The Ins and Outs of Integrating BigCommerce and NetSuite
With more shoppers than ever turning to online merchants, it’s not surprising that millions of merchants are partnering with third-party sellers, vendors, or outsourced fulfillment partners. Yet your success depends on the efficiency of your operational processes: whether they are automated and streamlined versus using manual, error-prone, slow processes.
Join this on-demand webinar as we discuss why you should automate your ecommerce operations around BigCommerce and NetSuite leveraging the power of Celigo’s leading Integration App connecting these two applications.
In this on-demand webinar, we will cover topics such as :
- Common integration use cases between BigCommerce and NetSuite
- Best practices and tips from working with BigCommerce and NetSuite customers
- An overview of Celigo and the BigCommerce-NetSuite prebuilt integration app
- A demo of the BigCommerce-NetSuite connector
- And much more
About the speakers
Rico Andrade, VP of Marketing, Celigo
Rico oversees Celigo’s marketing organization, where is he is responsible for the company’s brand, messaging, demand generation, outreach programs, events, and communications.
Prior to joining Celigo, Rico was VP of Marketing at iCharts, significantly enhancing the company’s visibility and reputation inside the NetSuite ecosystem. He spent 13 years as the Executive Producer at Transvideo Studios, where he worked closely on marketing strategy with some of the biggest companies in Silicon Valley.
Todd Shafer, Solution Consultant, Celigo
Todd is a recognized expert in the areas of ecommerce and multichannel retail, as well as internet marketing and merchandising. Todd brings to Celigo his experience developing, marketing, selling, and promoting emerging technologies by bridging the distance between technology's potential and the consumer's needs.
Welcome to our webinar; the ins and outs of integrating BigCommerce and NetSuite. My name is Rico Andrade. I am the VP of marketing here at Celigo, and I also have Todd, our solution consultant and subject matter expert, at the webinar today. Before we get started, some quick housekeeping items.
First, if you do have questions, please put them in the chat or the question/answer of your GoToWebinar UI, and we will either take those as we go along or answer those questions in the Q&A section afterwards.
Secondly, this webinar on integrating Netsuite and BigCommerce will be recorded, so we will follow up with the recording of the webinar afterwards. Quick agenda for today. We’re going to do a quick introduction to Celigo, then we’re going to do a quick integration checklist. And as you get ready to integrate something like BigCommerce, talk briefly about some of the options for integration between these two applications and what customary key flows are, and then we’re going to specifically dive deeper into what Celigo has built to handle these integrations.
And then, finally, we’re going to talk about what do we do when we want to customize and then expand integration use cases, and we’ll be open for Q&A at the end as well. So, first off, many people are familiar with Celigo as a prebuilt integration company, but not as many people are aware that we are actually a complete iPaaS solution, a complete integration platform that allows you to connect with many, many other different applications. So we have many prebuilt connectors that go directly into our product abstracted through APIs, or you can connect to thousands of other applications through more generic functionality that allows you to quickly connect into RESTful APIs, FTP, and things like that.
