective integration solution to integrate your e-commerce store seamlessly and quickly with all leading business systems such as:

e-commerce ERP integration

With Magic xpi integration platform, we integrate quickly and seamlessly using a no-code visual drag and drop approach as well as large numbers of certified connectors.

Integrate easily, quickly, and efficiently with the best experts and solutions

At any stage of the development of your online store, we can quickly and efficiently set up data exchange with your business system. Bi-directional data exchange such as

  • customer information
  • sales orders
  • order status
  • stock information and so on.

To find out more about synchronizing with an online store, contact us.

Call (450) 681-3009 or use the form below to contact our integration specialist!

Free Consultation

This post was updated to reflect current trends and information.



In almost all countries where coronavirus (COVID-19) has spread, isolation, social distance, and lockdown measures were taken. Whenever possible, employees have been asked to work remotely from home, schools have been closed, and people have been asked to avoid public crowded places.

It is not surprising that in this pandemic of coronavirus disease situation more and more people turned to shop online. Thus, the COVID-19 virus can stimulate e-commerce, as consumers avoid visiting places like shops, malls, and shopping centers.

People’s habits are changing very quickly, therefore the category of consumers who never made online purchases previously, are somehow forced to do so, because of the Coronavirus pandemic; consumers will likely continue to do online purchases in the future, considering they live a positive shopping experience online. Hence why companies running online commerce stores must be ready to quickly and efficiently meet the needs of an increasingly growing number of customers and their demands, while the pandemic’s curve does not seem to be likely in the near future…


Read also: Coronavirus Is Changing How Consumers Shop


Increase E-Commerce Efficiency by Connecting online store to ERP Software

ERP is a business management software. It is used to collect, store and manage data of various business processes of an enterprise. Implementation of an ERP system is considered necessary for the effectiveness of the management of any company.

ERP systems, originally implemented only by industrial enterprises, are now adopted by most organizations, regardless of the size of the company, industry, or country. One of the most popular ERP systems is SAP ERP Software, Oracle JDE for large enterprises, and Microsoft Dynamics suite in addition to numerous ERP systems for the mid and small market…

E-commerce stores must be viewed from two sides. The first is the store’s external interface, which allows online visitors to shop online. The second side is the internal business process of your online store. Inventory, orders, and sales management.

Connecting ERP / SAP (for example), to your online store is critical to the successful functioning and development of your online business.

Yes, your online store can work even without integration with your ERP system. However, in this case, a company will have to leverage human resources to manually manage orders, inventory, and sales orders, which is usually a very demanding job, inefficient, often leading to lots of human errors and increasing the delivery window of the orders… This will certainly result in a loss of profit, hence defeating the purpose of the basics of eCommerce.

Key Benefits of Integrating ERP with Shopify e-commerce store

Integration to Shopify or any other e-commerce platform with a company’s ERP prevents inefficient manual data entry between the business system and the online shop. Manual data entry is very time-consuming and involves a high risk of costly errors.

Data transfer errors are one of the most common errors that occur in online stores that are not integrated with the company’s business system. These can be errors with both, the end-users and the suppliers. These errors lead to financial losses; company’s executives should take it seriously and should not ignore those facts.

Integrating the ERP of a company with its online eCommerce store, will certainly eliminate all these errors and provide a close to real-time synchronization between the ERP and Shopify for example, which is necessary to guarantee error-free data transmission between both systems/platforms.

Integration can save companies a lot of time by providing continuous and uninterrupted data transfer between the online store and their business system. This means the purchase order, inventory update, etc. can be automatically updated on both systems, eliminating duplicate data entry.

The integration service that we provide at EDI2XML, is bi-directional between the Shopify online store and a company’s ERP. In other words, information is transferred back and forth between both systems.

Through integration, an order created in the online store is registered in the ERP system without any human intervention. This not only avoids errors but also saves on salary costs.

In the same way, the availability of stock data from the ERP is synchronized with the online store. Thus, online customers have up-to-date information on available products, always.

How to Connect Shopify e-commerce store with SAP ERP Software

Shopify is a popular eCommerce platform that can be integrated with your ERP software using Magic xpi integration platform while leveraging Magic’s SAP-certified connectors.

Magic xpi Integration Platform lets you easily integrate, synchronize and automate processes between ERP systems and e-commerce store and provides a robust integration with any ERP. It is a proven Integration Platform certified for SAP Applications, SAP NetWeaver, and other major enterprise application vendors.

