How to Use a POS Ecommerce Integration to Link Online and Offline Sales

  • By Danielle Dixon
  • Jul 23, 2024
  • Day-to-Day Operations

More and more customers conduct research online before visiting your store. This is a good thing. According to one study, shoppers who visited a retailer’s online store spent 13% more during their in-store visit.

This example shows why a POS and ecommerce integration is so vital today. By integrating your POS and website, you ensure:

  • Customers can see real-time stock levels online
  • You provide a consistent experience regardless of the platform
  • You maintain pricing and product consistency

Bottom line, if you sell in a brick-and-mortar shop and online, you need to integrate your ecommerce and POS solutions. This will create a single, unified system that helps you improve fulfillment, offer curbside pickup, and ensure your inventory is the same online as it is in-store.

So, what is a POS ecommerce integration? And how do you link a POS and website? This guide covers everything you need to know about a POS ecommerce integration, including what it is, key benefits, and the exact process you can use to get it right.

What Is a POS Ecommerce Integration?

It consists of a process that connects a business’s POS system with their online ecommerce platform. This integration allows for seamless communication and data sharing between the two systems. The result? Businesses can manage inventory, sales, and customer data in one centralized location.

By consolidating these operations, businesses can achieve greater efficiency and accuracy. For example, inventory levels can be updated in real-time as sales occur, reducing the risk of overselling or stockouts.

Additionally, customer data collected at the POS can be synchronized with the ecommerce platform, providing a more comprehensive understanding of customer behavior and preferences.

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Why You Should Integrate Your POS and Ecommerce Website

In short, an ecommerce integration means you create a unified platform for the POS and your online store. You link inventory, customer data, sales reporting, fulfillment systems, and more to create a single, unified database.

For example, when you integrate your POS with your website, if a product is sold – whether in-store or online – inventory data is updated for both platforms.

Ecommerce POS integrations provide a single, unified platform to manage:

  • Customer data – Create a shared database of customer data. This allows you to look up customers at the register, even if they’ll only ever purchased online.
  • Inventory – Manage inventory across platforms. Without an ecommerce POS integration, you would have to manually sync inventory sold online to update your in-store inventory. This creates the problem of mismatches.
  • Order management – Seamlessly manage orders regardless of source. Whether an order comes in from your website or a ship-to-store product purchased at the register, a unified ecommerce POS platform helps you manage fulfillment.
  • Pricing consistency – Integrating ecommerce and POS means you can instantly update pricing for your website and at the checkout counter.

customer in-store pickup - how to integrate pos with website guide

Key Benefits of Ecommerce POS Integration

The customer journey is changing. Most shoppers want to shop at your store online to see if they can buy a product in-store that day. Or they want to shop entirely online and get products shipped to their home.

By connecting your POS and your website, you cater to the changing needs of your customers. You’ll be able to:

1. Manage Orders More Effectively

When you connect your website and POS, you can see where orders originate and their status. This is especially helpful if you want to offer curbside pickup or ship to store for customers.

Ecommerce integrations allow you to:

  • See where the order originated (online store, in-store, or marketplace)
  • Check the preferred shipping option
  • Facilitate an easier buy online, pick up in-store experience (e.g. cashiers know that an order is paid for and can verify the customer)

Ultimately, an ecommerce POS integration allows you to automate order management.

Example: A customer purchases a laptop online and chooses pick-up in-store. Your staff receives the order details, pick-up time, and can prepare the order for pick-up

2. Real-Time Inventory

Customers want to know if a product is available. Many check inventory online before they visit your shop.

Integrating your website and POS allows for real-time inventory across all channels.

This is challenging, if not impossible, without an integration. Real-time inventory also benefits sales associates. If a product is marked in-stock, they can trust that it hasn’t sold out online.

Example: Your customer purchases a product online. The inventory is updated in real-time in your POS and on your website. This eliminates the problem of selling a product twice.

3. Product and Pricing Consistency

Without an ecommerce integration, you have to update both systems when pricing or product details change. This creates the potential problem of price mismatches and the risk of inventory loss.

Example: You offer a discount for a product online but forget to update it in-store. When the customer purchases in-store, they are confronted with a higher price than expected.

4. Better Customer Data

A unified platform allows for the use of a single customer database. For example, you can see a customer’s purchase history across channels. This will help you better segment your customers and personalize your offers for them.

Another advantage: You can offer an omnichannel loyalty program and allow customers to earn rewards regardless of the channel.

Example: Your customer orders online and signs up for your loyalty program. When they shop in-store, you can instantly look up their account.

5. Payment Processing

Using a single payment processor isn’t a requirement. For example, you might use a POS with integrated payment processing through your POS and a different processor for online transactions.

The real benefit of using a single processor is reduced fees. Although online processing fees are higher, if you use a single provider, you can negotiate better rates. Additionally, when thinking about payments, consider the customer experience. Do you offer the right options to the user?

Example: A customer wants to reserve a product online and pay for it in-store. A unified system will make this option easier.

online ordering screen - pos and ecommerce integration

Do You Need to Integrate Your POS and Ecommerce Shop?

