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Unify Clarity eCommerce & Dynamics CRM: Achieve a True Customer 360

Break down data silos, automate order processing, and empower your sales & service teams with real-time, bi-directional data synchronization.

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The Challenge

The Disconnect Between Your Online Store & Customer Relationship Management

Without a robust integration, Clarity eCommerce and Dynamics CRM operate as isolated systems, leading to inefficiencies, data inconsistencies, and a fragmented customer experience. This disconnect hinders growth and drains valuable resources.

  • Manual data entry for orders, customer profiles, and product information.
  • Inconsistent customer data across sales, service, and marketing channels.
  • Delayed order processing and fulfillment due to lack of real-time visibility.
  • Sales teams lack insight into customer purchase history and online behavior.
  • Service agents struggle to resolve issues without a complete customer view.
  • Missed opportunities for personalized marketing and upselling.
  • Errors and discrepancies from duplicate data entry and reconciliation.
Integration Diagram
Solution Illustration
The Solution

Seamless Integration with a Modern iPaaS: Bridging Clarity eCommerce & Dynamics CRM

Our iPaaS-driven solution provides a robust, scalable, and intelligent bridge between Clarity eCommerce and Dynamics CRM, automating critical workflows and ensuring a unified data landscape. Leverage real-time synchronization, low-code development, and AI-powered insights to transform your digital commerce and customer relationship management.

  • Bi-directional Customer & Account Synchronization
  • Automated Order-to-Sales Order Creation
  • Real-time Product & Pricing Updates
  • Consolidated Customer Service Case Management
  • Event-Driven Data Flow Architecture
Implementation Timeline

Go live with Clarity eCommerce + Dynamics CRM in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Clarity eCommerce and Dynamics CRM, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Clarity eCommerce + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional Customer & Account Synchronization
  • Automated Order-to-Sales Order Creation
  • Real-time Product & Pricing Updates
  • Consolidated Customer Service Case Management
  • Event-Driven Data Flow Architecture
  • AI-Assisted Data Mapping & Validation
  • Low-Code Workflow Design & Management

Technical Integration Overview: Clarity eCommerce & Dynamics CRM

The integration between Clarity eCommerce and Dynamics CRM is orchestrated via a modern iPaaS, leveraging API-first, event-driven architecture to ensure robust, real-time data flow. This section details the technical approach, data touchpoints, and operational considerations for a seamless connection.

Data Flow Steps

Connectors Setup: Configure pre-built or custom connectors for Clarity eCommerce and Dynamics CRM within the iPaaS.

Authentication: Establish secure OAuth 2.0 or API key authentication for both systems.

Webhook Configuration: Register Clarity eCommerce webhooks for critical events (Order Created, Customer Updated, Inventory Changed).

Flow Design: Visually design integration workflows in the iPaaS, defining triggers, actions, and conditional logic.

Data Mapping & Transformation: Map fields between Clarity eCommerce entities (Order, Customer, Product) and Dynamics CRM entities (Sales Order, Contact, Account, Product) using the iPaaS's visual mapper, applying necessary transformations.

Error Handling & Retries: Implement robust error handling, retry mechanisms with exponential backoff, and dead-letter queues.

Deployment: Deploy flows from Dev to QA to Production environments using CI/CD pipelines.

Monitoring: Set up real-time monitoring and alerting for integration performance and data integrity.

Data Touchpoints

Clarity eCommerce: Orders, Customers, Products, Inventory, Payments, Shipments, Promotions, Returns.
Dynamics CRM: Accounts, Contacts, Leads, Opportunities, Sales Orders, Products, Cases, Activities, Price List Items.

"Clarity eCommerce (Source) <--> iPaaS (Orchestration, Transformation, AI) <--> Dynamics CRM (Target). Data flows bi-directionally for Customer/Contact, uni-directionally for Order->Sales Order, and often uni-directionally for Product/Pricing from a master source (e.g., PIM/Clarity) to CRM."

