Shopify Operations Manual
Netsuite to Shopify (outbound sync)
Outbound sync to Shopify is via the Integrator.io system.
System Requirements:
- Netsuite Saved Search (https://1019389.app.netsuite.com/app/common/search/search.nl?id=9027)
- GEMLUX Azure Microsoft SQL Server Database Instance - gemlux.database.windows.net
- Text Connects Lighthouse Shopify App Integration
- Login to integrator.io
- Click on Netsuite - Shopify Integrations
- Open the NS to Shopify Customers Flow
- To Manually Sync Customers - Click on the PLAY ICON on the top right of the flow
Note: This will only sync data with the internal gemlux SQL Server, please follow remaining steps. - To Manually Sync Customers into Shopify, run the following online command - https://lighthouse.txtcon.io/gem_management/kickoff-customers
- Click the SYNC button to just run a SYNC
- Fill in the email address and check the box labeled FULL SYNC REPORT
- Click the SYNC Button with information filled out to receive an email report on the status of EVERY record run.
- Please give the system 30 mins to fully run this sync. During this time, you can come back to the kickoff-customers page and see a status bar on progress of the sync run.
Required SQL Table Data Creation (gemlux_customers)\
CREATE TABLE [dbo].[gemlux_customers]([_id] [int] IDENTITY(1,1) NOT NULL,[NSID] [int] NOT NULL,[recordType] [varchar](100) NULL,[NSCustomerID] [varchar](100) NULL,[NSName] [varchar](max) NULL,[NSEmail] [varchar](max) NULL,[NSOffice] [varchar](50) NULL,[NSFax] [varchar](50) NULL,[NSSalesRep] [varchar](255) NULL,[NSPriceLevel] [varchar](255) NULL,[Address1] [varchar](max) NULL,[Address2] [varchar](max) NULL,[AddressCity] [varchar](max) NULL,[AddressState] [varchar](100) NULL,[AddressCountry] [varchar](200) NULL,[AddressZip] [varchar](100) NULL,[Role] [varchar](max) NULL,[taxable] [varchar](100) NULL) ON [PRIMARY] TEXTIMAGE_ON [PRIMARY]
We have not included INDEXES in the above call, so you can manage data as you see fit.
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Product Sync
Netsuite to Shopify (outbound sync)
Outbound sync to Shopify is via the Integrator.io system.
System Requirements:
- Netsuite Saved Search (https://1019389.app.netsuite.com/app/common/search/search.nl?id=9027)
- GEMLUX Azure Microsoft SQL Server Database Instance - gemlux.database.windows.net
- Text Connects Lighthouse Shopify App Integration
- Login to integrator.io
- Click on Netsuite - Shopify Integrations
- Open the NS to Shopify Flow (https://integrator.io/integrations/5f400afa2aeb686432f1e12c/flowBuilder/5f400b7ce1547023522bf8da)
- To Manually Sync Products - Click on the PLAY ICON on the top right of the flow
Note: This will only sync data with the internal gemlux SQL Server, please follow remaining steps. - To Manually Sync Products into Shopify, run the following online command -
https://lighthouse-prod.txtcon.io/gem_management/kickoff-products - Click the SYNC button to just run a SYNC
- [OPTIONAL] Fill in the email address
- [OPTIONAL] Click the SYNC Button with information filled out to receive an email report on the status of EVERY record run.
- Please give the system 60 mins to fully run this sync. During this time, you can come back to the kickoff-customers page and see a status bar on progress of the sync run.
NOTE - SCHEDULED TO RUN DAILY at 110am
Required SQL Table Data Creation (gemlux)\
CREATE TABLE [dbo].[gemlux]( [_id] [int] IDENTITY(1,1) NOT NULL, [shopifyId] [bigint] NOT NULL, [variantID] [bigint] NOT NULL, [inventoryItemId] [bigint] NOT NULL, [NSID] [varchar](50) NOT NULL, [NSName] [varchar](200) NULL, [DisplayName] [varchar](max) NULL, [StoreDescription] [varchar](max) NULL, [productType] [varchar](100) NULL, [onlinePrice] [decimal](18, 2) NOT NULL, [weight] [decimal](18, 3) NOT NULL, [weightUnits] [varchar](10) NOT NULL, [drawingFile] [varchar](max) NULL, [imageSRC] [varchar](max) NULL, [pageTitle] [varchar](max) NULL, [UPC] [varchar](max) NULL, [storeDisplayImage] [varchar](max) NULL, [StoreImage2] [varchar](max) NULL, [StoreImage3] [varchar](max) NULL, [StoreImage4] [varchar](max) NULL, [StoreImage5] [varchar](max) NULL, [NS3dFile] [varchar](max) NULL, [NSInstallation] [varchar](max) NULL, [NSWebStoreDes] [text] NULL, [NSProductMaterialList] [varchar](max) NULL, [NSLength] [varchar](50) NULL, [NSWidth] [varchar](50) NULL, [NSHeight] [varchar](50) NULL, [NSCutout] [varchar](50) NULL, [NSMountingStyle] [varchar](300) NULL, [NSFastenerSize] [varchar](300) NULL, [NSLocking] [varchar](300) NULL, [NSCompLatchBackingPlate] [varchar](300) NULL, [NSComprLatchCam] [varchar](300) NULL, [NSComprLatchShaftLength] [varchar](300) NULL, [A1] [decimal](18, 2) NOT NULL, [A2] [decimal](18, 2) NOT NULL, [A3] [decimal](18, 2) NOT NULL, [ABA] [varchar](300) NULL, [Clearance] [varchar](200) NULL, [OEM1] [decimal](18, 2) NOT NULL, [OEM2] [decimal](18, 2) NOT NULL, [OEM3] [decimal](18, 2) NOT NULL, [R2Online] [decimal](18, 2) NOT NULL, [Available] [int] NOT NULL, [NSType] [varchar](200) NULL, [onSpecial] [decimal](18, 2) NOT NULL) ON [PRIMARY] TEXTIMAGE_ON [PRIMARY]GO
We have not included INDEXES in the above call, so you can manage data as you see fit.
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Shipping Rate Sync
Run the following page, and wait for it to finish to refresh all the NS ID's for Shipping Calcs - https://lighthouse-prod.txtcon.io/_clients/gemlux/dataload-ship.aspx \
Order Sync
Orders flow via Integrator.io from SHOPIFY to Netsuite using the Shopify Orders to Netsuite Sales Orders workflow.
Scheduled - Once every 6 hours
Starting Time: 7:10am
Flow Steps:
- Export from Shopify
- Flow check to determine if the customer record has a NS tag ID, if it does, skip the import Netsuite Customer step
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- If no ID, search by EMAIL address to find customer record using NS built in search
- Import into NS Sales Order\
Fulfillment Handling
Scheduled - Twice Daily
Starting Time: 8:10am
Flow: NS Shipments to Shopify Fulfillments
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Payment Handling
Scheduled: ON DEMAND
Currently set for on demand while validating
Flow: NS Payment Capture\