Shopify > Brightpearl - sales orders

Introduction

This flow retrieves new sales orders from Shopify (for a given lookback period) and syncs to Brightpearl. For paid orders, the order is created and payment terms are set. For pending orders, the order is created.

Process flow snapshot

Click to view process flow snapshot

Limitations

No limitations to note.

Assumptions

Assumption	Summary
Existing data status	Assumes all products and contacts are already synced in both systems.

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
datefrom	Set the relative number of days to look back for updates. Update the default value as required. This variable is referenced in the first Shopify connector, where a filter query is defined to determine which orders to pull.	-10 minutes 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 10 minutes. 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 orders via graphql for Brightpearl Filter : The default is set as below: fulfillment_status:partial OR fulfillment_status:unshipped OR fulfillment_status:unfulfilled AND (financial_status:authorized OR financial_status:paid OR financial_status:pending) AND created_at:>='{{flow.variables.datefrom}}' If you need to pull more information for sales orders, you can extend this query. If you do so, check subsequent map shapes to ensure new fields are mapped where needed.
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 contacts in company Parameters : A default filter is defined to search (and match) on primaryEmail where the value is set to [[payload.email]].
Connector branch: paid orders	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 sales orders
Connector branch: paid orders	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 Take payment
Connector branch: pendinng orders	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 sales orders

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

This process flow does not use scripts.

Cross-reference lookups in this process flow

This process flow does not use cross-reference lookups.