Pricing

Simple, transparent pricing for Clarity eCommerce + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Clarity eCommerce

Integrating Clarity eCommerce fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Field-Level Mapping: Clarity eCommerce to Dynamics CRM

Understanding the core entities and their intricate field-level mapping is crucial for a successful integration. Our iPaaS provides visual tools and AI assistance to streamline this complex process, ensuring data integrity and consistency.

Customer (Clarity eCommerce) / Contact & Account (Dynamics CRM)

Synchronizes customer profiles, contact details, and associated company information for a unified view.

Clarity eCommerce Fields

customerId firstName lastName email phone shippingAddresses billingAddresses accountStatus loyaltyPoints

Dynamics CRM Fields

contactid firstname lastname emailaddress1 telephone1 address1_composite parentcustomerid (Account) accountid name accountnumber

Mapping Notes

Clarity eCommerce 'Customer' maps to Dynamics CRM 'Contact'. If a company is associated, a Dynamics CRM 'Account' record is also created/updated, with the 'Contact' linked via `parentcustomerid`. Address fields require careful composite mapping. Deduplication logic is critical.

Next Steps

See Clarity eCommerce + Dynamics CRM integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Real-time Customer Profile Sync

When a customer registers or updates their profile on Clarity eCommerce, their details are immediately updated or created as a 'Contact' and linked to an 'Account' in Dynamics CRM. Conversely, any updates by a CRM user sync back to Clarity eCommerce.

Integration Steps:

  1. 0 Customer updates shipping address in Clarity eCommerce.
  2. 1 Clarity eCommerce `Customer Updated` webhook event triggers iPaaS.
  3. 2 iPaaS fetches updated customer details from Clarity eCommerce `/api/v1/customers` endpoint.
  4. 3 iPaaS maps relevant fields to Dynamics CRM `contact` and `account` entities.
  5. 4 iPaaS performs `PATCH` operation on Dynamics CRM `/api/data/v9.x/contacts` and `/api/data/v9.x/accounts`.
  6. 5 Confirmation/error logging in iPaaS dashboard.

Business Outcome

Always current customer data, preventing shipping errors, enabling targeted marketing, and providing accurate customer context for sales and service.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Achieve a Unified Customer 360 View
Synchronize customer profiles, order history, and interactions bi-directionally, giving sales, service, and marketing teams a complete, real-time understanding of every customer.
Automate Order-to-Cash Workflow
Seamlessly transfer orders from Clarity eCommerce to Dynamics CRM as Sales Orders, eliminating manual data entry, reducing errors, and accelerating fulfillment.
Enhance Sales & Service Efficiency
Empower your teams with immediate access to crucial eCommerce data, enabling informed selling, personalized service, and faster resolution of customer inquiries.
Ensure Data Consistency & Quality
Implement robust data validation, deduplication, and transformation rules to maintain accurate and consistent data across both Clarity eCommerce and Dynamics CRM.
Accelerate Time-to-Market & Agility
Leverage low-code tools and pre-built connectors to rapidly deploy new integrations and adapt to evolving business requirements without extensive coding.
Reduce Operational Costs
Minimize manual effort, eliminate data entry errors, and streamline processes, leading to significant cost savings and improved resource utilization.
✨

Achieve a Unified Customer 360 View

30% Increase in customer satisfaction

📋 What You Get

Synchronize customer profiles, order history, and interactions bi-directionally, giving sales, service, and marketing teams a complete, real-time understanding of every customer.

💼 Business Impact

This benefit directly contributes to 30% improvement in Increase in customer satisfaction, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Clarity eCommerce + Dynamics CRM in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Clarity eCommerce and Dynamics CRM, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Clarity eCommerce + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /api/v1/orders Create a new order in Clarity eCommerce (e.g., for manual entry fallback or external order sources).
GET /api/v1/orders/{orderId} Retrieve detailed information for a specific order, useful for status synchronization or reporting.
PUT /api/v1/products/{sku}/inventory Update inventory levels for a specific product SKU, crucial for real-time stock management.
POST, GET, PATCH /api/v1/customers Create new customer accounts, retrieve customer profiles, or update existing details.
POST /api/v1/webhooks Register or manage webhooks within Clarity eCommerce to enable event-driven architecture.