So if you’re in the NetSuite ecosystem, it’s not uncommon for you to have heard of Celigo given that we have over 2,500 customers. We differentiated ourselves as being, really, the NetSuite expert over the last decade, and as a result, we feel like we are a custom fit for many NetSuite customers. And so we are the easiest integration platform as a service with over at least 2,500 NetSuite customers who use us to connect all sorts of different applications in every vertical such as e-commerce, retail, manufacturing wholesale distribution, software services, education, you name it. Not only are we vertical agnostic, but we also have a subset brand of CloudExtend that allows you to connect NetSuite to Outlook, Excel, Gmail and G Suite, 365, that is really popular, and it has its own integration. And our flagship Salesforce and NetSuite integration is sold by NetSuite. If you are in the commerce space and you use NetSuite, this is a fairly typical application landscape that we see that people connect to NetSuite as NetSuite is typically the financial system of record for NetSuite as NetSuite is often the system record for customer information that every other department needs to send information to accounting and finance, and every other department needs information from accounting and finance. And, especially, in this day and age when orders need to be fulfilled perfectly at a low cost, quickly, that the more you automate and the more you can connect these different systems together and not be dependent on manual processes that the better off these companies, the more fluid they are, the more they are able to better serve their customers at a lower cost. So a lot of our customers use, essentially, NetSuite as a hub, and then use our products and our integration platform to connect the different departments together to have a seamless customer experience. So the way that most people start is by looking at what are the manual processes that they’re seeing on a day-to-day basis? And so in terms of the BigCommerce and NetSuite, when orders come in on fine, how much of these processes are managed via email? How much are they managed via spreadsheets? In some cases, phone calls? Or someone is actually manually entering data from one place to another? And so usually that’s the very starting point when someone decides whether they need to integrate the two applications, and then they end up deciding whether a project to connect these applications makes sense. So before we jump into the specifics of big commerce I just want to point out typically how we see these applications connected the most, the point in which people decide integration is necessary is when the manual data transfer starts becoming a problem for the organization. There’s too many data styles, and sales styles are brokes, but we’ve seen some companies grow to a fairly substantial revenue before they automate the processes between big commerce and a net suite.
The second one is when people try to do direct integration using ATI’s and Suite Script, and that can work pretty well, but there’s a couple of key limitations for that. Number one being that it’s very technically intense. You need someone who is fairly trained on these applications. Number two is that if there’s any modifications or customizations or perhaps you need to add a field or some error checking, it’s very hard to be able to have a junior or line of business to maintain these integrations. It always needs to be handed off to someone with technical expertise to be able to make the update.
And finally, some key functionality that’s needed integration, such as guaranteed data delivery or integration monitoring, needs to be built every time that a direct custom integration is done. This is something that becomes a particular issue and especially in E-Commerce when you’re dealing with web-stores, ends up driving the cost of your overhead cost, and ends up increasing the cost of your products. Then there are also [inaudible] in terms of point to point connectors, recipes, and accelerators. In some cases, these accelerators do require still quite a bit of technical work; they’re just a starting point. In other cases, they aren’t necessarily built for customization and expansion. They are very specific to the use cases that are built out of the box and if you need to do something that’s a bit more custom or add some additional functionality or be able to handle an explosion of orders or simply trying to do something that is not just big commerce but to another platform. That something that’s pre-built tends to be very limited in terms of how much you customize it. So the solution that we’ve been working on has been our integration apps which is something very unique to Solego in terms of a full built SASS integration application that takes the common use cases, built most of them out of the box and then most importantly, it’s built on an underlying integration platform that allows you to do the full customization to any sort of integration use case that you might be considering.
So that’s what we did with the Big-Commerce Oracle Net Suite Integration App, and I won’t go into too much detail here but it’s pretty much a pre-built bundle that takes the common integration use cases that you will often see between any Storefront or Marketplace IntanetSuite ERP which we’ll cover next here, and then it just simply bundles all of these into single SASS App that, in our case, Allego is responsible for building and maintaining from an endpoint standpoint. So that means that, for example, when NetSuite’s API is updated with 19.2 or 2-factor authentication that it’s Solego’s the one that automatically takes care of that functionality and the App updates and goes along as you go.
So let’s dive into specifically what are the key integration flows that people typically require or need between a big commerce storefront and Oracle NetSuite? So at this point, I’d like to pass out. to Todd to go into BigCommerce specifically in more detail. Todd, can you take it from here?
Sure. So I’ve kind of been doing e-commerce since the early 2000s. I’ve built a number of sites. So I’ve kind of been where you guys are on the other side of things. So really understand probably the pains you’re going through. I’m sure more than one of you guys are probably doing things like just having windows scripts flopping between windows and automating copy and paste or CSV exports and those kind of things. So it’s kind of a double-edged sword. It’s cool that you guys have grown to the point where now your e-commerce business is starting to get painful. And that’s really where Celigo is going to help you guys make that next leap because we’re going to separate you from a lot of that manual pain that you’re doing right now so you can focus on the next stage of your growth. I mean, and that’s really probably one of the biggest benefits, at least in e-commerce, you’re going to get by doing these integrations. If you have questions while we’re going in line, go ahead and ask them because we can make it a little bit more interactive, because we don’t have tons and tons of people that could slow it down, because if you ask questions in context with what I’m showing, it’s going to make a little bit more sense.
