Name: Integrating NetSuite and Shopify
Uploaded: 2025-03-12T18:16:07.069Z
Duration: 1 h 3 min 20 s
Description: Integrating NetSuite and Shopify

Transcript for "Integrating NetSuite and Shopify": Hey, everybody. Thank you for joining. We're gonna give it a couple seconds here for, more folks to join on. This is a big one. And so, we're we're we're about to get started on this. So thank you for joining. Okay. Let's, let's go ahead and get started here. Thank you everybody for joining, the latest installment of our ins and outs series on NetSuite integration. This one is the ins and outs of integrating NetSuite and Shopify. We appreciate how many people, have signed up. These have, grown pretty significantly in size over, the the course of, these these webinars. We appreciate everyone working with us and providing some feedback in terms of, what is the type of content that, you wanna see, and, what would be helpful in this, in in these, in these webinars. So little bit of housekeeping first. So first off, we are recording this. Everyone will receive a, recording the presentation and the the the the presentation itself, after this webinar. We also, are taking q and a. You know? And we have a q and a section, but we'll also take questions throughout. So, please, if you have comments, you know, please add them, to the q and a session or add them to the, the chat, and, we'd love to address these and make these as interactive as possible. And so to with us today, we also have Jenny Lawson, our senior solution consultant. She herself was a director of IT operations at Vici, which is a women's fashion brand. And so she has experienced, firsthand, what it's like to, have to, work on these systems and these integrations, from a customer perspective. So, really a wealth of knowledge. And so if you do have any questions, please do share it with us. But, to get started, you know, we're we're gonna, do a a basic overview. You know, there's a lot of new names, you know, couple hundred new names, of people who have signed up. So we're gonna do a bit of an overview. We're gonna start simple. There are folks here who have either been to these webinars before or already pretty familiar with some of our integration solutions. So just bear with us a little bit, and then we're gonna start getting more and more complex and start getting into more, advanced use cases. There's also a demo. Jenny has some things to show in terms of, how that works directly, in our platform, and, we will have a q and a session at the very end. So one thing I think is is worth noting is that why is it that we're speaking about this? You know, what is our credentials, in terms of speaking about, you know, ecommerce, commerce, Shopify, and, you know, NetSuite integrations altogether. So, we have a ton of experience in this front, you know, and specifically, you know, just in commerce integration in general, you know, not specific to ERP, not specific to any individual storefront, you know, but we have over 3,000 customers who are using us in some capacity to automate their, whether it be their ecommerce process, supply chain, manufacturing, logistics, and so on, you know, using us for EDI, three p l integrations. And, specific to this webinar, the vast majority of those customers are using Shopify. You know, it is a very ubiquitous, storefront that people are using, and so we have seen it all. Right? And then on the other endpoint, you know, we are, NetSuite's largest partners. We have over net 5,000 NetSuite customers. And so put them together. We hit we have seen everything you can imagine in terms of, integration use case use cases across these, these platforms. Also wanted to add that, you know, I don't know if anyone's understanding, like, the scale, that we've done these integrations at. You know? Like, we estimated, Shopify puts out their, estimates, and, you know, we we, in terms of, like, what their orders are through Black Friday, and we know how much volume went through our systems. We estimated that this last Black Friday, four and a half percent of the global Shopify orders probably went through, Soligo in some capacity. Two years ago, we estimated that's probably 1,400,000,000 of orders that then went through our systems. Today, we are handling across all systems, over 40,000,000,000 transactions per month. And, one statistic that we are very proud of is we are the number one ranked, iPaaS solution integration platform on g two, and it's been four quarters in a row, and soon it's gonna be five quarters in a row. So all in all, like, we we have a lot to share in this space. And so as we move forward here, there are specific themes that we've seen that's really important when thinking about these types of ecommerce integrations. Number one is flexibility and adaptability. You know, this is so critical because, you know, processes change, companies grow. We're you know, now the the world changes a lot. You know, you have a lot of, with the tariffs coming in and out, there's a lot of adjustments that a lot of companies are having to make on the fly. You know, endpoints, make modifications. You know, Shopify changed, moved from, REST APIs to GraphQL. And so flexibility is really critical. You know? We don't wanna be stuck in a system that's super inflexible. Second thing, obviously, scalability and reliability. Like, you don't wanna be penalized when those orders come in in Black Friday. You wanna make sure that you're not dropping it, you know, anything, so that's very important to us. And then thirdly, every with everything we do, you know, efficiency is critical, and especially in terms of maintenance. And and there are some things