A new add-on “ payout reconciliation” is now available for Shopify - NetSuite Integration App. The add-on lets you streamline cash flow management to sync payment details with your customer orders recorded in NetSuite. It also helps you to track the amount you’ve been paid and other relative information without leaving the money to Shopify.
The add-on pulls the Payout reports from Shopify (only for the payouts with transfer status as “paid”) since the last execution of flow and reconciles them against the NetSuite Bank Deposits to transfer funds from the undeposited account to the bank account.
With our payout reconciliation capabilities, you can reconcile each and every Payout transaction against the matching NetSuite orders or refunds. This add-on automates the reconciliation process for deposits to accurately reflect the payments in your bank account.
For more information, refer to Payouts reconciliation.
You can now access historical orders that are more than 60 days using our Integration App. For instance, refunds for an order older than 60 days can be processed. Appropriate read and write permissions are added to the Shopify App “NetSuite SmartConnector” to access these orders.
The below two settings are introduced on the “Shopify Order to NetSuite Order/CashSale” flow’s settings page to filter the orders accordingly.
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Filter orders by : Let’s you select the time to filter orders either from the “Last updated time” or “Creation time” in Shopify. Based on the selected value, the associated orders within the specified duration are imported from Shopify to NetSuite.
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Lag time to update the order status : Enter the lag time in minutes to import orders that are expected to be updated to a designated status (either authorized, captured, or fulfilled). The lag time (in a number of minutes) you specify is deducted from the previous run time.
Notice
If you provide lag as 30, and your previous flow run time and date is 5:00 PM Nov 5th and present time and date is 5:00 PM Nov 10th, the flow considers the orders from 4:30 PM Nov 5th to 5:00 PM Nov 10th.
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You can now update the virtual variation for a parent level attribute such as “product title” from NetSuite to Shopify without any error. The error message should not be displayed when the item’s internal ID is part of multiple items.
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If a Shopify order does not consist of any shipping cost, and you select an option in the "NetSuite item to track Shopify shipping cost as a line item" advanced setting, the flow does not add a line item for shipping with the amount “0” in NetSuite.
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When you update any of the Shopify store details, the backend real-time flow “Shopify Store to NetSuite Update” now syncs all the changes to NetSuite without any errors.
You can use the “Ignore refunds generated using” setting to enter the comma-separated values for refund source names that the Integration App (SmartConnector) should ignore. For more information, refer to How to retrieve source name of an app
When you provide the source names in the “Ignore refunds generated using” setting and run the “Shopify Refund to NetSuite Refund” flow, the Integration App (SmartConnector) does not import the refunds generated by those sources to NetSuite to avoid duplicate refunds.
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Example: Instead of the Integration App (SmartConnector), if you use a separate integration to bring the Returnly generated refunds, this setting will help to ignore such refunds.
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Notes :
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This approach is not applicable if you create a 0$ refund as there won't be any transactions involved in it.
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If you are using both the import and export flows, add the source name of the “NetSuite Refund to Shopify Refund” flow as 672711 , in the “Ignore refunds generated using” setting. The setting will now ignore the refunds generated by the export flow.
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When you sync the gift card amount, the Netsuite refund record shows the selected item as a separate line item in the refund record with a negative (-) amount.
In the “NetSuite item to track Shopify gift card redemption as a line item” option,
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If an item is selected, and if a gift card refund exists, the selected item is displayed as a separate line item with a negative (-) amount in NetSuite.
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If an item is not selected, then a separate line item is not displayed in the NetSuite refund record.
If you want to use a different item to track the refund gift card amount, you can hardcode the item's internal ID to “refund_gift_card_item” in the “NetSuite Refund Order Import Adaptor” mappings of the “Shopify Refund to NetSuite Refund” flow. This mapping is considered only if the item is selected in the “NetSuite item to track Shopify gift card redemption as a line item” option.
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Note
It is recommended to use the item selected in the “NetSuite item to track Shopify gift card redemption as a line item” option to track the net amount.
We now display a discount code to the “Shopify discount code” custom field in NetSuite that is applied even for the line items.
The “Shopify Refund to NetSuite Refund” flow is now enhanced to sync the $0 refund records to restock the items in NetSuite.
If you modify any of the below-advanced settings, the integration app is enhanced to refresh automatically so that the user changes and mappings are in sync.
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Notes :
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If you update any changes in any other section or to any other flow, after auto-refresh, you are redirected to the Orders section.
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If you select “Default Lookup Value” in the Shipping or Payment advanced settings, the mappings are not impacted.
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Following are the list of settings:
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Order Import:
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Bring Shopify cart level discounts into NetSuite as
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NetSuite discount item to track Shopify cart discounts
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NetSuite SKU field
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Ship Method Mapping
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Payment Method Mapping
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Multi-Currency customers enabled in NetSuite
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Default NetSuite customer if missing on Shopify order
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Billing Export:
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Payments are captured in
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Refund Import:
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NetSuite Refund Method
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When you run the “Shopify Refund to NetSuite Refund” flow, irrespective of the adjustment item being taxable or not, the tax rate will be set to 0.