⚡ Transformation Logic

  • Data Type Conversion: E.g., string to date, decimal to currency.
  • Value Mapping: E.g., Clarity eCommerce order status 'Processing' to Dynamics CRM 'Active' state code.
  • Data Enrichment: Adding default values, concatenating fields (e.g., first and last name).
  • Lookup & Reference: Retrieving related IDs (e.g., Dynamics CRM `productid` based on Clarity eCommerce `sku`).
  • Conditional Logic: Applying different mappings or actions based on data values (e.g., create new account only if not already linked to contact).

🛡️ Error Handling

  • Transient API errors: Handled by automatic retries with backoff.
  • Data validation failures: Logged, alerted, and routed to dead-letter queue for review.
  • Authentication failures: Trigger immediate alerts for credential refresh.
  • Schema mismatches: Identified during mapping, corrected in development, or flagged by AI.
  • Duplicate record attempts: Handled by deduplication logic (e.g., update existing contact instead of creating new).
Pricing

Simple, transparent pricing for Clarity eCommerce + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What is the primary benefit of integrating Clarity eCommerce with Dynamics CRM?
The primary benefit is achieving a 'Customer 360' view and automating the 'Order-to-Cash' process. This means your sales, marketing, and service teams have a complete, real-time understanding of every customer's online interactions and purchase history, leading to better service, personalized marketing, and streamlined operations.

Data Flow FAQs

▸ How does the integration handle customer data synchronization?
Customer data synchronization is typically bi-directional and event-driven. When a customer registers or updates their profile in Clarity eCommerce, an event triggers the iPaaS to update or create a corresponding 'Contact' (and 'Account') in Dynamics CRM. Conversely, updates in Dynamics CRM can be pushed back to Clarity eCommerce, ensuring consistency.

Workflows FAQs

▸ Can I automate order creation from Clarity eCommerce into Dynamics CRM?
Absolutely. New orders placed in Clarity eCommerce trigger a real-time workflow in the iPaaS. This workflow transforms the Clarity eCommerce 'Order' data into a 'Sales Order' in Dynamics CRM, including line items, customer details, and shipping information, eliminating manual data entry.

AI Features FAQs

▸ What role does AI play in this integration?
AI significantly enhances the integration by providing intelligent schema mapping suggestions, validating data for quality and anomalies, and even automating resolutions for common integration errors. It helps ensure higher data accuracy, reduces manual effort, and speeds up the integration development process.

Technical FAQs

▸ How does the iPaaS manage API rate limits for both systems?
The iPaaS employs several strategies, including intelligent batching of requests for bulk operations, implementing queuing mechanisms, and leveraging parallel processing for independent data streams. It monitors API usage and applies exponential backoff for retries to ensure compliance with Clarity eCommerce and Dynamics CRM rate limits.

Customization FAQs

▸ Is it possible to customize the integration workflows?
Yes, the iPaaS platform offers extensive low-code/no-code capabilities, allowing business users and citizen integrators to customize and extend workflows. You can easily add custom fields, modify transformation rules, introduce conditional logic, and integrate with other systems using a visual drag-and-drop interface.

Security FAQs

▸ What security measures are in place for the integration?
The integration adheres to stringent security protocols including OAuth 2.0/API Key authentication, HTTPS/TLS 1.2+ encryption for all data in transit, secure credential management (secrets vault), IP whitelisting, and role-based access control. For payment data, tokenization and PCI DSS compliance are ensured.

Operations FAQs

▸ How can I monitor the health and performance of my Clarity eCommerce and Dynamics CRM integration?
The iPaaS provides comprehensive monitoring dashboards that offer real-time insights into integration health, data volumes, API call performance, and error rates. Configurable alerts can notify relevant teams immediately of any critical issues, ensuring proactive management and minimizing downtime.
Implementation Timeline

Go live with Clarity eCommerce + Dynamics CRM in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Clarity eCommerce and Dynamics CRM, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Clarity eCommerce + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Clarity eCommerce + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Clarity eCommerce + Dynamics CRM integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo