Integrate Accounting & Multi-Channel eCom Apps for $250M+ Business

🛠 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 🛠

This client was using GoFlow, a multi-channel eCom application, to handle 1,000s of online orders per day and was manually transferring that data to their internal accounting system, AccountMate. Data inaccuracies, delays in data imports to the accounting system, and an excess of manual time for importing and reporting on data all lead to massive inefficiencies in their operation. They wanted this integration handled automatically to save time, and money and improve the quality of data. One of the biggest challenges of this project was that AccountMate did not have an API to programmatically import data and therefore an alternative solution leveraging AccountMates reliance on Microsoft SQL was required.

☑️ 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 ☑️

A time-based data sync was created to aggregate all newly updated orders from GoFlow’s API and then sent to a middle database where SQL jobs could be used to import data into AccountMate without the use of an API. This required me to: – Fully learn and understand GoFlow’s API, its limitations, and its nuances. At the time GoFlow had very little documentation and even missing endpoints. – Work with the company’s third-party AccountMate development team to ensure data is imported as expected. – Building robust SQL queries to insert or update 100s of orders at a time. – Developed flow diagrams to walk the client through business logic before implementation To reduce the data inconsistencies they faced with their manual integration and ensure their cost targets for the integration were met, I did the following: – Develop automated reprocessing queues to automatically reprocess problem orders after standardized fixes were implemented. – Automated QA reports were created for missing orders, orders w/o proper updates, problem items, lost orders, and oversold items. – Leveraged Make.com to keep their annual integration and hosting costs well below their target cost. – Optimized Make.com scenarios to keep operational usage minimal even though 1,000s of orders are being synchronized daily.

🤝 𝗢𝘂𝘁𝗰𝗼𝗺𝗲 🤝

The data integration was a giant success saving the company a significant amount of money annually while also improving the data quality going into AccountMate. The automated reports are saving the employees a ton of time while improving their working experience as they are notified automatically only when manual intervention is required. The company could not put a tangible value on the savings but has commented it has been significant. This integration was completed over three years ago and is still running to this day and I’m sure it will be for many years to come.

🤖 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱 🤖

GoFlow
Accountmate
Microsoft SQL
Google Workspace
Microsoft 365 Suite
AirTable