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When you use the on-demand order functionality and if the order already exists in NetSuite, an error is now displayed on the Dashboard, so that the orders are not ignored by the integration app.
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If you update your store name in Shopify, all the integration flows and saved searches will now display the updated store name automatically.
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When you refund an order with only the shipping amount, the refunded amount is now added against the line item in the following criteria.
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If an item is selected in the “NetSuite item to track Shopify shipping cost as a line item”, the refunded amount is added against that line item
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If the shipping is taxable, and if you use the “Add total tax against a single line item on the order” option, then the refunded amount is added against the tax item
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If both shipping and tax line items are not available, then the preference is given to the adjustment line item.
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When you import a paid order with a customer deposit and if the order has to be refunded before you create an invoice, the customer deposit is taken as reference and a customer refund is created. Though only customer refund is created, previously on the integration app Dashboard, the count was incorrectly shown as Success - 2, Ignore - 0, and Error - 0. After the fix, the Dashboard count is correctly shown as Success - 1, Ignore - 1, and Error - 0.
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You can now import refunds to NetSuite correctly when there are multiple records of kind “refund_discrepancy” in order_adjustments.
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In Shopify, if your item is tax inclusive (GST/VAT enabled) with a 100% discount applied at the line level, you will now see the tax rate and tax amount in NetSuite order.
The connector now supports the metafields at the variant level. By specifying metafields, you can provide additional information for the variants. To configure new metafields, enter your inputs in the newly introduced Specify your Shopify variant metafield components section, in the Product - Advanced Settings section. Based on the inputs you provide in the Namespace , Key , Value (Field ID) , and Description fields, the metafield information is exported to Shopify variants. It is recommended to create and update metafields using this section.
For more information about how to configure metafields at the variant level, refer to:
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Use the “Specify your Shopify variant metafield components” setting in the connector’s Product section - Advanced Settings (recommended).
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Use the NetSuite saved search : This approach is recommended only if a metafield’s value cannot be derived directly from a single field.
You can now use the on-demand feature, Using scheduled flow, sync Shopify Orders to NetSuite as in the Advanced Settings - Order tab to test the import flow or sync data related to the missing or historical orders. This option allows you to sync an order data (upto five orders) to NetSuite, even when the real-time flows, “Shopify Order to NetSuite Order Add” and “Shopify Order to NetSuite Cash Sale Add” are disabled.
To sync orders to NetSuite, when the flow is disabled, perform the following steps:
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Go to Advanced Settings > Order tab.
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Enter the Shopify order ID in the Shopify Order Id(s) field.
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From the Using scheduled flow, sync Shopify Orders to NetSuite as drop-down list, either select Sales Order or Cash Sale . Based on your selection, the order is either imported as a sales order or a cash sale to NetSuite.
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Click Save .
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Notes :
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When you schedule the "Shopify Order to NetSuite Order/CashSale Add" flow, your order is synced to NetSuite based on the option selected in the Using scheduled flow, sync Shopify Orders to NetSuite as drop-down list.
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If any of the real-time flow is enabled, the Using scheduled flow, sync Shopify Orders to NetSuite as option is disabled.
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The “Shopify Product to NetSuite Item Update” is now renamed as “Updates Deleted Products| Shopify Products to NetSuite Item. '' This flow marks items or variants deleted from Shopify as inactive in NetSuite.
When you export a customer from NetSuite, if the customer type is Company , then the connector now considers the customer’s first name as the company name.
In the backend code, the data type for the Shopify orders is now changed to “String”, so that the connector shows the Shopify Order Number as an integer and not a decimal number in NetSuite.
“NetSuite item to track Shopify gift card redemption as a line item” option now lists payment type items
When you sync an order to NetSuite, in the Advanced Settings - Order tab, the NetSuite item to track Shopify gift card redemption as a line item option now lists the payment type items along with the non-inventory items. When you select the payment type item from the drop-down list, in the NetSuite sales order, the payment type item is displayed as a separate line item. This is to ensure that if any discount is applied for a sales order, the same discount is not calculated on the payment type item.
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Note
In NetSuite, tax or discounts are not calculated for the payment type line item.
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When you run the “Shopify Transaction to NetSuite Customer Deposit Add” flow, the Order ID is now displayed in the customer deposit related error messages on the Dashboard page.
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For an item, if the SKU value is missing, the connector now respects the SKU value (internal ID of the item) specified in the NetSuite item to track Shopify order lines with no SKU value field in the Advanced Settings - Item tab.
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The source code is modified to ensure that the refunds are successful irrespective of the Projects (Setup > Company > Enable Features > Company > Projects section) option is checked or unchecked in NetSuite.
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When you make payment through multiple gift certificates, correct transaction records are now created in NetSuite.
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Notice
If the sales order is $510 and a customer makes a payment with two gift certificates ($210 and $300), the transaction records in NetSuite are now created as $210 and $300, instead of incorrect transaction records, such as $210 and $510.
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While importing an order, when you try to delete the existing mappings from the Payment tab in the Advanced Settings and add new mappings, the changes are now reflected in the respective flow’s field mappings and successfully allows you to save the Field Mappings window.
