Integrated ERP solutions for streamlining operations, improving resource management, and fostering data-driven decision-making.

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Salesforce, EDI, ERP, and WMS Integration: From Chaos to Control

The Challenges of Siloed Systems: Salesforce, EDI, ERP, and WMS

Let’s be real—running a business means juggling a lot of systems, each doing its own thing. Salesforce keeps track of your customers. EDI is all about exchanging documents with trading partners. ERP (like SAP, NetSuite, or Microsoft Dynamics 365) manages your inventory, finances, and other internal operations. And then there’s the WMS (like Manhattan Associates or Fishbowl), making sure your warehouse knows what’s in stock and what’s shipping out.

The problem? None of these systems talk to each other unless you make them. And if you don’t, you’re left with endless manual updates, duplicate entries, and a constant feeling that something might’ve been missed. Sound familiar?

The truth is, these systems were designed to solve specific problems—just not together. They’ve evolved separately, and connecting them doesn’t happen by accident. That’s where integration comes in.

What is a Unified Ecosystem? A unified ecosystem connects various business tools and systems, enabling smooth data flow and real-time communication between them. Instead of operating in silos, your CRM (like Salesforce), EDI (Electronic Data Interchange), ERP (Enterprise Resource Planning), and WMS (Warehouse Management System) work together to optimize operations.

How Do These Systems Work Together?

Here’s a breakdown of how Salesforce, EDI, ERP, and WMS fit into the puzzle:

  • Salesforce is your CRM, the front-end tool for managing customer relationships, leads, and sales data. It’s the “face” of your business in terms of interacting with clients.
  • EDI handles external communications, like sending purchase orders (EDI 850) or invoices (EDI 810) to your trading partners. It’s all about ensuring compliance and automating repetitive tasks.
  • ERP keeps track of internal operations—inventory, finances, production schedules, and more. Think of it as the backbone of your business.
  • WMS focuses on your warehouse operations: what’s in stock, what’s shipping out, and what needs to be reordered.

When these systems are integrated, Salesforce becomes much more than a CRM. It’s where sales teams can see if inventory is available (thanks to the ERP), check order statuses (pulled from the WMS), and get real-time updates from trading partners (via EDI).

The Magic xpi Integration Platform

Let’s talk about Magic xpi for a second. If integration feels overwhelming, this platform can make it a lot easier. Think of Magic xpi as the glue that holds all your systems together.

Useful reading: How to Optimize Your Business Processes with Magic xpi Integration Platform

It’s got pre-built connectors for Salesforce, SAP, Oracle NetSuite, Dynamics —you name it. Instead of writing custom code, you use a drag-and-drop interface to map out how data flows between systems. Real-time sync means no more waiting for updates, and it’s scalable enough to handle growing businesses without falling apart.

EDI2XML-Magic-xpi-integration-platform

Why Integration Really Matters

Integration isn’t just a tech upgrade; it’s a sanity-saver. When your systems are connected:

  • Your sales team always knows what’s in stock.
  • Your warehouse team gets orders instantly.
  • Your trading partners are updated automatically.

No more miscommunication or wasting time tracking down information. Integration isn’t just about making things faster; it’s about making them work the way they should have from the start.

At EDI2XML, we’ve seen what happens when businesses take the leap to unify their systems. Processes become smoother, teams work better together, and customers are happier. It’s not magic—but with platforms like Magic xpi, it’s pretty close.

What Are the Integration Benefits?

Here’s the honest truth: integration takes work. It’s not magic—you can’t snap your fingers and expect everything to connect seamlessly overnight. But when done right, the payoff is enormous:

  • Accurate Data, Everywhere: No more duplicate entries or mismatched information.
  • Faster Processes: Orders move through your pipeline automatically, saving hours of manual effort.
  • Better Visibility: Sales, operations, and warehouse teams have access to the same data.
  • Happier Customers: Faster, more reliable service because your systems are aligned.Integration price

Business Systems Integration Challenges You Might Face

 

Every business is unique, which means integration isn’t one-size-fits-all. You’ll need to consider:

  • Compatibility: Do your current systems support APIs or connectors?
  • Scalability: Will your solution grow as your business expands?
  • Implementation Costs: While integration saves money in the long run, there’s an upfront investment in tools and expertise.

