# Managing integrations

URL: https://docs.sparklayer.io/help/integrations/managing-integrations

Connect your eCommerce platform, set Shopify order actions and metafields, and connect or disconnect partner apps on the Platform and Partners screens.

> **Quick summary**
>
> - **Integrations** has 3 pages: **Platform** (your store connection, Shopify order actions and metafields), **Partners** (ERP, accounting, invoicing and shipping apps) and **Product sync**. In the Shopify app they're tabs under **Integrations**.
> - Your store connection and **Auto-complete draft orders** are in **Integrations > Platform** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/platform)), or **SparkLayer Wholesale > Integrations > Platform** in the Shopify app.
> - Partner apps are listed in **Integrations > Partners** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/partners)), or **SparkLayer Wholesale > Integrations > Partners** in the Shopify app. You switch them on in the SparkLayer Dashboard. In the Shopify app, each one has a **Setup guide** button instead.

## The Integrations pages

Each page covers one kind of connection:

| Page | What it's for |
| --- | --- |
| **Integrations > Platform** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/platform)), or **SparkLayer Wholesale > Integrations > Platform** in the Shopify app | Links SparkLayer to your eCommerce platform, so products and B2B customers sync automatically. It also holds **Shopify order actions** and **Metafields**. |
| **Integrations > Partners** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/partners)), or **SparkLayer Wholesale > Integrations > Partners** in the Shopify app | Connects apps such as ERPs, accounting software and shipping tools. See [Integrations](https://docs.sparklayer.io/help/integrations.md) for the full list. |
| **Integrations > Product sync** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/integrations/products-sync)), or **SparkLayer Wholesale > Integrations > Product sync** in the Shopify app | Shows whether your products are reaching SparkLayer, and lets you look one up. See [Product sync](https://docs.sparklayer.io/help/integrations/data-sync.md). |

The storefront widgets are installed from **Storefront > Widgets** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/frontend/core)), or **SparkLayer Wholesale > Storefront > Widgets** in the Shopify app, not from Integrations. See [Storefront interfaces](https://docs.sparklayer.io/help/storefront/interfaces.md).

## Check your platform connection

**Integrations > Platform** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/platform)), or **SparkLayer Wholesale > Integrations > Platform** in the Shopify app shows which store you're connected to, for example "Connected to Shopify: **your-store.myshopify.com**". When you change anything on this page, click **Save** in the save bar.

In the SparkLayer Dashboard, **Your platform** shows the platform you use and its store. In the Shopify app there's no platform choice: it's always Shopify.

| Platform | Supported versions |
| --- | --- |
| [Shopify](https://docs.sparklayer.io/help/platforms/shopify.md) | All versions, including Shopify Plus. |
| [BigCommerce](https://docs.sparklayer.io/help/platforms/bigcommerce.md) | BigCommerce Plus, Pro and Enterprise. |
| [Wix](https://docs.sparklayer.io/help/platforms/wix.md) | Wix Editor and Wix Studio. |
| [WooCommerce](https://docs.sparklayer.io/help/platforms/woocommerce.md) (early access) | WooCommerce 9+, WordPress 6+, PHP 8.2+. |
| [Magento](https://docs.sparklayer.io/help/platforms/magento.md) | Magento 2.4.2+, PHP 7.4+. |
| Other | Build your own integration with the SparkLayer API. See [Building integrations](https://docs.sparklayer.io/developers/building-integrations.md), or [contact us](https://docs.sparklayer.io/help/support.md). |

**Shopify only:**

To connect SparkLayer to a different Shopify store, change the **Shopify store**. Shopify then asks you to authorise the app again.

On every platform, you enter your store's connection details at **Integrations > Platform** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/platform)), or **SparkLayer Wholesale > Integrations > Platform** in the Shopify app. For full setup on each platform, see [Platforms](https://docs.sparklayer.io/help/platforms.md).

## Set Shopify order actions

**Shopify only:**

Orders paid with a manual method, such as Pay by Invoice, arrive in the Shopify admin as [draft orders](https://docs.sparklayer.io/help/glossary.md#draft-order). Order actions turn them into completed orders for you, and control Shopify's customer invite email. They're only available on Shopify.