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You can now specify a start date and time for scheduled flows. With the help of this feature, you can fetch orders from a specific timestamp or historical orders. Also, it is very helpful if Shopify's or integrator.io's service is down and you do not want to miss any of the received orders.
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Under Settings > Integration Flow > Refund > Advanced Settings , we have introduced NetSuite to Shopify and Shopify to NetSuite sections. These sections contain advanced settings for their respective refund flow.
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Note
If there are four Customer Deposits, four Customer Refund records will also be created.Shopify Refund to NetSuite Refund Add flow now processes Customer Refunds using Customer Deposits. Prior to this release, the flow created a Credit Memo or a Cash Refund from an Invoice or Cash Sale of the order but not from Customer Deposits.
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We now support refunds based on Shopify Order's payment method. For more information, refer to Order's payment method for refund .
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Store upgrade and licensing will not face any issues even if you add multiple stores.
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If payment is pending, the Customer Deposit will not be created.
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We now handle gift cards and store credits more efficiently. If gift cards are used for transactions, the gift cards are not added as a variance anymore. The gift card amount is added as a line item with a negative amount.
We now support Shopify orders that use its multiple currency feature.
What is Shopify's multiple currency feature?
MultiCurrency empowers merchants who use Shopify Payments to let buyers check out in their local currency (the presentment currency). Merchants have control to select the currencies that they want to expose to buyers. Buyers who use their local currency will see prices in that currency throughout the online store and checkout. Shopify pays Merchant in single selected payout(shop currency) while accepting payments in multiple currencies from buyers.
The following is a list of what we support and what we do not for a multiple currency order.
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All transactions (Order/Cash Sale, Transaction, Customer Deposits, Refunds) that we bring from Shopify to NetSuite will be in Shopify stores' primary currency.
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For Refund or Billing flows that sync data from NetSuite to Shopify, Shopify expects the amounts in Shopify order's (presentment) currency. Therefore, we do not support these flows for multiple currency orders. Please use your Shopify UI to initiate refunds billing for multiple currency orders.
In the future, we will be providing the flexibility to import the transactions in Shopify order's (presentment) currency.
For more information, refer to Shopify Multiple Currency.
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Earlier we use to have a GST/VAT text box that was used to specify a fixed tax rate for syncing orders and refunds. Now we calculate the GST/VAT amount from the Shopify order.
Therefore, the GST/VAT text box is now removed from Settings > Integration Flows > Order > Advanced Settings > Tax and Settings > Integration Flows > Refund > Advanced Settings .
However, this setting is still available for the Products section. If you want Celigo to add GST/VAT amount to the Item price, please use this setting to input the tax percentage.
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The "Shopify Refund to NetSuite Refund Add" flow now takes into consideration the Restock checkbox present in Shopify while processing refunds. In Shopify, the Restock check box enables you to restore the inventory at the refund line item.
If you choose to restock in Shopify, when a Credit Memo gets created in NetSuite, the items' quantity gets updated as per the quantity specified in Shopify.
If you choose to not restock in Shopify, when a Credit Memo gets created in NetSuite, the items' quantity gets updated as zero.
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We have introduced the Syncs inventory levels for both published and unpublished Shopify items check box under Settings > Integration Flows > Inventory > Advanced Settings . When enabled, this check box syncs item IDs of the published and unpublished items to NetSuite. This will help you in managing items and inventory levels of items published outside of Shopify sales channel.
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Under Settings > Integration Flows > Order > Discount , if you are using Discount Item as a value in Bring Shopify cart level discounts into NetSuite as and in Shopify if the item level discount is applied at the cart level, the discount is recorded at the line level in the NetSuite Sales Order based on the settings ( Bring Shopify line level discounts into NetSuite as and NetSuite discount item to track Shopify line discounts ) configured for line level discounts.
In the Shopify—NetSuite SmartConnector, under Settings > Integration Flows > Order , Shopify Order to NetSuite Order/CashSale Add is the new scheduled flow added to sync orders from Shopify to NetSuite as per the scheduled time.
This flow is introduced to address the following scenarios.
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If you use any third-party tool to detect fraud detection, insert any tags, or make any other modification immediately to the order after it is created. In that case, you must only use the scheduled flow instead of the real-time flow as real-time flows do not capture third-party details.
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If you want to sync orders to NetSuite that the real-time flow missed.
Note
Notes:-
When syncing Shopify orders to NetSuite, if Shopify Order to NetSuite Order/CashSale (Scheduled Flow) is enabled, its mappings remain similar to the real-time flow ( Shopify Order to NetSuite Order Add or Shopify Order to NetSuite Cash Sale Add ) whichever is enabled. Any modification made in the real-time flow automatically reflects in the scheduled flow.
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If real-time flows are disabled, all the advanced settings of the real-time flows are applied to the scheduled flow. Also, you can make modify mappings in the scheduled flow.
1) You can now create a custom item field to sort matrix items or items with variations in ascending order in Shopify. You can use the custom item field to specify the item position. For example, if you have 5 matrix items, in the custom item field you can specify the position (1 through 5) for each matrix item. Generally, in the order in which you want the items to appear on Shopify.