that we will show you of how we think about these integrations that really help, in the back end with from, efficiency and a maintenance perspective, things like, you know, autonomous air handling and so on. But what we hope you walk away with is understanding that, you know, there are a lot of possibilities with, Shopify and NetSuite, in general. We're gonna cover a lot of them, you know, especially now that GraphQL has been released. But also that it fits within a broader context of, you know, of a holistic, automated ecommerce operations. And so, there's, so much that we can talk about in terms of what companies are doing best practices between Shopify, naturally, and all sorts of other applications, in conjunction with that. I do wanna spend a minute on, like, what options there are, in terms of integrations. And there's basically three, you know, broad options, and they are pretty different. You know? When dealing specifically with NetSuite and Shopify, one of the options is direct, you know, integration with Sweet Scripts, WeTalk, Restlets, and so on. And this is common in certain situations. It's not common for holistic, order to cash, automations because it's fairly static and requires quite a bit of technical knowledge. It you know, and certain basic functionality like, you know, data monitoring, guaranteed data deliveries, exception management, and so on are all things that you need to essentially develop from scratch. And every time that something needs to be updated, you need to, have a technical developer be able to do it. So, usually, this is reserved for, like, very specific, you know, one off tiny flow situations where you know it's really gonna be static and not changing and so on. The second one, however, is much more common. It's, when you're dealing with point to point connector or purpose built connectors, and there's a couple out, in there. And, you know, the nice thing about them, is that they serve, specific purpose. Right? They they they they have the specific things that they are set to do. But the challenge that you run into is really they're not built for flexibility, you know, or scalability in some cases as well. Basically, you know, they're really good for what comes out of the box. And then if you have to expand beyond, you know, or modify, it becomes, you know, quite a bit of scenario. I'm sure many people here have have experienced this already. Soligo, by the way, does have an integration app, but we will talk about the relationship of the integration app with, the iPaaS, which is the third option, which is leveraging an integration platform. And an integration platform is a dedicated system, which makes it easier to connect different applications into it and has all that functionality within to assist in building, mapping, monitoring, scheduling, error handling, so on so that you don't have to develop everything from scratch and you can manage everything within the single interface. And as you'll see, the combination of the both is what gives you the most flexibility, the most speed, most reliability, and, and and, you know, works really well when they're working in conjunction with each other, which we'll we'll explain. And it's especially important to do that within the NetSuite ecosystem because now Shopify has moved to GraphQL. So GraphQL is the new way to interface with, you know, Shopify, and it is a step up in terms of what the user experience is and what's capable with nets with, with Shopify specifically. There are there are quite a few records and quite a bit of functionality that comes with this migration to GraphQL that, has been enabled, you know, that opened up a lot of possibilities that we are seeing now from our customer base in terms of some of the creative things of what they're doing, which we'll talk about. And so that's, you know, an example of, you know, to be able to make full use of that, functionality where something like a platform makes a big difference. And by the way, for you customers and, partners who are already using Sligo flows, you probably got this notice. Just remember that you have to update your product and variant Shopify flows by April 1. And so, if you haven't done that yet, you need some have some questions, just reach out to your account manager and or your partner manager, and we can have that discussion. And then, so so this is for those who haven't seen this, this is really how the philosophy of how, Allego approaches the integration. There's the underlying integration platform, you know, that has the full, customization and, you know, power and everything that you need to be able to automate any business process across any application, moving all the way up to an integration app. An integration app is the cream of the crop of what an integration experience should be. It handles the majority of the use cases that, customers have across a certain, you know, the the majority of the common use cases that customers have across, a set of applications. And today, we'll talk about Shopify NetSuite. But it works in conjunction so that if things are needed outside of what's capable on the integration app, you can leverage, integration templates, which are prebuilt flows that have been created that, you know, can be customized fully or anything within the the integration platform in itself. And so, most of our customers, are probably using a combination of, you know, two or three of these, together. And the last thing before we jump into the use cases, is I wanna talk a little bit about the the the specific, you know, some of you may have already have heard this, but, like, Soligo Soligo's interface with NetSuite is different