Shopify integration with SAP

Below are some of the examples of business process integration between Shopify and business systems:

  • ERP – eCommerce Catalog data integration
  • inventory data pushed to the Shopify store
  • ERP to eCommerce pricing updates (bidirectional)
  • real-time inventory checks
  • real-time credit checks
  • order information pushed to ERP
  • address book updates (bidirectional)
  • shipping confirmations
  • delivery notices
  • inventory alarms to eCommerce managers
  • call center integration
  • CRM integration

With near real-time processes, information is updated within seconds. Magic xpi automates the way you deal between ERP and Shopify processes.

Integration Partners That Will Grow Your Business

Any integration project requires technical expertise. We, at EDI2XML offer our customers, Integration services to complex ecosystems such as SAP, ServiceMax, Salesforce, JD Edwards, Oracle ERP, SugarCRM, and more.

For over 21 years, we have been partner with a Global software company Magic Software Enterprises Ltd., which provides the Magic xpi integration platform.

Professionally made synchronization of the e-commerce online store with ERP really helps to make business processes as efficient as possible.

Our company will gladly help you with any Integration project. Contact us to get a free consultation.

Shopify integration price list

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This post was updated to reflect current trends and information.


Currently, many businesses are operating their own eCommerce stores on Shopify or Amazon to sell their products and services over the Internet to clients and consumers, all over the world. This is a great way to increase sales and brand awareness.

United States: top 10 online stores

The e-commerce market in the United States is constantly evolving. According to Statista’s forecasts, in the coming years, retail sales of B2C e-commerce in the US will grow rapidly: from 315.6 billion US dollars in 2018 to more than 565.7 billion US dollars in 2023. The most popular online store in the United States is, of course, Amazon.com, the second most popular is Walmart.com

United States: top 10 online stores

As you can see in the graph above, at the top of the e-commerce rating are the 2 largest retailers:

Amazon.com, Inc. is a global e-commerce corporation that provides online retail, consumer electronics, digital content and other services such as daily deals and local groceries. The greatest part of the company’s revenue is generated from third-party seller revenues, subscription services, and AWS activities. Due to quality standards and global reach, Amazon is considered one of the most valuable brands in the world.

Walmart, Inc. is one of the biggest retail chains offering low prices and immensely varied products, giving Walmart a competitive edge.

Challenge of efficient e-commerce transaction

Whatever you choose, open your own online store on one of the most popular e-commerce platforms such as Shopify, WooCommerce, BigCommerce, Magento or sell on Amazon, or deal with Walmart, Home Depot, Target, etc. it is very beneficial for companies of all size and various industries to expand their online business.

However, many executives still do not consider a full integration between there online store, and their business management system (ERP, CRM), as a must and important option to adopt.

Efficient supply chain management and prompt exchange of the necessary information between trading partners is the key to the success of your electronic business and the high satisfaction of your customers.


Download our whitepaper for more information about Shopify integration.


The main problems that online store owners may encounter when they omit a full integration between their store and their ERP are as follows:

  • They must hire more staff to manage their supply chain, in order to respond to growing customer demands.
  • It is difficult to balance incoming demand and production (in case the company is a manufacturer)
  • Problematic transfer of inquiries and information between several business partners involved in the supply chain channel.

The challenge with supply chain management is to synchronize the supply chain with consumer demand and measure the productivity and success rate. Therefore, below are 3 useful tips to overcome these challenges:

Integrated ERP Solutions

Having one platform to manage and run a business can make all the difference. A fully integrated software system will be able to efficiently manage an eCommerce and retail business and eliminate the need to key-in information from the online store to the management system manually.


Useful reading: Must-Have Integration between E-Commerce and Business Systems


EDI Integration

As mentioned previously, the ability to balance product demands from an eCommerce store and supply chain demands is very important. Therefore, to do this would be to empower the eCommerce platform with EDI capabilities, to exchange data in real-time with suppliers and partners.


Useful reading: The most used EDI messages in the supply chain management


Modern Business Solutions

A scalable integrated IT solution, such as the one suggested by EDI2XML, is needed to be able to electronically exchange information by parsing data of different formats, like X12/EDIFACT, XML, CSV or Json, and translate EDI from one format to another. On top of that, the solution should be able to easily integrate with different systems and communicate with different partners using modern and secured communication protocols such as AS2, sFTP or API (Web services).

Improve your eCommerce management and supply chain by implementing and integrating with the best tools and solutions.

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This post was updated to reflect current trends and information.


According to forecasts of market research and business intelligence portal Statista by the year 2023, U.S. retail e-commerce sales amount will surpass 735 billion US dollars. In the current economic conditions, it is unlikely that any other industry can demonstrate such a rapid growth rate.

