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Configure and run the Shopify - Acumatica quickstart integration template flows

saumya sunder
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Before you run the flow

Make sure you meet the prerequisites before you run a flow in your Shopify-Acumatica quickstart integration template. 

Flow name

Prerequisites

Acumatica customer refunds to Shopify refunds
  • You need to sync Acumatica Sales Orders with Shopify Orders.
  • Inventory Id of the item in Acumatica and SKU of the item in Shopify should be the same.

Acumatica sales invoices to Shopify billing 

Shopify Order Id should be stored as ExternalRef value in Acumatica Sales Orders. 

Acumatica sales orders cancellation to Shopify orders cancellation

Shopify orders should be stored as Acumatica sales orders with order Id as External reference number. 

Acumatica sales orders to Shopify orders

Items in Acumatica and Shopify should be the same. 

Shopify order cancellations to Acumatica sales order cancellations

Shopify Order Id should be stored as ExternalRef value in Acumatica Orders. 

Shopify orders to Acumatica sales orders
  • SKU of an Item in Shopify and InventoryID in Acumatica should be the same. 
  • You need to manually calculate the value for Shipvia field in Acumatica.

Acumatica shipments to Shopify fulfillment
  • Sync Orders in Acumatica and Shopify. 
  • Shopify Order Id should be stored as ExternalRef value in Acumatica Orders. 

Shopify refunds to Acumatica customer refunds
  • You need to create a Prepayment in Acumatica for the flow to create a Customer Refund on a Sales Order.  
  • You need to have a matching Shopify Order for an Acumatica Sales Order.  
  • Shopify Order Id should be stored as ExternalRef value in Acumatica Orders. 

Acumatica inventories to Shopify inventories

  Sync Acumatica Items with Shopify Products.


Configure your flow

Each flow comes with default settings. You can change your flow default settings using the settings mentioned below.

Map your fields

When you map your Shopify fields with Acumatica fields. The Shopify-Acumatica Quickstart template identifies the fields on a Shopify record, from which it needs to export data and import it to matching fields on an Acumatica record. To know more about mapping refer to the article Mapping explained.

Flow name

Flow configuration

Acumatica shipments to Shopify fulfillment 

Configure mapping for Fulfillment location Id(Store location Id) as per the requirement in Shopify fulfillment import flow. 

Shopify refunds to Acumatica customer refunds
  • Configure hardcode mapping for Type.value in Acumatica payments import flow. 
  • Configure hardcode mapping for the entity.Type.value and entity.Status.value in Acumatica payments(Release payment) import flow.

Acumatica inventories to Shopify inventories

Configure mapping for location_id in Shopify inventory level import flow as per the requirement

Acumatica customer refunds to Shopify refunds
  • Configure static map for refund_line_items[*]. restock_type in Shopify refunds import flow as per the requirement. 
  • Configure dynamic mapping for refund.refund_line_items[*].line_item_id in Shopify refunds import flow as per the requirement.
  • Configure mapping for transactions[*].kind, shipping.full_refund and refund_line_items[*].location_id in Shopify refunds import flow as per the requirement.

Acumatica items to Shopify products

Configure static map for Weight unit in mapping as per the requirement in Shopify products import flow.

Acumatica sales invoices to Shopify billing

Flow should be run once per day. 

Acumatica sales orders cancellation to Shopify orders cancellation

Configure mapping for amount as per the requirement in Shopify orders cancellation import flow.

Acumatica sales orders to Shopify orders 

Configure static map for gateway and title in shipping_lines and financial_status in mapping as per the requirements. 

Shopify order cancellations to Acumatica sales order cancellations 
  • Configure the dynamic map for OrderNbr in mapping as per the requirement. 
  • Configure mapping for order type and status. 

Shopify orders to Acumatica sales orders 

Configure static map for Payment Method and Shipvia in mapping as per requirement on Acumatica sales orders import flow. 

Shopify customers to Acumatica customers

Configure mapping for Status.value,CustomerClass.value and StatementCycleID.value as per the requirement. 

Run your flow 

You need to enable the flow for it to run and perform the sync between your apps.

  1. From your integrator.io home page, click the Shopify-Acumatica Integration tile.
  2. Navigate to Settings > Integration Flows > Flow.
  3. Enable the On/Off toggle button next to the flow. 
  4. You can run a flow in two ways:
    • Real-time
    • Scheduled 

You’re all set to sync data between your Shopify and Acumatica apps.

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