than other people's, other, company's interface because we have built this reslet that, interfaces with, with with Netsweave and we've been building this for over a decade now that unleashes a certain set of functionality that's not available simply through an API integration. So not only do you get all the prebuilt connectors that we have, that are common against the NetSuite user, this, this bundle enables us to do things like, triggering real time flows. We can schedule and and it makes full use of the safe search functionality. I think that's what's most important is that it allows you to do, to to be able to use, you know, a a piece of functionality from NetSuite that's absolutely critical that everyone uses, you know, in in in a very robust way directly within the integration flows, and enables us, you know, in in that context, allows us to do dynamic lookups, concurrency controls, and all sorts of other, you know, very nifty, nifty specific things that, that only Soligo can do. And so with that, what I'd like to do is let's jump into the use cases, and we'll start with the the standard use cases. And we'll get Jenny on stage here, and she will share, what, yeah, share share some some learnings from there. So, Jenny, take it away. Awesome. Thank you, Rico. And hello, everyone. As Rico mentioned, I'm Jenny Lawson. I'm a senior solution consultant at Soliko. And so to Rico's point, today, we're gonna walk through some of those standard and advanced data flows, that we often come across as we work with thousands of Shopify NetSuite sellers. There we are. So we all know that the order to cash processes are the backbone of ecommerce and retail business, and they really cover anything from customer order placement all the way through rec and new rev rec revenue recognition. Excuse me. But managing this cycle efficiently, it really requires a seamless flow of data between these system, Shopify and NetSuite. So every step, again, from creation to fulfillment, invoicing, to customer payments and refunds, it has to be automated and optimized across these systems. And so for these core data flows, Seligo's prebuilt integration app offering for Shopify and NetSuite is really gonna provide you with a lot of this out of the box automation, between these these core systems. These comprehensive data flows, have really been built from our own experience working with, thousands of Shopify brands, and tackle, again, these core business processes around order to cash that we see here, on the right. As a managed offering, our Saligo team actually performs some automatic updates to the IA, and shop as Shopify and NetSuite themselves are making changes to their own systems and their APIs. And in turn, we're really delivering, and driving some under uninterrupted operations, for your business. They do include embedded business logic, and it's really eliminating the need for any kind of manual intervention by your team. Unpacking this pre bill offering a little further, here we see some of those specific records that are passing between the systems. Starting at the top as best practice, you know, NetSuite as your ERP, we really think of it in this offering as positioned as your main source of truth for things like product and inventory, wherein any items you create in NetSuite can build a corresponding product, a variant record within Shopify. We do offer some bidirectional sales order and fulfillment flows in the IA, as well, wherein, customers and orders created in Shopify will import it in NetSuite or vice versa. NetSuite created customers and sales orders can build the corresponding records in your Shopify. Through NetSuite to NetSuite data flows, we are able to automate the billing process for invoices or cash sale records. They're generated after your fulfillments are created. We can automate some return sync flows, to create take returns from Shopify, create credit memos, and cash refunds in NetSuite. And finally, we've got, prebuilt data flows to handle the payout reconciliation process, really automating the matching of your Shopify payout with NetSuite financial records, which in turn is going to ensure your accounting team has accuracy, in syncing those transactions, any fees, refunds, deposits. So you know exactly what you're going to get paid by Shopify is matching what you have in your NetSuite system. So what happens when you have advanced business needs that fall outside of this prebuilt offering? And while the the integration app is a really incredible and accelerated option to automate these kind of core standard flows, We often see a lot of brands who do have unique requirements, and dependencies in their workflows, things based on just the nature of the product types they sell, how they've configured their NetSuite instance. And, really, this is where this legal platform flow comes into play. A platform flow is going to provide businesses with ultimate flexibility to customize your Shopify NetSuite experience, and really extend automation beyond that prepackaged integration app. It also allows businesses to incorporate more advanced business logic, performing multiple complex data transformations, branching, put lots of different features for how the data is passing through. And all of these can be built leveraging AI assisted automation. A few common use cases that we often see, today that are built through platform flow flows, include cases for Shopify b two b, advanced return management needs, abandoned checkouts, and so much more. Leveraging these platform flow flows really ensures that your integrations are gonna scale alongside your business needs long term. Thank you. So I'll go ahead and dig