Customer Synchronization: Business Customers

In Shopify, it is possible to sell goods and services to business customers without using third-party apps. A business customer is set up in the Shopify store as a company. A company may have multiple locations, and multiple customers may be associated with the same company. Each customer that is associated with a company may be assigned either the Ordering only role or the Location admin role in any of the company's locations. When a customer associated with a company signs in to the Shopify store, they select the location for which they are placing an order, and they are offered the prices and payment terms that have been set up in the store for that company location.

For more information about setting up companies in Shopify, see the Shopify documentation.

Important:
Business-to-business functionality in Shopify is available on the Shopify Plus subscription plan.
You can synchronize business customers between MYOB Acumatica and a Shopify store, as described in the sections below. You can also synchronize orders that have been placed by contacts associated with business customers, as described in Order Synchronization: Orders for Companies.
Important:
The synchronization of business customers is available if both the Shopify Connector feature and the Business-to-Business Entities feature are enabled on the Enable/Disable Features (CS100000) form.

Import of Business Customers

During the import of a company from a Shopify store to MYOB Acumatica, the system does the following:

  • Creates a customer for the company on the Customers (AR303000) form
  • For each location that has been defined for the company in the Shopify store, creates a customer location on the Customer Locations (AR303020) form
  • For each customer associated with the company in the Shopify store, creates a contact on the Contacts (CR302000) form

The identifier of the business customer imported from a Shopify store is generated based on the numbering sequence selected in the Customer Numbering Sequence box on the Customer Settings tab of the Shopify Stores (BC201010) form. The customer class, which provides the default settings for the customer, is assigned based on the value selected in the Customer Class box of the Customer Settings tab of the Shopify Stores form. On the Customers form, the Customer Category box is set to Organization, which indicates that the customer is a business customer.

The identifiers of imported locations are generated based on the numbering sequence specified in the Location Numbering Sequence box on the Customer Settings tab of the Shopify Stores form.

The contacts are assigned roles in the customer locations based on the roles the customers had in each of the locations in the Shopify store as follows:

  • If the customer has the Ordering only role in the Shopify store, the contact is assigned the User role in MYOB Acumatica.
  • If the customer has the Location admin role in the Shopify store, the contact is assigned the Admin role in MYOB Acumatica.

The Locations tab of the Contacts form shows the locations in which a contact is assigned a role. Similarly, the Contacts tab of the Customer Locations form shows all contacts that are assigned a role in a particular location.

If a customer associated with a company is deleted in the Shopify store after the company has been synchronized, during the next synchronization, the corresponding contact in MYOB Acumatica becomes inactive. Similarly, if a location is deleted in the Shopify store, the corresponding customer location in MYOB Acumatica becomes inactive.

Export of Business Customers

If the synchronization direction is set to Export or Bidirectional for the Company entity for the store on the Entity Settings tab of the Shopify Stores (BC201010) form, business customers can be exported to the Shopify store. Customers are exported only if the Customer Category box contains Organization on the Customers (AR303000) form.

During the export of a business customer, the system does the following in the Shopify store:

  • Creates a company.
  • Creates a company location for each customer location created for the business customer on the Customer Locations (AR303020) form.

    If changes have been made to a location after the company has been synchronized, these changes are exported to the Shopify store during the next synchronization. However, if a location is deactivated or deleted in MYOB Acumatica, the corresponding company location is not updated in the Shopify store.

  • Creates a customer for each contact created for the business customer on the Contacts (CR302000) form and associates it with the company. The customers are assigned roles in the company's locations according to the contacts' roles in MYOB Acumatica as follows:
    • If the contact has the User role in MYOB Acumatica, the customer is assigned the Ordering only role in Shopify.
    • If the contact has the Admin role in MYOB Acumatica, the customer is assigned the Location admin role in Shopify.

    If changes have been made to a contact after the company has been synchronized, these changes are exported to the Shopify store during the next synchronization. However, if the contact is deactivated or deleted in MYOB Acumatica, the corresponding customer is not updated in the Shopify store.