Implementing Workflows for Shopify Connector

Golden Workflows

Golden Workflows provide out-of-the-box integrations between Shopify and ERP systems (such as SAP Business One). Implementation details are provided below.

For other Implementation guides, see Golden Workflow Install Guide.

For general Golden Workflow documentation, see Connector Golden Workflows.

Golden Workflows are available for the following Shopify scenarios:

  • Orders (Shopify to ERP)
    • The SAP Business One version of this workflow includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document.
  • Order Cancellation (Shopify to ERP)
  • Fulfillments/Deliveries (ERP to Shopify)
    • This workflow includes tracking information.
  • Products/Items (ERP to Shopify)
  • Location Quantities/Inventory (ERP to Shopify)
  • Refunds/Credit Memos (Shopify to ERP)
  • Customers (ERP to Shopify)

ERP Connectors

To install these workflows for an ERP system, basic ERP-specific configuration is required. Once that’s complete, Shopify-focused configuration is required to install supporting metadata.

Sage Intacct

Metadata is required to support integrations between Shopify and Sage Intacct, including the following workflows.

Workflow Name Description Custom Fields
Inventory to Inventory Levels (Intacct to Shopify) Sage Intacct Inventory to Shopify Inventory Level. (Sage Intacct Only)
Item to Product (Intacct to Shopify) Sage Intacct Item Master Data to Shopify Product. (Sage Intacct Only)
Order (Shopify to Intacct) Shopify Order to Sage Intacct Sales Order. (Sage Intacct Only)

To install Golden Workflows for Sage Intacct:

  1. Install Saltbox metadata for Sage Intacct, as outlined in Saltbox Metadata for Sage Intacct.

  2. Install Shopify-specific metadata for Sage Intacct, as outlined in the Shopify Metadata for Sage Intacct section.

  3. Install Golden Workflow project file using the project import feature.

SAP Business One Metadata

Metadata is required to support integrations between Shopify and SAP Business One, including the following workflows.

Workflow Name Description Custom Fields
Business Partner to Customer (SAP to Shopify) SAP Business One Business Partner account to Shopify Customer account. (SAP Business One Only)
Delivery to Fulfillment (SAP to Shopify) SAP Business One Delivery to Shopify Fulfillment. (SAP Business One Only)
Inventory to Inventory Levels (SAP to Shopify) SAP Business One Inventory to Shopify Inventory Level. (SAP Business One Only)
Item to Product (SAP to Shopify) SAP Business One Item Master Data to Shopify Product. (SAP Business One Only)
Order (Shopify to SAP) Shopify Order to SAP Business One Sales Order. Includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document in SAP Business One. (SAP Business One Only)
Order Cancellation (Shopify to SAP) Shopify Order Cancellation to SAP Business One Sales Order Cancellation. (SAP Business One Only)
Refunds to Credit Memos (Shopify to SAP) Shopify Refund to SAP Business One Sales Credit Memo. (SAP Business One Only)

To install Golden Workflows for SAP Business One (B1):

  1. Install Saltbox metadata for SAP Business One, as outlined in Saltbox Metadata for SAP Business One.

  2. Install Shopify-specific metadata for SAP Business One, as outlined in the Shopify Metadata for SAP Business One section.

  3. Install Golden Workflow project file using the project import feature.