> For the complete documentation index, see [llms.txt](https://doc.wearepatchworks.com/product-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.wearepatchworks.com/product-documentation/blueprints/patchworks-blueprints/shopify-and-brightpearl/available-process-flows-shopify-and-brightpearl/brightpearl-greater-than-shopify-create-update-companies-contacts-and-payment-terms.md).

# Brightpearl > Shopify - create/update companies, contacts & payment terms

## Introduction

This flow starts by retrieving contact details from Brightpearl. A script aggregates all contacts under their respective companies, designating a primary contact to populate the company's financial details. New companies are added to Shopify, and existing companies are updated.

## Process flow snapshot

<details>

<summary><img src="/files/y1IE71BfODU6ZRj1HNMM" alt="" data-size="line"> Click to view process flow snapshot</summary>

<figure><img src="/files/zpyVqwwk13SVxucaGRi5" alt=""><figcaption></figcaption></figure>

</details>

## Limitations

<table><thead><tr><th width="266.79296875">Limitation</th><th>Summary</th></tr></thead><tbody><tr><td>Identifying updated companies in Brightpearl</td><td>Brightpearl does not have the facility to search for 'updated' companies, so all companies are retrieved and searched in Shopify.</td></tr></tbody></table>

## Assumptions

<table><thead><tr><th width="266.79296875">Assumption</th><th>Summary</th></tr></thead><tbody><tr><td>Sync direction</td><td>Running this flow assumes that you want to sync data in this direction (i.e. from Brightpearl to Shopify). If required, a flow for the reverse direction is<a href="/pages/oSS9Hc95Izm25ZlTd4WB"> </a>available (<a href="/pages/rtlU1AF7gv2a3mG3bufT">Shopify > Brightpearl - company and contact update/create</a>). You should run one or the other.</td></tr></tbody></table>

## Customisation

To ensure that this process flow runs as required, some customisation options are available. These are documented in the following sections:

* [Flow variables](#flow-variables)
* [Process shape shapes](#process-flow-shapes)

### Flow variables

This process flow does not use flow variables.

### Process flow shapes

This process flow includes some shapes that can be configured with your own settings. Please see guidelines in the table below.

{% hint style="warning" %}
Shape settings determine the outcome of process flows. Do not change shape settings unless they are listed below.
{% endhint %}

<table data-full-width="false"><thead><tr><th width="220.09375">Shape</th><th>Notes</th></tr></thead><tbody><tr><td>Trigger</td><td>The default schedule for this flow is to run <code>daily at 05:00 PM</code>. This is the recommended run frequency but the schedule can be changed if necessary.</td></tr><tr><td>Connector (Brightpearl)</td><td>If you did not add or select a Brightpearl instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Brightpearl</code> instance.<br><code>Source endpoint</code> : Set to <code>GET Get all contacts</code></td></tr><tr><td>Filter</td><td>Having retrieved all contacts from Brightpearl, this filter shape determines the lookback period for the updatedOn timestamp. The default setting is <code>-24 hours</code> - you can change this as required (keeping your trigger schedule in mind).</td></tr><tr><td>Connector (Shopify)<br>branch: <code>first branch</code></td><td>If you did not add or select a Shopify instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Shopify</code> instance.<br><code>Source endpoint</code> : Set to <code>POST Get all companies contacts and locations</code><br><code>Company name</code> : Set to <code>[[payload.name]]</code></td></tr><tr><td>Connector (Shopify)<br>branch: <code>first branch</code></td><td>If you did not add or select a Shopify instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Shopify</code> instance.<br><code>Source endpoint</code> : Set to <code>POST Add new contact to company</code></td></tr><tr><td>Connector (Shopify)<br>branch: <code>first branch</code></td><td>If you did not add or select a Shopify instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Shopify</code> instance.<br><code>Source endpoint</code> : Set to <code>POST Add new company location via graphql</code></td></tr><tr><td>Connector (Shopify)<br>branch: <code>first branch</code></td><td>If you did not add or select a Shopify instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Shopify</code> instance.<br><code>Source endpoint</code> : Set to <code>POST Get all locations of company</code><br><code>Company ID</code> : Set to <code>[[payload.shopify_company_id.0.shopify_company_id]]</code></td></tr><tr><td>Connector (Shopify)<br>branch: <code>first branch</code></td><td>If you did not add or select a Shopify instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Shopify</code> instance.<br><code>Source endpoint</code> : Set to <code>POST Update payment terms</code></td></tr><tr><td>Connector (Shopify)<br>branch: <code>second branch</code><br>➤ <code>new contact</code></td><td>If you did not add or select a Shopify instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Shopify</code> instance.<br><code>Source endpoint</code> : Set to <code>POST Add new contact to company</code></td></tr><tr><td>Connector (Shopify)<br>branch: <code>second branch</code><br>➤ <code>new location</code></td><td>If you did not add or select a Shopify instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Shopify</code> instance.<br><code>Source endpoint</code> : Set to <code>POST Add B2B company location via graphql</code></td></tr><tr><td>Connector (Shopify)<br>branch: <code>second branch</code><br>➤ <code>update net terms</code></td><td>If you did not add or select a Shopify instance during the blueprint <a href="/pages/IUEvmNmJ8fj8u3vFE4Rn">installation process</a>, the following settings must be configured:<br><br><code>Source instance</code> : Set to your required <code>Shopify</code> instance.<br><code>Source endpoint</code> : Set to <code>POST Update payment terms</code></td></tr></tbody></table>

## Reference

Reference information for this process flow is documented in the following sections:

* [Scripts used in this process flow](#scripts-in-this-process-flow)
* [Cross-reference lookups used in this process flow](#cross-reference-lookups-in-this-process-flow)

### Scripts in this process flow

<table><thead><tr><th width="293">Script</th><th>Summary</th></tr></thead><tbody><tr><td>Brightpearl - group companies</td><td>Groups Brightpearl companies for easier splitting.</td></tr><tr><td>BP to Shopify - Determine new or updated companies</td><td>Creates an array of Shopify addresses.</td></tr><tr><td>Inject company ID into multiple contacts</td><td>Structures a company contact correctly (for adding a new contact).</td></tr><tr><td>Brightpearl - inject company id when adding new location</td><td>Structures a company location correctly (for adding a new location).</td></tr><tr><td>Split locations for payment terms</td><td>Splits locations as needed for the creation of payment terms.</td></tr><tr><td>BP to Shopify - determine new contact and new locations to add</td><td>Creates arrays for new contacts and locations.</td></tr></tbody></table>

### Cross-reference lookups in this process flow

This process flow does not use cross-reference lookups.