3 minute read

Guide: Integrating the Epicor P21 Customer Portal

Epicor P21 is advanced ERP (Enterprise Resource Planning) software that helps companies manage operations efficiently. It offers a wide range of features and capabilities that help companies streamline processes and increase productivity.

One of the key features of Epicor P21 is the Customer Portal application, which provides customers with a self-service platform for managing transactions and order history. In today’s dynamic business environment, integrating this application with your eCommerce store can bring significant benefits. In this blog, we discuss how to seamlessly integrate the Epicor P21 Customer Portal application with your eCommerce store.

Before we dive into the integration process, let’s first understand why it is important to integrate these two platforms. With the rise of eCommerce, customers expect hassle-free and convenient shopping experiences. By integrating the Customer Portal application with your eCommerce store, you can provide customers with real-time access to order history, prices, and inventory availability. This not only increases customer satisfaction, but also saves significant time for sales and customer service teams.

Now let’s look at the steps to integrate Epicor P21 Customer Portal with your eCommerce store:

Step 1: Select a compatible eCommerce platform: To integrate the Customer Portal with your eCommerce store, you need to choose an Epicor P21 compatible platform. Some of the popular options include Magento, Shopify, and WooCommerce.

Step 2: Install the Customer Portal API: Once you have selected your eCommerce platform, the next step is to install the Epicor P21 Customer Portal API. Thanks to this, your online store can communicate with the Customer Portal application.

Step 3: Customize the API: After installing the API, you need to customize it to meet your business requirements. This includes configuring pricing and inventory availability, setting customer access rights, and defining order processing rules.

Step 4: Test and Run the Integration: Before launching the integration, it is important to test it thoroughly to ensure that all features work as expected. Once you’re happy with the test results, you can start integrating and providing your customers with a better shopping experience.

To summarize, integrating Epicor P21 Customer Portal with your eCommerce store can bring many benefits to your business. With improved customer satisfaction and streamlined processes, you can gain a competitive advantage in the marketplace and take your business to new heights. So don’t wait any longer, start the integration process and reap the benefits today!

Ready to boost sales with the Epicor P21 Customer Portal?