Configure the Shopify - Acumatica quickstart integration template flows

The Shopify - Acumatica quickstart integration template lets you Integrate your Shopify stores with Acumatica for timely order fulfillment, accurate product availability, and real-time visibility into order status. The Shopify-Acumatica quickstart integration template comprises a set of pre-built integration flows. These flows help you sync customers, products, inventories, orders, fulfillments, billings, order cancellations, and customer refunds information between Shopify and Acumatica.

Acumatica customers to Shopify customers

The flow syncs the new customers created in Acumatica as Shopify customers. When a customer already exists in Acumatica, the flow ignores the existing record. If this flow is enabled, it runs in sequence with the Acumatica sales orders to Shopify orders flow.

• Built-in export: Get Acumatica customers
• Built-in import: Import Shopify customers

Acumatica items to Shopify products

The flow syncs new items from Acumatica as Shopify products. When an existing item is updated in Acumatica, the flow syncs the updated information to the Shopify product.

• Built-in export: Get Acumatica items
• Built-in import: Import Shopify products

Configure the following static mapping per your business requirement in Import Shopify products, before you run the flow:

Acumatica inventories to Shopify inventories

The flow syncs inventory levels from Acumatica to Shopify. When the existing inventory is updated in Acumatica, the flow syncs the updated inventory information to Shopify.

• Built-in export: 
  • Get Acumatica inventory receipts
  • Get Acumatica inventory receipt by id
• Built-in imports: 
  • Get Shopify products
  • Get Shopify product variants
  • Import Shopify inventory levels

Configure the following mapping according to your business requirements in Import Shopify inventory levels, before you run the flow:

Acumatica shipments to Shopify fulfillments

The flow syncs new shipments from Acumatica as item fulfillment to Shopify.

• Built-in exports: 
  • Get Acumatica shipments
  • Get Acumatica sales orders by order number
  • Get Shopify fulfillment orders by ID
  • Get Acumatica shipment by shipment id
• Built-in import: 
  • Import Shopify locations
  • Import Shopify fulfillments

Configure the following static mapping for your business rules in Import Shopify locations, before you run the flow:

In the Shopify locations import flow, update the Shopify location ID in the input filter where you want to fulfill the fulfillment orders as per the requirement.

function filter (options) {
  if(options.record.assigned_location_id != 123456 ){
     return true
  }else{
  return false
  }
}

Acumatica sales invoices to Shopify billing

The flow syncs the Acumatica sales invoice to Shopify billing records.

• Built-in exports: 
  • Get Acumatica sales invoices
  • Get Acumatica sales invoices details
  • Get Acumatica sales orders
• Built-in import: Import Shopify billing

Configure the following static mapping per your business requirements in Import Shopify billing, before you run the flow:

Acumatica customer refunds to Shopify refunds

The flow syncs the Acumatica customer refunds as Shopify refunds.

• Built-in exports: 
  • Get Acumatica payments
  • Get Acumatica payments by id and type
  • Get Acumatica Customer Refund by id and type
  • Get Acumatica sales orders by id and type
• Built-in imports:
  • Get Shopify orders by id
  • Get transactions by id
  • Import Shopify refunds

Configure the following mappings per your Acumatica configuration, before you run the flow:

• A static mapping in Import Shopify refunds:
  

  Export field (Acumatica)	Import field (Shopify)
  _PARENT.OrderDetails.Status.value	refund_line_items[*].restock_type

• A dynamic mapping in the Import Shopify refunds import:
  

  Export field (Acumatica)	Import field (Shopify)
  	refund.refund_line_items[*].line_item_id

  1. Next to the refund.refund_line_items[*].line_item_id mapping, click Settings.
  2. In the Field mapping type setting, select Lookup.
  3. In the Options field, select Dynamic Search.
  4. Enter the relative URI as /products.json?title={{InventoryID.value}}.
  5. Select HTTP method as GET
  6. Select Resource identifier path as products[0].id
• The following mappings in Import Shopify refunds:
  

  Export field (Acumatica)	Import field (Shopify)
  “refund”	refund.transactions[*].kind
  “true”	refund.shipping.full_refund
  “6915981430”	refund_line_items[*].location_id

Acumatica sales orders to Shopify orders

The flow syncs the Shopify orders as Acumatica sales orders. If the Shopify customers to Acumatica customers flow is enabled, the flow syncs Shopify customers to Acumatica.

