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All Case StudiesTrident Import & Distribution Ltd.
Wholesale & DistributionERP & Systems Advisory

Disconnected Shopify, ERP, and Accounting Systems Unified — Manual Re-Entry Eliminated

A Richmond Hill Asian food importer was re-entering every B2B order manually across three disconnected systems. We designed and built the integration layer that connected Shopify B2B, their ERP, and Xero — cutting order processing time by 71%.

71%
Order processing time reduction
0
Manual re-entry steps remaining
3
Systems connected in one layer
The Challenge
  • Orders placed via Shopify B2B required manual re-entry into the ERP for inventory and fulfilment, then a third manual entry into Xero for invoicing — each step introducing errors and delay.
  • No system had real-time visibility of inventory: a Shopify order could be accepted for a product the ERP showed as out of stock, discovered only at pick time.
  • Accounting reconciliation was a monthly exercise requiring two full days of staff time to match Shopify sales, ERP fulfilment records, and Xero invoices.
The Solution
  • Mapped the full order-to-cash data flow across all three systems before writing a single line of integration code — identifying 11 data transformation points where errors were being silently introduced.
  • Built a middleware integration layer using webhooks and scheduled sync jobs connecting Shopify B2B → ERP for order handoff and inventory reservation, and ERP → Xero for automated invoice generation.
  • Implemented a real-time inventory availability check at the Shopify checkout step, preventing orders from being accepted for out-of-stock SKUs.
  • Deployed a daily reconciliation report comparing all three systems automatically, surfacing any discrepancies within 24 hours rather than at month-end.
Key Outcomes
71%
Order processing time reduction
0
Manual re-entry steps remaining
3
Systems connected in one layer
Industry
Wholesale & Distribution
Solution
ERP & Systems Advisory
Client
Trident Import & Distribution Ltd.
Systems IntegrationWholesaleERP Advisory

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