Product documentation
Patchworks
Patchworks
  • Patchworks product documentation
  • Welcome
    • Welcome to Patchworks!
    • What is Patchworks?
    • Patchworks demos
    • Product roadmap
  • Getting Started
    • Getting started introduction
    • Core subscription tiers
    • Key concepts & terminology
    • Multi-language support
    • Patchworks quickstart guide
    • Technical overview
      • Patchworks infrastructure
        • Auto-scaling
      • ISO certification
      • SOC 2
      • Tech stack
      • Patchworks IPs
  • Registration
    • Registration introduction
    • Registration & sign-in summary
    • Password control
    • Registering for a Patchworks account
      • Simple registration
      • Google account registration
    • Two-factor authentication (2FA)
    • SSO
      • Azure AD / Entra
      • Okta
      • PingOne
  • Company Management
    • About company profiles
    • Accessing your company profile
    • Adding & managing company profile banners
    • Multi-company profiles
      • Adding & linking a new company
      • Switching in & out of a linked company
      • Viewing linked companies for your multi-company profile
      • Downloading a linked companies summary
      • Un-linking a company from your multi-company profile
    • Company insights
      • Accessing your company insights
      • Company insights overview
        • About operations
        • About data usage
  • Users, Roles & Permissions
    • Users, roles & permissions introduction
    • Roles & permissions summary
    • Viewing all users for your company profile
    • Creating a new user account for your company profile
    • Updating general details for an existing user account
    • Updating the role for an existing user account
    • Triggering a password reset for another user
    • Managing your own user account
    • Managing team members & users for multi-company profiles
      • Working with your team members
        • Viewing team members for your own multi-company profile
        • Creating a new team member to manage linked companies
        • Assigning user roles for an existing team member
        • Viewing team members who manage a linked company
        • Granting & revoking permission for an existing team member to manage a linked company
        • Triggering a password reset for an existing team member
        • Removing a team member account from your multi-company profile
      • Working with 'native' company users
        • Viewing 'native' company users for a linked company
        • Creating a new 'native' user for a linked company
        • Assigning roles for an existing 'native' linked company user
        • Triggering a password reset for an existing 'native' linked company user
        • Removing a 'native' linked company user from their company profile
  • Marketplace
    • The Patchworks marketplace
    • Marketplace blueprints
      • Submitting a blueprint to the public marketplace
    • Marketplace connectors
      • Submitting a connector for the public marketplace
    • Marketplace process flows
    • Marketplace scripts
    • Marketplace cross-reference lookups
    • The notification centre
    • Private marketplaces
      • Accessing your private marketplace
      • Uploading private marketplace resources
        • Building & uploading blueprints for your private marketplace
        • Uploading custom connectors to your private marketplace
        • Uploading process flows to your private marketplace
        • Uploading scripts to your private marketplace
        • Uploading cross-reference lookups to your private marketplace
      • Changing private marketplace resources
    • Marketplace troubleshooting
      • Installed process flows not working as expected
  • Blueprints
    • Blueprints introduction
    • The anatomy of a blueprint
    • Installing a blueprint
    • Building a blueprint
    • Patchworks blueprints
      • Lightspeed X-Series & Shopify
      • SEKO Logistics & Shopify
      • Shopify & NetSuite
      • Shopify & Descartes Peoplevox
      • Shopify & Virtualstock Supplier
        • Available process flows (Shopify & Virtualstock Supplier)
          • Orders (Shopify & Virtualstock Supplier)
          • Fulfillments (Shopify & Virtualstock Supplier)
          • Inventory (Shopify & Virtualstock Supplier)
        • Installation guide (Shopify & Virtualstock Supplier)
          • Stage 1: Create a Shopify app/sales channel for Patchworks
          • Stage 2: Add required products to your Patchworks sales channel (Shopify & Virtualstock Supplier)
