The requirement can be achieved by configuring the Shopify – NetSuite Integration App in integrator.io. The Integration App provides automated data flows. When data in the source system is updated or new data is added, the corresponding records in the target system are also modified or updated.
The Integration flows available in Shopify – NetSuite Integration App are listed below.
Import Sales Orders from Shopify to NetSuite:
The Order flows exports orders and associated customer information from Shopify and saves them in NetSuite. The customer data flow is automatically triggered every time the Shopify Order to NetSuite Order Add flow runs. The Shopify order can be created as either Sales order or Cash Sale in NetSuite. The Order section consists of the following flows:
- Shopify Order to NetSuite Order Add
- Adds new orders received on Shopify store into NetSuite as sales orders in real-time. Edits made to Shopify order after it is imported to NetSuite cannot be updated using this flow.
- Shopify Order to NetSuite Cash Sale Add
- Adds new orders received on Shopify store into NetSuite as cash sales in real-time.
- Typically used by service companies that are not selling physical inventory or companies that perform fulfilment through an external 3PL directly integrated with Shopify.
- Allows you to skip the order fulfilment process in NetSuite but still decrement the inventory in NetSuite as sales occur.
- Edits made to Shopify order after it is imported to NetSuite cannot be updated using this flow.
- Shopify Order to NetSuite Order/Cash Sale Add
- Syncs orders from Shopify to NetSuite as per the scheduled time.
- This flow allows to sync the edits made to Shopify Order after it is imported to NetSuite.
NOTE: We need to use only any 1 flow from the above-mentioned orders flows.
- Shopify Customer to NetSuite Customer Add/Update
- Adds as well as updates customers from Shopify into NetSuite.
- includes syncing the basic customer information as well as their billing and shipping address etc.
- In case of Shopify Guest Checkouts, the billing address of Shopify Order can be used to create a new Customer record in NetSuite. The customer information like first name, last name, and address can be mapped from the order billing address.
Export Fulfillments from NetSuite to Shopify
The Fulfilment flow exports shipping and fulfilment information from NetSuite and saves it in Shopify. The information exported to Shopify includes data such as Shipping Method, fulfilment quantity, and tracking number. The Integration App supports both complete and partial shipments and exports all tracking number data regardless of the shipping carrier you use. This flow can be scheduled to run at intervals.
Export Inventory Levels from NetSuite to Shopify
The Inventory Export flow exports an item’s “Quantity Available” from NetSuite to the corresponding item in Shopify. An item is picked up for export only when there is an actual change in the “Quantity Available” field for that item. The flow supports the multi-location feature of NetSuite, the multiple inventory locations can be mapped to Shopify locations. If needed there is a possibility to sum up the quantity from all NetSuite locations and post it to Shopify. This flow can be scheduled to run at intervals.
Export Items from NetSuite to Shopify
The ‘NetSuite Item to Shopify Product Add’ data flow exports items in NetSuite as Products in Shopify. The Integration App exports basic Product Info (Description, Title, Product Type, Price) and other attributes and also meta fields The Integration App supports the following Item Types: Inventory, Assembly, Kit Items, Matrix Item. This flow also supports syncing of NetSuite item image to Shopify as Product images. This flow can be scheduled to run at intervals.
Create NetSuite Customer Deposit
If you charge customers at the time of sale and before the order is fulfilled, this integration flow can be used to create customer deposits in NetSuite as soon as the order is imported into NetSuite. Once the order is imported in NetSuite, the Integration App automatically triggers this flow. Only Transactions marked as Captured are considered for creating Customer Deposits. The integration flow creates one customer deposit per each payment method used on the order.
Sync cancellations between Shopify and NetSuite
The Integration App allows to sync order cancellations from Shopify to NetSuite and vice-versa. For both the cancellation flows, the Integration App can only sync fully cancelled orders and cannot sync partial cancellations.
- NetSuite Cancellation to Shopify Cancellation Add: This flow syncs fully cancelled Shopify orders from NetSuite to Shopify when the Shopify orders are cancelled in NetSuite. The flow sets the Shopify order status to cancelled.
- Shopify Cancellation to NetSuite Cancellation Add: This flow syncs fully cancelled orders from Shopify to NetSuite when the Shopify orders are cancelled in Shopify. The Item lines in NetSuite Sales Orders are set to closed by this flow.
Sync order refunds between Shopify and NetSuite
We can sync refund orders from Shopify to NetSuite and vice-versa with the refund flows available in the Shopify-NetSuite Integration App.
- NetSuite Refund to Shopify Refund Add: This flow syncs refund order data from NetSuite to Shopify. The order status in Shopify is reflected as “Refunded” and the appropriate refund amount is sent to Shopify to be credited to the buyer.
- Shopify Refund to NetSuite Refund Add: This flow syncs refund order data from Shopify to NetSuite. The flow helps to create a Customer Refund from an Invoice, a Cash Refund from a Cash Sale, and a Customer Refund from a Customer Deposit.
Suggestion: The Shopify – NetSuite integration can be first implemented in NetSuite Sandbox and can be moved to NetSuite Production after testing and verifying in Sandbox.