Rootstock ERP Overview & Magento 2 Integration

magento 2 rootstock integration

Another ERP that is worth your attention is Rootstock. The cloud platform offers lots of useful features that dramatically improve your productivity, automating multiple backend processes. Being based on the Salesforce Cloud Platform, Rootstock provides a bunch of amazing features and instruments. Besides, you can quickly establish the Magento 2 Rootstock integration with the help of the tool described below, but let’s dive deep under the hood of the platform first.

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Rootstock ERP Overview

The use of the Salesforce Cloud Platform makes Rootstock a unified ERP system available in a single cloud via the same platform and view. Furthermore, you can easily combine it with Salesforce CRM merging two different systems within the same environment and a single customer view. Thus, the nature of the ERP platform lets you enjoy the benefits of the most trusted cloud platform, including reliability and security.

Another important aspect is the ability to customize your ERP system. Rootstock is not only extremely flexible when it comes to specific business requirements, but it also doesn’t require any coding skills to apply the most complex customizations. With the ‘click-not-code’ approach, you don’t need to hire a team of developers to make the ERP platform suitable for your particular business case. Due to the intuitive interface, any customizations can be applied within a few clicks.

magento 2 rootstock integration

What else is good when it comes to the Magento 2 Rootstock ERP integration? You always get the latest version of the enterprise resource planning system due to its cloud nature. New releases, updates, and fixes are provided right after they are available. You don’t need to perform numerous activities to implement them on your particular system.

It is also possible to extend the default functionality of the Rootstock ERP platform with the AppExchange marketplace. If certain features are missing in the main package, you will find them there!

And you can easily connect the ERP system to your ecommerce store. The most intuitive way of the Magento 2 Rootstock integration is provided below.

Products & Tools

magento 2 rootstock integration

Let’s make a brief overview of the platform’s products. The Magento 2 Rootstock integration lets select what tools to leverage. The fully integrated system gives you all the necessary instruments so that you can effortlessly manage the entire enterprise.

  • Sales. The Magento 2 Rootstock integration also lets you combine Salesforce CRM and Rootstock Cloud ERP on a single platform. As a result, you can streamline the quote-to-cash process, eliminate manual steps between sales and other departments, provide your sales team with all the necessary information, and create sales orders from quotes with a click of a button.
  • Sales Order Processing. You can also streamline order processing with numerous Rootstock features. For instance, the Magento 2 Rootstock ERP integration provides the ability to automate the process of turning estimates and quotes into sales orders. Besides, you can create orders for stock items, kits, configured products, and non-product items. All product types and complex orders are supported! You can also leverage extremely flexible pricing and discounts that can be easily synchronized between the two platforms.
  • Engineering. The Magento 2 Rootstock integration lets you control entirely various engineering changes as well as some more aspects including bill of materials, routings, and costs. You can sign parts as inactive and activate them later with no negative impact on planning or sales.  Different revision types are possible as well.
  • Supply Chain. The ERP system lets you leverage automated and intelligent supply chain management tools so that you can always stay in sync with production and customer demand. The platform displays all supply and demand information on a single screen with filters, forecasts, and different display options. You can make various on-the-fly adjustments and predict future sales.
  • Production. The Magento 2 Rootstock integration lets you increase production efficiency, productivity, and agility. The platform covers different aspects from streamlined work orders, scheduling, and shop floor control to drag-and-drop capacity planning and integrated project control. Thus, the entire production process is automated.
  • Inventor. Besides, the ERP system provides you with the efficient and accurate inventory management system that ensures correct records with complete inventory transactions, customizable cycle counts, and ABC category analysis. You can also use different cost types and manage them at the project level. Note that all inventory information is available, including summary and detailed review by item. The system also analyzes supply and demand requirements online and lets you update inventory by location, lot number, or other parameters. You can control and manage everything in real time!
  • Logistics. Plan, implement and control the efficient flow of goods with the Magento 2 Rootstock integration. With RootScan Mobile, you can efficiently manage inventory, order fulfillment, work orders, shipping, and receiving. View all supply and demand information, including forecast data. Automate shipping, receiving, inbound/outbound tracking, picking, barcode scanning, and numerous other processes.
  • Financials. Real-time accounting and financial management software is another benefit of the Magento 2 Rootstock integration. You can always view essential details, leverage easy-to-use financial reporting, cut down period closes, etc.
  • Analytics and Collaboration. The ERP system provides customizable dashboards where you can view key performance indicators, discover actionable business insights, create custom reports, and drive productivity connecting customers, employees, and product teams.
  • Customer Service. The Magento 2 Rootstock information empowers you to resolve clients’ issues faster, enhancing the customer experience. You can view all customer information on a single screen, track the complete service history, and customize workflows to match your unique business requirements.

