Unleashed
Requirements
- Plan: Merchants must be signed up to the Professional or Enterprise plan
- Platform: Merchants must be using Shopify
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:
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 |
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. |
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.
This uses the Customer account invite notification email which can be edited in the Notifications section within Shopify.
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.