Technically, no. You can maintain a separate ecommerce platform and POS. For example, this might be preferred if you do most of your sales through one channel. An ecommerce shop that only takes a few orders in-person might not need a POS system.

However, if that ecommerce business grew brick-and-mortar sales, a POS integration would likely be necessary.

An ecommerce integration, therefore, is best if you plan to scale a particular channel. For example, if you’ve operated mainly as a brick-and-mortar shop, but plan to launch and grow your ecommerce sales, integrate your platforms before you get started.

Consider a POS Integration If…

Generally, if you’re considering an ecommerce POS integration, you fall into one of these categories:

1. Brick-and-mortar first – You have a POS system, and you are expanding to ecommerce.

2. Ecommerce first – You have an online store and want to integrate a POS to expand into brick-and-mortar.

3. Starting up – You’re starting a business that will have brick-and-mortar and ecommerce sales.

The process to integrate your POS with a website will be similar for the first two options.

The third option offers flexibility. You’ll want to choose a POS platform that includes an all-in-one ecommerce platform (that you can add at any time). Or you can choose one that’s designed to easily integrate with your preferred ecommerce platform.

How to Integrate Your POS and Ecommerce Shop (Offline to Online)

This is the most common scenario. You start with a cloud POS to run your brick-and-mortar shop. Now, you want to start accepting online orders.

Depending on the POS platform you use, this process can be easy. Here’s a general overview of how to integrate your POS with a website:

1. Choose an Ecommerce Platform

Explore your options. Top ecommerce platforms include Magento, Shopify, or WooCommerce. However, most modern POS systems include first-party ecommerce platforms, e.g., FTx POS and FTx Commerce.

If you choose a third-party provider, make sure your POS can link with the ecommerce solution. But if the POS doesn’t integrate with your preferred platform, you might also consider switching providers.

Pro Tip. A POS with a first-party ecommerce platform is best. This helps you avoid third-party integrations, saves on costs, and typically provides a more unified experience.

2. Contact Your POS Company

Connect with your POS provider’s support team. They will outline the process for you to help it go as smoothly as possible. With FTx POS, we offer support for:

  • Payment Syncing – Connecting your payment providers. This can help you avoid using a different processor for online transactions versus in-store transactions.
  • Data Migration – You’ll need to import vital data from the POS to your ecommerce platform. This includes things like pricing and product database, customer database, and sales data.
  • Fulfillment – Migrate your shipping options (if you have some in place already). If not, you’ll need to set up shipping in the ecommerce platform. Your POS provider can help with this if you use a first-party platform.

3. Build Your Ecommerce Site

You may have already started this process. If you have no website, you’ll need to build one and incorporate the ecommerce platform. This will allow you to have product pages and collection pages on your site.

Here’s how FTx Commerce works:

  • You can choose and brand a template
  • Integrate the template on your existing (or newly published) website
  • Users can then shop through this platform
  • Generally, you’ll have your existing website, and then house your online store on a subdomain like shop.yourwebsite.com. Or you can turn the ecommerce shop template into your homepage.

How to Integrate Ecommerce Software with POS (Online to Offline)

You might also need to do a POS integration if you’re opening a physical location. For example, you run an ecommerce shop but want to open a showroom. You’ll need a POS system to handle in-store transactions.

Therefore, in this scenario, you already have the ecommerce platform. You then need to choose a POS that integrates with this platform.

Here’s how that process would work:

  • Check if the POS has an API and if it’s compatible with your ecommerce platform.
  • Once you’ve found a platform, you can then begin to migrate data, integrate payments, and set your shipping options.
  • For the most seamless transition, it’s best to work with a developer. A developer will help you properly sync the platforms, and ensure you have no problems with data migration or ship-to-store processes.

integrating ecommerce and POS considerations

Key Considerations When Integrating a POS in Ecommerce

The biggest takeaway is this: Find a developer. Although most entrepreneurs want to do things on their own, a seamless integration requires technical expertise. Choose a developer who has experience building ecommerce experiences.

You’ll want to think about these specifics as you build a website that’s linked to your POS:

1. Does Your Ecommerce Software Integrate with POS?

Check for compatibility in software versions, protocols, and data formats to prevent technical issues. Not all POS and ecommerce platforms are compatible. Ask a developer to provide you with options that are aligned to your goals.

2. Cost Considerations

There are two main costs to consider: the cost of the initial integration as well as ongoing maintenance. The latter you can’t afford to miss. Maintenance will ensure long-term performance and security.

3. POS Ecommerce Customization

What custom options do you need? Do you want a basic ecommerce storefront? Or do you need a fully customizable platform? Generally, customizations will help you build a process that best suits your business. However, customization can drive up costs.

4. Omnichannel User Experiences

This is an important step, and you should do this early in the development phase. Map out the user experience. What do you want your customers to be able to do? Define the exact order placement and processing workflow. Once you set this outline, you can begin to customize the process and move to full automation.

