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Shopify CRM & ERP Integrations

Shopify CRM & ERP Integrations

Connect Shopify to the systems that actually run your business. Orders, inventory, pricing and customer records synchronized automatically, without manual re-entry.

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ERP Integration CRM Integration Inventory Sync Order Automation Custom Middleware
Shopify CRO at a glance
20+ Integrations delivered
30+ eCommerce specialists
Two-way Automated data sync
4.9★ Client rating
CRM & ERP Integrations
Shopify Plus certified partner
Free consultation · No commitment
What this service covers

Shopify integrations that remove manual work

A Shopify ERP integration is a connection between a Shopify store and an enterprise resource planning system that keeps products, inventory, pricing, orders, fulfilment and financial records synchronized automatically. A Shopify CRM integration connects the store to the system your sales and support teams work in, so customer, company and order history stay in one place.

Binary Future builds integrations as custom middleware or private Shopify apps, not only as off-the-shelf connectors. That matters when your data model does not match the connector’s assumptions, which is the situation for most brands with real operational complexity: multi-warehouse inventory, B2B price lists, kits and bundles, partial fulfilments, or an ERP that was customized years ago

Shopify Admin API GraphQL Webhooks Shopify Flow Private apps Middleware Queue-based sync Retry and reconciliation logic
Built around your data model

We map every field before writing code: SKUs, variants, units of measure, tax codes, warehouses, customer hierarchies. Most integration failures are mapping failures discovered too late

Two-way only where it earns its place.

Not every entity should sync both directions. We define one owner system per data type, which prevents the update loops and overwrites that break integrations six months after launch.

Failure handling designed in from the start

Retries, idempotency keys, queue backpressure, reconciliation reports and alerting are part of the build, not something added after the first missed order.

Business impact

Why growing Shopify brands integrate ERP and CRM

Manual re-entry does not scale

Copying orders into an ERP works at fifty orders a day and breaks at five hundred. The cost is not only labour, it is the error rate that grows with volume.

Inventory drift creates oversells.

When stock lives in the ERP or warehouse system and Shopify holds a stale copy, you sell what you do not have. Oversells cost refunds, support time and repeat-purchase rate.

Sales and support work blind

Without a CRM connection, the team handling a customer cannot see order history, lifetime value or open issues, so every conversation starts from zero.

Finance closes late

Manual reconciliation between Shopify payouts, orders, refunds and the accounting system delays month-end and hides margin problems until they are expensive.

What’s included

Everything in a Shopify integration engagement

Integration Discovery & Data Mapping

A structured discovery that defines exactly what syncs, in which direction, how often and who owns each field.

  • System, entity and field-level mapping
  • Direction and ownership rules per data type
  • Edge case review: bundles, kits, partial shipments, returns
  • Technical specification signed off before development
Shopify ERP Integration

 Connecting Shopify to your ERP so products, stock, pricing, orders and fulfilment move without human intervention.

  • Product, variant and price synchronization
  • Multi-location and multi-warehouse inventory sync
  • Order push with tax, discount and shipping mapping
  • Fulfilment, tracking and returns write-back
A/B Testing & Experimentation

A continuous testing programme with documented hypotheses, clean statistics and honest reporting of losing tests.

  • Hypothesis backlog scored by impact, confidence and effort
  • A/B and multivariate test setup
  • Sample size and significance planning
  • Test documentation and a growing learning library
Shopify CRM Integration

 Giving sales and support one view of the customer, connected to real order behaviour.

  • Customer and company record sync
  • Order and lifetime value enrichment
  • Lead, quote and deal flow for B2B
  • Support ticket context from Shopify data
Inventory & Order Automation

 The operational core of most integrations, built for accuracy under load.

  • Near real-time stock level updates
  • Order routing rules by location or channel
  • Backorder, preorder and safety stock logic
  • Automated status updates back to Shopify
Custom Middleware & Private App Development

 When a connector cannot express your business rules, we build the layer that can.

  • Private Shopify app or hosted middleware
  • Queue-based processing with retries
  • Data transformation and validation rules
  • Admin interface for logs and manual replay
B2B Pricing & Account Sync

For wholesalers and manufacturers whose commercial rules live in the ERP.

  • Customer-specific price list synchronization
  • Company account and buyer hierarchy mapping
  • Credit limits, payment terms and account status
  • Quote and purchase order workflows
Monitoring, Error Handling & Support

 Integrations degrade quietly. Ours are built to tell you before your customers do.

  • Sync monitoring and failure alerting
  • Daily reconciliation reports
  • API version and deprecation management
  • Ongoing support and change requests
Expected outcomes

What a Shopify integration delivers

Fewer manual hours

Order entry, stock updates and customer record keeping stop consuming operations time

Fewer oversells

Accurate stock levels reduce refunds, support tickets and negative post-purchase experience

Faster order to fulfilment

Orders reach the warehouse or 3PL within seconds instead of at the next manual export

One customer record

Sales and support see the same history, which shortens response time and improves retention work.

Reliable financial data

Reconciliation between Shopify, the ERP and accounting stops being a monthly manual project.

Room to scale

Order volume grows without a proportional increase in operations headcount

How we work together

Choose your engagement model

Every store is at a different stage. We offer three models to match your traffic volume, timeline and internal team.

fixed scope
Integration Audit & Architecture
Ideal for:

Teams that need a technical plan and cost picture before committing to a build.