now into a couple of these specific examples starting with Shopify b two b. Over the last couple years, Shopify has built out a new suite of native features that allow you to not just sell to your direct to customer, online customers anymore, but also allow you to sell to your business to business b two b. They've called this offering Shopify b two b. And, again, it's it's really enabling you to use a single Shopify instance, a single storefront to sell to both those wholesale and direct to consumer customers. And with it, they've introduced several new product features, that are required in order to successfully run this kind of wholesale branch. Some of those new features include your parent company record. These are records that are living on top of customers. There's an associated location record for how you're organizing wholesaler specific product catalogs, which is another new feature, as well as corresponding price lists for those catalogs. So through the use of Soligo platform flows, we can solve for these new record and workflow requirements, syncing these record types, things like right companies, locations, the catalogs, price looks, draft orders, invoices with terms, and so much more. So these flows, again, are gonna allow your team to spend less time on that manual data entry, maybe managing managing disparate wholesale platforms, and really pull it all into one you one consolidated experience, and really drive your revenue growth there. And we will look at a couple examples of these data flows when we hop into the application in a bit here. But next up, let's talk about NetSuite gift certificate records. So gift cards in general are a really powerful revenue driver, but managing them across separate platforms can be really tricky. So rather than using Shopify's native gift card system, Soligo can actually enable you to generate and manage NetSuite gift certificates, which can be made redeemable across multiple Shopify stores, third party sales channels, like, as if you have a separate point of sale platform that you use today or perhaps the loyalty application. These gift certificates can be, created as records throughout, and redeemed across your full business. Leveraging this can really ensure that seamless tracking of what's issued and what's been redeemed, what are the outstanding balances, and really help scale, and drive financial accuracy. So for this, just taking a a closer look at an example of a couple of NetSuite gift certificate data flows we've built in Soligo via platform flows to solve for this use case. Starting at the top here, in the first flow, you'll see when a customer purchases a gift card in Shopify, this will then create a native gift certificate record in NetSuite and link those two assets together. In the middle sec, kind of second flow group there, when a customer redeems that gift card in Shopify, that would then import and apply the gift certificate record, in NetSuite to that sales order and reducing funds and updating, the remaining balance in Shopify as well. And in that final flow at the bottom, you'll see NetSuite sales orders, containing that redemption. Oh, pardon me. My screen just sorry about that. We'll update that custom record object and and essentially make sure that everything ties out, as you would expect. So an enhanced workflow, enhanced business process opportunity, can be built there. Next up, let's talk about abandoned checkouts. So according to the I think it's called the, Barnyard Institute, they're an independent research institute that does, conduct some large scale studies, for online user experience. A stat that they actually pulled was that the average cart abandonment rate hovers around 70% for online store, which is an enormous opportunity for revenue recover for revenue recoverments. Excuse me. With Allego, you can actually export abandoned checkouts from Shopify and build those into NetSuite as quotes, which in turn would enable your, sales marketing team to go and proactive proactively follow-up with these customers with some targeted promotions, discounts, and really drive new sales. And, ultimately, you'll start to see some higher conversion rates, and through this automation with minimal effort. Next, enhance product collection management. So if you're on a Shopify basic plan or higher, there is functionality within Shopify that allows you to group your products into collections to really make it an easier experience for customers to find your products or items by category within your storefront. Grouping product collections is really important for driving that customer experience and ultimately driving sales. And so through Sligo platform flows, again, you have the ability to sync product collections between NetSuite and Shopify, which in turn is going to ensure real time updates as new products are added and removed with your merchandising team, And in particular, unifies the data in both systems. So as you're analyzing things like your cost of goods sold within your Shopify and wanting to know what collection of products is driving that, you'll be able to unite that data in one place, query it maybe through safe searches, and really get that full visibility into product performance, and perhaps even use that to drive things like markdowns, discount events, whatever you need to do. So as another result, you know, you're gonna see improved forecasting and demand planning. Next example here, we have two more. This is one, is POS store location transfers. You may have seen in Shopify, handful of years back, they introduced, under the product section, the ability for you to create transfers, between your Shopify locations. And