Hosting Scalability – The Good, the Bad and the Ugly

Hosting Scalability – The Good, the Bad and the Ugly

These days cloud based elastic scaling is advertised as a standard offering by many eCommerce hosting companies.  The premise behind the offering is that the hosting service will be able to scale out (more servers) or up (more resources – ie. RAM – added to the existing server) to meet high traffic demand and scale back to save money on resources once traffic goes back to normal.  This ensures your site is always stable and fast while minimizing cost of server resources. While elastic scaling may be perceived and marketed as a standard cloud feature, we have found that the mechanics and effectiveness of it can vary vastly from one hosting provider to the next.  In fact, we know of very few truly awesome and seamless elastic scaling solutions for eCommerce.

The Good 

Some hosting services like Webscale can provide truly seamless elastic scaling. Their technology automatically detects surges in traffic and server utilization and delivers additional scaled out resources in real time without any manual intervention or site performance degradation.  Once the demand subsides the resources are automatically scaled back, again with no manual intervention, keeping cloud resource costs at a minimum. And it actually works as advertised delivering great performance and value.

The Bad

Many cloud hosting companies have the ability to scale out/up automatically but scaling back down requires manual work through an admin dashboard or ticketing system.  The issue with having to manually scale back down is that you will spend a lot more on resources, since during peak traffic seasons (ie. holiday) it doesn’t make sense to be manually scaling back resources until the season is over.  So while it’s nice to know you have the assurance of performance and uptime from the ability to autoscale out/up, the cost for resources is much higher during high volume events.

The Ugly

Some cloud hosting companies that advertise elastic scaling are limited to manual scaling out/up and back in a fashion very similar to bare medal where servers can be added to the cluster but only on a planned schedule manually by technicians.  Scaling out/up often times requires planning months in advance to increase the resources for a high traffic season (ie. holidays) and includes signed approvals for increased cost of resources and must be performed in coordination with the hosting company technical team.  There are typically no tools for site administrators to manage resources on their own through a dashboard and if traffic peaks are higher than expected the site can experience slow performance or even worse downtime. Adding resources to immediately address demand (ie. Black Friday peak) is typically not possible since it requires days, if not weeks (depending on how busy the hosting company’s technicians are), to manually add more resources.

Conclusion

If you’re in the market for eCommerce hosting be sure to ask your prospective providers lots of questions about what they are advertising for cloud (elastic) scaling and carefully examine the elastic scaling fine print in the contract.  Also, if you think you are on a service that provides automatic elastic scaling double-check with your provider on the mechanics and details of how it works. You don’t want to wait until a peak traffic event to find out that your servers don’t auto scale the way you thought they would.  To get more details or find out who the “The Ugly” providers are mentioned above (off the record of course:) please contact us.

 

Do I Need to Load Test?

Do I Need to Load Test?

It’s that time of year again, the holidays are soon approaching and you – the online merchant – are preparing promotions and marketing for the unofficial kick off to the Holiday Season – Black Friday Week. One of the concerns you likely have leading up to the holidays is how your site will perform when handling large volumes of traffic. Will your site experience slow load performance or downtime on Black Friday or during the week of Cyber Monday?  This is indeed a valid concern since slow performance, or even worse yet, site down time, can be very costly, both literally in terms of lost sales and, as importantly, from an overall brand perspective. Many times users abandon their shopping activities on sites that are running slow or timing out.  As well, performance issues or site downtime cause major damage to brand reputation as many users never return to sites that have failed during their shopping experience – and may tell their friends about the poor experience.

While you may have prepared your site for traffic peaks with auto scaling and other enhancements, there is no way to tell how much traffic and order volume your site can take without performance load testing.

