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

This is draft documentation - please check back later for final content.

Introduction

This flow retrieves company, contact and location details from Brightpearl and creates/updates correlating details in Shopify.

For a new company, the company, location and contact and payment terms are created. This information is updated for existing companies.

Process flow snapshot

Click to view process flow snapshot

TBC

Limitations

Limitation	Summary
Identifying updated companies in Brightpearl	Brightpearl does not have the facility to search for 'updated' companies, so all companies are retrieved and are pulled and then searched in Shopify.

Assumptions

No assumptions to note.

Customisation

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

• Flow variables

• Process shape 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.

Shape settings determine the outcome of process flows. Do not change shape settings unless they are listed below.

Shape	Notes
Trigger	No default schedule is defined. If you decide that you want to sync locations in this direction (rather than from Shopify > Brightpearl), you may decide to add a schedule.
Connector (Brightpearl)	If you did not add or select a Brightpearl instance during the blueprint installation process, the following settings must be configured: Source instance : Set to your required Brightpearl instance. Source endpoint : Set to GET Get all warehouses Updated at : Set to {{flow.variables.updatedat}} Updated at references a flow variable value, defined in process flow settings.
Connector (Shopify)	If you did not add or select a Shopify instance during the blueprint installation process, the following settings must be configured: Source instance : Set to your required Shopify instance. Source endpoint : Set to POST Get all locations via graphql Updated at : Set to {{flow.variables.updatedat}} Updated at references a flow variable value, defined in process flow settings.
Script	The BP to Shopify - Determine new and updated locations script can be updated if additional details are required for locations.
Connector (Shopify) branch: new location	If you did not add or select a Shopify instance during the blueprint installation process, the following settings must be configured: Source instance : Set to your required Shopify instance. Source endpoint : Set to POST Add locations via graphql
Connector (Shopify) branch: update location	If you did not add or select a Shopify instance during the blueprint installation process, the following settings must be configured: Source instance : Set to your required Shopify instance. Source endpoint : Set to POST Update locations via graphql

Reference

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

• Scripts used in this process flow

• Cross-reference lookups used in this process flow

Scripts in this process flow

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

Cross-reference lookups in this process flow

This process flow does not use cross-reference lookups.