          • Stage 3: Define instances & install the app (Shopify & Virtualstock Supplier)
            • Adding connector instances AFTER installation
          • Stage 4: Update cross-reference lookups (Shopify to Virtualstock Supplier)
          • Stage 5: Review & test the Orders process flow (Shopify & Virtualstock Supplier)
            • Changing the supplier delivery date calculation for orders
          • Stage 6: Review & test the Fulfillments process flow (Shopify to Virtualstock Supplier)
          • Stage 7: Review & test the Inventory process flow (Shopify to Virtualstock Supplier)
          • Stage 8: Go live (Shopify to Virtualstock Supplier)
      • Veeqo & TikTok
  • Connectors & instances
    • Connectors & instances introduction
    • Patchworks connectors
      • Adobe Commerce - Magento (prebuilt connector)
      • Aero Commerce (prebuilt connector)
      • Airtable (prebuilt connector)
      • Akeneo (prebuilt connector)
      • Algolia (prebuilt connector)
      • Amazon Seller Partner API (prebuilt connector)
      • Avasam (prebuilt connector)
      • BigCommerce (prebuilt connector)
      • BigCommerce B2B Edition (prebuilt connector)
      • Bleckmann API (prebuilt connector)
      • Bloomreach Engagement (prebuilt connector)
      • Braze (prebuilt connector)
      • Brightpearl (prebuilt connector)
      • Business Central (prebuilt connector)
      • CacheFlow (prebuilt connector)
      • Carma (prebuilt connector)
      • Centra (prebuilt connector)
      • ChannelEngine (prebuilt connector)
      • Cin7 (prebuilt connector)
      • Clarus WMS (prebuilt connector)
      • Clerk (prebuilt connector)
      • Cloudshelf (prebuilt connector)
      • Commerce Layer (prebuilt connector)
      • Commercetools (prebuilt connector)
      • Cybertill (prebuilt connector)
        • Cybertill post-request script
      • Deposco (prebuilt connector)
      • Descartes Peoplevox (prebuilt connector)
        • The Peoplevox setData script
          • Using the Peoplevox setData script in process flows
        • Peoplevox XML to JSON conversion script
        • Using the Peoplevox search filter when pulling data
      • Dotdigital (prebuilt connector)
      • EdiFabric (prebuilt connector)
      • EKM Insight (prebuilt connector)
      • Emarsys (prebuilt connector)
        • Emarsys pre request script
      • Ergonode (prebuilt connector)
      • EVA (prebuilt connector)
      • Flexport (prebuilt connector)
      • Fluent Commerce (prebuilt connector)
      • Fredhopper by Crownpeak (prebuilt connector)
      • Freshdesk (prebuilt connector)
      • FTP (prebuilt connector)
      • Fulfillmenttools (prebuilt connector)
      • Google BigQuery (prebuilt connector)
      • Google Pub Sub (prebuilt connector)
      • Google Sheets (prebuilt connector)
        • Working with the Google Sheets connector
      • Gorgias (prebuilt connector)
      • GXO Logistics (prebuilt connector)
      • Happy Returns (prebuilt connector)
      • Huboo (prebuilt connector)
      • Hubspot (prebuilt connector)
      • InPost (prebuilt connector)
      • Inriver (prebuilt connector)
      • Jira (prebuilt connector)
      • Klaviyo (prebuilt connector)
      • Lightspeed Retail X-Series (prebuilt connector)
      • Linnworks (prebuilt connector)
      • LionWheel (prebuilt connector)
      • Mailchimp (prebuilt connector)
      • Mailjet (prebuilt connector)
      • Marketplacer - Operator (prebuilt connector)
      • Marketplacer - Seller (prebuilt connector)
      • Mirakl (prebuilt connector)
      • MongoDB (prebuilt connector)
      • NetSuite (prebuilt connector)
        • Preparing your NetSuite environment to work with Patchworks
        • OAuth 2 (client credentials) authentication
        • OAuth 1 authentication
      • Occtoo (prebuilt connector)
      • Octopus Energy (prebuilt connector)
      • Odoo (prebuilt connector)
      • Ometria (prebuilt connector)
      • OnBuy (prebuilt connector)
      • OneStock (prebuilt connector)
      • OpenAI (prebuilt connector)
      • Orderwise (prebuilt connector)
      • PagerDuty (prebuilt connector)
      • Pimberly (prebuilt connector)
      • Plytix (prebuilt connector)
        • Plytix post-request script
      • Prima Solutions (prebuilt connector)
        • Setting up a Prima Solutions connection
      • Quickbooks (prebuilt connector)
      • RabbitMQ (prebuilt connector)
      • Rebound (prebuilt connector)
      • ReturnGo (prebuilt connector)
      • Returnless (prebuilt connector)
      • Reveni (prebuilt connector)