Website performance load testing is a process that utilizes technology tools (bots) to simulate traffic, usage and orders on your site so you can measure the performance page speed and response of your site under different volumes of traffic.  Performance testing should be setup and performed on a site-by-site basis because every website has different usage patterns and behavior. So the first step in successful load testing is to review Google Analytics data and see how users are engaging with the site to make a purchase.  Then the load testing bots can be programmed to simulate the site usage of the actual site users. Once all the simulations have been created, the testing bot is sent to browse a replica of the production site like an actual user, browsing products, adding items to the cart, applying coupons, using the wishlist and checking out, etc.  (A replica site is used because you wouldn’t want to sack your production site with thousands of fake transactions.) The bot is set to mimic as many usage patterns as needed and programmed to maintain certain levels of activity that replicate different volumes of user traffic.

When we run load tests for our clients, we are able to measure the site page speed and errors at various simulated levels of traffic and ultimately ascertain the level of traffic a site can serve before breaking down. After successfully load testing a site we are able to – with a high degree of confidence – tell exactly how much traffic a website can safely serve at any given time.

That’s all well and good you might say, but is it really worth the investment?  For sites expecting high traffic volume promotions or for sites with deals that go viral on social media, we absolutely see the payoff.  Knowing how much traffic your site can handle before performance starts to degrade is critical for promotion planning. If you know the peak number of shoppers per hour your site can handle without performance degradation then you can be very strategic about how you schedule email promotions and social announcements so that you avoid pushing to many users to the site with a marketing blast.  For example, we’ve had merchant clients go through the performance testing process and develop an understanding of their safety threshold for max traffic. This allows them to change their marketing strategy to promote discounts and sales days ahead of time, or days after Black Friday, to reduce the risk of getting too much traffic at one time.

While load testing does require some investment in time and money it can prove a very wise method for maximizing revenue by avoiding performance related issues that negatively affect conversion and site reputation.  For more information on how we can help you determine your peak traffic threshold, optimize performance and help you better prepare for the biggest retail time of the year, please contact us.

 

Best Magento 2 Site Search Modules

Best Magento 2 Site Search Modules

The Search module for your eCommerce site can be a powerful tool that can significantly contribute to  your long-term success. The Search module has a unique ability to directly connect customers with their desired product while also giving you the information needed to improve multiple aspects of your business.

In this week’s blog we’re going to be discussing the best Magento 2 Site Search modules and how they can impact your eCommerce business.

(To learn more about how your Magento search function can help to go even further towards improve your SEO and inventory management, don’t miss last week’s blog, “4 Ways to Improve Your SEO with Magento’s Search Terms Report”.)

Elasticsearch

Elasticsearch is native to Magento 2 and it is used on such high-volume sites as eBay, Wikipedia, and GitHub. All big names, but none of these sites are eCommerce sites. Elasticsearch requires a the use of a number of additional extensions to expand its capabilities and make it truly useful  for smaller businesses.

Another major downside to relying on Elasticsearch for your site’s search functionality is that the module is server intensive, so you need to be on a dedicated server or have upgraded to a cloud hosting platform. Because of these server constraints we do not recommend Elasticsearch for merchants whose sites are doing less than $3 million in total revenue, see less than 150,000 visitors per month or feature less than 10,000 SKUs. If your site  meet any of these criteria then we recommend using a 3rd party search engine because of the additional features they offer as well as the server assistance they provide, as any 3rd party search provider is going to handle all of the search activity on their servers, leaving yours to be dedicated to page itself.

Klevu

Klevu is an easy to implement, low maintenance on-site search tool that is incorporates machine learning to accomplish a lot of the optimization and maintenance that is normally done manually on Elasticsearch.

Klevu’s machine learning abilities develops an ongoing understanding of how your customers are engaging with the search features, expanding its knowledge as it accumulates more information. The result of this process  optimizes search results to get customers’ better search results.. The autocomplete feature offers helpful suggestions and creates a more convenient and pleasant shopping experience for your customers. This all leads to more sales which benefits of your business.