best practice, as we all know, is anything resort re revolving inventory movement, which has assets tied to it, should be managed within NetSuite. But where it gets challenging is if you are a company that has brick and mortar store locations, managing those inventory transfers really can be difficult. And working and collaborating with, store brick and mortar store managers, they might not have the right level of access to your NetSuite, or background in the NetSuite instance in order to successfully build transfer requests. So, as a potential workflow, you know, you could leverage these, these inventory transfer records within Shopify to then create the corresponding transfer order within your NetSuite instance and then, of course, pull down any kind of receipts. So this particular use case benefit between these brick and mortar POS locations, it allows your POS store manager team to stay in Shopify, but keeps all of the inventory and asset data accurate, between the two, tools. So, again, you are gonna see more ideally, more accurate stock levels, real time visibility into that inventory movement, and then some seamless updates across those locations as the receipts are actively processed. This is a unique one that if you're curious to learn more, we'll we'll wanna definitely dig into your unique processes of how you're managing inventory overall, but very fun opportunity. Alright. And last but not least, everyone's favorite topic, returns management. I know returns are a huge major part of ecommerce, but they can be super costly and time consuming. And in particular, from our experience at Sligo is we really find that returns are not really a one size fits all experience and really require often require platform flows to fully address the complexities of the reverse logistics. So a few things we've seen folks build out, through use of platform flows are things like a multistage RMA approval process, wherein that return inbound shipment comes in, and there are multiple stages within your warehouse in order to approve of the inventory, return to stock, and and different business process steps you wanna introduce along the way, specific to your warehouse operations. Things like pulling in return reason codes, and mapping that to custom fields in NetSuite. The ability to handle more complex return scenarios like partial returns and split refunds if there are refunds that are going back to a credit card and back to a gift card, multiple payment methods, being able to handle those types of scenarios, restocking fees if you are, you know, charging your customer, to ship inventory back, handling those, in an appropriate or in a preferred method in your NetSuite instance. Warranty and defective returns. Right? How are those being managed? Multiwarehousing, return routing, if you wanna set up more logic around where returns are specifically sending back to, if you have multiple locations. And then finally, enhanced support for international returns and duties. So these are just a few examples of platform flows, that you're able to build within Soligointegrator.io. And so now oh, go ahead. Thanks, Jenny. I just wanted to point out, we have a ton of questions coming in. We're seeing them come in. You know? Thanks, people, for sending them. We're trying to respond to some of them, but we're we'll definitely revisit them, the ones we can, after, this demonstration here. But thank you for submitting. Keep keep submitting them. Back to you, Jenny. Thank you. Thank you. Yes. Alright. So let me go ahead and now that we've gone through some of these sample kind of advanced workflows, let's take a look at a few of them in the Integrator IO platform, in Soligo. Let me go ahead and so bear with me, folks. Here we go. Alright. Perfect. So I've just started sharing sharing my screen here. And so before we get into a couple of these sample flows, let's just start out with a a general overview of what we're seeing here, which is, again, Soligo, integrator dot I o. And anytime you log in to the platform, it is always going to drop you into the home page where you're going to see all of the integrations that have been configured. So in this demonstration instance, you can see each of these tiles in the middle of the page actually represent a collection an integration, a collection of data flows that are running between one or multiple platforms. The way that this particular account has been configured, is that each integration tile, which you can name for your requirements, we've decided to name it based on a business process. So though today, we're gonna dive into Shopify to NetSuite. It is good to note that Zaligo, as an iPaaS, we do have the ability to connect to just about anything. If they're and we have a a excellent prebuilt connector marketplace of well over 600 different applications across things like your business intelligence, data warehousing, and BI solutions, shipping and fulfillment management tools, HR and IT tools, anything that your business any application your business is using today, we have the ability to connect. And, again, that's through use of either a prebuilt connector or we have options, or I go to create and call connection here. Universal connectors. So, as long if there isn't a prebuilt offering in our marketplace, which is I scroll, you'll see several different tools, and also the ability for us to support EDI. But if there isn't a prebuilt offering, right, we have the ability for, you to leverage what's called a universal connector, to connect to systems that use maybe GraphQL, maybe a VAN, you name it. From a quick glance, you can see status. So you can see that within this collection