Industry-Specific Solutions

Rootstock provides numerous industry-specific solutions so that you can leverage a flexible, modern, and digitally-connected ERP for your particular market.

  • Aerospace & Defense is a very demanding industry with lots of strict requirements and regulation standards, but you can easily simplify your routine with Rootstock Cloud ERP that will help you manage costs, maintain quality, and reduce time to market.
  • Engineer to Order. With the Magento 2 Rootstock integration, you will not only connect your entire enterprise but also automate data transactions between the e-commerce store and other departments streamlining the Engineer to Order manufacturer’s routine.
  • High-Tech & Electronics. If you belong to high-tech manufacturers, the Magento 2 Rootstock integration will help you manage high-volume production, deliver innovations faster, comply with various standards, and enhance your customer experience.
  • Industrial Equipment & Machinery. This industry is similar to Aerospace & Defense when it comes to difficulties, but Rootstock quickly solves them. The Magento 2 Rootstock integration will help you reduce costs and lead times, improve the efficiency of various management tasks, and make the life of your clients better.
  • Job & Machine Shops. Manage your dynamic manufacturing environment of a job shop or machine shop with the Rootstock ERP Magento 2 integration to deliver more products in less time.
  • Medical Device. Another complex industry can be streamlined with Rootstock. The ERP system enables medical device manufacturers to move innovative products to market faster and comply with strict standards.
  • Project Management. Integrate engineering, sales, operations, procurement, materials, planning, and production on a single platform that enables communication for all employees and people from beyond.
  • Wholesale Distributors. Distributors of all sizes can leverage the Magento 2 Rootstock ERP integration for their B2B needs managing customer demands, complex inventories, and supply chain fluctuations more efficiently.

Rootstock Pricing

The price of Rootstock ERP starts from $175 per user per month. You should also add implementation and integration costs. Contact Rootstock for other details.

Magento 2 Rootstock Integration

magento 2 rootstock integration

Now, when you know about significant benefits, products, and industries of Rootstock, we’d like to draw your attention to another important topic – the Magento 2 Rootstock integration. Unfortunately, you cannot use the default tools to connect your e-commerce store to the ERP platform, but there is a solution that enables seamless integration. Meet the Improved Import & Export Magento 2 extension – a universal tool that allows numerous Magento 2 integrations with external systems and other Magento 2 websites.

The module is designed to help you connect your Magento 2 website to Rootstock in a matter of minutes. And you can achieve this goal without a single line of code! It is only necessary to install the extension on your e-commerce website and let is automate data transfers between Magento 2 and Rootstock. Improved Import & Export creates a bridge between the two platforms based on API connections.

Features

The Improved Import & Export extension lets you leverage the following enhancements to run the Magento 2 Rootstock integration seamlessly:

  • Automated invoices and revenue tracking;
  • Data synchronization for:
    • Financial data;
    • Inventory;
    • Magento entities (all product types, orders, customers, and invoices);
    • Rootstock entities;
  • Synchronization history;
  • Attributes mapping to improve the accuracy of Magento 2 data in Rootstock;
  • Automate data transfers via schedules or triggers.
  • Support for multiple stores;
  • Support for various currencies.

Let’s explore several use cases to illustrate the functionality of the plugin from the perspective of the Magento 2 Rootstock integration. Note that if Rootstock does not support some of the following entities, you can still leverage the described processes for integration with other systems.

Product Data

When you add a new product, update an existing one, or apply changes to the inventory, the Improved Import & Export Magento 2 extension transfers all the corresponding data to Rootstock updating the ERP platform.

Order Data

When a customer places an order on your Magento 2 website, and it is paid successfully, a financial update is sent to Rootstock.

Customer Data

When a new customer registers on your Magento 2 storefront, Improved Import & Export can send the corresponding data to Rootstock. When a registered customer applies changes to his/her existing account, the module can transfer the data to the ERP platform.

Income Tracking

Income tracking is another opportunity related to the Magento 2 Rootstock integration based on Improved Import & Export. Our extension can quickly transfer income data from your e-commerce website to Rootstock and back.

Payment Methods Mapping

Another opportunity related to the Magento 2 Rootstock integration is related to payment methods mapping. To enable free data transfers between the platforms, you can map them within a few clicks.

Tax Rates Mapping

The same is about tax rates: the Improved Import & Export module provides the ability to map tax rates used in Magento 2 to Rootstock, ensuring that tax calculations are correct.

Other Use Cases

The Magento 2 Rootstock integration based on the Improved Import & Export extension provides the ability to:

  • choose what entities to move between the platforms: products, orders, customers, invoices, etc;
  • use schedules or events to enable automated data transfers;
  • synchronize the two systems by mapping Magento 2 attributes to ones used in Rootstock.