While compatibility and scalability are significant hurdles, the technical intricacies of system integration can be even more daunting.

For instance, ensuring seamless data exchange between systems with different data formats and structures can be a complex task. Moreover, integrating legacy systems with modern technologies often requires careful planning and technical expertise.

To overcome these challenges, businesses should invest in robust integration platforms, leverage API-based integrations, and consider data mapping and transformation techniques to bridge the gaps between disparate systems.

Where Do You Start?

The best place to begin is by mapping your current processes. Which systems need to communicate, and what data do they need to share? Once you have that figured out, look for integration solutions that fit your needs—whether it’s custom development, middleware, or managed services.

We’ve been helping businesses with system integration for over 20 years, and one thing we see time and again is hesitation. Many companies are afraid to change their processes, often thinking integration will be too complex or expensive to take on. But here’s the good news: with today’s technologies, integrating business systems has become far more accessible and cost-effective than ever before.

If you’re unsure where to start or worried about the investment, we encourage you to reach out to us. We offer free consultations where we can discuss your specific needs and provide a clear estimate, so you’ll know exactly what to expect.

Synchronizing Accounts in Salesforce with Customers in NetSuite using 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

Oracle JD Edwards Integration: the key to Digital Transformation

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This post was updated to reflect current trends and information.

Oracle’s quality and reputation in the industry has made Oracle one of the most popular software vendor on the market. According to Statista, it is one of the largest companies in the world in terms of market value and one of the world’s leading providers of enterprise resource planning (ERP) software.

What is Oracle JD Edwards?

JD Edwards EnterpriseOne is an integrated applications suite of comprehensive enterprise resource planning software (ERP) that that is developed and sold by Oracle. EnterpriseOne is the first ERP solution to run all applications on Apple iPad. JD Edwards EnterpriseOne also delivers mobile applications.

JD Edwards World is a unique platform solution that allows better collaboration both within and outside your business network. The Oracle JD Edwards ERP system is a popular solution for managing mid-size and large enterprises.

To learn more about the JDE Edwards world and EDI integration, you can read this article “What you need to know about EDI integration in JD Edwards World”

Integration is the engine behind “Digital Transformation”

During the past few years, due to the important role of integration in information technology, there has been a modernization of information technology, especially in Big Data and Analytics, Cloud Computing, and mobile IT.

Businesses using Oracle JD Edwards are not exceptions. Companies often need to integrate other applications and systems such as EDI System, CRM, SCM, PLM, and eCommerce.

EDI2XML offers a complete integrated solution on both JD Edwards EnterpriseOne and JD Edwards World, using certified connectors from Oracle themselves. Thanks to the Magic xpi Integration Platform and the partnership of Magic Software with Oracle for the connectors certification!

When Integration with JDE is essential?

There are several scenarios when a company would consider automation and integration, and it is beneficial:

a) Processes improvement

Companies are in a constant search for better ways to do business; integrating the company’s systems and process will benefit the company with the following:
  • Improvement of employees’ efficiency and their performance
  •  Reduction in human errors
  • Increase in the speed of data collection
  • Improvement of the quality of information within a company’s system
  • Obviously, at the end of the day, all of the above will have a positive impact on the company’s bottom line.

b) External trends

The development and the business need to accommodate “External trends” is another driving factor for integration:
  • Cloud-based systems and technology
  • Mobile applications
  • IoT (Internet of Things) projects

c) Answering to Clients’ or suppliers’ requirements and expectations

Often companies dealing with several important clients, cannot reject a request from a client to exchange information and integrate data electronically.

d) Companies merger, acquisition, and growth

It has been very common in today’s business reality, to see lots of mergers and acquisitions of companies. This kind of business operation will create an urgent need to consolidate data and perhaps centralize data from different sources.

The same need can arise due to the company’s growth and expansion, where data needs to be centralized, activities need to be orchestrated at the system level.

e) Heterogeneous systems

Another typical scenario where integration becomes crucial for a company is when it is overgrown with various systems and applications that are not interconnected. (i.e. CRM, ERP, e-Comm, PLM, WMS, etc.)

Magic xpi Integration Platform operates as middleware to allow data to be shared seamlessly between all systems of a company such as eCommerce, CRM, ERP, including backend financial and manufacturing systems in order to help companies in their digital transformation journey.