So to kind of build on what [Rico?] is talking about in terms of how Celigo looks at integrations and works with integrations, everything that you’re going to see today is built on our integrator.io platform, and there’s the terms iPaaS and these kind of things. But it’s essentially an operating system for integrations. And on top of that integrator.io platform that essentially allows you to connect any two endpoints– if you basically have an application that we can get information in and out, and you want to connect it to another application that we can get information in and out, integrator.io is going to allow you to do that. But to help people get started, we basically created a series of integration apps. And the BigCommerce integration that I’m going to show you today is one of those. But we have other ones for connecting things like Amazon, eBay, Jet, Walmart, right, so you can spin up those other marketplaces. We have the ability to integrate to EDI Partners and all those other kind of things. But they’re all basically built on top of the integrator.io platform. What the integration apps do is essentially take a 90% use case that we’ve identified that most people are going to be using in the context of BigCommerce and NetSuite and kind of productize it.
So what you’re looking at here is our marketplace, right? So these are all the pre-built integrations as well as integration templates we have. So think about this as sort of like the Apple iStore, right? This is where all the apps could be that you could install on your iPad. And that basically goes to my home screen. So this kind of represents the integrations that I actually have installed in my account. So this is sort of like the equivalent analog of your iPad. So these are the apps you have installed. I click into this and now I’m in the BigCommerce to NetSuite connector. So what you’re looking at here is the primary interface for integrator.io. Over on the left-hand side, we have the flows that are relevant for that integration. Obviously, for e-commerce integrations, you’re going to have things like inventory fulfillment, sending products. If we’re dealing with a salesforce integration, you’re going to have salesforce related flows over here. And then, over here in this area is sort of like our basic area where the flows for those different categories of flows live. And this is where you have the ability to do things like change mappings, set advanced settings, and those kind of things.
So what I’m going to do real quick is bounce back out, jump into our Amazon smart connector, and you’ll see the interface is basically the same. And so why this is kind of a really important point to bring up is that let’s say right now you’re just beginning with BigCommerce. The cool thing is everything that you’re going to learn as you build your BigCommerce to NetSuite integration, like our field mappings, how saved searches work in NetSuite to feed the information, all that information that you learn is going to be applicable to other integrations. So that means you could basically spin up other sales channels like Amazon and eBay very quickly using this exact same platform and using the of knowledge you’ve already gained. And then, once you do a couple of those, you’re basically going to be up and running and have the ability to basically build any kind of custom integration you want. The advantage of using an integration platform like Integrator IO is it’s not like you have to become like an expert in one integration. And then, when you want to build another integration, it’s kind of like reinventing the wheel. It’s the opportunity to really build on that baseline of knowledge. So in terms of this connector specifically to connect big commerce to NetSuite, we have sort of like the standard flows. And this is kind of like a more in-line version of like the arrow diagram that Rico was showing. So we have the ability to send product from NetSuite over to big commerce. We have the ability to sink inventory levels. And I’m going to go into a little bit more detail on each one of these in a second. And then, once we have product and inventory on this leg, the next logical component is bringing in orders. So we’re going to be able to bring in orders. And all of these flows are scheduled. In our scheduled capabilities, we have standard buckets that go from once a week to every 15 minutes all the way down to fairly complex scheduling capability using a custom crown expression that can go down to every five minutes. So for example, if you guys aren’t processing orders during the weekend, you can basically bring in orders every 15 minutes Monday through Friday but don’t bring them in at all in the weekend, right? So there’s a lot of functionality in terms of how we can schedule these flows. Then, obviously, once the orders flow into NetSuite, then you’re going to be running a fulfillment process. We handle that. And then, there’s a billing flow that will basically take the sales orders that came in from the website and essentially allow you to report them as cash sales or invoices depending on how you guys want to have your accounting systems set up. And then also, just to kind of like really close the loop in terms of how this whole thing works– so we have our integration app. But when we install it, we’re also going to be installing a bundle in NetSuite. And it’s this bundle that basically allows us to create the safe searches that we’re going to be leveraging. We create a series of custom fields and custom forms that allow you to do things like short– store the descriptions. You can even store images, right? So these are the capabilities that allow you to kind of like create products from scratch on your big commerce site from NetSuite. but you don’t necessarily have to, right?
