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Before you install the Shopify - NetSuite D2C template

Saikumar Rachamalla
Updated

Before you install the Shopify – NetSuite D2C template, ensure that all of the following prerequisites are met across your NetSuite account, Shopify store, and Celigo account.

NetSuite requirements

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.

Install the integrator.io bundle

  1. Log in to NetSuite as an administrator.

  2. Go to Customization > SuiteBundler > Search & Install Bundles.

  3. Search for bundle ID 20038 (Celigo integrator.io) and click Install.

  4. Accept the permissions and confirm installation.

Install the Shopify Connector bundle

  1. Go to Customization > SuiteBundler > Search & Install Bundles.

  2. Search for bundle ID 81289 (Celigo Shopify Connector [IO]) and click Install.

  3. Accept the permissions and confirm installation. This bundle deploys all required saved searches and custom fields.

Enable Token-Based Authentication

  1. Go to Setup > Company > Enable Features.

  2. Click the SuiteCloud subtab.

  3. In the Manage Authentication section, check the Token-Based Authentication checkbox.

  4. Click Save.

Enable Return Authorizations

  1. Go to Setup > Company > Enable Features.

  2. Click the Transactions subtab.

  3. Check the Return Authorizations checkbox.

  4. Click Save.

Create a custom NetSuite role

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Next to the Celigo eTail SmartConnectors role, click Customize to clone it.

  3. Enter a new name for the cloned role and configure permissions as required by your business.

  4. Click Save.

Create an access token

  1. Go to Setup > Users/Roles > Access Tokens > New.

  2. Select eTail Connectors as the application.

  3. Select the integration user and the custom role you created above.

  4. Click Save. Copy the Token ID and Token Secret. These are shown only once.

Ensure eTail custom fields are enabled on NetSuite forms

Ensure that the Shopify custom fields are enabled on the relevant NetSuite forms (Item Receipts > eTail tab and Return Authorization > eTail tab). The bundle includes additional fields required for data synchronization. If these fields are not visible on the forms, you must enable them manually.

The required fields include (but are not limited to):

  • Shopify Store

  • eTail Order Id

  • eTail Refund Id

  • eTail Shopify Return Id

  • eTail Shopify Return Processed

  • eTail Order Line Id

  • Additional eTail/Shopify-related fields included in the bundle

Important

If these custom fields are not enabled and populated on the corresponding records, it can result in inconsistent saved search results, lookup failures, and unexpected flow behaviours, especially during return and exchange processing.

Shopify requirements

  • A Shopify store with Admin API access enabled.

  • Store owner credentials for the initial OAuth 2.0 authorization. Only account owners in integrator.io can authorize the Shopify connection.

  • The Shopify API scopes must be granted when authorizing through the Celigo Shopify App Store listing: read_orders, write_orders, read_products, write_products, read_inventory, write_inventory, read_fulfillments, write_fulfillments, read_customers, write_customers, read_returns, write_returns, read_markets, write_markets, read_shopify_payments_payouts.

Important

Not all Shopify API scopes required for the GraphQL template are currently supported through the Shopify connector. To avoid authorization issues, we recommend authenticating the Shopify connection using a local iClient to ensure all required scopes are available. Support for the remaining scopes is in progress. If you encounter errors related to missing scopes, re-authenticate using a local iClient and add the necessary scopes.

Note

If you see GraphQL errors such as "Access denied for returns field" or "Invalid response received from GraphQL call," re-authorize the Shopify connection. These errors indicate that the connection lacks the required permissions for one or more GraphQL scopes

Celigo requirements

  • An active integrator.io subscription with a valid Shopify - NetSuite template license.

  • Account Owner role in integrator.io to authorize the Shopify OAuth connection.

  • Shopify and NetSuite connections must be configured before enabling any flows.

  • Ensure both connections are active and online to prevent flow failures.

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