Current system and data flow review
Field-level mapping document
Approach recommendation with trade-offs
Effort estimate and delivery roadmap
Project-based
Fixed-Scope Integration Build
Ideal for:

 A defined connection between Shopify and one or two systems.

Agreed specification and timeline
Development, testing and sandbox validation
Staged go-live with parallel running
Handover documentation and training
retainer
Managed Integration Support
Ideal for:

 live integrations that need ownership, monitoring and change capacity.

Monitoring and incident response
API version and deprecation updates
Reconciliation reporting
Monthly change and improvement capacity
How we deliver

Our integration process

Every engagement follows a structured five-stage process, built for accountability and repeatable decisions.

Agile delivery
QA at every stage
4.9★ avg rating
01

 Discovery & Data Mapping

 We document every entity, field, direction and business rule, including the exceptions your team works around manually today. This stage prevents the majority of integration failures.

02

Architecture & Specification

 We select the approach, define the sync model, error handling, and monitoring, and produce a specification that both your team and ours sign off before development starts.

03

Build in a Sandbox Environment

 Development runs against ERP or CRM sandboxes and a Shopify development store, so nothing touches live data or live orders during the build.

04

Testing, Reconciliation & Pilot

We test with real data volumes, run reconciliation against source systems, and pilot with a limited product or customer set before full cutover.

05

Go-Live & Monitoring

Staged launch with parallel running where possible, followed by monitoring, alerting and a stabilization period with daily reconciliation checks.

Technologies & capabilities
Shopify Admin API
Shopify GraphQL API
Storefront API
Webhooks
Shopify Flow
Shopify Functions
Private and custom apps
REST and SOAP ERP endpoints
Queue-based middleware
OAuth and API key security
Logging and alerting
Data reconciliation tooling
Common questions

FAQ about Shopify ERP and CRM integration

A Shopify ERP integration is an automated connection between a Shopify store and an ERP system that keeps products, inventory, pricing, orders, fulfilment and financial data synchronized. It removes manual data entry between the storefront and the system that runs operations, finance and warehousing.

A Shopify CRM integration connects a Shopify store to a customer relationship management system so that customer records, company accounts, order history and lifetime value are visible to sales and support teams. It is used to personalize outreach, support B2B sales processes and reduce time spent looking up order information.

 Shopify can be integrated with NetSuite, Sage 100, Sage 300, Sage X3, Microsoft Dynamics 365 Business Central, SAP Business One, Acumatica, Odoo and custom or legacy ERP systems. The integration method depends on whether the ERP exposes a modern API, an older SOAP endpoint, or only file-based exchange

 Common Shopify CRM integrations include Salesforce, HubSpot, Microsoft Dynamics 365 Sales, Zoho and Pipedrive. The scope usually covers customer and company records, order and revenue data, and lead or quote workflows for B2B brands.

 A connector app is usually enough when your catalogue, pricing and fulfilment model match standard assumptions. Custom middleware becomes necessary when you have multi-warehouse inventory, customer-specific price lists, bundles or kits, partial fulfilments, non-standard tax handling, or an ERP that has been heavily customized.

Timelines depend on the number of entities, the quality of the ERP API, the complexity of business rules and the availability of a sandbox environment. A single-entity connection is a short project, while a full two-way ERP integration with inventory, orders, fulfilment and B2B pricing is a multi-phase engagement.

 Typical synchronized entities include products and variants, inventory levels by location, prices and price lists, orders, customers and companies, fulfilments and tracking numbers, refunds and returns, and invoice or credit note references. Direction and frequency are defined per entity during discovery.

 Both, depending on the entity. Inventory and orders usually run near real time through webhooks and queues, because delay causes oversells and fulfilment lag. Products, prices and financial records are often scheduled in batches, because frequency adds little value and increases API load.

A correctly built integration queues the failed operation, retries with backoff, alerts the responsible team, and keeps a replayable log so nothing is silently lost. Reconciliation reports then confirm that source and destination match after recovery.

 No, when it is built correctly. Integration work happens through the Admin API and background processing, not in the storefront rendering path. Performance problems come from poorly written apps and front-end scripts, not from properly architected back-office sync.

Yes, in most cases. If the system exposes any documented interface, including an older SOAP service, a database view or scheduled file exchange, a middleware layer can be built between it and Shopify. The available interface determines the approach and the realistic sync frequency.

 Yes. Customer-specific price lists, company account hierarchies, credit limits, payment terms and account status can be synchronized between an ERP and Shopify B2B on Shopify Plus, which allows the commercial rules to stay owned by the ERP while the storefront reflects them accurately.

Yes. Shopify supports multiple inventory locations, and the integration maps ERP or WMS warehouses to Shopify locations, including routing rules that decide which location fulfils which order based on stock, region or shipping cost.

 That should be agreed before go-live. Binary Future can hand over full documentation and source code to your team, or keep ownership through a managed support arrangement covering monitoring, API version updates and change requests.

Integration projects start at $3,000. Cost depends on the number of systems and entities, the state of the ERP API, the complexity of the business rules and whether a sandbox environment exists. Scope is defined during the audit stage so the estimate reflects the real work rather than an assumed standard case.

 Binary Future combines Shopify Plus development, custom app engineering and integration architecture in one team, so the integration is designed with the storefront, checkout and B2B logic in view rather than as an isolated back-office project. The team works with eCommerce brands in Canada and internationally.