The Order: NetSuite to Shopify flow allows you import orders created in NetSuite to Shopify. This flow is most useful when there is a requirement to push business-to-business wholesale orders, phone orders, and even a one-time push of legacy orders from NetSuite ERP to Shopify.
Note: This integration flow is only supported with the premium (previously "enterprise") edition of the connector.
Once an order is created in NetSuite and this batch flow is executed, a request is made by the Integrator platform to NetSuite to retrieve information pertaining to all the new orders as defined in the Field Mappings option associated with the Order flow. Once this information is retrieved, the flow then creates the corresponding orders in Shopify. Once an order is created in Shopify, the connector brings that Shopify Order Id back into NetSuite. This allows easy identification of the corresponding order in Shopify and also prevent the re-export of the same order.
This batch flow can be scheduled to run as often as once every 15 minute; however, only one instance of a Flow can run at any given time (i.e. you cannot run the same Flow more than once at the same time, and if a Flow is still running when it is scheduled to run again it will simply queue itself up and run when the currently running instance completes).
Prerequisite settings to run the Order flow
The following are the recommended configurations and settings that must be completed in Shopify-NetSuite Connector before you execute this flow:
- Ensure you have an SKU in NetSuite that also exists in Shopify with the same SKU name/number. You can leverage the flows in the Product section of the connector to ensure that your item in Shopify is always in sync with NetSuite.
- Navigate to the connector settings page in the integrator.io, In the Order section, from the Advanced Settings > Order To Shopify tab, select the appropriate saved searches and drop-down list value and click Save.
- Click the Off /On switch to the enable NetSuite Order to Shopify Order Add flow.
- Click the Schedule icon and select the time zone and frequency of flow run.
- Click the Field Mappings icon and verify, update, or add field mappings as per your requirements.
Criteria for NetSuite order selection during flow run
The Celigo Shopify Order Export Search record in NetSuite controls which NetSuite order, among all the order records present in NetSuite, are selected by the flow to be processed. The following screenshot of Celigo Shopify Order Export Search in NetSuite displays the criteria based on which the NetSuite order record is selected:
Impact of the flow run on order record in NetSuite
Once the NetSuite Order to Shopify Order Add flow is triggered and an order is created in Shopify, the following information pertaining to the Shopify order is also brought back into NetSuite:
- ETAIL ORDER ID: This field is updated with the Shopify order ID once the order created in NetSuite is successfully created in Shopify as well by the connector.
- ETAIL ORDER LINE ID: The ETAIL ORDER LINE ID field in the Items tab is updated.
- ETAIL ORDER EXPORTED: Once the order is selected by the flow to be processed, this checkbox is marked as selected by the connector in the order record under the eTail tab
- ETAIL ORDER TOTAL VARIANCE: The Total variance value between NetSuite order details and Shopify order details is stored in this field of NetSuite order record in the eTail
The connector includes the following advanced settings that empower you to fine tune the out of the box connector per your business needs:
Order To Shopify: NetSuite Saved Search for syncing orders to Shopify
Order To Shopify: Shopify order source name
Order: NetSuite item to track Shopify shipping cost as a line item?
Order: NetSuite item to track Shopify tax amount as a line item
The last two advanced settings from the Order tab are optional. If you wish to use these settings the following changes are required in the mappings section:
- Click the Field mappings icon against the NetSuite Order to Shopify Order Add flow. A dialog box is displayed.
- Click the Import Mapping icon against Order Add To Shopify. The Mappings dialog box is displayed.
- From the existing mappings, delete the tax_lines mapping as highlighted in the following image.
- Add the 3 new mappings in the mapping page as shown in the following image:
- Click Save & Close.
To understand each of the available advanced settings in detail, click Order: NetSuite to Shopify Advanced Settings.