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.
The Brightpearl integration for SparkLayer is available for all Shopify merchants 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:
To get started using Brightpearl on SparkLayer, you'll first need to enable the integration. Within 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.
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.
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:
- 1.First create your sub-group in Brightpearl. For example
SparkLayer UK - VIP
This will then allow you to create additional B2B sub-groups within your customer base.
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.
How data is mapped to Shopify, using metafields
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.
Example email sent from Shopify
This uses the Customer account invite notification email which can be edited in the Notifications section within Shopify.
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.
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
Click to zoom
In the example above, we've created two price lists;
Once 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
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:
Product settings allow you to map additional data against a product such as pack sizing or minimum/maximum order quantities. As with customers and pricing, this data needs to be mapped in a specific way.
To get started, within Brightpearl to to Settings, Custom fields and click Products. To add a new custom field, click the Add a field button.
To synchronise the custom fields with SparkLayer, each custom field needs to have a specific Custom field code added as below:
Once you've added your custom fields, these will then show in the custom fields settings page and on each product record when you're editing it within Brightpearl.
Custom settings within Brightpearl
Custom settings within Brightpearl for a product
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 not be disabled within Shopify.
- 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.