      • REVIEWS.io (prebuilt connector)
      • Sage 200 (prebuilt connector)
      • Salesforce Commerce Cloud (prebuilt connector)
      • Salsify (prebuilt connector)
      • Sanity.io (prebuilt connector)
      • SCAYLE (prebuilt connector)
      • SEKO (prebuilt connector)
      • SFTP (prebuilt connector)
      • ShipBob (prebuilt connector)
      • Shiptheory (prebuilt connector)
      • Shopify (prebuilt connector)
        • Shopify token authentication
        • Adding a custom (GraphQL) endpoint for Shopify
      • Shopline (prebuilt connector)
      • Shopware (prebuilt connector)
      • Sitoo (prebuilt connector)
      • Snowflake (prebuilt connector)
      • SparkLayer (prebuilt connector)
      • Stok.ly (prebuilt connector)
      • Swan Retail System (prebuilt connector)
        • Swan Retail System - pagination update timestamp response script
      • Swap Commerce (prebuilt connector)
      • Tempo (prebuilt connector)
      • The Edge by John Lewis (prebuilt connector)
      • TikTok Shop (prebuilt connector)
      • Torque (prebuilt connector)
      • Trello (prebuilt connector)
      • Twilio (prebuilt connector)
      • Veeqo (prebuilt connector)
      • Virtualstock (prebuilt connector)
      • Visual Next (prebuilt connector)
      • Visualsoft (prebuilt connector)
      • Voyado (prebuilt connector)
      • Whistl (prebuilt connector)
      • WooCommerce (prebuilt connector)
      • Xero (prebuilt connector)
      • Zendesk (prebuilt connector)
      • ZigZag (prebuilt connector)
    • Working with connectors
      • Accessing your connectors
      • Installing a connector
      • Updating a connector
      • Removing a connector
    • Working with instances
      • Accessing instances
      • Adding an instance
      • Updating an instance
      • Removing an instance
    • Event connectors (BETA)
      • Accessing your event connectors
      • Adding a new event connector
      • Updating an existing event connector
      • Removing an existing event connector
      • Message queues/topics
        • Adding a new message queue/topic
        • Renaming a message queue/topic
        • Removing a message queue/topic
  • Process flows
    • About process flows
    • The process flow home page
    • Prebuilt process flows
      • Installing a prebuilt process flow
      • The anatomy of a prebuilt process flow
    • Building process flows
      • Approaching your first process flow
      • Techniques for building process flows
      • Best practice for building process flows
        • Payload size - best practice
        • Scripts - best practice
        • Multi environment management - best practice
        • Targeted syncs - best practice
      • Understanding how data flows through shapes
      • Process flow versioning
      • Adding a new process flow
      • The process flow canvas
      • Process flow settings
      • Process flow shapes
        • Standard shapes
          • Assert shape
          • Branch shape
          • Connector shape
            • Configuring a database connection
            • Using connector shape response scripts
            • Configuring SFTP connections
            • Configuring FTP connections
          • Filter shape
            • Using regex for string-type filters
            • Using contains one of many or does not contain one of many for string filters
          • Flow control shape
          • Manual payload shape
          • Map shape
            • Importing & exporting map shape configurations
            • Working with field mappings
            • Working with field transformations
              • Available transform functions
                • Array transform functions
                  • Array join transform function
                • Date transform functions
                  • Custom dynamic date transform function
                  • Custom static date transform function
                  • Format date transform function
                  • Round date transform function
                • Number transform functions
                  • Cast to string transform function
                  • Custom number transform function
                  • Math transform function
                  • Round number transform function
                • Other transform functions
                  • Cache lookup transform function
                  • Cast boolean to string transform function
                  • Cast to boolean transform function
                  • Custom boolean transform function