To sort the items (matrix/variation) in Shopify in ascending order:
1. In NetSuite, go to Customization > Lists, Records, & Fields > Item Fields > New to create a new custom item field. The custom item field can only be used for a matrix item or virtual variation item and the item should be an Inventory item.
2. Add the custom field to the Celigo Shopify Matrix Item Export Saved Search.
3. Update mappings of the NetSuite Matrix Item to Shopify Product Add/Update flow to include the custom field you just created.
2) If you change the Shopify Store name, the Shopify—NetSuite connector automatically changes the store name in NetSuite Saved Searches and Flow Names in integrator.io.
Note
Only the default components (flows and Saved Searches) that came with the connector will get modified. Any customized component will require manual modification.
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Under the Advanced Settings > Order section of Shopify Order to NetSuite Order Add and Shopify Order to NetSuite Cash Sale Add flows, if you are trying to add a record (on-demand order sync to NetSuite) in NetSuite using the Shopify Order Id(s) field , the conditions specified in Add web orders into NetSuite , Add sales channel orders into NetSuite , Add pending orders into NetSuite , and Assign NetSuite order status as Pending Approval will not be taken into consideration.
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You can now track the variance using the NetSuite item to track the variance adjustments as a line item field present under Settings > Integration Flows > Order . This helps you to create a positive or a negative line item in Sales Order in Netsuite so that both Shopify and NetSuite reflect the same amount.
In NetSuite, the variance (positive or negative) is recorded under Sales Order > eTail > ETAIL ORDER TOTAL VARIANCE , whereas the adjustment item added for variance correction can be seen at Sales Order > Items .
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For the NetSuite Order to Shopify Order Add flow, the following default mappings are added in ID Write back To NetSuite.
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Shopify Order Number
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Items: Shopify Tax Title
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Items: Shopify fulfillment service
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Items: eTail Order Line Tax
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Performance improvements are made to the Saved Searches in NetSuite for faster execution.
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For the Shopify Transaction to NetSuite Customer Deposit Add flow, only transactions marked as Captured are for creating Customer Deposits.
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Support for syncing Order Refunds from Shopify into NetSuite: The connector now packages a new integration flow under the "Refunds" section to sync refunds from Shopify into NetSuite. For more information, please see here.
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Support for syncing Order Cancellations from Shopify into NetSuite: The connector now packages a new integration flow under the "Cancellations" section to sync refunds from Shopify into NetSuite. For more information, please see here.
To support the new Muti-Location feature in the connector, the Inventory and Item flows have been enhanced to leverage the new and advanced Shopify APIs to track inventory by location. To send a location for each fulfilment/refund notification from NetSuite to Shopify, the Order Fulfillment and Refund flows have also been enhanced.
Once Shopify makes the Multi-Locations feature available to merchants, you would be able to set up multiple locations in Shopify and then simply map NetSuite locations with corresponding Shopify locations to be able to send inventory levels per location.
For more information, refer to Support for Shopify’s Multi-location inventory.
A new tab, in the Order Flow > Advanced Setting >Tax has been added which contains new fields.
These fields enable you to specify your preference for mapping tax totals between NetSuite and Shopify. The primary field, How would you like to bring sales tax into NetSuite, consist of the following option:
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Overwrite taxes with Shopify tax amounts
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NetSuite calculates taxes using its own tax engine
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Add total tax against a single line item on the order
To know more in detail about these settings and the feature, see Handling order taxes in NetSuite.
In September 2017 v1.12.0 , the enhancement for the image export functionality was introduced in the Shopify – NetSuite connector. The NetSuite Item to Shopify Product Add/Update and NetSuite Matrix Item to Shopify Product Add/Update integration flows were enhanced to accommodate adding or updating product images along with other product details.
In this release, the connector capabilities pertaining to image export have been further enhanced to also support syncing image all tags along with the image.
Note
You can still configure the NetSuite in the way explained in Image export using the product data flows, if you do not wish to export image tags from NetSuite to Shopify.
Prior to this enhancement, you had the option to configure (Add, Delete, and Modify) default as well as new mappings in the connector for all flows. Celigo provides few default mappings which are mandatory for a flow to function. We have observed that some time while configuring mappings pertaining to a flow, users were configuring few default mappings in a way that was breaking their connector to function appropriately.
With this release, new functionality has been introduced into the mappings window for all flows. This new feature helps you in easily identifying all mission-critical mappings associated with a flow. The intent of this functionality is to make the mapping window more intuitive and the Shopify connector more advanced by adding restrictions. The restriction is in the form of locked mappings. A lock icon will now appear in mappings for both the Export Field (Webhook) and Import Field (NetSuite) fields. The Lock icon in a field signifies that it is not editable.
The restriction for modifying mappings is mainly of the following types:
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Required and Non-Editable MappingsIn this restriction, both the Export Field (Webhook) and Import Field (NetSuite) fields of mapping are locked and the Settings option is also non-editable. In this case, the connector completely restricts you from making any modifications into the critical mappings as any such modifications may impact the capability of the Shopify connector.
