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.
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:
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:
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.
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.
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.
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
Please note the following:
Discount %pricing on a Customer will always be based on the
Customer Tierrather than
Default Sell Priceor
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 Optionsin 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 Synchronizationmust be disabled in the Unleashed Shopify integration.