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Update payment method mapping

Important: As of March 1, 2024, Shopify has deprecated the 'processing_method' field in the Orders API. We kindly request that you update the mapping from the 'processing method' field to the 'payment gateway' field.

This article helps you update the mapping of the import fields from the Shopify processing method to the payment gateway.

Important: This update is relevant only if you populate the payment method mapping under Settings > Order > Payment > Map Payment Method; if not, no further action is required.

Reason for update

Shopify announced that the “processing_method” field in the Orders API will be deprecated soon. To overcome this business problem, Celigo has enhanced the integration app to leverage the “gateway” field in the Transactions API. So, all the merchants using the “processing_method” field for payments must now move the payment method mapping from the processing method to the payment gateway.  

Important: The 'processing_method' field can only be seen in API versions 2023-01 and below, but not in higher versions.

Before you update

In Shopify, depending on the payment gateway that you are using, get the values of the gateway field from the order transactions JSON as explained below. Once you get the gateway field values, enter them into the Shopify Payment Method field and map them with the corresponding NetSuite Payment Method field values.

Important: You must repeat the steps below for each payment gateway used to obtain the correct value for the 'gateway' field.

To get the Shopify gateway field values:

  1. Go to your Shopify store.
  2. In the left pane, click Orders.
  3. Open the appropriate order that has the associated payment transactions.
  4. In the browser address bar (URL), after the Shopify order number, enter /transactions.json to see the gateway value.
    • Example: https://usstore.myshopify.com/admin/orders/1356273254482/transactions.json
  5. Click Enter.
  6. In JSON, below "transactions", you can find the “gateway”.

Update payment method mapping

Prerequisites: 
  • Ensure you add the gateway field values in the Shopify Payment Method field before enabling the Map Shopify payment gateway to NetSuite payment method checkbox.
  • In the Map Payment Method setting, be sure that you do not delete the existing one-to-one mappings configured with the processing_method, until the last step of this update. The update is live and real-time, and following this prerequisite will ensure that you don't miss any order transactions synced during the update.

From the previous step, you have collected all the gateway field values from Shopify > Order > Transactions JSON. Now, add all those values to the Shopify Payment Method field and map with the corresponding NetSuite Payment Method field. 

Follow the below steps:

  1. Navigate to Settings > Order > Payment > Map Payment Methods.
  2. In the Shopify Payment Method field, enter the Shopify gateway value.
  3. In the NetSuite Payment Method field, enter the corresponding value for the NetSuite payment method.

Note: While selecting a value in the NetSuite Payment Method field, if no data is yet visible, click Refresh to fetch the values from NetSuite.

  1. You can also perform additional actions if a unique match is not found:
    • Fail Record:
      • If no results are found in the static mapping, the request returns an empty string and fails.
      • This option is selected by default & used by most of our customers. Enabling this setting means the order processing would fail if an exact match is not found for the Payment Method in NetSuite for the corresponding value from the eCommerce platform or the online marketplace.
    • Use Empty String as Default value: Choose this option to use an empty string ('') as the default value. This value is used if your mapping doesn’t have the required value.
    • Use Null as Default Value: Use ‘null’ as the default value if your mapping doesn’t have the required value.
    • Use Custom Default Value: Specify a default value to be set for the extracted field. You can also provide a default value for the NetSuite "Payment Method" field here if no match is found in the lookup table.
  2. Click Save.
  3. Select the Map Shopify payment gateway to NetSuite payment method checkbox to move the Shopify payment method mapping from the processing method to the payment gateway.
  4. Click Save.

Note: You can now safely delete the existing one-to-one mappings configured with the processing_method.

Important: This update will move all the order transactions in the 'processing method' to the “payment gateway”. For the order flow, the following criteria will take precedence.
  • Order transaction status is a success.
  • If an order has multiple transactions, Netsuite will consider the higher amount as the payment gateway as it only allows one payment method per order.

Impacted flows

The following flows are affected by this update:

  • Shopify order to NetSuite cash sale (add)
  • Shopify order to NetSuite order (cash sale or sales order)
  • Shopify order to NetSuite sales order (add)
  • NetSuite order to Shopify order (add)
  • Shopify refund to NetSuite refund (add)

Once you have made the above changes, open any of the above-mentioned flows > mapping, and you will notice the updated gateway field mapping. 

The following screenshot is an example of the Shopify order to NetSuite cash sale (add) flow.

The following screenshot is an example of the Shopify refund to NetSuite refund (add) flow.

Disclaimer: The following information does not apply to integration application users!

Users who have custom flows or DIY flows and are using the Processing Method to map the Payment method need to amend their existing mapping. 

Shopify has provided alternative fields that can be used to replace the Processing Method.

The processing_method property is no longer available due to orders supporting multiple transactions with various processing methods. The field contained incorrect data. 

The values processing_method provided can be inferred from various sources:

  • Free - is accessible through the order totals.
  • checkout - can be determined by the presence of checkout_id on an order.
  • express, direct, offsite, and manual - can be inferred through the OrderTransaction gateway and payment_details properties.

 

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Comments

14 comments
Date Votes
  • I tried to add mapping in payment tab but there is no option like Map Shopify payment gateway to NetSuite payment method

    0
  • Hi, Dipali Mose - The feature release is postponed to January 24, 2024, because the Celigo and Shopify executive teams had a discussion recently, which resulted in Shopify postponing the deprecation date from January 1, 2024, until March 1, 2024. Originally, the planned date for deprecating the field “processing_method” was January 1, 2024. We are re-planning the patch release scheduled for December 18, 2023, to be available by January 24, 2024

    Thank you!

    0
  • Hi Saikumar Rachamalla, just to clarify -- should clients expect to make these changes only after January 24th or are we able to make the updates anytime between now and March 1st?

    Best, Mina

    0
  • Mina Banoub Yes, users should make the changes only after Jan 24th, 2024. Once the new setting is added to their IA's, users must enable it and update the gateway field values in their 1:1 static payment method setting. Thanks!

    2
  • Hello,

    This does not automatically add the gateway field for me after completing the mapping and checking the box.  

    0
  • Hi, Edward McQuinn could you please raise a support ticket to validate the issue in detail? Thanks!

    0
  • Edward McQuinn, please confirm if you are using the 'processing method' field in the payment method mapping. We want to inform you that this update is relevant only if the 'processing method' field has already been utilized in the payment method mapping.

    0
  • Saikumar Rachamalla. I don't see that field, but when I look at my mappings in settings -> Payment -> Map Payment Methods. They all been wiped without me doing it.

    0
  • Edward McQuinn I request that you submit a support ticket so our team can address the issue. Thank you!

    0
  • Hi Saikumar - 

    This sentence is a little confusing. 

    IMPORTANT: This update is relevant only if you populate the payment method mapping under Settings > Order > Payment > Map Payment Method; no further action is required.

    Did you mean to say "if not, no further action is required?"  

     

    0
  • Hi David Gollom, yes. Sorry for the confusion. Updated the doc to make it more clearer. Thank you!

    1
  • Thanks Saikumar!  Great document. Very clear on what to do! 

    0
  • Hi Saikumar Rachamalla

    We have the Payment method mappings set as Shppify Payment Method "Direct" mapped to a NetSuite payment method. Could you please confirm if this mentioned payment gateway update is applicable here? If yes, we would need to map the payment gateway "shopify_payments" right?

    Thanks

    0
  • Hi Aishwarya,

    For your scenario, the "gateway" field in the transactions API will have the value "shopify_payments". As you rightly mentioned the same needs to be mapped in the payment gateway.

    0

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