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Required and Partially Editable MappingsIn this restriction, only the Import Field (NetSuite) field of mapping is locked. In this case, the connector allows you to modify the Export Field (Webhook) and the Settings option. This is done to restrict you from making any modifications in Import Field (NetSuite) field for the critical mappings as any such modifications may impact the capability of the Shopify connector.
A new Advanced Setting, Credit Card payments are captured in, has been added to the Billing section. The new setting allows you to set your preference for syncing order payment information depending on where you capture credit card payments and at what point. The new advanced setting consist of the following options:
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Shopify at time of sale
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NetSuite after the order fulfillment
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Shopify after the order fulfillment
For more information, see Billing: Advanced Settings for billing flows.
A new tab, Discount, consisting of the new fields has been added in Order > Advanced Setting. These settings will allow y ou to configure the way you want the discount to be imported into NetSuite.
The advanced setting Bring Shopify cart level discounts into NetSuite as drop-down list enables you to import cart level discount in the following ways:
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Promotion
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Coupon Code
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Discount item (Recommended)
The Bring Shopify line level discounts into NetSuite as drop-down list enables you to import line (Item) level discount at order line-level in NetSuite in the following ways:
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New line below the original line (recommended)
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Adjustments to item list price
For more information see, Importing Shopify order discount in NetSuite.
A new integration flow, NetSuite Customer to Shopify Customer Add, has been added to the Order section of the NetSuite-Shopify connector. This new flow allows you to sync customer information created in NetSuite to Shopify. At present, the NetSuite Customer to Shopify Customer Add integration flow only supports the add operation. The update operation is not supported by this flow.
For more information about this flow see, Order: NetSuite Customer to Shopify Customer.
The Add pending payment orders into NetSuite advanced setting located under the Order section > Advanced Settings > Orders tab allows you to control the support for importing pending orders. When you enable this field, the connector will pull orders in the “Pending” state from Shopify in your NetSuite account that have not already been retrieved and synced previously. In general, this includes orders where the payment is typically received outside of Shopify, such as B2B orders or payment methods like COD.
For more information, see Import orders in “Pending” payment status from Shopify into NetSuite.
At present, COD orders are added in Shopify with the Pending status. When you have setting enabled to capture payments once the order is captured in Shopify such orders never get imported into NetSuite unless they are marked as "Paid" manually in Shopify.
With this enhancement, you can enable the Add pending payment orders into NetSuite field in the Order section > Advanced Settings > Orders tab to import COD orders in NetSuite. Enabling this field also displays additional field, Shopify Payment Gateway Ids, in the connector. This field is used to specify the payment gateway name for which you want to import pending order.
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Note
COD is specified by default in the Shopify Payment Gateway Ids field.
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New Integration flow that supports exporting sales orders from NetSuite to Shopify
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The feature addresses the pain point for clients that want to push Busines-to-Business wholesale orders, phone orders, or even a one-time push of legacy orders in NetSuite ERP to Shopify eCommerce platform.
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This integration flow is only supported with the premium (previously "enterprise") edition of the connector.
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The integration flow runs on a batch basis, picks up sales orders in NetSuite per the defined saved search criteria and creates them in Shopify.
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The integration flow only supports a one-time push of sales order from NetSuite to Shopify and any further updates to that order in NetSuite are not supported.
For more information see, Order: NetSuite to Shopify.
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NetSuite sandbox refreshes no longer corrupts the connector integration
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Prior to this release, the Shopify - NetSuite integration use to break when NetSuite sandbox was refreshed. This use to happen due to distributed records stored in NetSuite Sandbox by the connector that would get removed. The connector no longer stores these records in NetSuite now and these distributed records are stored in the integrator.io directly.
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Note that any saved searches and custom record entries relevant to the connector in customer's sandbox account do get replaced with the data in NetSuite production so there will be configuration changes required in UI to restore the integration. You are required to update the lookup mappings and advanced settings for NetSuite saved searches with the new records.
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What's new
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Support for Images Export from NetSuite to Shopify
To support this feature, the NetSuite Item to Shopify Product Add/Update and NetSuite Matrix Item to Shopify Product Add/Update integration flows have been enhanced to accommodate adding or updating product images along with other product details. Images that need to be imported can be in form of files and URLs inside of NetSuite and are exported as URLs to Shopify. Once all images are exported to Shopify, it downloads the image from the URL and renders it.
For more information see, Image export using the product data flows.
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Support for Virtual Variations (parent/child relationship without using matrix item feature)To support this feature, the NetSuite Matrix Item to Shopify Product Add/Update flow has been enhanced to accommodate creating virtual variation items. This feature allows you to leverage the virtual variation functionality by Celigo to setup parent-child relationship between the Inventory (Matrix & Non-Matrix), Assembly (Matrix & Non-Matrix), and Kit Items without using matrix item feature in NetSuite.
As part of this enhancement, you are no longer required to use NetSuite's native Matrix Item functionality to setup parent-child relationship instead you can use simple items and a custom field to create a virtual parent-child relationship between their SKUs.
For more information see, Setup parent-child relationship in Shopify without NetSuite's Matrix Item functionality.