We built this whole thing with the idea that NetSuite is sort of like the center of the universe in terms of these integrations. But I know that some people would prefer to use the merchandising tools on the e-commerce platform or the marketplace for choice. And we can handle that use-case as well and essentially anything in between that spectrum of options. In terms of the actual products that we support from within NetSuite, we support simple products. We support matrix items for things like variations. And we also support kits– so the NetSuite capability of being able to create a kit so that you can use that as a bundle on the website, which is a really, really powerful capability for doing things like increasing your average order size, bundling high-margin items or low-margin items so you can keep your average margin per sale up and those kinds of things. We basically build on top of that kitting functionality in our inventory flow within NetSuite. Now, one of the things within inventory flow or the kit functionality in NetSuite is by default, they won’t tell you how many kits you can actually sell.
So other sort of like high-level functionality about the tool that exists regardless of what integration you’re dealing with is the ability to basically monitor what’s going on via our dashboard. It’s worth mentioning that this system is not transactional. Like we’re basically plumbing. Or another way of looking at it, this is like your fusebox. Once you guys go through onboarding and these things are set up and the fields are mapped and everything’s up and running, you shouldn’t be getting any errors. There’s always the possibility of something happening, and our dashboard is basically where we’re going to catch those. So here you’re going to see a list of all the jobs moving up. They were a successful order. There was an error. I don’t have any errors in this case. But one common source of error or once you guys are up and running is– let’s say a merchandising person adds a product to your website but then added into NetSuite or maybe they mistyped a SKU in BigCommerce, so that when the order comes in, we’re basically going to be saying, “Hey, we don’t know what to do with this SKU on this order because we can’t find it in Netsuite.” A lot of other integration pathways or integration approaches if something like that happen would require you to go to BigCommerce, potentially cancel the order, and push the entire order over. In our tool, we actually have the ability to go into that individual order – I don’t have any errors that I can actually show, unfortunately, but essentially, it allows you to go in – see the JSON that came back from the order flow, find that SKU that has an error, make a correction of that SKU, and then just send it on. Then you can go back into the website and make whatever fix you need to. It’s a great way to basically not have the entire train derail if there’s just one small error. But again, we don’t need to be babysitting this thing every day because we also have a fairly comprehensive notification system and a multi-user structure, so I can go into my notifications and basically say, I want to be notified if there’s a problem with any of the flows. So maybe if you’re an admin, you want to be notified if there’s an issue with any of the flows or any of the connections go down. Or you can have the people that are running you pick, pack, and ship basically be alerted if, let’s say, the order import flow goes down, right? Because you don’t want your pick, pack, and ship people sitting around all day just thinking it’s a slow day if there was some kind of error or something like that. So they can be alerted, hey, there’s a problem. Somebody needs to go take a look at it. Again, the idea is to basically to make it so that your business now can kind of glow through the wall that you’re probably sitting at right now, where you’re burdened by manual processes, you’re dealing with errors, you’re dealing with having to cancel orders, you’re getting bad reviews, and those kinds of things because the customers are getting orders placed they can’t fulfil because of inventory issues. This whole system once it’s up and running is going to allow you to kind of blow through all of those limitations and really start focusing on what you’re going to be doing next on your website to kind of get to that next growth stage. And then in terms of sort of the next stage, right? So now you’ve got BigCommerce. Your BigCommerce integration is up and running based upon our smart connector, but now you’re saying, “Okay, I want to be able to do things like, maybe, extend this. For example, maybe you’re in a case where your CS team is working in NetSuite, and they want to be able to place orders in NetSuite and have those orders basically pushed over to BigCommerce. So maybe that a customer that’s brand new; they had some questions. See if people want to take that order in Netsuite; answer some questions. But you want to basically transact it through the website to maybe basically prompt that customer to maybe use the website next time.