                  • Null to string transform function
                  • Null to zero transform function
                  • Null value transform function
                  • Script transform function
                • String transform functions
                  • Contains one of many transform function
                  • Custom string transform function
                  • Cast to float transform function
                  • Concatenate transform function
                  • Does not contain one of many transform function
                  • Cast to number transform function
                  • First word transform function
                  • JSON encode transform function
                  • Last word transform function
                  • Pad transform function
                  • Replace transform function
                  • Split string transform function
            • Mappings - tips & tricks
              • Mapping an array & a parent field
          • Notify shape
          • Route shape
          • Run process flow shape
          • Set variables shape
          • Split shape
          • Track data shape
            • The tracked data page
          • Trigger shape
            • Trigger shape (schedule)
            • Trigger shape (callback)
            • Trigger shape (event listener)
            • Trigger shape (webhook)
          • Try/Catch shape
        • Advanced shapes
          • Cache
            • Add to cache shape
              • Generating dynamic cache keys with variables
              • Appending data to a cache
              • Cache pagination options
            • Load from cache shape
              • What cached data do you want to load?
                • Loading all cached data from a static cache key
                • Loading multiple items from dynamic cache keys
                • Loading a single item from a dynamic cache key
            • Referencing a cache in mapping transformations
            • Cache maintenance
          • De-Dupe shape
            • Adding & configuring a de-dupe shape
            • Working with data pools
            • Importing & exporting de-dupe data
          • Script shape
          • Callback shape
      • Skipping shapes
      • Shape notes
      • Dynamic variables
        • Payload variables
        • Metadata variables
        • Flow variables
          • Adding & managing flow variables
          • Referencing flow variables in a process flow
          • Referencing flow variables in custom scripts
          • Referencing flow & meta variables in mapping transformations
      • Connection pools
    • Managing process flows
      • Accessing your process flows
      • Enabling & disabling a process flow
      • Renaming a process flow
      • Duplicating a process flow
        • Duplicating a process flow between linked companies
        • Shape configuration in a duplicated process flow
      • Process flow labels
        • Process flow label management
        • Using process flow labels
      • Initialising a process flow manually
      • Initialising a process flow manually with a payload
      • Stopping a running process flow
      • Removing a process flow
    • Error reporting & exception handling
      • Real-time run logs
      • Run logs & queue
        • Working with run logs
          • Viewing logs
          • Viewing logs (classic)
          • Downloading run logs
          • Retrying a failed process flow run
        • Working with your run queue
      • Email notifications for failed process flow runs
    • Cross-reference lookups
      • Accessing cross-reference lookups
      • Installing cross-reference lookups
      • Adding a cross-reference lookup
      • Importing & exporting cross-reference lookups
      • Using a cross-reference lookup in field transformations
    • Troubleshooting process flows
      • Unable to edit a process flow
      • Process flow not running
      • Process flow run failures
      • Re-syncing a previous payload
      • Required fields are not being tracked
      • Process flow timeout retrieving large payload
      • Process flow error when using a webhook connector
      • Your third-party systems go offline
      • Using a pre-request script for some process flows but not others
  • General Settings
    • General settings introduction
    • Audit logs
    • Notification groups
  • Developer Hub
    • Patchworks developer hub
    • Postman importer
    • Connector builder
      • Accessing the connector builder
      • Building your own connector
        • 1: Basic details