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Support for Kit Inventory ExportA new data flow has been added that exports Kit inventory (quantity) from NetSuite to Shopify. Kit quantity is calculated independently for each NetSuite inventory location. If multiple NetSuite inventory locations are mapped to one Shopify Fulfilment node, then the kit quantity for each NetSuite location is calculated independently and a total of these quantities is synced to Shopify.
Shopify does not have a concept of Kits/bundles, therefore some of our customers have modeled their NetSuite Kits as simple items in Shopify. Connector now supports calculating inventory of Kit Items in NetSuite & export them to the corresponding simple items in Shopify.
For more information see, Kit Inventory support for Shopify
What's improved
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External Id to prevent duplicate customer record
To prevent the creation of duplicate customer records in NetSuite, connector now tags NetSuite each new customer record with a unique external Id (just like orders).
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Shopify Transaction to NetSuite Customer Deposit AddIf you charge customers at the time of sale and before the order is fulfilled, this integration flow can be leveraged to create customer deposits in NetSuite as soon as the order is imported into NetSuite. To enable this integration flow, use the “Off/On” option. Once the order is fulfilled, you can apply the order invoice to this customer deposit. The integration flow creates one customer deposit per each payment method used on the order.
For more information see, Billing.
A new checkbox, Each product in Shopify has a unique title, has been added as part of this enhancement. When enabled, this checkbox prevents the creation of duplicates items with the same product title in Shopify during Item Export.
An error message is generated when you try to add a product that already exists in Shopify.
What's new
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Product Tour:
The product tour allows you to take a guided walkthrough of all the components in the Shopify-NetSuite Connector. The interactive tours highlight important features, components and their purpose, which helps you determine how to maneuver the connector. Click on the Product Tour icon as displayed in the following screen to get started with the guided tour of the connector:
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Support for Token-Based Authentication (TBA)The Shopify-NetSuite connector now supports token-based authentication. Once you have configured your NetSuite Account Credentials using the Basic authentication type, you can go to the Connections option, locate the NetSuite Connection and click the Edit icon. The connection page is displayed. From this page, select the Authentication type value as Token and enter the required information.
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UI support for setting own criteria for importing customers
During customer import flow, Shopify customer records were currently matched up against NetSuite customers first by the Shopify Id and then by the customer email. However, an additional criteria is required to search for customers only within a particular subsidiary when NetSuite accounts are setup as multi-subsidiary. To accomplish this, the Customer Import flow has been enhanced, as displayed in the following screens, to add the customer import criteria in the connector’s interface:
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"Inactive is False" filter support by default to Lookup Criteria for Customers and ItemsIn the Order section for the Shopify Order to NetSuite Order Add and Shopify Order to NetSuite Cash Sale Add flow, a new lookup criteria has been added in the SKU field mapping as shown in the following screen. This lookup criteria helps you avoid the inactive items in NetSuite when you look for a particular SKU.
Note
This option is available for new customers by default. Existing customer can also enable this functionality as shown above by adding lookup criteria, selecting the value as Inactive, and entering the value as “F”
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Organization of the Advanced Setting options in the Order section
All the Advanced Setting in the Order section have been categorized into tabs. Each tab consists of different settings associated with these tabs.
Shipping
Payment
Order
Customer
POS
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Enhanced the Shopify Product Id to NetSuite Item Mass Update flowThe Shopify Product Id to NetSuite Item Mass Update flow in the Inventory section has been enhanced to ignore unpublished/hidden items in Shopify. As part of this enhancement, the filtering criteria has been enhanced to exclude Shopify Items that are not published on sales channel.
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Changed "Store Id" filter to "Store Name" in NetSuite Export Saved Searches
For the Celigo Shopify Billing Export Search saved search in NetSuite, the "Store Id" filter has been replaced with "Store Name". The change has been made to improve the performance of the saved search in NetSuite. Prior to fix, in some instances, it was noticed that the saved search was getting time-out as the Store Id filter does not work for some of the accounts. In these cases, replacing the filter to Store Name improves the performance.
By default, this fix is available to be used by new customers. Existing customer can make this change in the Celigo Shopify Billing Export Search saved search in NetSuite.
What's fixed?
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Fix for channel orders entered in Shopify via API
Prior to the fix, the connector was ignoring the sales channel orders when the Add web orders into NetSuite drop-down list value was selected as “When they are captured in Shopify”. To counter this issue, the Add sales channel orders into NetSuite checkbox has been added in Advanced Setting of the Order
This checkbox when selected, enables you to add sales channel orders that come to Shopify to be imported into NetSuite. For example: If you sell on sales channels like Wanelo, Houzz that are directly integrated with Shopify, this checkbox enables you to add the orders coming on these sales channel into NetSuite.
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Replaced item search lookup criteria for the SKU field mappingIn the Order section for the Shopify Order to NetSuite Order Add and Shopify Order to NetSuite Cash Sale Add flow, Name lookup criteria has been replaced with the Name (Internal) lookup criteria in the SKU field mapping as shown in the following screen. This lookup criteria populates search results from NetSuite that exactly matches the searched term rather than populating related search results. For example, with previous criteria if you search for an item with name ABC, and NetSuite had following item ABC and ABC:XYZ the both with be populated. With the new criteria, if you search for the item ABC the only ABC result gets populated and ABC:XYZ get ignored.
