Unleashed

requirements plan merchants must be signed up to the pro or enterprise plan ecommerce platform merchants must be using shopify unleashed merhcants must have an approved unleashed account 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 https //www unleashedsoftware com/ how it works the unleashed integration for sparklayer is available for all shopify merchants https //docs sparklayer io/integrations/shopify introduction#introduction that already use unleashed and allows you to bring b2b pricing and b2b ordering into sparklayer and your shopify store the integration works in the following 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 pricing price lists and product prices are imported into sparklayer via pricing rules you set up in unleashed sync the automatic sync is carried out once per day which is 03 30am uk time please note we recommend also familiarising yourself with the "known limitations" below configuring the integration before you begin you'll need to have an approved account with unleashed please visit the unleashed website https //www unleashedsoftware com/ to learn more to get started, the integration needs to be enable within the sparklayer dashboard https //app sparklayer io/configuration/integrations/partners go to the settings section, click integrations , and then click the partner integrations 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 types 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 this must match exactly what is in unleashed and be seperated by a comma with no space (e g group1,group2) for the purposes of testing, we recommend creating a new group and testing with a dummy customer first before using an existing group price lists this is the unleashed price list you want to set as highest priority for all customer groups for example if you assign a price list here this would take priority over all other price lists assigned to the customer account please note if you are adding multiple price lists, these must be seperated by a comma with no spaces 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 step 1 setting up customer types when you have set up the integration with sparklayer within your unleashed dashbaord, go to settings and then system within the options you will see customer type within this field, you'll then need to create the different customer groups that you are going to be offering different prices to next, navigate to your sparklayer dashboard and customer groups here you'll need to create the customer groups with the names matching the title of the customer types you have created in unleashed in our example below, we have base and gold next, go to the partner integrations section of sparklayer and click modify within the unleashed integration finally, add the customer types you have created in unleashed that you want to sync across to sparklayer in our example, we've added them for base and gold please note customer types must be seperated by a comma with no spacing to sync correctly e g base,gold step 2 syncing your customers to sync your customers, you'll need to create your customers in your unleashed dashboard if you haven't already when doing this you are able to allocate them a customer type this will assign them into the specific customer group within sparklayer when they are synced across please note the customer would not be tagged with this customer group as the normal sparklayer function this will be assigned to them through a metafield (which is automatically created in your shopify) when setting up your customers in unleashed, please ensure you set up a full address assign any specific tax settings assign a valid email address this must be set up in order to sync to sparklayer and shopify syncing across to sparklayer and shopify first, 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 step 3 giving access & 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 this uses the customer account invite notification email which can be edited in the notifications section within shopify if you prefer not to send the customer account invite automatically, you can easily check if this option has been activated simply go to your sparklayer dashboard, navigate to partner integrations when modifying your unleashed integration, you can enable or disable this via the setting at the bottom configuring pricing in unleashed, you can utilise up to 10 price lists , allowing you to create multiple pricing tiers tailored to your various customer levels on top of this limit, you have the flexibility to set customer specific and product specific discounts, providing even more granular control over your pricing strategy step 1 price list setup in unleashed, navigate to settings > system > sell price tiers here, you can customise the names of your price tiers, which are initially labelled as "sell price tier 1" through to "sell price tier 10" please note sparklayer does not support the custom names meaning they will show in sparklayer as "sell price tier x" promotion price list if you want to offer a promotion to customers you are able to do this by creating a promotional price list you are able to do this by adjusting the product prices within a specific price list mentioned above you are then able to sync this to all of your customers and make it a "priority price list" you'll need to add this to the partner integration within the sparklayer dashboard by clicking modify on the unleashed option within the price lists section, enter the price lists you want add as with customer types, if you're adding multple price lists, they must be separated with a comma with no spacing e g pricelist1,pricelist1 step 2 viewing price lists when you view a product within your unleashed dashboard, under the sale tab you’ll see the available price tiers listed for products offered to your wholesale customers, you can specify the exact price for each tier, depending on which pricing list is assigned to the customer step 3 assigning a price list within your unleashed dashboard, navigate back to the customer account that you are working on you are then able to assign them a price list directly to the customer account within sell price tier this means when they login they will see the product pricing you've assigned to them please note these price lists will be asigned directly to the customer account through the sparklayer price list metafield which is set up differently to standard price lists you can learn more in metafields docid\ otlhhi8sq6os4pat23 8h setting up product specific discounts within the unleashed dashboard, navigate to a customer record and click customer pricing here you are able to set product specific pricing for this customer account you are able to search for a