In the same token and according to Oberlo, the retail e-commerce sales worldwide are projected to grow to 6.388 trillion US dollars by 2024.

Let’s see what the key market players are betting on, and what trends will determine the development of the industry.

1. Efficient logistics and reduced delivery times

e-commerce reduced delivery times

The world leader at this point is American Amazon. Back in the company’s report for 2018, it is indicated that the fastest delivery of the year was done in 8 minutes in Berkeley CA, and 9 minutes in Kirkland WA, Los Angeles CA, Seattle WA, Charlotte NC.

Amazon the fastest delivery 2018

That sounds like something out of Science Fiction. But look: In the fight for customer loyalty, online stores of the leading e-commerce platforms such as Shopify, Magento, WooCommerce, Bigcommerce, Volusion and other reduce delivery times.

2. Mobile sales

online shopping top ecommerce trends

As predicted (based on many studies and mobile e-commerce statistics) mobile web is booming. An American market research company Forrester forecasts that US retail sales via smartphone will grow at a compound annual growth rate (CAGR) of 18% over the next five years. Thus, with the increase in purchases from a mobile device, it is very important to make sure that your online store is designed for mobile viewing.

3. Augmented Reality Technologies

e-commerce trends Augmented reality

Augmented Reality Technologies inevitably follow the mobile web sales boom. Today, with the help of special applications, online store buyers can see how furniture sets will fit into their living room or, for example, which watch will look better on their hands. In 2021 AR technologies will become more sophisticated, but perhaps they will start to lose the WOW effect.

4. Using Big Data

e-commerce trends Big Data

The accumulation and analysis of consumer data is a powerful tool to increasing sales. By tracking user behavior in the network, retailers are able to make accurate offers to their customers thereby increasing the chances of making a purchase.

Large online stores have already accumulated a large amount of data about their customers. Now the question is, who will learn how to use this information more effectively – it will give a noticeable competitive advantage.

5. Social commerce and user-generated content

e-connerce trends - 5. Social commerce and user-generated content

Online stores have long used content in social media to attract a loyal audience. In recent years, online sales are increasingly merging with social networks.

On the one hand, social media are introducing more and more new features for sales.

Facebook is already testing Live Video Mode for Sellers and the ability to process payments directly to Facebook Messenger.

Several e-commerce features have tested by Instagram over the past two years – including shopping tags, Promote Ads, built-in payments, and even a separate mobile app for shopping.

On the other hand, online retailers and marketplaces learn to use user-generated content.

Everything started with the reviews, but they were not limited. For example, users can write reviews, tips, articles about products and how to choose them.

6. Artificial intelligence and real-time interaction with the client

e-commerce trends Artificial intelligence and real-time interaction with the client

The times when the online store support service could not respond to the customer’s request for several days will irrevocably disappear. Now, online retailers are increasingly relying on chat-bots to help and advice customers. They work around the clock and instantly navigate in large volumes of information about goods and services.

7. Integration of ERP Software with e-commerce

e-commerce trends ERP (Enterprise Resource Planning) software

Internal processes of e-commerce retailers are also switching to total automation. Previously, entire departments of employees were required to interact with suppliers and track items in warehouses.

Now, more and more successful companies, adopted ERP (Enterprise resource planning) software for management of core business processes. The most popular ERP software for e-commerce:

• Oracle JD Edwards
• Microsoft Dynamics family of ERPs
• SAP
• and other more ERP software solutions


Helpful Information:


Fully integrated with B2C or B2B e-commerce web-stores, an ERP software can power your business and move your online store to the next level.

8. Integrating e-commerce and CRM application

e-commerce trends -CRM integration

CRM (Customer-relationship management) system allows to collect, manage and use customer relationship data to improve your online business. CRM can eliminate lost sales, and help you build a loyal customer base.

Key e-commerce companies who run successfully their business on leading platforms for global trade such Amazon, eBay, Alibaba, Shopify, Magento etc.,  have already integrated their CRM with their online stores and enjoy the benefits.


Helpful Information: How to get more out of Salesforce with EDI Integration


9. Electronic data Interchange (EDI) and B2B e-commerce

e-commerce trends EDI Integration

Last but definitely not least: your e-commerce business should be supported by EDI (Electronic Data Interchange). In many cases, it’s almost impossible to trade without using EDI. In B2B e-commerce, EDI has become mandatory for trading with the majority of big retailers such as Target, Walmart, Home Depot or Costco, because they work exclusively with businesses that meet their EDI requirements and comply with their EDI specifications.

What are the benefits of EDI in e-commerce?