So Todd, the question actually is related to what you just said. So the question was I heard a rumor that successful orders would also show the high-level details of the order that passed. Example, become a sorter number or customer id from the dashboard. Is that something that might be coming? If there’s an error, you can view the order number, and it will tell you if it’s successful. It shows only the account of orders that pass, not what you [crosstalk]–
And I asked product team and they said that’s an IO feature, a [high-level?] feature. So it can be done on the custom [crosstalk]–
Yeah, basically, you probably would just have to write to a log, because the dashboard is really more error reporting. It’s not really a log. And even though we have a thing called an audit log, it’s really more just tracking who’s changed something on the system. So if you wanted that level of detail, yeah it’s not in the default dashboard. The problem is that all that information is brought up over in the actual orders, right? So I would go into NetSuite, I could look at my orders and see what market– so let’s say I had four or five different integrations. So let’s say here we just have a sample product. And so, in this case, I’ve got it going to Amazon, Magento, and Shopify. When the orders come in, they’re going to be identified as what marketplace they came from. So let’s say you had different fulfillment options depending on what marketplace or what website they came from. Or there’s some other kind of logic that was contingent upon something else in the flow. We’re definitely going to pick that up, right? And then if you wanted to write let’s say a SuiteScript or something to automate how those things get handled, you could do that. So if that’s sort of the direction that question they’re asking.
Yeah so [inaudible].
Our team confirmed that there is a way to do it with the platform even if that’s not straight out of the box. But yeah, you can leverage the platform for that. Another question here. Do you provide implementation services?
Absolutely. So technically, the way this works is you’ll work with one of our account executives, and then probably end up talking to me again in terms of understanding your unique use cases and what you actually need. And then you’ll sign the agreement or [even?] the smart connector or maybe some flows for integrator IO. And then you’ll basically work with our technical implementation consultant team to basically help you get those integrations built. And our service offerings range from– it’s not quite do-it-yourself. We offer five check-ins where we’ll basically kind of keep you on the straight and narrow, help you understand what’s going on, make sure things are working right. But it’s really sort of set up for people that are fairly technical that want to get up and running really quickly. That’s a perfect opportunity for them to kind of use that offering. We had advisory with is– the best way to think about it is sort of like pilot training. So your technical implementation consultant is essentially like your co-pilot. They’re going to have their hands on the stick while you’re driving. And they’re going to be walking through everything basically step-by-step. You know, it’s really the level that I recommend. Even if you kind of know what’s going on, especially for the first integration that you do with Celigo, because it’s a lot more than just us walking you through documentation. Our technical implementation consultants are very, very, very deep functional area experts on NetSuite as well as at the endpoint. And because you’re going to be setting this thing up from new, you’re going to be able to glean a lot of information from them. It has to do with just general best practices. How to get the most out of the integration and those kind of things. If you’re going to do more than one integration, so let’s say you’re going to do Big Commerce, and then you wanted to stand up Amazon and eBay, once you go through the Big Commerce integration, you’re going to understand enough to probably be able to bring those other marketplaces, or those other endpoints, onboard yourself. But for the first integration, I really recommend using that middle level. And then we also have a third level which is really our full-on, white-glove, we do everything for you. We assign a project manager and we essentially run the entire integration for you guys. That’s really a perfect case of let’s say you’re a direct-to-consumer manufacturer. You’re a manufacturer and you’ve never done any direct-to-consumer business. You’re not used to being in the business of selling beaches. You’re used to selling pallets to distribution partners. But you recognize an opportunity to start going after customers individually off your own first party website. But you might not have the internal resources to kind of get that stood up. That’s a very common use case in a lot of manufacturing companies or brands. It may be they’ll have a skeleton staff somewhere in the marketing department or something that can maybe have the site built and direct that but can’t wire all the stuff up together. The fully-managed offering is a perfect solution for that. So in that case, it’s essentially as simple as going to one of our account executives saying, “Hey. We’re using a Big Commerce website. We’ve got a bunch of over-stocked stuff we want to sell direct to consumers. We want you guys to run the whole thing. Here’s the cheque.” Four weeks later, you guys have basically got a full-blown, direct-to-consumer eCommerce website that’s tightly integrated into NetSuite. So those are the kind of the surface offerings we have in terms of onboarding.
