Seamless integration between your eCommerce platform and ERP is essential. If your systems fail to connect properly, you risk hidden costs, manual workarounds, and stunted growth. To avoid these setbacks, businesses must thoroughly evaluate ERP compatibility before implementation.
This checklist provides a structured framework for assessing how well an eCommerce platform will integrate with your ERP. Use it to identify red flags early and select a solution that drives long-term success.
Core Evaluation Categories
Use this checklist to evaluate compatibility across essential categories. For each, score potential platforms as Green (low risk), Yellow (moderate risk), or Red (high risk).
| Category | Key Questions | Pass Criteria / Red Flags |
| Data and Synchronization | • Does data flow in both directions between the eCommerce platform and ERP? • Does synchronization happen in real time? • What types of data sync: orders, pricing, inventory, customer records, returns? | Green if synchronization is real time and includes all critical data. Red if updates rely on batch jobs or one-way transfers. |
| API and Integration Architecture | • Does the ERP support modern APIs (REST or GraphQL)? • Is integration based on modular architecture or point-to-point connections? • Are prebuilt connectors available? | Green for API-first, modular platforms. Red if the integration requires custom coding for every connection. |
| Scalability and Performance | • Can the integration handle peak order volume and seasonal spikes? • Does latency remain low under high data loads? • Are there throughput limitations? | Green if performance remains stable under growth. Red if timeouts or delays appear at scale. |
| Business Logic and Workflow Support | • Does the system support pricing tiers, approval workflows, and multi-warehouse fulfillment? • Can it handle returns, splits, and exceptions? | Green for native or easily configured logic support. Red if custom patches are required for each workflow. |
| Error Handling, Monitoring, and Recovery | • Are alerts, logs, and dashboards available for real-time visibility? • How does the system handle integration errors? • Are reconciliation tools in place? | Green if the system detects and recovers from issues automatically. Red if errors go unnoticed or require manual repair. |
| Total Cost of Ownership (TCO) | • What costs are associated with middleware, development, and maintenance? • Are upgrade and support expenses transparent? • What hidden fees may appear over five years? | Green for predictable, all-in pricing. Red for unplanned ongoing development costs. |
| Vendor Support and Roadmap | • Does the vendor prioritize integration? • Are features updated regularly? • Will the vendor maintain integration over time? | Green if integration is part of core delivery and roadmap. Red if support depends on third parties. |
| Security, Compliance, and Governance | • Is data encrypted during transmission? • Are access controls and audit logs enforced? • Does the platform support regional compliance needs (e.g., tax laws, data residency)? | Green if all enterprise security standards are met. Red if there are gaps in encryption, permissions, or regional compliance. |
Sample Use Case Checks
Use the following real-world scenarios to validate ERP compatibility. These reflect common B2B workflows and challenges.
- Multi-Warehouse Fulfillment: Does the system allow customers to view accurate inventory by location and receive fulfillment from the nearest warehouse?
- Returns and Reverse Logistics: Can customers initiate returns online and have those actions update ERP records, inventory, and refund workflows automatically?
- Dynamic Pricing Models: Does the platform support real-time application of contract pricing, volume discounts, and customer-specific promotions pulled directly from ERP records?
- Order to Cash Process: When an order completes, does the ERP automatically generate the invoice, apply payments, and handle adjustments or credits without manual intervention?
- Tax and Regulatory Compliance: Can the system calculate and apply correct tax rates based on customer location, and update ERP records to ensure compliance with local tax regulations?
- Real-Time Customer Data Access: Can sales reps and customer service teams see real-time order history, credit limits, and account details across systems without logging into multiple platforms?
- Automated Backorder Management: Does the ERP update backorder statuses in the eCommerce system and notify customers as stock becomes available?
Why Commerce Vision Puts Compatibility First
At Commerce Vision, we design our platform to connect with your ERP deeply and flexibly. Our API-driven architecture, real-time monitoring, and support for advanced B2B workflows ensure that your business runs efficiently without surprises.
We work with mid-market wholesalers and distributors who need scalable, reliable solutions. From order flow to invoicing, our integrations are built to keep your business moving forward.
Let’s Build a Connected Future
If you’re unsure whether your current or future eCommerce platform fits your ERP, let us help. Contact Commerce Vision today to schedule a compatibility audit. We’ll help you assess risk, identify gaps, and plan a smarter path forward.
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