        • 2: Connector variables
        • 3: Authentication methods
          • Adding a new authentication method
          • Authentication method options
            • Auth variables
            • Connector variables
            • URL parameters
            • Header
            • Body
            • Pre-request script
            • Post-request script
          • Supported authentication types
            • Basic authentication
              • Configuring basic authentication
            • Token-based authentication
              • Configuring token-based authentication
            • OAuth 2
              • OAuth 2 (authorisation code)
                • Configuring OAuth 2 authentication (authorisation code)
              • OAuth 2 (client credentials)
                • Configuring OAuth 2 authentication (client credentials)
            • OAuth 1
              • Configuring OAuth 1 authentication
            • SOAP authentication
            • DB user pass authentication
            • No authentication
              • Configuring No Auth authentication
        • 4: Endpoints
          • Adding a new endpoint
          • Endpoint options
            • Authentication
            • Endpoint variables
            • URL
            • Header
            • Body
            • Schema / Taxonomy
              • Schema options
              • Field tagging
                • Working with field tags
                • Patchworks field tagging taxonomy
                  • Patchworks field tagging taxonomy: orders
                  • Patchworks field tagging taxonomy: customers
                  • Patchworks field tagging taxonomy: refunds
                  • Patchworks field tagging taxonomy: products
                  • Patchworks field tagging taxonomy: fulfillments
                  • Patchworks field tagging taxonomy: inventory
            • Pre-request script
            • Post-request script
            • Pagination
              • Custom relative URI pagination method
              • GraphQL cursor pagination method
              • Limit-offset pagination method
              • Link header pagination method
              • Next page token pagination method
              • Next page URL pagination method
              • Page number parameter pagination method
              • PeopleVox pagination method
              • NetSuite SOAP pagination method
              • Script pagination
          • Enabling an authentication method for an endpoint
        • Techniques for working with variables & parameters
          • Working with variables
          • Working with parameters
        • Building a database connector
          • Working with queries
      • Maintaining your own connectors
    • Custom scripting
      • Accessing scripts
      • Adding & testing custom scripts
        • Custom script messages for logs
      • Custom scripting technical overview
      • Custom script examples (general)
      • Pagination scripts
    • Patchworks API
      • Core API
      • Core API authentication
        • API keys
        • OAuth 2 (client credentials)
      • Core API spotlights
        • Initialising a process flow & sending data via the Patchworks API
          • Quickstart guide
          • The steps
            • Preparing your data
            • Mapping payload data
            • Obtaining process flow & version IDs for API requests
            • Obtaining a token for Patchworks API authentication
            • Initialising a process flow & sending data
        • Working with cross-reference lookup API requests
      • Core API general information
        • HTTP response status codes
  • Patchworks bolt-ons
    • Patchworks bolt-ons
    • Stockr
      • Stockr overview
      • The Stockr summary
  • RELEASE INFORMATION
    • Release information introduction
    • Core release notes
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  • Support
    • Raising a support ticket
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On this page
  • Introduction
  • New features
  • ​Troubleshoot services
  • Service notes
  • Clone service
  • Stop a running sync from the services list
  • Sync failure email notifications
  • Connector health check
  • My company profile
  • Welcome email messages
  • Updated features
  • Service list improvements
  • Service summary tab includes pending & running syncs
  • Service logs
  • Field mappings
  • Password validation
  • New connectors
  • Bug fixes
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  1. RELEASE INFORMATION
  2. Tapestry release notes