• Built-in exports: 
  • Get Acumatica sales orders
  • Get Acumatica sales order by OrderNumber
  • Get Acumatica customer by id
• Built-in imports: 
  • Import Shopify customers
  • Import Shopify orders
  • Import Acumatica sales orders

Important: Items in Shopify and Acumatica must match.

Configure the following mappings per your business requirements, before you run the flow:

• The following static mappings in Import Shopify orders:
  

  Export field (Acumatica)	Import field (Shopify)
  Order.Status.value	order.financial_status
  PaymentMethod.value	order.gateway
  Order.ShipVia.value	order.shipping_lines[*].title

• The following mappings in the Import Shopify orders import:
  

  Export field (Acumatica)	Import field (Shopify)
  “Custom discount”	order.discount_codes[*].code
  “fixed amount”	order.discount_codes[*].type

Acumatica sales orders cancellation to Shopify orders cancellation

If an order is cancelled in Acumatica, the flow syncs the order status as “cancelled” to Shopify.

• Built-in export: Get Acumatica sales order cancellation
• Built-in import: Import Shopify cancelled orders

Important: Shopify order ID should be stored as an ExternalRef value in Acumatica sales orders.

Configure the following mapping for your business logicin Import Shopify cancelled orders, before you run the flow:

Shopify customers to Acumatica customers

The flow syncs new customers created in Shopify as Acumatica customers. When an existing customer is updated in Shopify, the flow syncs the updated information to the Acumatica customer record. If this flow is enabled, it runs in sequence with the Shopify sales to Acumatica sales orders flow.

• Built-in export: Get Shopify customers
• Built-in import: Import Acumatica customers

Configure the following per your business needs in Import Shopify customers, before you run the flow:

Shopify orders to Acumatica sales orders

The flow syncs Shopify orders as Acumatica sales orders. When an order is created/updated in Shopify, the integration flow exports orders from Shopify to Acumatica sales orders.

• Built-in export:
  • Get Shopify orders
• Built-in imports: 
  • Import Acumatica customers
  • Get Acumatica sales order by ExternalRef as lookup identifier.
  • Import Acumatica sales orders

Configure the following mappings for your business requirements, before you run the flow:

• The following static mappings in Import Acumatica sales orders:
  

  Export field (Shopify)	Import field (Acumatica)
  gateway	PaymentMethod.value
  shipping_lines[0].title	ShipVia.value

• The following mappings in Import Acumatica customers:
  

  Export field (Shopify)	Import field (Acumatica)
  “Active”	Status.value
  “LOCAL”	CustomerClass.value
  “EOM”	StatementCycleID.value

• The following mappings in Import Acumatica sales orders:
  

  Export field (Shopify)	Import field (Acumatica)
  “SO”	OrderType.value
  “true”	BillToAddressOverride.value
  “true”	BillToContactOverride.value
  “true”	ShipToAddressOverride.value
  “true”	ShipToContactOverride.value
  “true”	Details[*].ManualDiscount.value
  "0"	Details[*].Subitem.value

Shopify order cancellations to Acumatica sales order cancellations

If an order is cancelled in Shopify, the flow syncs the order status as “cancelled” to Acumatica sales order.

• Built-in export: Get Shopify order cancellation
• Built-in import: Import Acumatica sales order cancellation

Important: Store the Shopify order ID as an ExternalRef value in Acumatica sales orders.

Configure the following mappings per your business requirements, before you run the flow:

• A dynamic mapping:
  

  Export field (Shopify)	Import field (Acumatica)
  id	entity.OrderNbr.value

  1. After you configure the above mapping, click Settings next to the entity.OrderNbr.value mapping.
  2. In the Field mapping type setting, select Lookup.
  3. In the Options field, select Dynamic Search.
  4. Enter the relative URI as /SalesOrder?$filter=ExternalRef eq '{{data.id}}’.
  5. Select HTTP method as GET
  6. Select Resource identifier path as OrderNbr.value.
• The below mappings in Import Acumatica sales order cancellation:
  

  Export field (Shopify)	Import field (Acumatica)
  “SO”	entity.OrderType.value
  “Open”	entity.Status.value

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. In the Flows section, enable the On/Off toggle button next to the flow. 
3. On the confirmation window, click Yes.
4. Click Run next to the appropriate flow.