Unleashed

1. 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.

2. 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 to your Shopify store: The integration works in the following ways ways:
Item
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
Product Pricing
Price lists and product prices are imported into SparkLayer via pricing rules you set up in Unleashed
Product Rules
Rules such as 'pack sizing' or minimum order quantities are imported from Unleashed into SparkLayer using Unleashed Product 'Attribute Sets'.

3. Configuring on SparkLayer

To configure Unleashed on SparkLayer, you'll need to have an approved account with Unleashed. Please visit the Unleashed website to learn more.
To get started using Unleashed 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 Unleashed integration.
You'll then be prompted to enter the following details:
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 Type
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: for the purposes of testing, we recommend creating a new group and testing with a dummy customer first before using an existing group.

4. 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.

Automatic synchronisation

To get started, you'll need to update the customer type to match that entered in the Customer Type field (as noted above). SparkLayer is then configured to synchronise once per night, and any new and updated records will automatically be synchronised with Shopify.
Customers are mapped between the systems based on the primary contact email set within Unleashed. Once this is mapped, SparkLayer will then synchronise the following data into Shopify and you'll be able to see within the customer record within Shopify.
Unleashed
Shopify / Spark Layer
Address
Shows against customer record in Shopify
Phone
Shows against customer record in Shopify
First / Last Name
Shows against customer record in Shopify
Company Name
Shown via metafields in Shopify
Stop Credit
Shown via metafields in Shopify (used to allow payment on account)
Taxable
Shows against customer record in Shopify
Please note, all customer data is managed via Unleashed and any amends made directly in Shopify will not synchronise back to Unleashed.

Notifying new customers

Since Unleashed is the central source for customer data, any new customers created in Unleashed 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 to new customers
This uses the Customer account invite notification email which can be edited in the Notifications section within Shopify.

5. Configuring Product Settings

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.
Within Unleashed, if the product has an Attribute name that matches the following fields, these will be synchronised to SparkLayer.
    Pack Size
    Minimum Order Quantity
    Maximum Order Quantity
    Minimum Order Parent Quantity
    Maximum Order Parent Quantity

6. Known limitations

Please note the following:
    Discount % pricing on a Customer will always be based on the Customer Tier rather than Default Sell Price or Customer Price Tier (SparkLayer is limited by the Unleashed API not having this data available)
    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.

7. Requirements

Item
Notes
Plan
Merchants must be signed up to the Professional or Enterprise plan
eCommerce Platform
Merchants must be using Shopify or Shopify Plus (all Plans)
Last modified 16d ago