of flows, they're all currently successful, errors with the flows themselves. Whereas, if I did have errors like we see in this ecommerce integration tile, they're displaying there. Similarly, if I had one of my platform connections down, that's easily viewable and addressable within this initial, view. Let's start by looking at that prebuilt integration offering, for Shopify to NetSuite. So here we have that integration tile. And when I click on into it, what we're gonna find is we're dropped into the flow tab where you can see here on the left hand side, the different business processes, have been created as flow groups for containing those kind of similar similar, workflows. So there are general flows, the order flows, all corresponds to the diagram we showed earlier on the data flow collection, what's moving back and forth. So orders, fulfillment, inventories, billing for invoices and cash sales, product flows, cancellation, refund, and, of course, payout reconciliation flows. In this particular demo instance, have a few different storefronts that we've connected. So if you do have multiple Shopify instances, Soludos can absolutely support that, and allow you to connect each of those storefronts to your single NetSuite instance and automate all the processes, but also configure each to your unique requirements. But, say, we're gonna click on this Soligos AU store. And in doing so, we'll take a look at our first example, which is an order flow. This Shopify order to NetSuite order flow, which actually can support POS orders, creating those as cash sales, and sales orders for orders that require online fulfillment. And in the data flow here, immediately, we can see that it is successfully running. It last ran twenty hours ago or it was last updated, excuse me, twenty hours ago, last ran, couple years ago. The data mapping, where we're pointing the actual field from Shopify to what fields we wanna update within NetSuite, Suite, and that this flow is enabled. And clicking into the flow, very easy, straightforward. Each data flow includes a source, which in this case is Shopify, where we're exporting order data from Shopify to go to a destination or import into a NetSuite instance. Anytime I run this data flow, we're going to see each of the steps in the process showing below in the run console where we can see in real time what's happening status wise. So this flow is in prod process. We're going to see whatever record successfully passed, anything ignored, and then any errors that may have come up in this flow run. And it looks like in this case, it completed. And because it didn't find any records, it successfully completed. So we did it. Now if there were records that pass through, you'd see, Twiligo has built in AI capabilities to auto resolve errors on your behalf that have a very consistent repeatable issue, and it's learned over time how to resolve, and learn from anyone in your Sligo instance resolving the error. So anything that's been auto resolved, you'll see denoted there. Doing a quick time check. I'm going to switch gears, and let's look at in the Shopify or excuse me. In the Soligo marketplace briefly, here in the left hand side navigation, this is where you're going to find lots of different accelerators, to speed up the time for implementation, of these flows between, in our case, Shopify and NetSuite. And what you'll find, as we mentioned earlier, right, we have these prebuilt integration app offerings, which you'll see here for Shopify and NetSuite. But we also have what's called a template offering, and you can think of this as a blueprint. It's a more unlocked version, of the integration app with that collection of data flows that you're able to install and then take an entirely customized template is leveraging a platform flow. Here when I search Shopify, it is also good to note that we have the Shopify, the NetSuite data flows, but you can, again, connect Shopify to just about anything. And a few of the other templates and integration apps we have here in the marketplace include connections to things like Acumatica or Salesforce, through p l ramp ramp logistics, SAP. And our team is constantly adding and, updating all of the assets we find here. Switching gears, I'm gonna go to the home page here, and let's take a look now at a couple examples of those Shopify b two b flows. So, again, I've searched Shopify b two b, and you see, the Shopify b two b tile I've created here. And when I click into it, I, in this case, have built out flow groups myself. So I've created a flow group, and attached to the various flows belonging to the business process here on the left. And looking at this NetSuite company to Shopify company update, it's an add and update flow. This is actually an example of a flow we've built that's leveraging Shopify GraphQL. So an important thing to note about Shopify b two b is that the new functionality that Shopify actually built out, was built out with GraphQL, and it's actually not functionality available through their rest API endpoints, which sometime next year, they're planning to deprecate. So with that, our our team here at Sligo, we're in the process of updating the integration app, and all sorts of other connectors, to meet these API deprecation timelines. You may if you are a current customer, you may have already received notifications about, the first APIs that are set to sunset by Shopify, which are products and variant. So we are actively updating the integration app offering as well as our prebuilt connector, to support GraphQL. And so in this case, the data flow is doing just that. It is leveraging Shopify GraphQL, to take company records that