5. Data Security (Ecommerce and POS)

Prioritize the security of customer and transaction data. Implement secure protocols that comply with industry standards. Generally, you’ll want to choose a developer with ecommerce experience who understands how to secure this type of data.

6. Staff Training

Finally, don’t forget to provide thorough training for staff. New processes, like curbside pick-up, should be explained in detail with hands-on training. This creates better customer experiences and helps you identify potential issues before they arise. Specifically, make sure your staff knows how to:

  • Manage inventory
  • Process orders
  • Answer customer questions
  • They should be able to do this regardless of the sales channel

Why FTx POS Is the Best POS for Ecommerce and Brick-and-Mortar

FTx POS provides a comprehensive POS system tailored for both ecommerce and brick-and-mortar stores. With advanced features and a user-friendly interface, it’s a popular choice for business owners seeking an efficient way to manage sales transactions.

We also offer FTx Commerce, our online store solution, enabling you to manage both your online and physical stores from a single platform. This simplifies inventory management, order fulfillment, and customer data management.po

Wrapping Up

By automating procedures and synchronizing data across two channels, integrating your POS with your website offers many advantages. You’ll be able to make data-driven decisions and give your shoppers an experience they’ve come to expect.

Ultimately, it all boils down to the customer experience. Ask yourself this question: How will connecting my POS and online store better serve customers?

When you answer that, you can start to design processes and integrations that help you reach real sales and customer service goals.

Need some help in the process? Contact FTx POS today to learn more about third-party integrations and FTx Commerce.

FAQs

Integrating your POS system with your ecommerce platform can bring several benefits to your business, including improved efficiency, better inventory management, and a more seamless customer experience.

By streamlining operations and providing access to comprehensive data and insights, the integration can help businesses make informed decisions and increase their overall productivity and profitability.

By providing customers with an easy way to buy products online, integrating POS with ecommerce platforms can extend a business's reach beyond its physical location. This creates growth opportunities and attracts new customers who prefer shopping online.

Yes, many ecommerce POS integrations enable you to offer a pick-up in-store option, providing flexibility and convenience for your customers.

In FTx POS, our ecommerce solution, FTx Commerce, allows you to offer a pick-up-in-store option. Additionally, you can integrate with DoorDash for local deliveries.

The easiest method to set up for integrating your ecommerce and POS platform may vary depending on the specific systems you are using.

However, the most common and straightforward method is through a third-party integration service or app. These services often have pre-built integrations with popular POS and ecommerce platforms, making the setup process quick and hassle-free.

It's important to research and compare different options to find one that fits your business needs and offers reliable support in case of any issues during the integration process.

They can vary based on factors like your business size, the complexity of the integration, and the specific systems used. Potential costs to consider include:

  • Setup Fees: Some POS and ecommerce platforms may charge a one-time setup fee for integrating their systems.
  • Monthly/Annual Fees: Many platforms also have ongoing fees for using their services, which may increase with additional features or integrations.
  • Developer/IT Services: If you don't have technical expertise in-house, you may need to hire a developer or IT professional to assist with the integration process. This could add an additional cost to the integration.
  • Training Costs: You may need to invest in training for your employees to use the new system effectively depending on the complexity of the integration.
  • Potential Downtime: During the integration process, there may be some downtime for your systems. This could potentially result in lost sales or productivity. This should also be factored into the overall cost.

Data security is an important aspect to consider when integrating POS and ecommerce systems. With the increasing number of data breaches and cyberattacks, it is important to ensure that the integration process does not compromise the security of sensitive customer information.

One of the biggest concerns surrounding data security in this context is the transfer of customer payment information between different systems. This includes credit card numbers, CVV codes, and other personal details.

Any vulnerabilities or gaps in this process can lead to unauthorized access to customer data. This could result in financial loss and damage to a company's reputation.

Absolutely!

You can set permissions and restrictions for different users, ensuring that only authorized personnel have access to sensitive information. This adds an extra layer of security to the overall process while also allowing for efficient management of business operations within the platform.

That said, integrating your POS and ecommerce platforms not only streamlines your operations but also maintains control over user access for added security measures.

If you stop using the POS ecommerce integration, your data will remain accessible in both systems. However, data sharing and syncing may be limited without the integration. Check with your POS provider about their data retention and access policies after discontinuing the integration. It's also wise to back up all your data in case of any unexpected issues or changes in system compatibility.

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Business Experts & Contributors

A New Solution Coming To FasTrax

Danielle is a content writer at FTx POS. She specializes in writing about all-in-one, cutting-edge POS and business solutions that can help companies stand out. In addition to her passions for reading and writing, she also enjoys crafts and watching documentaries.

Danielle Dixon

Content Writer
A New Solution Coming To FasTrax

Matthew Davis is a content marketing specialist for FTx POS. With experience in marketing, brick-and-mortar retail, and ecommerce, Matthew enjoys writing about strategies and technology retailers can use to grow. Previously, he managed retail operations for a sports/entertainment facility and worked in marketing consulting.

Matthew Davis

SEO Specialist/Content Writer

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