ERP & eCommerce Integrations

Overview

Resolve allows you to connect both your Netsuite/QBO instance and an eCommerce platform to streamline invoice management from both systems. This guide details workflows to ensure a smooth and cohesive invoicing experience when using both an eCommerce and ERP integration.

For details on how Resolve integrates with ERPs, see the following guides:

• Netsuite

• Quickbooks Online

Customer Accounts

Consider the following user journey at checkout:

1. A customer creates a new account on your eCommerce storefront

2. The customer then selects Resolve at checkout and registers for a new Resolve account

3. The order is then placed using Resolve at checkout

If you are syncing new customer accounts from your eCommerce platform to your ERP instance, and have enabled both an ERP integration along with an eCommerce integration, then this would result in a duplicate customer account in Resolve. For details around merging customer records, see Merging Customer or Invoice Records.

If you are not syncing new customer accounts from your eCommerce platform to Netsuite/QBO, then you would not need to merge customer records.

To reconcile duplicate customer accounts from Netsuite/QBO and an eCommerce integration, you will have to use the "Merge customer records" action to merge customer accounts.

1. From your Resolve dashboard, select "Customers"

2. Search for a customer record, or select "All"

3. The customer record that originated from your eCommerce integration will be denoted with a caution symbol. Select the overflow icon, then select "Merge customer records"

4. Select or search for the corresponding customer from your Netsuite/QBO instance to merge the customer record with

Merging customer records

Invoices

Similar to customer accounts, invoices that are created from an eCommerce integration will also have to be merged with Netsuite/QBO invoices once the Netsuite/QBO sync has finalized. For details around merging invoice records, see Merging Customer or Invoice Records.

To merge invoice records:

1. From your Resolve dashboard, select "Invoices"

2. Search for an invoice record, or select "All"

3. The invoice record that originated from your eCommerce record will be denoted with a caution symbol. Select the overflow icon, then select "Merge invoice records"

4. Select or search for the corresponding invoice record from your Netsuite/QBO instance to merge the invoice record with

When using Resolve's Shopify, BigCommerce, Magento, or WooCommerce integrations, actions such as cancellations, refunds, and fulfillment will still flow through to the merged invoice from the eCommerce platform.

When using the WooCommerce integration, refunds and cancellations do not sync with Resolve. You must also perform these actions within Resolve to reconcile transactions.