Klevu is extremely scalable and prices start at just $499 per month. The platform offers a great, self managed dashboard that is easy to understand and navigate. While the lower tiered Klevu offerings do not come with a dedicated account manager or onboarding technician, there are more Enterprise-level plans that come with a dedicated account manager and technical support if that is something that you and your company desire.

Nextopia

Magento is known for its customizable abilities and Nextopia’s site search module was created in that same vein. Nextopia was built to cater to the unique needs of B2B merchants, and is a fully customizable search solution designed to be coded to match the HTML of your eCommerce site.

In addition to the B2B focus and superior customization capabilities, Nextopia offers exceptional North American customer support (based in Canada) with a dedicated account manager, no matter what level of customer you are. Nextopia’s support extends beyond the initial set-up and launch of your search module, throughout the life of your contract. This includes monthly status meetings designed to recap your search results and teach first-time users how to better understand the search reports and integrate them into an eCommerce strategy. After Nextopia clients feel comfortable with the module, these monthly recaps change to quarterly status meetings and can be booked as needed.

Conclusion

While there are other 3rd party site search options available for Magento, we recommend ElasticSearch to someone that’s on a dedicated server or higher level hosting that can support that service, and has a team capable of ongoing management. Klevu is our favorite ‘plug and play’ option with awesome capabilities, while Nextopia is very scalable for B2B businesses or sites with more complex catalogs, such as automotive sites with vehicle fitment data. Many other site search options have a more expensive, more drawn out on-boarding process that we find to be overkill.

We could talk about Magneto extensions all day. If you have questions about what Search Module is right for you, need assistance with Magneto 1’s upcoming end-of-life or anything else eCommerce related, call us at to speak with team member today. Or, submit your request via our Contact page and we’ll get in touch with you ASAP.

 

4 Ways to Improve Your SEO with Magento’s Search Terms Report

4 Ways to Improve Your SEO with Magento’s Search Terms Report

Are you ignoring that little Search bar at the top of your eCommerce page? Because you shouldn’t be. That little application is too powerful to ignore and can do more than just show visitors what’s in your inventory. It can save you money, improve your search ranking and increase your sales – all while making your customers’ shopping experience easier and more convenient. In this blog we’ll cover the four ways to improve your SEO using Magento’s Search Terms report.

What Customers Want

The Magento Search Term Report is a list of search terms and how often they have been used on your site.  The search terms come from when your site visitors directly type keyword phrases in the search box for products on your site. The Magento Search Term Report is thus a very effective and accurate tool when it comes to understanding what customers want from your business and what they likely will search for on the public search engines like Google. The most popular and frequent terms on your search report can become the backbone of your SEO strategy. By building an SEO strategy around the most frequently used terms on your Search Term Report, you can be assured that you’re not wasting resources on keywords aren’t relevant to your business.  Paying attention to the Search Terms Report is also an opportunity to adjust your offerings and inventory. If visitors are continually searching your website for a product or service you do not offer, perhaps it’s time to add it to your product catalog.

Zero Results

If there is a disconnect between ‘what you think your customers want from your business’ and ‘what your customers actually want from your business’ the Search Terms Report will shine a light on it. Compare the results for your Search Terms Report with your SEO keywords. If you’re including keywords in your SEO that no one is searching for on your site, this gives you the opportunity to adjust your keyword strategy and perhaps even your inventory.

Synonyms

A simple but effective way to improve your catalogue search is to include alternate terms that a customer may use to describe an item in your inventory. You don’t want to lose out on the sale of a ‘dish’ when your item is listed as a ‘plate’. The Search Terms Report will show you any synonyms that customers may be using to search your site for products. This wider range of terms provided by the Search Terms Report will allow you to direct a much broader range of terms to the same landing page. Meaning that your ‘plate’ product page will show up in searches for ‘bowl’, ‘dish’, ‘cup’, ‘platter’ and more.

