Katana

requirements plan merchants must be signed up to the professional or enterprise plan platform merchants must be using shopify introduction katana is a manufacturing erp that gives you a live look at all the moving parts of your business sales, inventory, and production you can learn more about katana here http //brightpearl com/ how it works the katana integration for sparklayer is available for all shopify merchants that already use katana and allows you to bring b2b pricing to your shopify store the integration works in the following ways item details customers katana becomes the 'master' of your b2b customer data, and any changes to tagged customer records will automatically be synchronised to shopify and sparklayer product pricing price lists and product prices are imported into sparklayer via pricing rules you set up in katana configuring on sparklayer to configure katana on sparklayer, you'll need to have an approved account with katana please visit the katana website http //katanamrp com/ to learn more to get started using katana 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 katana integration you'll then be prompted to authorise sparklayer to access your katana account configuring customers broadly speaking, katana is your central location for managing b2b customer data when customers are configured in katana as b2b customers, sparklayer can automatically retrieve this data and then enable the b2b ordering experience on your shopify site 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 step 1 customer mapping customers are mapped between the systems based on the primary email set within katana once this is mapped, sparklayer will then synchronise the following data into shopify katana shopify / sparklayer address shows against customer record in shopify primary telephone shows against customer record in shopify first / last name shows against customer record in shopify customer category shows against customer record in shopify matches to customer group company name shown via metafields in shopify discount rate shown via metafields in shopify price list shown via metafields in shopify step 2 adding new b2b customers since katana is the central source for customer data, any new customers created in katana 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 you can configure whether the email is sent or not from the sparklayer katana settings configuring product pricing once customers are mapped between katana and sparklayer, the next step is to configure your b2b pricing as with customers, katana is your centralised source for managing your b2b pricing step 1 setting up b2b pricing in katana within katana, go to 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 ukvip when creating your price list(s) in katana, you'll be able to add pricing rules for products 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 katana the mapping works as follows field name in sparklayer field name in katana handle / id price list id name price list name currency currency price lists will be made using the katana's base currency automatic price lists with currency conversion will be created for customers that are given a different currency in katana known limitations please note the following default addresses in katana 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 katana into shopify its recommended to not allow address editing in sparklayer otherwise new addresses added won't appear in katana deleted pricing in katana will not sync back to the shopify you will need to manually delete the pricing from the sparklayer dashboard troubleshooting why isn’t my customer data syncing from katana to shopify? confirm the primary email address is set in katana; it's used for mapping check that the sparklayer integration has been authorised within katana under configuration > integrations > partners why are customer addresses not updating in katana when edited in sparklayer? address sync is one way from katana to shopify changes made in sparklayer will not reflect in katana to maintain data consistency, it's recommended to disable address editing in sparklayer new customers in katana aren’t appearing in shopify what should i check? make sure the katana integration is active and authorised ensure new customers have all required fields, especially the email check shopify’s customer account invite email settings to ensure invites are sent or disabled correctly via sparklayer settings my price list changes in katana are not visible in sparklayer what might be wrong? price lists must be created or updated directly in katana deleted pricing in katana does not automatically sync — you must manually remove obsolete pricing from the sparklayer dashboard why is the wrong price showing for a b2b customer? double check that the customer is correctly assigned to the right price list in katana verify that customer has the correct currency assigned if using a different currency than the base my new price list isn’t appearing in sparklayer what should i do? confirm the price list has been properly saved in katana allow time for sparklayer to auto import the price list list where can i change the invite email that new customers receive? go to shopify admin > settings > notifications, and edit the customer account invite email template sparklayer uses this template when enabling new accounts created from katana