Your Digital Transformation Partner

Magic xpi Integration Platform is a code-free, enterprise-grade integration, business process automation, and data synchronization solutions.

Magic xpi for JDE extends the capabilities and usage of Oracle’s JD Edwards EnterpriseOne and JD Edwards World ERP systems, integrating them with your company’s whole range of business processes.

Integration with Oracle JD Edwards

Magic xpi unites the disparate components of your business in different systems and applications, allowing you to better manage financial flows, employees, products, and information in your company.

Magic xpi has a code-free visual design studio, with more than 50 adapters, wizards, services, and methods, that enable to create and orchestrate business processes and integrate natively with JD Edwards, using its Oracle certified connectors.

Magic xpi features

JD Edwards EnterpriseOne and JD Edwards World connectors of Magic xpi, let you extend the value of your ERP by connecting data and business processes across CRM and other Business Systems.

Below are some of the main features of Magic xpi:
  • Out-of-the-box certified Oracle JDE adaptor
  • A wide library of pre-built components
  • Drag-and-drop functionality for easy configuration
  • Visual Data Mapper transforms information, regardless of the format
  • Step-by-step wizards simplify complex integration
  • Intuitive graphical user interface
  • Online monitoring capabilities

 Oracle JD Edwards Connector Capabilities

  • Discover all the “native” Oracle business objects automatically
  • Handles exceptions and errors, reliably and seamlessly
  • Integrates financial data in real-time, near real-time, and at optimal intervals
  • Integrates non-JDE applications with your General Ledger
  • Integrates with new and existing e-commerce websites
  • Integrates order tracking and logistics management over the Web
  • Integrates CRM and sales force management
  • Handles service calls and tracks orders over the Web
  • Runs natively on IBM I systems
  • Consolidates your charts of accounts with other systems and companies

Participating in Digital Transformation

If you don’t have the expertise in-house to lead a JD Edwards integration, then talk to us. We have been providing integration and expert consulting for Oracle including JD Edwards EnterpriseOne and JD Edwards World.

 We understand complex integration challenges – this is what we built our business on!
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How to solve Shopify eCommerce integration with EDI

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This post was updated to reflect current trends and information.

 

ECommerce (or online retail) has been a growing trend over the last few years. Due to this, business partners, retailers and suppliers have been transforming their flows and processes in order to better serve today’s well-connected, tech-savvy and wise consumer, who is constantly plugged in to the latest technologies. Read more

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Integrating EDI into your Management System


This post was updated to reflect current trends and information.


EDI Communication is one of the best ways to exchange important business documents with Trading Partners. Documents such as Purchase Orders, Invoices and ASNs can be safely exchanged electronically with business partners, like retailers, in a matter of seconds. In many cases however, Small and Medium Enterprises do not have the budget for some of these EDI communication solutions out there and do not have any in-house staff experienced with EDI exchange. What should these businesses do?

EDI Solution as a Service for SMEs

After over a decade of working hand in hand with Small and Medium Businesses, we’ve come up with a solution. Our EDI specialists realized that it might not be realistic to have SMEs hire in-house EDI experts or purchase expensive EDI communication solutions on the market. This is when our experienced team designed and developed a tool that can be implemented as a Service – no need for any setup or equipment on premises – called EDI2XML as a Service. Here’s how it works:

  1. We communicate with your EDI Trading Partner in order to pick up any incoming EDI documents from their mailbox
  2. We convert all EDI documents into XML or CSV format (whichever works best to be integrated into your management system (ERP suite, CRM system, etc.))
  3. We push all XML documents to you, to be integrated into your system
  4. You will be notified every time EDI documents are sent and received
  5. The opposite process (from XML to EDI) works for outgoing documents.

Click here to view an infographic on EDI2XML as a Service.

Converting from unreadable formats like EDI x12 or EDIFACT (for those companies in Europe) to XML or CSV, allows for easy integration into ERP suits or CRM systems out on the market. On top of this, XML format is easy to read by any businessperson. Our goal was and continues to be to simplify the EDI communication process for Small and Medium Enterprises that are looking to increase efficiency. It’s time SMEs eliminated manual data entry (or human intervention) and enjoyed a smooth, continuous order processing flow.

 

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