Misspellings

To err is human and checking the spelling of any Search inquiries will more than confirm that statement. But misspellings can also be used to improve your SEO. Using your Search Terms Report you can easily capture common misspellings that visitors are typing into your Search and use them to redirect visitors to the appropriate page. For example, if you sell silverware and you see that many visitors to your site are misspelling the word ‘knives’ and are instead searching for ‘knifes’ or ‘nives’ you can include theses misspelled terms in your list of synonyms for ‘knives’. This will allow for visitors using misspelled searches to be directed towards the pages and products they were initially searching for.  Better yet, we recommend using a search technology like Elastic Search that automatically factors in most of the common misspellings. But even with a search technology like Elastic Search that auto corrects for typos, it’s a good idea to check for misspellings.

To learn more about how to maximize the knowledge and business that be cultivated through the Magento Search Terms report, reach out to one of our certified Magento developers at 513-469-7042 or fill out our contact page and a team member will be in touch with you shortly.

NEWS: EU Regulation Impacts Magento Payment Extensions Beginning 9/14/2019

NEWS: EU Regulation Impacts Magento Payment Extensions Beginning 9/14/2019

Regulatory Technical Standards (RTS) for the European Union’s Payment Services Directive (PSD2) are scheduled to go into effect on September 14th, 2019.

If you are using Paypal, Braintree, Authorize.net, Cyberforce or eWay there are updates that must be made prior to September 14th to ensure that the launch of PSD2 does not result in your customer payments being declined.

The European Union’s revised Payment Services Directive (PSD), also known as PSD2, contains RTS requirements, some that will begin to go into effect as early as September 14th, 2019. This new directive will have a significant compliance impact on most payment processing services when bank transfers and credit cards are being used in sales transactions with  customers in the EU.

Compliance with PSD2 is mandatory and the responsibility of any Merchant to whom the directive applies. It is the recommendation of InteractOne as well as Magento, that all Merchants review and understand this new directive. More specifically; Strong Customer Authentication (SCA) requirements and updates for 3D Secure 2.0 (3DS).  

To learn more and to speak with one of our certified Magento specialists, please call us at  (513) 469-7042 or fill out our Contact page and a team member will be in touch with you shortly. 

Magento 1 End of Life: When is it? What Does it Mean?

Magento 1 End of Life: When is it? What Does it Mean?

Update: Magento has announced that support will continue for both Open Source and Commerce 1 through June 2020.

At first, the only emotions surrounding the arrival of Magento 2 were excitement, interest, and curiosity. An upgraded version that promised enhanced performance and scalability was all anyone could talk about.

After that initial enthusiasm wore off, people began to wonder: “What will happen to Magento 1?” The question about Magento 1 end of life is not so much a question of if, but of when. As many can acknowledge, the birth of a newer, more enhanced platform ultimately leads to the retirement of its former edition.

In our search for the answer to this popular question, we first need to define what Magento 1 end of life truly entails.

What Happens After EOL?

Don’t worry Magento Community Edition 1.x will continue to work even after its end of life date. M1 eCommerce stores will continue to function as they do now and businesses don’t need to worry about Magento 1 disappearing altogether.

*This may not be the case for the paid commerce edition since there may be contractual regulations restricting the use of the M1 commerce edition post EOL.

But, it does mean that Magento will not release any more security patches or updates for Magento 1.x once EOL occurs. Essentially, there will no longer be support for the platform and merchants should consider migrating to M2 when this happens.

So when will this occur? Speculations began popping up after a specific Magento Conference in April 2017.

The Start of Speculation: Meet Magento Conference in Prague

On April 27th, 2017, at the Meet Magento Conference in Prague, a screenshot surfaced showing a presentation slide that read: “Magento 1 End of Life: 17 November 2018.”

Articles began popping up left and right, all claiming that this was the official EOL date. Social media was buzzing with chatter about Magento 1 and many businesses feared that they would soon be kicked off the platform they needed to stay in business.

Magento 1 End of life screenshot

Soon enough, even more articles were emerging with a different EOL date: November 18th, 2018, just one day after the “original” EOL date was stated in Prague the month prior.