  • Reduced document processing time
  • Works all over the world, does not depend on time and provides a fast flow of information
  • No errors related to manual data input
  • Guaranteed delivery of messages (due to notify the sender about documents delivery);
  • Acceleration of logistics operations
  • Security and confidentiality of information
  • Reduction of costs associated with paper circulation

Helpful Information:


For the last 21+ years, EDI2XML has been helping companies of all sizes, in their EDI integration projects. We take care of all aspects of EDI “complexities” due to our Fully managed EDI service.

Total Automation 

Automation of everything that can be automated is the most important trend of our time. If you are looking to develop a high-volume e-commerce business, and you don’t yet have all the elements outlined, it’s time to start. We can help you with the most important part of e-commerce integration with ERP, CRM, and EDI.

Our “Fully managed cloud integration” service can solve all your integration challenges, and you’re your company achieve its business and technical goals in this highly competitive space.

Contact our team for a free consultation.

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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


This post was updated to reflect current trends and information.

 

Purchasing tickets, gifts, clothes, equipment and even groceries can now all be done online. Due to its accessibility and convenience, most of us already buy products online, from anywhere at anytime, using a smartphone or laptop, so long as we are connected to the Internet. Simple user interface, quick actions and results: everything is so easy that it only takes a few minutes. This explains why the number of online shoppers is growing at a tremendous rate, year after year. For example, the number of online shoppers in the United States alone is estimated to be 230.5 million by 2021 as compared to 215.4 million in 2017.

Online shoppers USA

Source: The Statistics Portal “Statista”  

The above graphic displays statistics about online shoppers who browsed products, compared prices or bought merchandise online at least once during the corresponding year.  Notice an increase of online buyers year over year due to the active introduction of Omnichannel retailing.

What is the omnichannel retailing?

 

Omnichannel is a cross-channel business model that companies use to improve their customer experience. “Omnis” can be translated from Latin as “existing everywhere”. In our case, covering all channels of communication with customers: as physical locations, online store, social media, live web chats, mobile applications, and telephone communications. The customer accesses all products and services in the most convenient way for him, while being always visible to the retailer.

Setting up your online store

 

Opening an online store in today’s digital world is NOT difficult; however, running the operations of an online business is of course a little more challenging. Here are some of the undeniable advantages of running an online store:

  • There are no rental fees
  • You need fewer employees to operate the store
  • Companies can overcome geographical limitations
  • Best of all, it is open 24 hours a day, 365 days a year

Use the best e-commerce practice

 

In order to not be left out of the e-commerce game, you should give great attention to detail and look for the best practices in operating your e-commerce business. On the Internet, there’s a ton of great advice for entrepreneurs who have started their online business already; it is about choosing an e-commerce platform, optimizing the page load speed, creating unique content, promoting the products, and the list goes on…

However, there isn’t much information out there that talks about the technical and logistical aspects of running an online store. Critical information that e-business owners should know are things like how to exchange documents electronically between your e-business and trading partners or transport companies. There’s also the important e-commerce practice of integrating your systems and electronic exchange of data (or EDI) in order to improve speed, accuracy, quality of information and overall business efficiency.

The role of EDI integration in logistics and e-commerce

 

The term “logistics” even in the traditional retail sense was not always so clear-cut and far from being obvious. Business logistics can be defined as:

Definition of business logistics

When running an e-commerce business, regardless of which supply chain management methodology you choose (Drop-Ship or other), you will have to face a substantial amount of business related documents that you need to exchange with your trading partners.

Now, let’s do a simple calculation: how much time do your employees spend on order entry, shipping advice, invoices, generating labels? What is the error rate? Maybe that’s why the rate of returns of online sold products is sky-high. Research about e-commerce product returns shows:

statistics online return

Online return reason

In my opinion, the statistics shown above reflecting e-commerce product returns looks frightening… Is it possible to reduce the above percentages?  Can your online business avoid those errors?

EDI integration improves the quality of the data by at least 30% to 40 % reduction in the transactions containing errors, by eliminating unreadable writing or typing errors, the losses of faxes/mail, transmission, and re-manipulation of errors.

Think and manage your online business better

 

The positive effects of EDI Integration will be measurable across all of the following services: commerce, production, logistics, and finance.

In sales:

  • Sales cycle and quality of the relationship with your customers are improved and processing times reduced (reliability and efficiency of exchanging orders, shipping advice etc. …)

In production:

  • Reduced production costs
  • Better management of your stocks
  • Short production times

In logistics:

  • Reduced processing times for shipments
  • Elimination of anomalies or errors
  • Elimination of paper documents
  • Strong improvement in the quality of information

In finance:

  • Reduced billing times
  • Reduction of disputes

In conclusion, moving forward with an EDI integration project gives a business the access to an undeniable competitive advantage; companies are able to reduce the costs of its products and services, improve business processes and meet the demand of customers and suppliers. What’s better than that?