we've created within NetSuite, unite and look up a separate contact record in NetSuite to then go and create that corresponding company within Shopify through GraphQL, and note in a future state. This will show as Shopify. And then once that company has been generated, it actually is doing a further step to go back and update that company and contact record within NetSuite, with the back end Shopify record IDs, really tying out that relationship between those records. Going back to the start here, we also have introduced a branch in this data flow. A branch allows you to set a criteria, a condition, wherein we're gonna treat records and map them slightly differently. So in this case, what this branch is doing is it's looking for your, the company ID within NetSuite. If it hasn't already run through this create flow and wrote back the company ID records in the NetSuite, right, it's gonna add a company in the flow group one in the first branch. And in flow group two, if it finds that there already is that back end ID from Shopify built into NetSuite, it knows it's already passed that record through. So it'll perform instead and update. So as you're making changes to the company information and contact information on the NetSuite side, this flow addresses that and will also dynamically update that those records within your Shopify instance. So that's just one example of the type of data flows we can build, for example, for companies. But, again, we've seen data flows built to do a similar flow of creating locations, contacts, sales orders, and so many other b two b flows, price lists, and catalogs are important to note. Lastly, we're gonna take a look at here we go. Another data flow for abandoned checkouts, just showing you again what's possible here. And in this case, it's a little bit different of a flow. The last flows we were looking at were scheduled flows, meaning that in Soligo, we are setting a particular time frame, whether it's as as dialed in as a specific day, time, day of the month, day of the week in order, to to trigger that flow to run and pass records, between the tools. In this case, we have a listener set up. So this is that example for a data flow for abandoned checkouts. And in a webhook listener, what this is doing is it is looking for anytime someone abandons their cart in Shopify, and it's listening for those instances. And when they occur, this flow will automatically run and in turn create that, that person as a new customer within your NetSuite instance and just dialing into that flow specifically. It is also performing an add and update. So it's pulling in the email address in this case. You can see the criteria for finding that existing record has been defined below through use of a handlebar expression. And as a very brief Oh, yeah. And so that's how we're able to locate the records to perform this add update function. But what it does, it's creating or or locating that customer first and then creating a quote within your NetSuite instance for your team to then go and interact with and send marketing content, and really seeing, you know, what missed revenue opportunity was this, did this cart drive. We only have about fifteen minutes left here, and I know we had several questions. So let's go ahead and I'm gonna stop sharing, and let's tackle some of those. Okay. Yeah. Let's go into the questions. And what I'll do to just so we have this available here. For those of you who are, also looking at the I'll put this up here. We got a couple more things to share before that, but at least, we have a our next webinar is about Amazon. But yeah. So let's let's go. Okay. Gosh. There's so many. Let's start with, can we configure Shopify payouts with NetSuite? Oops. I was off on mute. Absolutely. Yes. And for payouts, you know, within our prebuilt integration app offering, we do already have a couple of data flows to handle that payout reconciliation process. That said, there is a dependency on what payment processor you're using. The prebuilt integration app is tackling the Shopify Shop Pay, sales orders. But if you have other payment processors like PayPal, authorize.net, we do have other accelerator integration app offering to tackle those. So whatever, short answer is yes. Absolutely. I would encourage, you know, reaching out and we can absolutely talk through the options, and what your requirements are surrounding that payoff reconciliation. That's good. Okay. Using the Shopify Sligo integration app, do we have the ability to map Shopify gift cards to MS gift certificates? The way that the integration app handles gift card redemptions today, is by map primarily mapping to a non inventory item, that is gonna denote the gift card sale as well as redemption. So that's the way that it is handled there. But, again, this is where through use of the platform flow, if you do have additional requirements around that, we can absolutely explore with you what it would take to really meet those business needs, should those non inventory items be what you're looking to leverage. Okay. Is there a template for these platform flows you mentioned such as gift cards, b two b, complex returns management? Great question. Not yet. So this is where our, you know, our product team were constantly learning and evolving and adding new functionality, not just into the integration apps, but introducing more templates, within the Sligo marketplace. One a couple of those data flows, the abandoned cart abandoned checkout, as well as the product collection, those are actually found within the Shopify NetSuite template today. But for the returns automation, the gift cards, and the b two b flows, those tend to be