Much of this theory was backed by information given out prior to Magento 2’s release. Magento executives circulated the idea that Magento 1 would reach its end of life three years after the release of Magento 2. Magento 2 was released on November 17, 2015, which meant Magento 1’s end of life would be November 18, 2018.

People began to support their theories by citing the presentation screenshot from Prague as well as a screenshot of a twitter conversation between two Magento employees:

Magento 1 end of life twitter conversation

It seemed to be decided: 11/18/2018 was its EOL.  

And then Magento spoke up.

When is the “Real” End of Life for Magento 1?

June 2020 and the EOL for Magento 1 will be here before you know it. Considering the limited support time remaining and the commitment required to migrate your entire site off of Magento 1 you can’t afford to let any more time go to waste. Contact us today to speak to one of our expert magneto team members to learn more and to get the ball rolling on your migration.

InteractOne: Exclusive Alexa Integration Partner

InteractOne: Exclusive Alexa Integration Partner

We are proud to announce that InteractOne has been selected by Amazon as a partner for their new Alexa/Magento integration.

Amazon is now working with Magento merchants to integrate voice into their eCommerce platform’s capabilities. This new integration will allow for Magento merchants to offer their customers a more personalized and streamlined experience the moment they start their Amazon/Alexa shopping journey, including re-orders, wish lists and delivery notifications.

“This is a great opportunity for us,’ said Brian Dwyer, InteractOne Founder and CEO. ‘We’re thrilled that Amazon has the faith in our team of developers to choose InteractOne as an integration partner for this new and exciting Alexa endeavor.”

The InteractOne team has begun working with Magento clients on beta testing for this innovative integration. If you are interested in learning more or being a part of this great opportunity, then contact us on our website, or call us at (513) 469-3355 to speak with a team member directly.

Shipping and Fulfillment That Attracts More Customers: What You Should Know

Shipping and Fulfillment That Attracts More Customers: What You Should Know

Given the advances of Amazon Prime over the past few years, merchants have been forced to innovate and become more competitive in the shipping and fulfillment arena.  Online shoppers now expect low cost or free shipping delivery options within 2 days as well as very short lead times for buying online and picking up in store (BOPIS).  Fortunately, Magento provides many great tools and capabilities to help merchants deliver what customers expect. When leveraged appropriately merchants using Magento are now able to provide delivery and pickup options that better compete with leading market places such as Amazon and Walmart.

Magento Order Management

The first piece of being able to provide competitive shipping, delivery and pickup options is for the website to have immediate access to product inventory stock and location information. Launched at the beginning of 2019 Magento Order Management makes it possible to orchestrate demand and supply across multiple sales channels and sources of inventory. Merchants are able to:

  • Turn stores into mini-distribution centers
  • Create and expose a single view of orders and inventory across channels
  • Provide customers with flexible omni channel fulfillment options
  • Handle complex order & fulfillment needs such as back-orders and BOPIS.
  • Intelligently automate sourcing across channels

Providing customers with low cost shipping delivery options and BOPIS requires a robust integration between backend fulfillment systems and the website.  The Magento Order Management product integrates to backend systems and adds a layer of logic below the website that allows Magento to track inventory across the entire warehouse and store network.  By knowing where all product inventories are located Magento is able to offer customers shipping, delivery or pickup options from the closest warehouse or store. This lowers the cost of delivery and BOPIS turn around time, resulting in higher customer satisfaction and options that are competitive with Amazon.

Front-end Logic

In addition to tightly tracking inventory location, a robust delivery and BOPIS strategy also requires complex front-end logic.  Many factors such as store hours, lowest cost carrier, package dimensions, hazmat restrictions, product customization lead time, perishable product specifications and international regulations must be factored in when providing shipping options to customers at checkout.