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On-Demand Order Import - Customers can now import up to 5 orders on-demand. Provide up to 5 Shopify order ids separated by a comma (,) and click Save.
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Import Shopify POS orders as Sales Orders in NetSuite - Customers can now import all Shopify POS orders as sales orders in NetSuite using this optional setting.
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Import Fulfilled Shopify Orders only into NetSuite - Customers can import Shopify sales orders into Netsuite only after they are fulfilled in Shopify.
Refer Configure Data Flows in Shopify - NetSuite Connector for more info.
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Configuring Ship Method & Payment Method mappings between Shopify and NetSuite for the order import is now easier than ever
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Two new settings "Map Ship Methods" and "Map Payment Methods" in "Advanced Settings" section under "Order" that allow you to map Shipment & Payment Methods respectively between Shopify and NetSuite.
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Existing values for these mappings will be automatically migrated to these settings and going forward, you must use add/update these mappings from these new settings only.
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Help Articles for Ship Mappings & Payment Mappings have been updated in accordance with this change.
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Improved the error message for the specific scenario when there is no customer present on Shopify order & order fails to import into NetSuite.
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Improved tooltips for few settings under "Advanced Settings" in Order section based on the customer feedback.
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Fixed the Matrix Item Export data flow "NetSuite Matrix Item to Shopify Product Add/Update" to export the item to Shopify successfully on the first save action in NetSuite. Earlier, connector required the Matrix item be updated twice in order for a successful export.
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Fixed the error "Could not retrieve order risk information, please retry later." during order import from Shopify into NetSuite. Orders are now automatically re-tried if connector fails to connect with Shopify to retrieve the order risk information.
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Fixed a couple of errors during the execution of "Shopify Product Id to NetSuite Item Mass Update" data flow.
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Fixed the error during the execution of "Shopify Store to NetSuite Update" data flow.
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New data flow to import Shopify orders as cash sales in NetSuite for customers that have direct Shopify - 3PL integrations & do not perform fulfillments inside of NetSuite.
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New data flow to import Shopify order transactions in NetSuite giving you the ability to reconcile payment info b/w NetSuite & their payment gateways directly from within NetSuite.
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Connector now intelligently imports a Shopify order as a NetSuite sales order OR as a NetSuite cash sale depending on whether the order will be fulfilled inside of NetSuite or by a 3PL integrated with Shopify (for ex- Amazon FBA) respectively.
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Support for mapping custom fields (aka Metafields in Shopify terminology) for Customer Import flow.
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Connector now allows customers to break up Shopify order tax amount (County/State/Country tax) as individual line items on NetSuite sales order. This applies to customers who have chosen to disable native NetSuite tax engine.
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Support for importing Shopify order risk analysis directly inside of NetSuite
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Two additional custom fields are now present under "eTail" tab on your NetSuite sales order form that will include the risk level & risk analysis from Shopify
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A new advanced setting 'Assign NetSuite order status as Pending Approval' has been added to the 'Order' section and Medium/High-risk orders can be brought in with Pending Approval status in NetSuite
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Automation of billing NetSuite sales orders as cash sales or/and invoices
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Two additional data flows have been added to the "Billing" section that allows you to automatically bill orders as cash sales or/and invoices once they are inside of NetSuite
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Support for importing all Shopify orders against a single NetSuite customer record
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A new advanced setting 'Add all orders against the default NetSuite customer' has been added to the 'Order' section
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Setting the checkbox to true assigns all the incoming orders to the NetSutie customer record provided in the "Default NetSuite customer.." setting
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Support for importing leads from Shopify as NetSuite customers
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The customer import flow has been enhanced to run independently of order import & now also supports syncing all updates on Shopify customer record to NetSuite
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Full support for meta fields in Item Export data flow
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Previously, connector would only allow updating existing Shopify meta fields from NetSuite Item on to Shopify Product
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With this update, connector can also support create as well as update of meta fields directly from within NetSuite
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See documentation on how to map to Shopify metafields here.
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Two new advanced settings have been added to the 'Product' section that allows you to provide the NetSuite price level & currency to be used for pulling the price info from NetSuite & exporting it to Shopify
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Support for premium (previously "enterprise") edition data flows : (Note: This functionality comes at an additional cost & you can contact your account manager to request for an upgrade to the premium (previously "enterprise") edition)
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Support for above data flows if you have additional Shopify Stores that need to be connected to NetSuite
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Enhancements to the starter (previously "standard") edition data flow:
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Added a new configuration setting in Inventory Export flow to provide inventory locations from which the Inventory should be picked from.
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Improvements in error messages for Shipping Method & Payment Method failures to include a hyperlink that clearly articulates the call to action.
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Updating the store name in Shopify also updates the store name in NetSuite & integrator.io dashboards.
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Support for importing Shopify POS as Cash Sales in NetSuite.
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Support for setting "Product Visibility" to Shopify items directly from NetSuite.
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Support for mapping Shopify product metadata fields to NetSuite standard/custom fields.
