Shopify > Brightpearl - company and contact update/create

Introduction

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

Process flow snapshot

Click to view process flow snapshot

Limitations

No limitations to note.

Assumptions

Assumption	Summary
Sync direction	Running this flow assumes that you want to sync data in this direction (i.e. from Shopify to Brightpearl). If required, a flow for the reverse direction is available (Brightpearl > Shopify - create/update companies, contacts & payment terms). You should run one or the other.

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

The table below summarises flow variables defined for this process flow.

Flow variable	Summary	Default value
datesince	Set the relative number of days to look back for updates. Update the default value as required. This variable is referenced in the first map shape in the flow, where a custom string transform passes the lookback value into the subsequent Shopify query.	-4 hours UTC

For information on working with flow variables, please refer to our flow variables documentation.

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	The default schedule for this flow is to run every 4 hours at 0 minutes past the hour. This is the recommended run frequency but the schedule can be changed if necessary.
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 updated companies and contacts Updated since : Set to [[payload.lookback]]
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 Search company Parameter : Filter defined to retrieve only companies where the name field is set to [[payload.company_name]].
Connector (Brightpearl) branch: new company ➤ branch: first branch	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 POST Create new locations
Connector (Brightpearl) branch: new company ➤ branch: second branch	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 POST Create new contacts
Connector (Brightpearl) branch: new company ➤ branch: new branch	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 POST Create company locations to company ID
Connector (Brightpearl) branch: update company ➤ branch: create location ids	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 POST Create new locations
Connector (Brightpearl) branch: update company ➤ branch: new contacts	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 POST Create new contacts
Connector (Brightpearl) branch: update company ➤ branch: assign location id to company	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 POST Create company locations to company ID

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 - determine new or current companies	Checks if the company is new or already exists in Brightpearl.
Brightpearl - create array of addresses	Put Shopify addresses into an array.
New company - assign location IDs to contacts	Assign location IDs (from location creation) to the contacts.
BP - new contact update locations	Adds contact IDs to locations.
Brightpearl - determine new contacts and new locations	Checks new contacts and locations for existing companies in Brightpearl.
Assign location IDs to contacts	Adds location IDs to new contacts for existing companies.
Determine id map for location add	Transforms location data and associates location ids.

Cross-reference lookups in this process flow

This process flow does not use cross-reference lookups.