That logic can either be powered by a 3rd party plugin and/or custom developed on Magento.  Two very popular 3rd party plugins that connect to Magento via API are ShipperHQ and Termando (also known as “Magento Shipping”).  These tools allow site administrators to configure rate quotes based on many factors such as:

  • Product and cart weight 
  • Product and cart price
  • Product dimensions
  • Product groups
  • Package dimensions
  • Customer group
  • Shipping zones
  • Location (warehouse and shipping)
  • Freight
  • Major carriers  (Fedex, UPS, USPS and DHL)

Rates can further be filtered via restriction, surcharges, discount and renaming rules to provide customers with highly competitive delivery and pickup options.

If a 3rd party tool does not provide all of the features required, additional customization can be performed.  For instance, a merchant may want to compare rates from the major carriers and pick the lowest cost options for ground, overnight and 2nd day delivery while providing those options to the customer with a discount depending on the total value of the cart or the customer’s life-time value.  For this type of need a custom module can be developed for Magento that works in conjunction with native features or 3rd party plugins. Being flexible enough to accommodate this type of high value customization is one of the things that makes Magento so great.

Conclusions

By leveraging Magento’s great order management and stock tracking technology plus 3rd party tools and customization, merchants are now able to be more competitive with fulfillment giants like Amazon and Walmart.  Smaller merchants might not be able to offer the exact same level of shipping value as the big marketplaces, however by improving their shipping options and relying on other strengths that large marketplaces do not have (ie. brand and customer service) we believe smaller merchants  can win back and gain online market share.

Avoiding Technical Debt on Magento

Avoiding Technical Debt on Magento

According to wikipedia “technical debt (also known as design debt or code debt) is a concept in software development that reflects the implied cost of additional rework caused by choosing an easy (limited) solution now instead of using a better approach that would take longer.”

Many of the merchants we’ve engaged in project discovery discussions in preparation for migrating to Magento 2 have been faced with serious technical debt from Magento 1.  The story usually goes something like this…”we have a lot of Magento 1 extensions and customizations that have built up over time…so much that we don’t actually know what extensions are even still needed…and now every time we need to upgrade, or patch Magento 1 it takes a long time, because stuff breaks and out of date extensions and customizations have to be upgraded or fixed”. 

It’s not uncommon for these merchants to have annual technical debt costs that are 25-50% (or more) of the initial site build.  Over the span of a few years this debt becomes a serious factor in the total cost of ownership and makes Magento a not so economical solution.

So how can merchants now migrating to Magento 2 avoid building all the technical debt that we see with Magento 1?  Below are a few guidelines for steering clear of technical debt on Magento 2.

Minimum Viable Product (MVP)

The big idea here is to start with the “must haves”, those extensions or customizations that are absolutely necessary in addition to the base Magento product.  We recommend merchants build a new site with the bare necessities and launch that first. Once the site is live we recommend closely monitoring user engagement with tools like Google Analytics, Hotjar (session recording) and techniques like A/B testing.  Following that process makes it possible to then hone in on feature improvements that are truly needed and sure to provide a return on investment.. 

We’ve seen a lot of extensions installed to Magento 1 because the merchant was trying to copy the user experience of mega brand ecommerce sites.  While it would be nice to have a site with all the features of rei.com, target.com, walmart.com and amazon.com combined, it often is not practical and all those add-on features (extensions) lead to very little or no improvement of site usability and conversion.  Mid-sized merchants are much better off with a minimalist approach (MVP) to add-on features so they can focus their efforts and budgets on better marketing, product catalog content and merchandising.

Template Edits Instead of Installing Extensions

Let’s say a merchant wants to fully expand the filtered navigation (shop by functionality) in Magento 2.  There are several extensions or 3rd party themes out there that could be installed to achieve this design.  However, some simple CSS edits could also be made to the template to achieve the same design. Those CSS edits will be much lower cost to maintain over time and might not need to be updated for 5 or more years.

So for front-end customization, it’s always good to consult with a developer first before using an extension.  The customization might be much more efficiently achieved by simply editing the Magento template files.

