Help & Resource Center
Follow

CounterPoint Integration Overview

Overview

Modern Retail's integration with CounterPoint allows your Shopify, Bigcommerce, WooCommerce or Magento website to synchronize data with CounterPoint.  This article gives you an overview of how this integration works and the interaction between CounterPoint and your e-commerce website.

Process Flow

The following is how data flows back and forth between CounterPoint and your website that's been built using Shopify, Bigcommerce, WooCommerce or Magento, which we will call your "e-commerce platform."

  1. Modern Retail's CounterPoint Integrator gets installed on your host computer.  This Integrator connects CounterPoint to Modern Retail's integration services.
    • In CounterPoint, you can decide which products you'd like to sell online.
  2. CounterPoint sends all products that have been marked to sell online to Modern Retail using the Integrator that was installed on your computer.  CounterPoint also sends inventory and pricing updates whenever they occur through this same Integrator.
    • Modern Retail can perform some advanced data manipulation features in our Integrator.  Magento customers typically need "attribute mapping" done before the data gets to Magento, and this is all done with the Integrator.  For example, Modern Retail has the ability to map colors, so instead of 20 different red colors being added in Magento for Red, Rose, Wine, etc., all you will see in Magento is one attribute called Red.
  3. You merchandise products in the e-commerce platform by modifying the product name, updating the description, uploading images, etc.  When you are satisfied with a product, you make it visible on the website to be sold online.
  4. Order information is sent from the e-commerce platform back to Counterpoint when you ship/capture your online orders in the e-commerce platform or using a 3rd party solution like ShipStation. Normally orders are authorized when placed and captured when shipped. This is required Credit Card company PCI policy, that you do not capture funds until you have shipped the items. Once the order is captured it is sent to Counterpoint. 
  5. Modern Retail's Integrator sends the order and customer information to CounterPoint where they are added to CounterPoint. Sending the orders to CounterPoint also decrements the inventory, which automatically triggers a product update as explained in #2 above. Similarly, online returns are also sent to CounterPoint so your inventory can be adjusted.
    • Showing all in-store and online orders in CounterPoint gives you a complete view of your customers' in-store and online buying habits.
  6. The CounterPoint Integrator runs quietly in the background passing data back and forth 24 hours a day, 7 days a week.
    • How frequently this integration runs is up to you, but most retailers find that a 30 or 60 minute interval works well.  Shorter intervals are possible depending on your selected e-commerce platform.

If you have any questions on how this CounterPoint integration works, please send us a Support Request and we'd be happy to help.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments