Integrations
ERPs & Operations

Unleashed (cloned)

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Requirements

  • Plan: Merchants must be signed up to the Pro or Enterprise plan
  • Ecommerce Platform: Merchants must be using Shopify
  • Unleashed: Merhcants must have an approved Unleashed account

Introduction

Unleashed is a leading inventory management system that’s designed for manufacturers, wholesalers and distributors. From inventory and stock, order management, right through to fulfilment, Unleashed lets you automate your eCommerce operations. You can learn more about Unleashed here.



How it works

The Unleashed integration for SparkLayer is available for all Shopify merchants that already use Unleashed and allows you to bring B2B pricing and B2B ordering into SparkLayer and your Shopify store.

The integration works in the following ways:

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Details

Customers

Unleashed becomes the 'master' of your B2B customer data, and any changes to customer records that have the assigned Customer Type will automatically be synchronised to Shopify and SparkLayer.

Orders

Orders placed via SparkLayer are synchronised from Shopify into Unleashed using your existing Unleashed integration. Prices that show on orders will be the special B2B pricing as set up in Unleashed

Pricing

Price lists and product prices are imported into SparkLayer via pricing rules you set up in Unleashed

Sync

The automatic sync is carried out once per day which is 03:30am UK time

Please note We recommend also familiarising yourself with the "Known limitations" below



Configuring the integration

Before you begin You'll need to have an approved account with Unleashed - Please visit the Unleashed website to learn more.

To get started, the integration needs to be enable within the SparkLayer Dashboard Go to the Settings section, click Integrations, and then click the Partner Integrations tab. Under Multi-channel management, click the toggle on the right to activate the Unleashed integration.

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You'll then be prompted to enter the following details:

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Item

Details

API ID

You can find this within your Unleashed admin under Integration, Unleashed API Access

API Key

You can find this within your Unleashed admin under Integration, Unleashed API Access

Customer Types

The customer type should match a customer type that exists in Unleashed. This is the group of customers within Unleashed that SparkLayer will synchronise to Shopify.

Please note: this must match exactly what is in Unleashed and be seperated by a comma with no space (e.g. GROUP1,GROUP2). For the purposes of testing, we recommend creating a new group and testing with a dummy customer first before using an existing group.

Price Lists

This is the Unleashed price list you want to set as highest priority for all customer groups. For example if you assign a price list here this would take priority over all other price lists assigned to the customer account.

Please note: if you are adding multiple price lists, these must be seperated by a comma with no spaces.



Configuring Customers

Broadly speaking, Unleashed is your central location for managing B2B customer data. When customers are configured in Unleashed as B2B customers, SparkLayer can automatically retrieve this data and then enable the B2B ordering experience on your Shopify site.

Step 1 - setting up Customer Types

Step 2 - syncing your customers

Step 3 - giving access & notifying new customers



Configuring Pricing

In Unleashed, you can utilise up to 10 price lists, allowing you to create multiple pricing tiers tailored to your various customer levels. On top of this limit, you have the flexibility to set customer-specific and product-specific discounts, providing even more granular control over your pricing strategy.

Step 1 - price list setup

Step 2 - viewing price lists

Step 3 - assigning a price list

Setting up product specific discounts

Setting up additional customer discounts

Assiging prices to the Shopify Customer account



Data mapping

We've detailed how data is mapped between SparkLayer and Unleashed.

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Details

Creating Price Lists

SparkLayer generates several types of price lists based on the product prices available in Unleashed.

Default Price List

All product prices set in Unleashed under the Product/Sale tab go into a standard Default Price List. This acts as the baseline price for all products.

Sell Price Tiers

If Unleashed has specific Sell Price Tiers set up (e.g., "Sell Price Tier 1", "Sell Price Tier 2", etc.), SparkLayer creates separate price lists for these tiers. Unleashed supports up to 10 Sell Price Tiers that you can assign to different groups of customers.

Customer-Specific Prices

If any customer has unique prices specified under the Customer/Product Pricing tab in Unleashed, SparkLayer creates a Customer-Specific Price List for that customer. This ensures that individual customer agreements or special pricing arrangements are captured.

Handling Different Currencies

If a customer uses a currency other than the base currency, SparkLayer will automatically create Alternative Currency Price Lists based on the existing price lists.

Applying Discounts

If a customer has a specific discount percentage assigned (e.g., 10% off all products), SparkLayer will generate a Discounted Price List to reflect the adjusted prices.

Assigning Price Lists to Customers

When assigning prices to customers, SparkLayer follows this order of priority:

  • First, the Customer-Specific Price List (if available).
  • Then, a Sell Price Tier (if assigned in Unleashed).
  • Finally, the Default Price List.

If a customer has multiple currencies or discounts, they will get additional price lists accordingly.

Why Prefixed Price Lists?

SparkLayer may apply generic "prefixed" price lists to every customer. This is to ensure that a basic Sell Price Tier is always in place, even if the customer’s Unleashed configuration doesn’t explicitly assign one.



Known limitations

Setting a Discount % as a Price Type

In Unleashed, you can assign the customer’s ‘Sell Price Tier’ from the ‘Details’ tab of the customer record.

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Additionally, you can set up specific discounts from the ‘Customer Pricing’ tab. However, there is a specific configuration of this that we do not support due to a limitation with the Unleashed API.

If you choose ‘Discount %’ as the Price Type, it will only affect their ‘Sell Price Tier’ (as referred to above), and not the ‘Default Sell Price’ or the ‘Customer Price Tier’.

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The following limitations also apply:

  • Internally SparkLayer will use the internal SellPriceTier naming for simplicity between mapping, not the custom naming that can be setup via the Unleashed Settings
  • Customers set as obsolete will not be synced. When converting an account to obsolete in Unleashed, the customer will be needed to be disabled manually in Shopify.
  • Changing the customers email address, will create an additional customer in Shopify. The old account will need to be disabled manually.
  • Primary Customer Contacts will only be synced. If a new primary contact is selected, the existing Shopify customer on the store should be manually disabled.
  • Order Import Options in Unleashed Order Configuration must not use import orders to a single customer. To get around this, using a second store for B2B can be the solution.
  • Customer Synchronization must be disabled in the Unleashed Shopify integration.





Troubleshooting

Why are some of my customers not syncing correctly from Unleashed to Shopify?

Why am I not seeing the B2B pricing updates in my Shopify store?

Why do changes I make in Shopify not reflect in Unleashed?

What should I do if orders placed in Shopify are not appearing in Unleashed?

Why are my custom price lists not displaying properly in SparkLayer?

Why am I getting duplicate customers in Shopify after updating emails in Unleashed?

Why are my customer-specific discounts not being applied correctly?



Updated 29 Oct 2024
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