Stokly ERP and DotDigital
Integration Agency & Consultants
Marketing campaigns fail to convert when customer data in DotDigital falls out of sync with your ERP. At scale, the gap between a customer's actual purchase history in Stokly and their profile in your ESP creates irrelevant outreach and missed up-sell opportunities. Linking Stokly ERP to DotDigital ensures your segmentation is built on accurate transactional data, not stale exports. This discipline replaces manual data handling with an automated flow that keeps your marketing segments current and your customer outreach grounded in real order history.
Auditing your current system data gaps
We connect your Stokly ERP and DotDigital ESP quickly, ensuring your ERP and ESP work together efficiently. Our consulting services are invaluable, offering system audit expertise that uncovers inefficiencies and integration gaps. These audits empower both our consultants and your team to take decisive action, helping your tech ecosystem—including Stokly ERP and DotDigital ESP—to run smoothly. This means you can deliver a consistently excellent experience to your customers, with technology that supports your business goals and keeps operations running efficiently.
Solution Design
Our design for Stokly ERP and DotDigital typically treats Stokly as the source of truth for core customer and transaction data. We sequence the synchronisation of customer records and historical orders to ensure segmentation is grounded in accurate purchase data. A primary design consideration for this pair is the balance between sync frequency and system stability. While real-time triggers are useful for specific events like initial sign-ups, batching broader profile updates often provides a more stable foundation for long-term data integrity. This design ensures the ecommerce team can execute targeted outreach in DotDigital using the same validated figures that finance and operations use in Stokly for reporting. The result is an operating model where marketing segmentation is always aligned with actual commercial performance.
Mapping customer and order object flows
Stokly ERP serves as the system of record for customer profiles and transactional data, which flows into DotDigital to drive segmentation. The integration moves validated Order and Customer objects, ensuring purchase history and contact attributes stay in step across both systems. Mapping core objects from Stokly as the authoritative source prevents profile drift and ensures marketing triggers are based on verified ERP statuses. By monitoring record counts and sync exceptions, the integration layer provides visibility into data health, protecting the integrity of high-value segments like VIPs and recent purchasers.
Standardising integration security and orchestration logic
Leveraging IPaaS with ISO 27001 and SOC 2 and above security accreditations enables secure, efficient delivery of Stokly ERP and DotDigital integrations. IPaaS connects ERP and ESP platforms like Stokly ERP and DotDigital, automating data flows and reducing manual effort. This approach ensures robust security, simplifies complex ERP and ESP integrations, and supports compliance, making Stokly ERP and DotDigital integration reliable and scalable for businesses.
Monitoring data health and sync exceptions
Clear visibility and reporting are vital when integrating Stokly ERP with DotDigital, as they ensure data accuracy and quick issue resolution across both ERP and ESP platforms. Stokly ERP and DotDigital require reliable monitoring to maintain operational efficiency. Cogent2 delivers this through real-time dashboards, automated alerts, and detailed reporting, giving you full oversight of your ERP and ESP data flows, so you can confidently manage and optimise your Stokly ERP and DotDigital integration.
Operational handover for marketing and ecommerce
Handover ensures the ecommerce and marketing teams can manage the daily movement of data between Stokly ERP and DotDigital. We provide operational documentation that outlines where customer and order data lives, what to check on a regular basis, and how to respond to sync alerts. Instead of technical references, we focus on the practical steps needed to resolve common record exceptions and maintain segment accuracy. This process defines clear ownership for each data type, ensuring that when a sync error occurs, the team knows whether to address it in the ERP or the marketing platform. The goal is a team that understands the operational logic of the integration, not just the software interfaces.
Managing post-live record health and escalations
Support is focused on the health of the data exchange between Stokly and DotDigital. We monitor for failed updates or customer record inconsistencies, addressing exceptions before they skew your marketing metrics. If an order sync fails or a profile update is delayed, we provide a clear path for resolution and technical escalation. This oversight ensures your team can rely on the automated flows within DotDigital, knowing the underlying ERP data is being actively managed.