Get Improved Import & Export Magento 2 Extension

Rootstock API

Now, let’s say a few words about the Rootstock API. You can use the platform’s application programming interface to connect the ERP system to your e-commerce website and establish a seamless data exchange between them. But it is quite hard to manage everything by yourself. You need a robust coding experience in this area or a third-party developer familiar with the process. Also, note that manual integration may consume lots of time and money. Luckily, there is no need to do that since we’ve already created a bridge for data transfers between Magento 2 and Rootstock, which incorporates API integrations.

With the Improved Import & Export extension, the Magento 2 Rootstock integration is unlimited! The module uses the REST API to connect your e-commerce website to external systems, but it can also leverage SOAP and other standards to create any connection.

To enable the Magento 2 Rootstock integration, the plugin generates multiple API integrations, exchanging all entities between the two systems. You only have to install and configure it or ask our team to do that.

Improved Import & Export Magento 2 Extension Features

magento 2 rootstock integration

We’ve already explored the ERP platform as well as some essential nuances of the Magento 2 Rootstock integration. Therefore, let’s take a look at the Improved Import & Export features that simplify the data synchronization between the two systems. Since our extension completely revamps the default import and export functionality of the platform, you get an absolutely new way of data transfers, which helps you avoid many issues associated with the built-in tools.

The default instruments don’t let you do the following things:

  • Establish API connections;
  • Automate data transfers;
  • Map attributes;
  • Leverage import/export of all entities.

As a result, it is necessary to repeat numerous processes every time a data transfer between Magento 2 and Rootstock is required. Usually, you have to recreate changes applied to your e-commerce store in an ERP system manually. Since the integration requires multiple updates per day, it turns into a complete waste of time. But the problem can be easily solved with the help of a more reliable solution.

The Improved Import & Export extension allows transferring all information from Magento 2 to Rootstock and back. Note that all processes are automated: relax while the plugin transfers data, matches different external attributes and their values from one system to another, leverages multiple API connections in the integration working with all entities. The Magento 2 Rootstock integration becomes a breeze with our module.

Automated Import & Export

The Rootstock Magento 2 integration is a continuous process that requires advanced automation. And Improved Import & Export provides the ability to avoid daily duties related to data transfers via schedules and event-based triggers, which entirely automate them.

Schedules

Schedules represent the most intuitive and straightforward way of automation in different data transfers, including the Magento 2 Rootstock integration. The flow of information between the two systems is based on cron. You specify a time interval and the extension imports/exports updates according to it letting you create fully independent import and export jobs with several different options:

  • custom intervals,
  • customizable, predefined update schemes,
  • profiles with no schedules (which are suitable for maintaining such tasks as migration to Magento 2),
  • and asynchronous data transfers (launch every scheduled profile manually whenever you want).

magento 2 rootstock integration

Events

Event-based triggers are another huge improvement provided by the Improved Import & Export extension. They introduce a more flexible approach to the Magento 2 Rootstock integration exchanging data in real time. Use the following algorithm to automate data transfers between the two systems:

  1. Create a trigger;
  2. Connect it to an event;
  3. Link an action to a trigger to launch it automatically.

Thus, transferring data to Rootstock with the help of a trigger dramatically simplifies the integration. When something happens in Magento 2, the plugin transfers the corresponding data to the ERP platform.

For instance, a customer creates an account on your website; the extension rapidly provides the corresponding data to Rootstock. The Magento 2 Rootstock Integration Add-On for Improved Import & Export will help you forget about creating similar schemes manually! Follow the link below for more information regarding triggers: How to Run Magento 2 Import or Export After Specific System Event or Process.

Advanced Mapping Features

Map Rootstock attributes to ones used in Magento 2 and vice versa to enable automated data transfers between the two systems. The Improved Import & Export Magento 2 extension radically simplifies the Rootstock Magento 2 integration in terms of attributes and their values with the help of the following features:

Mapping Presets

Use our module to solve the problem of different attribute standards without headaches and enable the Magento 2 Rootstock integration in the most intuitive way with mapping presetspredefined mapping schemes that eliminate manual attributes matching.

