Brightpearl

requirements plan merchants must be signed up to the professional or enterprise plan platform merchants must be using shopify introduction brightpearl is a multi channel platform that lets you connect, manage, and automate your ecommerce operations from inventory and stock, order management, right through to fulfilment you can learn more about brightpearl here http //brightpearl com/ how it works the brightpearl integration for sparklayer is available for all shopify merchants https //docs sparklayer io/integrations/shopify introduction#introduction that already use brightpearl and allows you to bring b2b pricing and b2b ordering to your shopify store the integration works in the following ways ways item details customers brightpearl becomes the 'master' of your b2b customer data, and any changes to tagged customer records will automatically be synchronised to shopify and sparklayer orders orders placed via sparklayer are synchronised from shopify into brightpearl using your existing brightpearl integration prices that show on orders will be the special b2b pricing as set up in brightpearl product pricing price lists and product prices are imported into sparklayer via pricing rules you set up in brightpearl configuring on sparklayer to configure brightpearl on sparklayer, you'll need to have an approved account with brightpearl please visit the brightpearl website http //brightpearl com/ to learn more to get started using brightpearl on sparklayer, you'll first need to enable the integration within the sparklayer dashboard https //docs sparklayer io/sparklayer dashboard/the sparklayer dashboard , go to the configuration section, click integrations , and then click the partners tab under multi channel management , click the toggle on the right to activate the brightpearl integration you'll then be prompted to enter your brightpearl account id (which can be found within your brightpearl admin) and then authorise sparklayer to access your brightpearl account once the authorisation process is completed, the final step is to configure how you want customers to be mapped between the two systems configuring customers broadly speaking, brightpearl is your central location for managing b2b customer data when customers are configured in brightpearl as b2b customers, sparklayer can automatically retrieve this data and then enable the b2b ordering experience on your shopify site within brightpearl, contact tags are used as the primary mechanism to map data between systems within brightpearl, go to settings , contacts and click tags to enable the data mapping between the two systems, it's necessary to create new tags and then to map the names accordingly for example, if you wanted just a single b2b customer group for your uk store, you could name this sparklayer uk within sparklayer, to complete the mapping process, this tag simply needs to be matched as shown below you can then create specific rules for this customer group, e g minimum orders, price lists, via the customer group https //docs sparklayer io/sparklayer dashboard/the sparklayer dashboard/settings#customer groups section within sparklayer customer sub groups it's also possible to create more sophisticated rules for your customers and create sub groups as shown below for example, you may have a vip group within your b2b customers where they get special pricing to map sub groups between brightpearl and sparklayer first create your sub group in brightpearl for example sparklayer uk vip within the customer group section within sparklayer, create a new group ensuring you match the naming convention after the dash symbol in brightpearl, e g vip this will then allow you to create additional b2b sub groups within your customer base customer mapping customers are mapped between the systems based on the primary email set within brightpearl once this is mapped, sparklayer will then synchronise the following data into shopify brightpearl shopify / spark layer address shows against customer record in shopify receive email newsletters shows against customer record in shopify primary telephone shows against customer record in shopify first / last name shows against customer record in shopify title shown via metafields in shopify company name shown via metafields in shopify customer tag (see above) shown via metafields in shopify matches to customer group credit limit / balance on account shown via metafields in shopify price list shown via metafields in shopify customer custom field sl ctags additional tags to be added to the customer record in shopify must be comma delimited if more than 1 tag (note if a tag is removed it is not synced across, only additions are synced) customer custom field sl sagts shown via metafields in shopify matches to sparklayer sales agent groups, must be comma delimited please note, all customer data is managed via brightpearl and any amends made directly in shopify will not synchronise back to brightpearl adding new b2b customers since brightpearl is the central source for customer data, any new customers created in brightpearl will automatically be added to shopify when new customer records are added to shopify, they will by default be added as pending customer accounts and receive an automatic email to enable their account by setting a password this uses the customer account invite notification email which can be edited in the notifications section within shopify configuring product pricing once customers are mapped between brightpearl and sparklayer, the next step is to configure your b2b pricing as with customers, brightpearl is your centralised source for managing your b2b pricing setting up b2b pricing in brightpearl within brightpearl, go to settings , products/inventory, and click price lists to add a new price list, click the add new price list button and complete as necessary in the example above, we've created two price lists; b2b and ukviponce you've created your price list(s) in brightpearl, you'll then see a new tab show against all product records where pricing rules (including price breaks) can be specified in the example below, you can see pricing for the ukvip price list in order for sparklayer to map this data, price list records are automatically imported each time you add a price list in brightpearl the mapping works as follows field name in sparklayer field name in brightpearl handle / id price list code name price list currency currency please note only price lists set to non cost are synchronised between brightpearl and sparklayer during the prices synchronisation, they will be match based on gross / net setup within the brightpearl price list known limitations please note the following default addresses in brightpearl will be mapped to shipping and billing address in shopify as shopify doesn't support independent addresses a customer that is removed from the customer group will also need their allocated 'b2b' tag removed from their customer account in shopfiy addresses are a 1 way sync currently, from brightpearl into shopify its recommended to not allow address editing in sparklayer otherwise new addresses added won't appear in brightpearl issues syncing customers across are provided via email currently a viewer will be added in the dashboard shortly