Common failures
Inaccurate customer segmentation
Operational impact: When Stokly is the source of truth for customer data, sync failures or delays directly impact marketing segmentation in DotDigital. If attributes like lifetime value, location, or first/last order date are incorrect, customers are placed in the wrong segments. This results in misaligned campaigns, wasted marketing budget, and poor engagement, ultimately harming revenue and CX team effectiveness.
Prevention / Action: Establish clear source-of-truth ownership, with Stokly mastering core customer data and a one-way sync for those attributes to DotDigital. The integration design should include validation and exception handling for key data points, such as customer record IDs. Schedule regular reconciliation checks to audit record counts and key field values between the systems to identify and correct data drift.
Delayed marketing automation triggers
Operational impact: DotDigital's automated programmes, such as post-purchase or abandoned checkout sequences, depend on timely data from Stokly. If order or fulfilment status updates are delayed, customers may receive a 'your item has shipped' email days late, or a cross-sell offer for a product they have already returned. This creates confusion, increases 'where is my order?' queries for the CX team, and fundamentally breaks the intended customer journey.
Prevention / Action: Align the integration's sync schedule with operational reality and customer expectations, using event-driven triggers from Stokly where possible (e.g., a webhook on 'order despatched'). For batch processing, ensure the frequency is sufficient to support time-sensitive campaigns. The integration logic must handle records in the correct sequence, preventing, for example, a fulfilment confirmation from processing before the initial sales order record.
Incorrectly synced order values or refunds
Operational impact: If the integration fails to correctly sync transactional data, such as partial refunds, discounts, or shipping costs from Stokly, the customer's order history and lifetime value in DotDigital will be inaccurate. This means a high-value customer might be excluded from a VIP segment, or a customer who received a full refund might get a 'review your purchase' email. This undermines personalisation and can lead to irrelevant and frustrating communications.
Prevention / Action: Ensure the integration logic accurately maps all financial data points associated with a Sales Order, including taxes, discounts, shipping, and any subsequent refund journals. Define a clear source-of-truth for financial data (typically Stokly). The design should include robust exception handling to flag and quarantine any orders where the total value in Stokly does not reconcile with the sum of its parts in DotDigital, preventing the sync of bad data.
Propagation of 'guest' or temporary customer data
Operational impact: Many systems create temporary or guest customer records during checkout which can be synced to DotDigital, creating duplicate contacts and polluting marketing data. These incomplete records often lack the necessary details for proper segmentation, leading to wasted spend on campaigns targeting non-existent or one-time buyers. Over time this bloats the DotDigital database, making reporting unreliable and increasing platform costs.
Prevention / Action: The integration's logic must be configured to differentiate between permanent customer accounts and temporary guest records in Stokly. Implement rules to either exclude guest records entirely or merge them with existing contacts in DotDigital based on a matching email address. The process should be designed to ensure that only clean, complete customer records from Stokly are established as contacts for marketing engagement.
Frequently asked questions
How does the integration manage the ownership boundary for customer records?
Stokly ERP is the system of record for core customer data and complete purchase history. DotDigital reads this verified data to build marketing segments. This prevents operational drift, such as sending a welcome sequence to a customer who has already spent significantly or promoting items they have already returned.
Our campaigns are failing because segments are outdated. Can this be fixed?
Yes. Campaign failure is often linked to sync illusion, where data appears current but lacks recent Stokly transaction history. This integration syncs sales order history on a defined schedule to allow segmentation based on actual lifetime value (LTV) or last purchase date.
How do we avoid duplicate contacts in DotDigital?
The integration maps records using a unique identifier, commonly the Stokly Customer ID or email. When a new order is processed in Stokly, it is matched to the existing contact in DotDigital, enriching the profile rather than creating a duplicate.
What happens if a Stokly record has no email address?
DotDigital requires an email address as a primary key. Records in Stokly without one will typically fail to sync. This usually highlights a need for better data hygiene during phone orders or in-store sign-ups to ensure these customers are not excluded from post-purchase flows.
How is product data handled for segmentation?
Stokly acts as the master for product information. This data can be pushed to DotDigital to enable product-specific automation, such as back-in-stock alerts. If a SKU is updated or discontinued in Stokly, the change is reflected in DotDigital to prevent campaigns from targeting unavailable stock.