Yeah. Thank you. Where can I find pricing information?
All our pricing is on the website. So if you go onto our website, you can go into our marketplace, select The Big Commerce and The Big Commerce NetSuite integration page and at the bottom of the page you get the pricing. And I have to say, if anyone is ready to move forward, now’s a fantastic time to buy. We try to get people ready for the [inaudible] base. We can certainly have a discussion in terms of what options are there to get this growing fast for you. But yeah. All of Celigo’s pricing are available on the website.
Another question. Do you have other pre-built integrations for Big Commerce?
The answer is yes. Not quite as stand-alone as the Big Commerce to NetSuite but if you went to our integration marketplace if you search– yeah. Can you go down to Big Commerce there? And show some of the other UFTs, for example. Big Commerce [inaudible]. You can see Big Commerce with WebsiteDynamics. Quickbooks. Those are just some of the ones.
Yeah. And keep in mind that those are templates, right? So these are the things that we’ll essentially handle but we will have the pre-built baseline for setting up connections to the endpoints. Dealing with some of those kind of things. Having some base-line flows built-in that handle those use cases. But they’re not as full-blown. Like they’re probably not going to install a help rep occasion on the other end like we do for NetSuite in terms of installing that bundle. But they’re definitely much better than starting from a complete blank piece of paper.
Yeah. And you can find this if you go to Celigo.com and you don’t need to log in, but you can explore marketplace and see some of the things that have already been pre-built. Or–
And on [with that?], it’s probably also worth mentioning so if you go to Celigo.com, another thing you can do today after this call if you want to kick the tires a little bit is you can actually sign up for a free integrator io account and actually start playing with the low-level integrator io platform to kind of get to understanding of how it works. It’s a great way to get started in terms of capabilities and those kind of things before maybe you talk to the sales team or something if you need to have that level and you know you’re going to be wanting to do something more custom. But then again, we don’t have demos for the smart connectors. That’s kind of like where we would get on a call and I would kind of go through your use case and talk about those specifically. But if you have more technical people on your staff who kind of want to get a sense for what our platform can legitimately do, yeah. I would definitely say go and sign up for that free account and play around with it. Because once you start playing around with it, it’s probably going to blow you away in terms of what you can build. The complexity that’s available. And to help you on that journey, we actually have open office hours on Tuesdays and Thursdays. Through these open public sessions, actually one of them’s going on while we’re having this call, where you can actually work with a couple of my colleagues who are actually experts on the integrator io platform and say, “Hey. We’re looking to do this. How would we do it?” and they’re going to help you understand the underlying concepts and actually build out some of those test flows. So to me, if you know you’re going to do something custom, that’s probably a great way to start. If you know that you just want to get started, you want to get ready like [Huigo?] said for Q4, you know that Cyber Monday is going to blow you guys away because last year, you were struggling, and this year, you’ve [got?] amazing customer acquisition efforts, you know that your Q4’s going to be a struggle, I would say get on a call with one of the [inaudible] sales’ people and me. We’ll help out you guys legally get the Big Commerce thing plugged in and up and running before you guys have to deal with that Q4 grief.
I think that covers all the questions. We’ll stay here for another minute but please do go to Celigo.com start using the platform right now. You can get a sense and pull it down from the dropdown menu. And if you have any questions, send an email to [email protected] or just go in our website. And we look forward to continue the conversation. So really thank you all for being part of this Netsuite to BigCommerce webinar. Thank you, Todd, for the demo and we hope to be in touch with you all soon.