 

Don’t Use 3rd Party Theme Template Extensions

While it may be tempting to purchase a theme template extension for your Magento front-end user interface (ie. from Theme Forest), using a theme template can lead to a large amount of technical debt.

These templates are extensive in that they assume complete control of the front-end. They are usually a compilation of 20 to 30 3rd party extensions, plus customization.  Most, if not all, of the code for these extensions is developed by low cost developers and can have some or all of the following issues:

  • Code bloat (loading lots of unnecessary javascript libraries etc…)
  • Doesn’t follow best practices
  • Slows performance speed
  • Javascript conflicts
  • Doesn’t work correctly with Magento or with Varnish cache
  • Disables native Magento features (ie. widgets, click for price, content staging, etc. 

Even though theme extensions seem to contain a lot of value for all the options and features they provide, their technical debt almost always outweighs their advantages. In our experience it is much better to take a less invasive approach to front end theming. This can be accomplished by only making CSS edits and leveraging a minimal amount of customizations and extensions to achieve the right look ,feel and required features.

Purchase Extensions from the Same Company

When possible it’s a good idea to purchase extensions from the same company.  This typically ensures compatibility between all of the extensions that you purchase.  Some of the larger extension providers like Aheadworks have many quality extensions for Magento that are usually compatible with one another.  So if for example, you are looking for a more robust search solution, a homepage hero banner slider, a blog and advanced add to cart, you could buy several of their extensions and avoid compatibility issues that might otherwise exist if you were to purchase all of these extensions from separate companies.

 

Vet Before you Install

    Here at InteractOne we have our senior developers review the architecture and code of extensions before we approve them for install.  It’s easy for a good Magento developer to spot a shody Magento extension by checking its architecture and code. We’ve saved our clients from many low quality extensions through this practice.  If the extension is low quality we send it back to the provider for a refund.

    Housekeeping

    Scheduled, periodic review and cleanup of a Magento site is a best practice that can save a site from becoming bloated or unstable as it matures.  It’s a good idea to review all the extensions in use on a Magento site on an annual or bi-annual basis to ensure old unused or unstable extensions and customizations are being cleaned up, fixed or removed.

    It’s also important to stay up to date with the upgrade releases from Magento and extension providers.  While it’s not necessary to always be on the latest minor release we do recommend never getting more than 2-3 minor releases behind.  Staying up to date ensures security is maintained and extensions are not getting unstable as browser and mobile technology is always advancing.

    Letting a Magento site get a few years behind in releases can end up requiring two to three times the normal effort to upgrade as old upgrade paths are not always well supported by extension providers. Additionally, the launch of a really big upgrade jump can be nearly as complex as a new site golive since there are so many major changes to factor and test for.

    While this list of recommendations for avoiding technical debt with Magento is not all-inclusive it does cover the key points that should help you keep your Magento 2 site running fast, stable and secure for years to come.


    If you’d like to discuss the status of your site or you are ready to migrate to Magento 2, we would be happy to schedule a no-obligation initial consultation. Drop us a note.

    Connecting Your Warehouse to Your Storefront: Integrating Magento with an ERP

    Connecting Your Warehouse to Your Storefront: Integrating Magento with an ERP

    Many merchants migrating to Magento 2 from Magento 1 or from other platforms are faced with the challenge of how to integrate their back office and warehouse enterprise resource planning (ERP) data with their Magento storefront.

    Jump To:

    Pre-built Middleware

    Pre-built Magento Extension

    Custom Development

    The data that most often needs to be integrated is orders, customer catalog and product catalog. Orders must flow from the storefront of Magento down to the ERP for processing. Tracking number information must then flow back from the ERP to Magento. Inventory and pricing information must be kept in sync between Magento and the ERP as well.

    Several options exist for building the integrations described above between Magento and an ERP including, Pre-built Middleware, Pre-built Magento Extension, and Custom Development.

