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Hello,

Has anyone experienced syncing historical orders from one e-commerce platform to another? For example, we previously used BigCommerce as our e-commerce platform connected to Acumatica, but we have since switched to Shopify.

Now, we want to sync the historical orders from BigCommerce for our customers into Shopify. However, we found that the orders are filtered due to existing External Reference numbers. Clearing this field isn’t a viable solution since most of the orders are already completed. 

I can process the orders in the Sync History > Filtered tab, but I hope there is a more elegant approach.

Are you saying you DO want them to sync into Acumatica? This is actually a good learning for me because I’d like to import historical orders into Shopify, but I DON’T want them to sync with Acumatica. I feel like it would only cause confusion from an accounting standpoint. 


Sorry, I think I am lacking details in what I posted. Yes, the orders should flow into Acumatica, and that is currently the case.

Current:
ECommerce 1 (e.g., BigCommerce) Orders → Acumatica Sales Orders

What we want:
ECommerce 2 (e.g., Shopify) Orders → Acumatica Sales Orders, and...

...we want the orders placed in BigCommerce that are synced in Acumatica to be synced back into Shopify as well. It means we will turn-on bi-drectional sync for Sales orders to Shopify for selected order type. The purpose is that once we switch our customers to the new eCommerce platform, they can still see their previous orders placed on the first eCommerce platform.


Have looked in the Shopify entities for Sales Order to see if you can remove the filter. I believe you can


Sorry, I think I am lacking details in what I posted. Yes, the orders should flow into Acumatica, and that is currently the case.

Current:
ECommerce 1 (e.g., BigCommerce) Orders → Acumatica Sales Orders

What we want:
ECommerce 2 (e.g., Shopify) Orders → Acumatica Sales Orders, and...

...we want the orders placed in BigCommerce that are synced in Acumatica to be synced back into Shopify as well. It means we will turn-on bi-drectional sync for Sales orders to Shopify for selected order type. The purpose is that once we switch our customers to the new eCommerce platform, they can still see their previous orders placed on the first eCommerce platform.

Have you tested the Export function?   Try to prepare to see the completed orders. 

the wiki says it should pick them up: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=d6ea8e6f-14bc-4a91-9ac3-dadce204606c

 

 

You’d want to make sure the completed orders come into shopify as no requiring fulfillment.   And that should be it?  unless i’m missing something. 

Try 1 record and let us know how it goes!


Hi,

 

Forwarding a link from Yuri who was very helpful on this very similar topic of syncing Acumatica History Orders back to Shopify with proper fulfillment status.  Only major hitch was historical fulfillment date in Shopify was logged as date uploaded not actual fulfillment date.   But we synced that actual date via a meta field..


 

 


I appreciate the response ​@kkeating24 and ​@jharsh . Thank you as well sharing what Yuri recommended on mapping for the fulfillment status in Shopify, that is helpful, as I also encountered the completed orders in Acumatica showing as Unfulfilled once synced in Shopify.

But going back with my original concern, Shopify connector puts the historical orders in Acumatica (original from BigCommerce) in the Filtered tab, instead of Ready to Process, because it has already External reference, which is the reference number of BigCommerce. I don’t have a configured filtering for Export for Sales order entity.

Thus, for me to sync it, I have to go in the Filter status tab of Sync history and manually sync the selected orders. But it is challenging as we have tens of thousands of historical sales orders, and I want to use the Filters on Sales order entity to sync only subset of those historical orders.

 


I appreciate the response ​@kkeating24 and ​@jharsh . Thank you as well sharing what Yuri recommended on mapping for the fulfillment status in Shopify, that is helpful, as I also encountered the completed orders in Acumatica showing as Unfulfilled once synced in Shopify.

But going back with my original concern, Shopify connector puts the historical orders in Acumatica (original from BigCommerce) in the Filtered tab, instead of Ready to Process, because it has already External reference, which is the reference number of BigCommerce. I don’t have a configured filtering for Export for Sales order entity.

Thus, for me to sync it, I have to go in the Filter status tab of Sync history and manually sync the selected orders. But it is challenging as we have tens of thousands of historical sales orders, and I want to use the Filters on Sales order entity to sync only subset of those historical orders.

 

OK, i understand now. 

Why don’t you just download the orders using a GI in acumatica to get the subset you want and just load them into shopify directly using the Marketplace Connect app or one of the other apps that assists you in bringing in orders. 

Then at your leisure you can set all the records in Sync history to “processed”. 


@jib87 , the putting of orders with external reference into filtered status is a built-in functionality of the connector. you can either modify the connector (a customization will be required) to remove this logic, or use the filtered tab of the sync history screen to sync those orders to Shopify.

If it’s a one-time deal, you can do some tricks in Acumatica. For example, create a customization (this is pretty easy) to enable External Reference field for editing after the order is shipped / invoiced / completed. Then build an import scenario to move the original (BC) external ID from the External Reference field to, say, Notes field, and leave the External Reference blank, which will make these orders available for export to Shopify (without putting them into the Filtered status first).

I wouldn’t recommend keeping this process in place, only use it for when you want to migrate your orders to Shopify.

If you need help with performing the work as described above or to review some other options, feel free to reach to me in a private message.

Hope this helps!


Those are brilliant ideas, ​@Yuri Karpenko ! 😍 We may use those recommendations another time, but not for now.

We found another significant issue with syncing orders originating from BigCommerce that are now in Acumatica to Shopify, aside from the auto-filtering.

Some of our customers who placed orders in BigCommerce are set up as B2B, but only the Shopify connector supports B2B natively, and we want to utilize that. Thus, our plan is to convert these customers into B2B by changing their category to Organization, so they are synced in Shopify as Companies. We want these orders to be Company orders, not individual personal orders.

However, upon syncing the order to Shopify, it failed and expects the customer in Acumatica to be synced as a Shopify Customer (individual), even though it was already synced as a Company:
Customer CUST001 is not synchronized. Please synchronize the Customer entity.

From the issues encountered (including the issue with Completed orders in Acumatica being synced as Unfulfilled), it seems that what ​@kkeating24 recommends will be a good, if not the best, approach: to export BC orders from Acumatica through GI and import them into Shopify as fulfilled orders, without using the connector. I am considering using the Matrixify app to import the orders into Shopify. Given that we are in bi-directional sync of Shopify sales orders, I believe this will not be an issue, as the connector won’t sync these orders since it places the archived orders in Shopify in Filtered status in Sync history.


Just a tip or two.  Remember to put the email of the original ”Individual” in as the primary contact to preserve the connection to the person who placed the order.  Then you will have an Organization/Company in Acumatica/Shopify but also a “Customer” in only Shopify since a ”Company” in Shopify cannot login or place orders.

 

Also, if syncing a Company from Shopify to Acumatica, do that first before syncing any of the Customers of the Company to avoid having both Company and Customer in Acumatica.  Also, do not attach the Customer to Company in Shopify before sync or it will fail, at least in my experience.

 

Sound like we are on parallel tracks.  Say in touch please!  :)


These are great tips, ​@jharsh.  Yes, we want every contact (or Shopify customer) to be set in Acumatica first under the Customer organization before syncing with Shopify. We also want to avoid having both Company and Customer in Acumatica.

I will try your tips and will keep you posted if it works. I appreciate your response!


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