Shopify NetSuite Integration to Automate
Orders & Stock Management for Pippa Small
Client Overview
Pippa Small is an ethical jewelry brand known for creating handcrafted talismans rooted in sustainability and social impact. The brand collaborates with Fairtrade and Fairmined initiatives, supporting artisans and communities across conflict-affected regions while preserving traditional craftsmanship.
To support its growing e-Commerce operations, Pippa Small relied on Shopify as its customer-facing storefront and Oracle NetSuite for backend ERP operations.
Business Objective
Pippa Small aimed to streamline daily operations by integrating Shopify and NetSuite to automate order processing, invoice generation, and inventory synchronization.
Key objectives included:
- Automating daily invoice creation in NetSuite from Shopify orders
- Synchronizing product stock levels from NetSuite to Shopify
- Eliminating duplicate customer and order records
- Ensuring accurate and secure data exchange
- Reducing manual intervention in financial and inventory processes
The goal was to build a reliable, automated integration framework that supports business growth while maintaining operational accuracy.
Industry
Retail
Platform
Boomi
Service
e-Commerce ERP Integration
Challenges
System Architecture
Shopify and NetSuite operate on different technology stacks and data models, making integration complex.
Data Validation
Ensuring accurate customer records, currency validation, subsidiary filtering, and duplicate prevention required precise logic and validation rules.
Invoice Generation
Invoices needed to be created selectively (e.g., UK subsidiary customers), with proper handling of both new and existing customer records.
Duplicate & Redundancy Risks
Repeated Shopify order triggers risked generating duplicate invoices and customer records in NetSuite.
Inventory Update Accuracy
Stock synchronization required validation of multiple item parameters to ensure precise updates.
Security & Access Control
Sensitive financial and customer data required secure integration and appropriate access controls.
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Integration Roadmap & Data Analysis
NeosAlpha conducted workshops with sales and customer management teams to understand business rules, mandatory fields, and subsidiary-specific logic.
Daily Order-to-Invoice Automation
Developed Boomi integration flows to automatically retrieve Shopify orders on a daily basis, validate whether customer records were new or existing, apply appropriate subsidiary and currency filters, to generate corresponding invoices in NetSuite without manual intervention.
Duplicate Detection & Validation Logic
Enhanced the integration process by implementing logic to identify duplicate Shopify orders, prevent the creation of duplicate invoices in NetSuite, and validate as well as update existing customer records when required to ensure data accuracy and consistency across systems.
Automated Inventory Synchronization
Designed automated stock update flows to extract accurate inventory data from NetSuite, validate item parameters for consistency and completeness, and update Shopify stock levels daily to ensure real-time inventory accuracy across platforms.
Sandbox Testing & Production Deployment
Multiple dry runs were conducted in sandbox environments before scheduling automated daily processes in production.
Monitoring & Logging Framework
Boomi logging and reporting capabilities were enabled for operational transparency and review.
Results
Fully Automated Daily Processing
Invoices and stock updates are now processed automatically every 24 hours without manual intervention.
Reduced Operational Complexity
Eliminated repetitive manual tasks in order handling and stock management.
Improved Data Accuracy
Duplicate prevention and validation rules ensured consistent and reliable data exchange.
Faster Financial Processing
Automated invoice generation improved accounting efficiency and reduced processing time.
Technology Stack
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