Skip to content

HomeIntegration of in-store and online sales data for unified reportingSales and Customer EngagementIntegration of in-store and online sales data for unified reporting

Integration of in-store and online sales data for unified reporting

Purpose

1.1. Centralize both in-store POS and online e-commerce data sources for real-time, unified reporting on sales, inventory, and customer behavior across all channels.
1.2. Automate data synchronization to enable combined analytics for product performance, peak sales periods, and customer segmentation.
1.3. Eliminate manual consolidation errors, ensuring accuracy for operational decisions and executive reporting.
1.4. Facilitate omnichannel strategies by connecting store visits, web purchases, and customer interaction histories.

Trigger Conditions

2.1. New transaction (purchase/refund) in POS or online system.
2.2. Scheduled sync interval (e.g., hourly/daily aggregation for reporting).
2.3. Manual data refresh by authorized staff.
2.4. Update in product catalog or customer record on either channel.

Platform Variants

3.1. Shopify
• Feature: Orders API – Configure webhook to notify integration on new or updated orders.
3.2. WooCommerce
• Feature: REST API – Enable authentication and trigger on order status change.
3.3. Vend (Lightspeed Retail)
• Feature: Webhooks – Set up to push new sales/events automatically.
3.4. Square POS
• Feature: Transactions API – Poll or listen for new payments.
3.5. Clover
• Feature: Orders API – Use webhook endpoint for real-time sales updates.
3.6. Toast POS
• Feature: Restaurant API – Schedule report export for ingestion.
3.7. Magento
• Feature: SalesOrder API – Poll for completed/processing orders.
3.8. BigCommerce
• Feature: Order Webhooks – Listen for "order created"/"updated" events.
3.9. Revel Systems
• Feature: REST API – Configure order export endpoint.
3.10. Lightspeed eCom
• Feature: Webhooks – Add URL for product/update and sale triggers.
3.11. Google Sheets
• Feature: API Update – Configure automation to insert or update sales data as rows.
3.12. Microsoft Excel (Online/OneDrive)
• Feature: Connector API – Push updates to shared spreadsheets via flow automation.
3.13. Salesforce
• Feature: Data Loader API – Automate import/export of sales data records.
3.14. Zoho CRM
• Feature: SalesOrders API – Trigger on new order for contact/sales module update.
3.15. SAP Business One
• Feature: DI API – Integrate order and inventory objects.
3.16. NetSuite
• Feature: SuiteTalk API – Set up scheduled data extraction jobs.
3.17. QuickBooks Online
• Feature: SalesReceipt/Invoice API – Import both online and offline receivables.
3.18. Amazon Marketplace
• Feature: MWS Orders API – Schedule retrieval of new fulfillment events.
3.19. Xero
• Feature: Accounting API – Trigger on new invoice or payment event.
3.20. Power BI
• Feature: Streaming DataSet API – Push unified sales data for visualization.
3.21. Looker Studio
• Feature: Data Connector – Automate feeds from processed datasets for dashboard display.

Benefits

4.1. Ensures single source of truth across multiple sales channels.
4.2. Reduces reconciliation time between in-store and online sales reports.
4.3. Provides real-time, actionable insights for restocking and marketing.
4.4. Enables seamless customer recognition whether shopping online or in-store.
4.5. Simplifies regulatory and tax compliance with comprehensive, unified data.

Leave a Reply

Your email address will not be published. Required fields are marked *