    Pre-built Middleware

    If a merchant is using a popular ERP software like SAP, Netsuite, Microsoft Dynamics (GP, NAV and SL), Epicor, Sage or JD Edwards, there are middleware products available in the marketplace that provide most of the basic integration requirements. These services typically charge a setup fee plus monthly fees based on usage volume or levels of support.

    The middleware product offerings have grown substantially in the last 5 years and are now so robust that many times they can handle all of the integration requirements for small to midsize merchants. The market leader in this category is eBridge Connections. They provide connection to Magento and other ecommerce platforms from almost all of the popular ERP software packages.

    + Advantages of using middleware:
    • Quick Setup – setup time is usually between 4-6 weeks.
    • Good Quality – when the connections have already been installed many times.
    • Lower Costs – using a shared connection can lower costs.
    • Quality Support – many times support staff is available 24/7 to resolve any reported issues.
    Disadvantages of using middleware:
    • Flexibility – this is typically the biggest downside. Many times there are features that cannot be provided to suit specific business needs because the connector must work in a certain fashion to serve all and cannot be customized in any major ways.
    • Not As Robust – prebuilt solutions typically come with a standard feature set that covers basic integration needs. However, more advanced connection points like gift cards, rewards points can be lacking.

    Pre-built Magento Extension

    Because of the issues mentioned below, we recommend a high degree of caution and vetting before using a pre-built Magento extension from the marketplace for integration. While some of our merchant clients have benefited greatly from a low cost extension integration to MOM and Quickbooks, we’ve also had clients suffer costly issues with other extension integrations to Microsoft GP and like systems.

    The middleware product offerings have grown substantially in the last 5 years and are now so robust that many times they can handle all of the integration requirements for small to midsize merchants. The market leader in this category is eBridge Connections. They provide connection to Magento and other ecommerce platforms from almost all of the popular ERP software packages.

    + Advantages of using Magento extension:
    • Low Cost – you purchase the extension once, no monthly fees.
    • Value – if coded correctly you can get a lot of features for the cost compared to custom development.
    Disadvantages of Magento Extensions:
    • Support – often times it takes days for the extension providers to respond to support requests via tickets or emails.
    • Low Quality – there are some really awful integration extensions for sale that were of alpha release quality.
    • Costs – a low quality extension can actually create a lot of cost because of customer service issues, bad data and Magento developer time needed to manage and fix urgent issues.

    Custom Development

    Many legacy ERPs don’t have pre-built solutions or APIs and thus can only be connected through flat file FTP integrations. Or many times pre-built solutions do not contain the features and work flows needed to support the integration business requirements. In these situations custom development is needed to connect Magento to an ERP.

    With this option merchants typically have the choice of developing code on the Magento side that interacts with the ERP or developing code on the ERP side that interacts with Magento’s APIs.

    We are often tasked with developing code on the Magento side that interfaces with an ERP’s API or flat file requirements. This custom code can be in addition a pre-built middleware or extensions or it can stand alone as the entire integration.

    + Advantages of Custom ERP Development
    • Robust Features – features developed specifically to meet business requirements.
    • High Quality – since it can be controlled tightly from the beginning of the project
    • Efficient Code – because it only needs to support the specific needs of the client.
    • High ROI – the custom integration can be constantly improved over time to reduce manual labor and improve efficiency of backend operations.
    Disadvantages of Custom ERP Development
    • Costs – Because the integration is being custom developed there is no cost saving advantage of reusing code from other integration projects.

    In Summary:

    There are many things to consider when planning to integrate Magento to your back office systems (ERP) but one should always step back and consider the long term cost of ownership and potential return on investment. While pre-built solutions are always good to initially consider, it may be that a combination of pre-built and custom development or solely custom development of an integration will provide the best return on investment over time. Check out the ERP work we did for Aladdin Temp-Rite.

    Get in Touch

    Connect with one of our experts today to discuss your ERP Challenges!

    Contact Us

    James Benton ,
    InteractOne Solution Expert