Author: Anu Mathew

Import customers created in Shopify demo account to Netsuite account

First, create a customer in the Shopify demo account Click on the Customer option on the left side then you can see a button called Add Customers click on that. Then enter the details of the customer Then create the Export side of the flow Then complete the Import side of the flow Here use… Continue reading Import customers created in Shopify demo account to Netsuite account

Flow Builder

The flow builder in integrator.io allows you to create custom integration flows.  Terms Related to Flow Builder Export or Source Application: This is the connector that you will be using to connect to the application that data for the flow will be coming from. Import or Destination Application: This is the connector that you will… Continue reading Flow Builder

HTTP CONNECTOR

Creating a connection with the HTTP connector is more complex than configuring a connection with a pre-built connector because it requires more customization. Base URI is a component of configuring an HTTP connection.  As we continue to configure HTTP connectors, exports, and imports you will be asked to identify the relative URI. Base URI: The starting… Continue reading HTTP CONNECTOR

Mapping Types

Mapping is part of the flow builder or data loader process where you will tell integrator.io where data from the source application needs to go when it is imported into the destination application 4 Types of Mapping STANDARD: When the value from a source field is directly imported, word for word to a field in… Continue reading Mapping Types

Integration app and Integration template differences

Integration Applications hold their own subscription and are maintained by the developer of this integration app.  To use an integration app, you must have an integrator.io subscription for that specific application.  Integration Templates allow you to install a place to get started for integrating 2 apps.  These count against the subscription for your integrator.io account.  You will… Continue reading Integration app and Integration template differences

Bulk Vendor Bill Approval

Go to Transactions > Payables > Approve Bills. Select a vendor to filter the list of bills. Select a date range to filter the list of bills that show. The date range you select is reflected in the From and To fields. If you enter a different range in the From and To fields, the Date field automatically shows Custom. Check the box in the Approve column next… Continue reading Bulk Vendor Bill Approval

Print Item Labels

There are scenarios where users want to print Item labels using Advanced Printing.In order to achieve this, a specific preference must be enabled. Navigate to Setup > Company > Printing & Fax Clink Printing Check the checkbox of Use For Item Labels under Advanced PDF/HTML Printing Then do the customisation of Item Label through the navigation Customization > Forms >… Continue reading Print Item Labels

Creating Progress Billing Sales Orders

When using progress billing, a progress sales order is created and approved. When a portion of the project has been completed, the progress sales order is fulfilled. In Progress billing, the billing is happening part by part. To create a progress sales order: Transactions > Sales>Enter sales orders > New. In the Custom Form field, choose Standard… Continue reading Creating Progress Billing Sales Orders

Shipping Method standard field update with new values

Go to Lists > Accounting > Shipping Items. Click New. Enter a shipping item’s Ship Name. Enter the Display Name/Code to display on the printed invoices. Enter a shipping item Description. To hide this item from appearing on lists, click Inactive. To make this shipping item available on your website, check the Display in the Web Site box. Check the Shipping Rate subtab. To record charges… Continue reading Shipping Method standard field update with new values