Wired / integration specification

An API integration proposal for a wholesale business moving orders between Shopify and NetSuite by CSV. It covers how orders move today, oversold orders by month, the field agreement, what is included, a six-week timeline, a similar client’s results and three one-time options.

API Integration Services Proposal

Overview

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">Thank you for the walkthrough</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want wholesale orders and stock to move between Shopify and NetSuite without anyone touching a spreadsheet.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">How a wholesale order moves today</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">About 1,400 orders a month follow these four steps.</p>

<p>Cafés and shops order on your wholesale store at any time of day.</p>

Order on Shopify

<p>Someone exports yesterday’s orders and tidies the file, about 40 minutes a day.</p>

CSV export at 7am

<p>About 40 orders a month fail to import and are fixed by hand.</p>

Import to NetSuite

<p>Shopify still shows yesterday’s stock, so popular coffees oversell.</p>

Stock a day late

Orders oversold each month

How orders move today

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend a direct connection, built on a field agreement you sign off before any code is written.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">The agreement says which system owns each field, so nobody argues later about which number is right.</p>

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">The field agreement</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">The fields that matter most and the rule for each. The full list of twelve is agreed in week one.</p>

Our recommendation

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">What is included</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Everything in the recommended option, Two-way sync.</p>

<p>A small service on your cloud account that moves orders, stock, prices, customers and tracking.</p>

The sync service

<p>Anything that fails waits with the reason. Your team retries it with one click.</p>

An error queue

<p>An email to your operations lead if an order fails twice or stock stops updating for 30 minutes.</p>

Alerts

<p>A short guide to common failures and a handover session for your team and developer.</p>

Runbook and handover

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">Six weeks from kickoff</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}. The CSV keeps running until the new sync has proved itself.</p>

<p>A workshop with your operations and finance leads.</p>

Agree the fields

<p>Orders, then stock, then prices and tracking, each tested on test accounts.</p>

Build

<p>The new sync runs alongside the CSV, and we compare every order.</p>

Run side by side

<p>The CSV stops. We check the sync every day for two weeks.</p>

Switch over

<p><strong>Not included:</strong> changes to your Shopify theme, NetSuite changes beyond the agreed fields, and hosting for the sync service, which costs under $60 a month and is billed to you.</p>

What is included

<p><strong style="font-size:1.15em">{{SELLER_NAME}}</strong><br>Integration lead, {{SELLER_COMPANY}}</p>
<p>Sixty integrations built since 2018 between ecommerce, ERP, CRM and billing systems, twelve of them with NetSuite. You will work with:</p>
<ul><li>An integration developer</li><li>A NetSuite consultant for the field agreement</li><li>{{SELLER_NAME}} for testing and the switch-over</li></ul>

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">Results for a similar client</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A freight company’s CRM and billing, six weeks after go-live.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">Options and fees</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three options. We recommend Two-way sync.</p>

Orders only

Two-way sync

Plus your warehouse’s system, so shipments update without anyone typing them.

Two-way sync and warehouse

<p>Fees are in USD and exclude tax. Hosting for the sync service is billed to you at cost. This proposal is valid until {{VALID_UNTIL}}.</p>

Options and fees

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">Common questions</span></h2>

Questions

<p style="font-size:18px;letter-spacing:.08em;text-transform:uppercase">{{SELLER_COMPANY}}</p>

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.2cqw,44px)">Next steps</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

API Integration Services Proposal - Preview