{"id":9144,"date":"2022-08-23T16:10:27","date_gmt":"2022-08-23T16:10:27","guid":{"rendered":"https:\/\/synder.com\/blog\/?p=9144"},"modified":"2026-05-14T12:08:34","modified_gmt":"2026-05-14T12:08:34","slug":"next-step-after-e-commerce-automation","status":"publish","type":"post","link":"https:\/\/synder.com\/blog\/next-step-after-e-commerce-automation\/","title":{"rendered":"You’ve Connected Your E-commerce Business to Automation, Now What?"},"content":{"rendered":"\n

Let’s dive into some of things I recommend doing after setting up your automation!<\/p>\n\n\n\n\n\n\n\n\n

Introduction<\/strong><\/h2>\n\n\n\n

The automated accounting system is up and running, and you’re already seeing the benefits. You’ve got more control over your business’ finances than ever before, which means you can be more confident about making decisions. You’re also not wasting time on manual tasks that could be done faster with automation\u2014time that can now be spent doing other things (like spending money on things other than accounting). But what next? Let’s dive into some of things I recommend doing after setting up your automation:<\/p>\n\n\n\n

Sync your product costs<\/strong><\/h2>\n\n\n\n

You can now sync your product costs and shipping costs with your automation.<\/p>\n\n\n\n

Before we dive into the details, let’s talk about why product costs are important. Product cost is the amount of money it takes to make a product or deliver on a service. As an example, if you sold 100 t-shirts that cost $10 each then your total product cost would be $1,000.<\/p>\n\n\n\n

If you’re importing products from an accounting system or inventory platform, those numbers will already be set for you and ready for syncing (or not\u2014we’ll get into that later). If instead you’re importing from another source like an Excel spreadsheet or CSV file using the CSV importer<\/a>, then this section will show how to enter those values so they can be used in automations as well.<\/p>\n\n\n\n

Connect inventory<\/strong><\/h2>\n\n\n\n

But what is inventory, exactly? Inventory is a critical component of any business. In fact, it’s probably the most important thing you have to get right to ensure your business runs smoothly. Think about it: What happens if you don’t have enough products available on hand to fill orders? You’ll start missing out on sales and customers will be unhappy with their experience shopping at your store\u2014not exactly the kind of things that put money in your pocket!<\/p>\n\n\n\n

Inventory management is key not only because fulfilling an order requires having enough stock on hand but also because keeping track of your inventory allows you to stay aware of when products are running low so that you can reorder before running out altogether. And yes\u2014connecting inventory to an automation (like HubSpot) will help keep track of all this information for you so that nothing slips through the cracks!<\/p>\n\n\n\n

Connect your payment channels<\/strong><\/h2>\n\n\n\n

Now that you\u2019ve connected your ecommerce business to automation, the next step is to connect all of your payment channels.<\/p>\n\n\n\n

You can set up default and secondary payment methods in your automation, so when customers pay through any of your payment channels (e.g., credit card or bank transfer), it will be automatically processed as usual. You also have the option to choose a specific time for each channel to sync with the automation platform. This allows you to optimize your inventory management and reduce costs by only syncing when necessary (e.g., on payday).<\/p>\n\n\n\n

Once you’ve completed this step, make sure payout settings are correct before reconciling anything else\u2014especially if there are any changes from previous months!<\/p>\n\n\n\n

Set up reporting & Insights<\/strong><\/h2>\n\n\n\n

It\u2019s great to see your numbers rise and fall in real time. Now you can do something about it! Let’s take a look at how reporting and insights can help you strategize around what’s working and what’s not, so you can make smart business decisions.<\/p>\n\n\n\n