You no longer need to look for unsupported attributes and fix them. Our extension performs all the necessary improvements automatically. It analyzes the input data file transferred from Rootstock, discovers third-party attributes, and matches them to the ones used in Magento. As for export processes, Magento 2 Rootstock Integration Add-One for Improved Import & Export knows what attributes are required by the ERP system and modifies ones utilized in Magento according to the rules of the external platform. You only need to select a matching scheme suitable for your migration:

magento 2 rootstock integration

Matching Interface

Importing/exporting data between Rootstock and Magento 2 can also be based on manual attributes mapping right in the Magento admin! The Improved Import & Export module provides a unique matching interface which offers full control over the process: you specify external (internal) attributes and link them to the corresponding internal (external) ones in a particular grid enabling the data transfer. Here is how everything works:

magento 2 rootstock integration

Attribute Values Mapping

The Improved Import & Export Magento 2 extension offers a separate interface for attribute values mapping that provides the ability to simplify the Magento 2 Rootstock synchronization and automate it entirely. With our plugin, third-party designations will no longer interrupt transfers from Rootstock to Magento 2 since you can choose an external value and specify its replacement. Repeat the procedure until all third-party designations are mapped to ones utilized in Magento 2. Note that the created schemes are saved and applied for further updates. For more details, read this article: Attribute Values Mapping.

Attribute Values Editing

If attribute values mapping is not enough, you can rely on attribute values editing. Transferring data from Rootstock or other systems to Magento 2 can be automated with the ability to modify attribute values in bulk. Use the following rules:

  • Add a prefix to multiple attribute values;
  • Add a suffix to numerous attribute values;
  • Split various attribute values;
  • Merge many attribute values.

Note that you can combine them and create conditions increasing the efficiency of the applied changes. You can find more information in this article: How to Modify Attribute Values During Import and Export in Magento 2.

Category Mapping

You won’t use category mapping in the Magento 2 Rootstock integration. However, it dramatically simplifies other connection. You can match external categories to ones used internally, reducing the number of difficulties that usually occur when products are transferred from other platforms to Magento 2. The Improved Import & Export module allows mapping external product categories to ones used in your catalog as follows:

magento 2 rootstock integration

To create new categories right in the import job, choose a parent category, and specify a new one that will be generated automatically. Thus, the extension will link products to it during the import process. If your Magento 2 website doesn’t include a category from an imported file, it’s no longer a problem. You can find more information about this feature here: Category Mapping.

Attributes On The Fly

And if a data file provided from an external system lacks attributes, the Improved Import & Export Magento 2 extension lets you create them on the fly via the following general form:

Attribute|attribute_property_name:attribute_property_value|…

The feature is described here in more detail: Product attributes import.

Extended Connectivity Options

The fundamental aspect of the Improved Import & Export Magento 2 extension that enables the Magento 2 Rootstock integration, as well as multiple other connections, is support for additional connectivity options. Designed to improve all data transfers and make the seamless Magento 2 Rootstock integration possible, they include numerous file formats and two alternative ways of transferring data between your e-commerce store and external systems. As for Rootstock, the REST API standard is utilized as a first way of the integration.

Multiple File Standards

Although the Magento 2 Rootstock integration cannot be based on data files, you can leverage them in other integrations. The Improved Import & Export extension supports CSV, XML, JSON, ODS, and Excel as well as unpacks file archives automatically while the default tools work with uncompressed CSV files only!

Multiple File Sources

The following file sources can be leveraged to import and export data files between Magento 2 and external systems:

  • FTP/SFTP. Transfer data files using a local or remote server.
  • Dropbox. Use a Dropbox account to establish a connection between the two systems. Alternatively, you can rely on Box, OneDrive, Google Drive, iCloud, and Amazon Drive.
  • URL. A direct URL can be used to import a data file as well.

magento 2 rootstock integration

Alternative Ways of Import & Export

Note that the alternative ways of import and export are not represented in Magento 2 by default. However, direct API connections are the only way to enable the Magento 2 Rootstock integration.

As we’ve mentioned above, the Improved Import & Export extension provides the ability to leverage REST for the Magento 2 Rootstock synchronization as well as other APIs if necessary. For instance, our module also works with SOAP (which is deprecated in the case of Rootstock) and GraphQL.

Note that all API connections support other extension’s features so that you can leverage mapping, schedules, and attributes on the fly while transferring data from Magento 2 to Rootstock via REST API.

As for the intermediary services, you can rely on Google Sheets, Office 365 Excel, and Zoho Sheet transferring data to your e-commerce store. Although it is impossible to utilize them for the Magento 2 Rootstock integration, other connections can be established with the help of various online sheets. The following image shows how to use Google Sheets to move data to Magento 2:

magento 2 rootstock integration

The video below displays other details of our extension:

Final Words

Rootstock ERP perfectly works not only with Salesforce but also Magento 2. With the help of our extension, you can connect your e-commerce website with the enterprise resource planning system dramatically simplifying multiple daily processes. Follow the link below and contact our support regarding the Magento 2 Rootstock ERP integration:

Get Improved Import & Export Magento 2 Extension

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