product, specify a fixed price or discount on the product when doing this, it will create a new price list within the sparklayer price lists section please note if you choose to offer a discount this will be from the default sell price under discount from you can see more below under our known limitations setting up additional customer discounts within the unleashed dashboard, navigate to a customer account and under the details tab, you can provide customers with an additional discount on top of their assigned price list you’ll see a discount (%) box, where you can enter the desired discount percentage when doing this, it will create a new price list within the sparklayer price lists section assiging prices to the shopify customer account once you have finished configuring your customers pricing and a sync has taken place, you can then check the customer account in shopify to ensure they have been assigned the correct pricing the price list will be assigned directly to the customer account in a price list metafield (this gets added automatically when you first set up the sparklayer integration) it will also create the price list within your sparklayer dashboard > price lists as an "integration" price list with this metafield it will always work in a hierarchy order, which means when a customer searches a sku it will check the first price list and will cascade through the price lists untill it finds a price in the example below you are able to see a number of price lists any customer product specific discounts you have created within the customer in unleashed any customer specific percentage discounts that you have given on top of the price list assigned to the customer the normal price list that you have assigned to the customer you will alway see a fallback of the default sell price data mapping we've detailed how data is mapped between sparklayer and unleashed item details creating price lists sparklayer generates several types of price lists based on the product prices available in unleashed default price list all product prices set in unleashed under the product/sale tab go into a standard default price list this acts as the baseline price for all products sell price tiers if unleashed has specific sell price tiers set up (e g , "sell price tier 1", "sell price tier 2", etc ), sparklayer creates separate price lists for these tiers unleashed supports up to 10 sell price tiers that you can assign to different groups of customers customer specific prices if any customer has unique prices specified under the customer/product pricing tab in unleashed, sparklayer creates a customer specific price list for that customer this ensures that individual customer agreements or special pricing arrangements are captured handling different currencies if a customer uses a currency other than the base currency, sparklayer will automatically create alternative currency price lists based on the existing price lists applying discounts if a customer has a specific discount percentage assigned (e g , 10% off all products), sparklayer will generate a discounted price list to reflect the adjusted prices assigning price lists to customers when assigning prices to customers, sparklayer follows this order of priority first, the customer specific price list (if available) then, a sell price tier (if assigned in unleashed) finally, the default price list if a customer has multiple currencies or discounts, they will get additional price lists accordingly why prefixed price lists? sparklayer may apply generic "prefixed" price lists to every customer this is to ensure that a basic sell price tier is always in place, even if the customer’s unleashed configuration doesn’t explicitly assign one known limitations setting a discount % as a price type in unleashed, you can assign the customer’s ‘sell price tier’ from the ‘details’ tab of the customer record additionally, you can set up specific discounts from the ‘customer pricing’ tab however, there is a specific configuration of this that we do not support due to a limitation with the unleashed api if you choose ‘discount %’ as the price type, it will only affect their ‘sell price tier’ (as referred to above), and not the ‘default sell price’ or the ‘customer price tier’ the following limitations also apply 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 troubleshooting why are some of my customers not syncing correctly from unleashed to shopify? ensure that the customer type field in unleashed matches exactly what you have set up in sparklayer remember, the customer type names should be separated by a comma with no spaces (e g , base,gold) also, check that the email address is correctly set in unleashed, as this is used to map the customer records why am i not seeing the b2b pricing updates in my shopify store? this could be due to the pricing rules in unleashed not being set up correctly make sure that the price lists in unleashed are correctly assigned to the customers check that these lists match the price lists configured in sparklayer and that they are separated by commas without spaces why do changes i make in shopify not reflect in unleashed? shopify is not the master data source for customers in this integration unleashed is the single source of truth, meaning any updates made directly in shopify will not synchronise back to unleashed make changes in unleashed, and the integration will push these updates to shopify what should i do if orders placed in shopify are not appearing in unleashed? verify that the integration settings are configured correctly in the unleashed dashboard check that the correct api key and customer type fields are being used if these are set correctly, review the order logs in sparklayer for any errors during the sync process why are my custom price lists not displaying properly in sparklayer? sparklayer currently supports unleashed’s default sell price tiers (e g , "sell price tier 1") if you’ve created custom named tiers, they will not appear in sparklayer you need to use the default naming convention for sell price tiers to ensure they display correctly why am i getting duplicate customers in shopify after updating emails in unleashed? when you change a customer’s email address in unleashed, it is treated as a new customer by shopify to avoid duplication, manually disable the old account in shopify after making the change in unleashed why are my customer specific discounts not being applied correctly? check that the discount % has been set correctly in unleashed keep in mind that using the "discount %" option affects only the sell price tier and not the default sell price for accurate discounts, make sure to apply them to the relevant price tiers or use customer pricing options within unleashed