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Install the Shopify – NetSuite D2C template

This article walks you through installing the Shopify – NetSuite D2C template and configuring the two connections before enabling any flows.

Before you begin

Complete all steps in Before you install the Shopify - NetSuite D2C template including installing the NetSuite bundles and enabling Token-based authentication.

Install the template from integrator.io

  1. Log in to integrator.io as an account owner.

  2. Go to the Marketplace and search for Shopify – NetSuite D2C template. The template is available in two regional versions. Use the link that matches your Celigo account region:

  3. Click Install now to begin.

  4. Configure a connection to NetSuite (Token-based)

  5. Configure a connection to Shopify (Auth: OAuth 2.0 and API type: GraphQL).

  6. Install Integrator Bundle.

  7. Install the Integrator SuiteApp.

  8. Install the copyresources now from template zip.

Post-installation steps

All 32 flows are disabled by default.

Do not enable any transactional flow until you have completed the following steps in order.

  1. Go to SettingsGeneral and configure Markets & Subsidiaries.

  2. Go to FlowsGeneric and run the Shopify Store to NetSuite custom record (add) flow.

  3. Go to SettingsGeneral, from the Store dropdown list, select the store (custom record).

  4. Click Save.

  5. Go to FlowsGeneric and run the Shopify business entity to NetSuite (add) and Shopify Markets to NetSuite (add) flows. The generic flows create foundational records in NetSuite that all transactional flows depend on. 

  6. Run the Shopify products to item ID map flow before you enable any order or inventory flows. 

  7. Configure template settings: Open the template tile > Settings, then configure locations mapping, payment methods, and shipping methods before enabling order flows.

  8. Enable flows in the recommended order: Start with customer flows, then order flows, then fulfillment, billing, refund, returns, cancellation, and finally payout flows.

Important

The NetSuite saved searches included with this D2C template are managed by the Celigo bundle (ID 81289). When Celigo releases a bundle update, any changes made directly to these saved searches will be overwritten, which can break your integration flows. Before making any changes to a template saved search, clone it first and use the cloned copy in your flow. Do not modify the original template saved searches directly. This ensures your customizations are preserved when the bundle is updated. To clone a saved search in NetSuite: open the saved search > click More > select Copy.