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New Advanced Settings have been added to "Order" section:
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Shopify Order Id: Provide a single Shopify Order Id to retry order import into NetSuite. The field data is removed after you save the settings & the order data flow is kicked off to import that specific order.
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NetSuite item to track Shopify gift card redemption as a line item: Lets you choose the corresponding NetSuite item to track Shopify gift card amount & adds it as a line item on the NetSuite sales order.
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NetSuite item to track Shopify shipping cost as a line item: This is an optional setting and lets you choose the corresponding NetSuite item to track Shopify order shipping costs as a line item on the NetSuite sales order.
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NetSuite item to track Shopify tax amount as a line item: This is an optional setting and lets you choose the corresponding NetSuite item to track Shopify order tax amounts as a line item on the NetSuite sales order.
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Default NetSuite customer if missing on Shopify order: Provide the internal id of the default customer record in NetSuite to be assigned to the NetSuite sales order record when there is no customer information present on the Shopify side.
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NetSuite account to be credited for Shopify POS orders: Lets you choose the NetSuite account to be credited for the Shopify POS orders imported directly as cash sales in NetSuite.
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We have made it more simple for you to enable/disable data flows by replacing the checkboxes on connector settings page with "On/Off" slider buttons.
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A new Advanced Setting has been added to "Inventory Sync" section:
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Always sync inventory levels for entire catalog: Enabling this setting allows you to sync the inventory levels for all the NetSuite items which are linked to your Shopify store.
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Connector settings page has a new section called "Fulfillment Sync" now and all the flow settings for "NetSuite Fulfillment to Shopify Fulfillment Add" have been moved from "Order Sync" to "Fulfillment Sync".
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New Advanced Settings has been added to "Order Sync" section:
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NetSuite discount item to track Shopify discounts: Lets you choose the corresponding NetSuite item to track discount amounts on your Shopify orders. Discount Code used on the Shopify order is mapped to the "Shopify Discount Code" field under "eTail" tab on the Sales Order record in NetSuite.
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Trim customer name if invalid on Shopify order: Lets you define a business rule where invalid first name & last name on Shopify order are automatically trimmed to first 32 characters before the order is added to NetSuite. This prevents order import failures when the buyer enters more than 32 characters for first name and/or last name fields in Shopify.
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Default first name if missing on Shopify order: Lets you define a business rule where the missing first name on Shopify order is automatically replaced with a default value of your choice before the order is added to NetSuite. This helps prevent any manual intervention to import orders with missing first name. For ex- you can enter a default value FNU i.e. First Name Unavailable in this field.
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Remove phone number if invalid on Shopify order: Lets you define a business rule where invalid phone numbers on Shopify order are automatically removed before the order is added to NetSuite. This prevents any manual intervention to import orders with invalid phone numbers(<7 digits or alphanumeric format).
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New Advanced Settings has been added to "Fulfillment Sync" section:
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Pick, Pack and Ship enabled in NetSuite: This should be checked/unchecked depending on whether the corresponding feature is enabled or not in NetSuite. When checked, the data flow exports the shipment only when the status of the NetSuite fulfillment changes to 'Shipped'.
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Support for upgrading your Shopify Connector from the starter (previously "standard") or premium (previously "enterprise") edition.
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Connector setup installer wizard now automatically detects if the NetSuite bundles are already installed in your account & skips the bundle installation steps.
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If the email is unavailable on the Shopify order, connector no longer errors out & successfully imports the order into NetSuite without any email info.
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Already fulfilled orders in Shopify are no longer displayed as errors in your integrator.io dashboard.
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Play Button to run the real-time "Order Import" data flow is no longer displayed on the connector settings page.
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Support for exporting NetSuite Matrix Items as Shopify Product & Variations from NetSuite to Shopify. Note that this functionality is only available to customers on the standard (previously "premium") edition of the Shopify - NetSuite Connector. To learn more, please click here.
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Support for exporting Kit Items from NetSuite to Shopify via Item Export data flow. Note that the exporting Inventory for Kit Items is not supported.
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Support for the standard (previously "premium") edition dataflows:
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Item Export from NetSuite to Shopify
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Billing Export from NetSuite to Shopify
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Support for above dataflows if you additional Shopify Stores that need to be connected to NetSuite
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Enhancements to the starter (previously "standard") edition dataflows:
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Added a new dataflow to mass update Product Ids & Variant IDs from Shopify into NetSuite. Flow can be scheduled or run on-demand to mass import the Variant Ids required for keeping the Inventory levels in sync between Shopify & NetSuite.
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Added a new config setting in Order Import flow to define the criteria as to when the orders should be imported into NetSuite.
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Support for connecting multiple Shopify stores to a single NetSuite account.
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Installation of additional Shopify stores can be accomplished in minutes via a self-installation UI wizard.
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For each additional Shopify store installed, the connector adds all the dataflows (Order Sync, Fulfillment Sync & Inventory Sync) in your integrator.io account along with their default mappings & flow settings.
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For more details, please click here.
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All the error messages for Order Import are now prefixed with Shopify Order Number.
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"Shopify Order Number" custom field in NetSuite is now globally searchable.