2022 10 10 release notes (dashboard)

Previous2022 10 24 release notes (dashboard)Next2022 09 26 release notes (dashboard)

Last updated 2 years ago

Introduction

This page summarises release information for the Patchworks release to Production dated: 10th October 2022.

New features

​Troubleshoot services

A new run service tab is available within a service, to help admin users troubleshoot sync queries. Here, you can define a range of settings to run a service manually and work with the results:

You can enter specific ids to be pulled, define filters and set from/to options to determine how the service should run.

Options are available to stop the service run before the push phase and/or to force a push irrespective of any retry limits that may be set. Another really useful setting is the ability to download payloads for the push and pull operations:

If these options are set, download options are displayed in the service log (which auto-refreshes every 5 seconds) when the run completes.

This tab is only available for admin users.

Please see the How to run a service manually page in our product documentation for more information on this feature.

Service notes

It's now possible to add notes for a service - select the required service, access the settings tab and scroll down to the service notes panel:

Clone service

If you need to add a service with similar attributes to one that already exists, it's now possible to clone an existing service:

Please see the cloning an existing service page in our product documentation for more information on this feature.

Stop a running sync from the services list

It's now possible to stop a running sync from the service summary tab:

Sync failure email notifications

Optionally, these emails can include a preview of the sync report, displaying up to 50 failures. Whether or not these emails include a preview of the sync report can be set at the service level, via the alerts tab:

Please see the sync failure email notifications page in our product documentation for more information on this feature.

Connector health check

When working with a connector you can check its current status from the summary tab: :

Possible connector statuses are:

Status
Summary

Connector Operational

The system can be reached and authenticated with the details provided.

System Unreachable

The URL provided for this connector cannot be reached.

Failed Authentication

Authentication cannot be completed using the details provided.

Please see the anatomy of a connector page in our product documentation for more information on this feature.

My company profile

Welcome email messages

Two new 'welcome' emails have been added in this release:

  • When a new company registration is completed for Patchworks, a welcome email is sent to the person who completed the registration.

  • When a new user is added to their company's Patchworks system, they will receive a welcome email which includes a link to set their own password.

Updated features

Service list improvements

The services list now identifies sweeper and standard services:

It also includes a separate category for other services - these are custom services that Patchworks set up for clients, typically for cases where clients need to integrate a system that's not available in the dashboard:

Please see the services list page in our product documentation for more information on this feature.

Service summary tab includes pending & running syncs

Running and pending entries are now included in the sync list, on service summary tabs:

Service logs

New columns for the service summary sync list

When viewing summary logs for a service, you will now see total count and processed count columns - for example:

The total count is the number of records retrieved from the source for processing and the processed count is the number of records actually processed by the sync.

These numbers may vary for a number of reasons. For example, if a service is run manually with filters to pull all records from the last hour but a scheduled sync completed ten minutes previously, the manual sync will contain records that have already been processed so they won't be processed again.

Enhanced detailed logs

Detailed service logs have been improved to show more information, with auto-refresh every five seconds. This means that if you access a log for a service that's running, you have a live view of the sync:

Please see the service sync logs page in our product documentation for more information on this feature.

Field mappings

Improved mapping page layout

The service field mapping page is now easier to use, with fields displayed in logical categories based on the destination connector - for example:

When a new row is added, it is shown in a new section at the end of the page, so you can see what's been added at a glance:

...when mappings are saved, all new items take their natural place in the list.

Mapping transforms can now be created without a source field

A transform can now be added for a field mapping without the need for a source field to be present. This is useful for cases where a value needs to be passed to a destination system but there is no relationship with a source field. For example:

Please see the field mappings page in our product documentation for more information on this feature.

Password validation

Password validation now includes checks to determine if the password specified for registration or reset is compromised.

Checks are made using the haveibeenpwned.com service with the k-anonymity model, to determine if a password has been leaked.

If a specified password is found to be compromised, it cannot be used and you will be prompted to try again.

New connectors

Sitoo

Push to other systems
Pull from other systems

Fulfillments

Orders

Bug fixes

Affected feature
Summary
Patchworks #

Password validation

Password validation was not working as expected. This is now fixed and the following rules apply:

  • A minimum length of 8 characters

  • At least 1 lowercase letter (a - z)

  • At least 1 uppercase letter (A - Z)

  • At least 1 number (0 - 9)

  • At least 1 special character (!, $, #, or %)

TSYS-1794, 1795

Dropdown behaviour

In some circumstances, dropdown lists were not behaving correctly.

TSYS-2173

Please see the page in our product documentation for more information on this feature.

A daily 'sync failure' email can now be sent to defined recipients for example:

To receive these emails, recipients must be added to a and then this group must be added to your .

Accessing your company details (including groups and ) is now easier, via a new my company profile option in settings:

Please see the page in our product documentation for more information on this feature.

notification group
company profile
users
accessing your company profile
service notes