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Exporting Sales Orders and Invoices to Shopify

  • December 12, 2024
  • 7 replies
  • 90 views

Is anyone having success exporting sales orders and/or invoices to Shopify? We can export Acumatica sales orders to Shopify, but the problem is that it creates a new Shopify order for processing. Our goal is to give customers visibility to their Acumatica sales orders and invoices in their Shopify account.  

Best answer by Yuri Karpenko

@jharsh , we don’t use that mapping. It was for illustration only. But here’s what I would do (as far as formula in that field):

 

=Switch([SalesOrder.Status]='Completed', 'FULFILLED', [SalesOrder.Status]='Invoiced', 'FULFILLED', 'UNFULFILLED')

This means if order is Invoiced or Completed, then use Fulfilled status, otherwise - Unfulfilled.

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7 replies

Yuri Karpenko
Captain II
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  • Captain II
  • 374 replies
  • December 12, 2024

@ggesswein , yes, we’re exporting orders to Shopify, and they come through as fulfilled and paid. You can’t export invoices (at least you couldn’t last time I checked). Your use case seems exactly what Acumatica has built that process for. What issues are you encountering?


PatrickSchlenker90
Jr Varsity II
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@ggesswein 

Our goal is to give customers visibility to their Acumatica sales orders and invoices in their Shopify account. 

I think Acumatica build this Export Feature exactly for this purposes. What is you challenge? Did you checked the Wiki? → 

https://help.acumatica.com/(W(173))/Help?ScreenId=ShowWiki&pageid=d6ea8e6f-14bc-4a91-9ac3-dadce204606c


  • Author
  • Freshman I
  • 1 reply
  • December 13, 2024

Thank you ​@Yuri Karpenko and ​@PatrickSchlenker90 for your quick replies! Our IT team will give this another try. I’ll share any roadblocks we encounter (if any) with the community, or if we have success. Thanks! 


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  • Freshman II
  • 23 replies
  • December 13, 2024

Greg’s IT here.  Yes, thank you.  With some fiddling we got the completed history orders to sync back to Shopify via the connector, They are marked as paid, but with Shopify status of “Unfullfilled”  I cannot find any combination of entity mapping to to change that field.  I can pass the Acumatica status as a metafield but it still is customer confusing. 

 

So you know of anyway to change the Shopify “unful filled?”

 

Thanks


Yuri Karpenko
Captain II
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  • Captain II
  • 374 replies
  • December 13, 2024

@jharsh , not sure what Acumatica version you’re on. But this is what I’ve seen (below). In other words, you should be able to map the fulfillment status:

Be careful though, since whatever you set up in this mapping will apply to all orders that are synced from Acumatica to Shopify.

Let us know if you have further questions.


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  • Freshman II
  • 23 replies
  • December 13, 2024

Thanks Yuri,

 

Can you resend the image, the right value is cut off,

 

Best,

 

John


Yuri Karpenko
Captain II
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  • Captain II
  • 374 replies
  • Answer
  • December 13, 2024

@jharsh , we don’t use that mapping. It was for illustration only. But here’s what I would do (as far as formula in that field):

 

=Switch([SalesOrder.Status]='Completed', 'FULFILLED', [SalesOrder.Status]='Invoiced', 'FULFILLED', 'UNFULFILLED')

This means if order is Invoiced or Completed, then use Fulfilled status, otherwise - Unfulfilled.


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