Keep learning about EDI integration and the MANY benefits it has for your online business by visiting our website EDI2XML.com or contacting us directly today!

Free EDI Consultation

 


This post was updated to reflect current trends and information.

With the evolution of eCommerce in the last few years, EDI integration is getting more and more widespread in the e-retail vertical. This trend is due to the heritage of the traditional retail businesses. Why is this happening and how EDI is helping e-commerce retail stores?

According to Statista.com, in 2016, retail e-commerce sales worldwide amounted to 1.86 trillion US dollars and e-retail revenues are projected to grow to 4.48 trillion US dollars in 2021. Online shopping is one of the most popular online activities worldwide.

Therefore, today, e-commerce sales is one of the segments of the economy with a huge development potential.

e-commerce-sales-worldwide-from-2014-to-2021

 

What are the most popular e-commerce platforms in 2019?

Plenty of e-commerce platforms are available on the Internet, but the most popular and most effective in 2019 market are the following:

Shopify  Shopify
Bigcommerce bigcommerce
Magento  Magento
WooCommerce  Woocommerce
Volusion  volusion

If you look at the comparative table in Google trends, you will see that Shopify is the leader in terms of how many businesses use this platform for their own eCommerce, versus how many they show interest in the other e-commerce platforms.

google-trends-e-commerce-platforms

 

How many Stores are using Shopify?

Launched in 2004 Shopify is one of the leading Canadian e-commerce platforms, trusted by over 500,000 businesses worldwide. As new shops are signing up every day, the real exact number is higher. For more information abut shopify, you can visit their website.


Fully Managed Shopify Integration Service

We at EDI2XML eliminate the need for manual data entry using Magic xpi Integration Platform, we automate the most important business processes, ensuring data exchange between Shopify/Shopify Plus and leading ERP and accounting systems. LEARN MORE>


Boost your company’s productivity with EDI

Business owners, including e-commerce store owners, are all always looking for a better way to improve efficiency, and customer service in a very well connected digital world.

In that direction, the Drop-ship concept has emerged to become one of the top delivery model adopted with major ecommerce retailers. With this concept, consumers have access to a large inventory of goods, delivered directly from the manufacturer (most of the time). This is delivering a smooth shopping experience that is secure, convenient and comfortable.

In order for the ecommerce owners to compete in this new reality, their offerings of products and services, should be built in such an efficient way, where their items’ prices, stock and inventory availability, are all up-to-date right from their manufacturer’s system, in near real-time.

Their delivery schedules are also a factor: eCommerce stores should be equipped with real-time calculation of delivery cost and ETD, again right from the shipping or transport company.

EDI integration between an eCommerce platform and the manufacturers, in the drop-ship world, is one of the best options to accomplish the above objectives. EDI helps streamline the Supply-chain management and improve efficiency.

To know more about the reasons why you should integrate EDI with your Shopify eCommerce store, read our previous blog called “Top 3 Reasons for EDI integration with Shopify”

Benefits of EDI

It’s no secret to anyone that the traditional methods of document management are outdated, they are quite costly and can impede the interaction between trading partners. This becomes especially noticeable when the business grows.

 EDI interchange has existed for more than 30 years. Over the years, EDI has been tested and proven to work, in North America and Europe. EDI has repeatedly and most importantly demonstrated its effectiveness in reducing human errors and improving quality of information.

EDI is a major helper for online stores

EDI service translates into electronic format (or messages), the entire interaction between the eCommerce store, the supplier and the consumer – from the order to the signature of delivery documents.

The exchange of information takes place directly between the systems of trading partners, therefore, the influence of the human factor, and errors are at its minimum.

If you want to know more about EDI2XML translation, read this article on our website

EDI significantly simplifies and speeds up the logistics work: ordering, packaging, shipping and delivery.

Comparing eCommerce store to a traditional outlet store, the latter will have more constraints and limitations on stock availability and delivery methods: with an online store having EDI integration in place, this problem does not exist. All availabilities are up-to date right from the supplier’s system. An eCommerce store owner, with integration capabilities will not worry about having an “empty shelf”…he does not have to worry about hiring more employees to answer customer service calls.

EDI integration, empowers eCommerce online stores with the capability to reduce their costs, increase efficiency, improve stock availability and customer service.

If you are interested to learn more about this topic or any EDI integration related issue, don’t hesitate to Contact us for a free Consultation and we will be more than happy to answer your concerns and questions.

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