1. Go to **Integrations > Platform > Shopify order actions** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/platform)), or **SparkLayer Wholesale > Integrations > Platform > Shopify order actions** in the Shopify app.
2. Turn on the switches you want.
3. Click **Save**.

| Setting | What it does | Default |
| --- | --- | --- |
| **Auto-complete draft orders** | Turns draft orders from manual payments into completed orders automatically, so they appear in **Orders** in the Shopify admin instead of **Drafts**. | On |
| **Don't send Shopify's customer invite** | When a sales admin creates a customer in Shopify, skips Shopify's account invite email. See [Order for a customer](https://docs.sparklayer.io/help/sales-ordering/order-for-a-customer.md). | Off |

In the SparkLayer Dashboard, you'll also see 2 switches marked **SparkLayer staff only**: **Create a draft order on calculate** and **Draft orders with price overrides**. Only our team can change them. If you need line-item tax or use a shipping app that needs draft orders, [contact support](https://docs.sparklayer.io/help/support.md).

## Set up metafields

**Shopify only:**

On Shopify, SparkLayer can create the [metafields](https://docs.sparklayer.io/developers/data/metafields.md) it uses for you, so you don't have to set them up by hand in the Shopify admin. Metafields are extra fields on your Shopify products and customers, such as a product's pack size, that SparkLayer reads.

1. Go to **Integrations > Platform > Metafields** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/platform)), or **SparkLayer Wholesale > Integrations > Platform > Metafields** in the Shopify app.
2. Next to **SparkLayer metafields**, click **Configure**.
3. Turn on each metafield you want.

The metafields available for **Product** and **Customer** data include:

| Metafield | What it's for |
| --- | --- |
| **Pack Size** | Pack size rules for products, for example 6, 12, 18. |
| **Reserved DTC Stock Quantity** | A stock quantity to keep back for your retail (DTC) customers. |
| **Restock Date** | The date a product on pre-order is expected to be available. |
| **Stock Location Settings** | B2B stock settings, such as a minimum stock level and restock date, for specific stock locations. |

Each metafield you turn on is added to **Settings > Custom data** ([open in the Shopify admin](https://admin.shopify.com/settings/custom_data)) in the Shopify admin and pinned, so it shows at the top of a product's or customer's metafields. Its name starts with `B2B - `, for example `B2B - Pack Size`. To change or remove a metafield later, use **Custom data** in the Shopify admin.

## Connect or disconnect a partner app

**Integrations > Partners** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/partners)), or **SparkLayer Wholesale > Integrations > Partners** in the Shopify app lists the apps SparkLayer works with, grouped by type: **Multi-channel management**, **Accountancy**, **Invoicing** and **Shipping**. Each app's guide lists what you need before you start. See [Integrations](https://docs.sparklayer.io/help/integrations.md).

**SparkLayer Dashboard:**

1. Go to **Integrations > Partners** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/partners)), or **SparkLayer Wholesale > Integrations > Partners** in the Shopify app.
2. Turn on the switch next to the app.
3. Sign in to the app to authorise the connection, or enter the details it asks for, such as an API key.

A connected app shows **Connected**. To disconnect it, turn the switch off. Click **Learn more** next to an app for its guide.

**Shopify app:**

Partner apps can't be switched on inside Shopify. Each app has a **Setup guide** button that opens its guide in these docs. Follow the guide in the [SparkLayer Dashboard](https://app.sparklayer.io/).

Xero and QuickBooks need the Pro plan. Below Pro, they show **Pro** and an **Unlock** button instead of a switch: see [Unlock a feature](https://docs.sparklayer.io/help/dashboard/plan-and-features.md#unlock-a-feature).

To change an app's settings after you connect it, open it at **Integrations > Partners** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/configuration/integrations/partners)), or **SparkLayer Wholesale > Integrations > Partners** in the Shopify app. Its guide covers each setting.

If you need a hand with any of this, [contact support](https://docs.sparklayer.io/help/support.md).