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.

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 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 every 4 hours

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 to learn more.

To get started, the integration needs to be enable within the SparkLayer Dashboard.Go to the Integrations section and click Partner Integrations. 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.

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 will be tagged with this customer group as the normal SparkLayer process.

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.

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.

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.