a bit more complex in general. And so that's where, you know, in the future, we are looking to introduce some of those templates to really accelerate the initial setup and time to value, but still provide that flexibility for you to customize. So great question. More to come on that. We're gonna have some more announcements on those this year. I shouldn't commit our product team to that, but I just didn't. Sorry. Does, standard integration app support following, the following scenario? One, exchange down or up. Two, payment method or mean. Two or more, such as Shopify, payment gateway, gift card, GPay, or credit card. I'm not sure I totally understand the question. Do do you understand that? I think I do. Let me try to find it here. I can answer the I don't see it in the link, but I can answer the first one. For exchanges, we do have in that preview IA some functionality to support pulling in the exchange sales order record. So that is a a data flow that's included. And we can absolutely for for anyone interested, we have lots of really great information in our help center about what what components and are are part of the integration app in particular. So short answer there is yes. But as always, it'll be a broken record. We'll wanna explore with you what your specific requirements may be there. What was the second part of that question? I apologize. To, payment method or mean two or more. Does it support payment method such as Shopify payment gateway gift card, GPay, or credit card? Yes. So well, payment methods, we yes. They will map through. The reconciliation process, what you're actually being getting paid from something like a PayPal as an example, that would require a separate data flow to get the payout records from PayPal directly. That said, on the sales order that's importing and in the payment transaction detail record that's generated through the Shopify or, yes, through the Shopify that's with integration app, that will include the method that was used to pay the order. So short answer is yes. And then for the reconciliation process, separate flows. Hope they answered that question. What are the best practices on inventory allocation for b to b and b two c inventories if we are only sourcing from one inventory location in NetSuite? Oh, this is a really good question. Very interesting. So there's a few things that come to mind here. For inventory allocation for b two b and b two c, if you're using a single inventory location within NetSuite, one thing you could do is on the Shopify end, still leverage potentially leverage multiple locations there in order to segment segment inventory for customers that way. That's a starting point, and that comes with some of the b two b offering with locations. Now, alternatively, this is where on the Shopify or excuse me, on the NetSuite end, leveraging some of the advanced inventory features like locations and bins, can allow you to kind of virtually split inventory within a single location there. From there, you can add things like a safety stock or a buffer stock, for each channel if you were to have, like, separate stores. There's there's a lot of ways to kind of attack this. Yeah. We can absolutely also send on, we, we have I believe we have some assets on these options, within our help center. But really through Sligo, you know, you you can configure these data flows to be what you want them to be and introduce logic in the inventory flows themselves for performing any kinda like, putting in, like, a formula, for setting what the quantity is going to be. Maybe you have set a buffer where you reduce it by 10 units so you don't see overselling. There's there's a lot of flexibility here. But I think it again, it's gonna depend on some of the things you set up on the Shopify side and then what additional data fields we could use within NetSuite. Okay. I can answer this one. So so is is Soligo just like a connector flow information from Shopify to NetSuite? It's a lot more than that. You know? Certainly, you can be, using it, to get connect your data between NetSuite and Shopify, but it's a complete, integration platform, automation platform, and iPaaS. It allows you to automate processes, between across multiple applications. So, Shopify and NetSuite just happens to be one of the, most popular, use cases for the platform of Solito. Okay. Let's keep going. Can you tell about the roles in Soligo, specifically whether the account owner role is required to set up NetSuite Shopify connection or not? Good question. Yeah. The you would need to be the account administrator for the initial installation of the Shopify NetSuite integration app. And then on the Shopify side, it is the Shopify account owner slash admin that would need to establish that store connection. But once once you have everything, the the template or the integration app installed and those connectors connected, for lack of better words, the configuration and the updates made can be done by any user in the platform. But semi yeah, like, yes. For the initial connection, you would need some administration privileges. Refunds and cancellations are currently not automated in our Shopify, Soligo, NetSuite instance. Is this simply a configuration issue? It sounds like it. And this is where it might be great to reach out to your account manager, to schedule a call, and we can kind of together look at what configuration has been completed, and then discuss options for how you can implement those new data flows if they're not enabled today. Do we have the capacity of editing locked fields within the integration apps, or will we need to build a platform flow? This is where platform flows are going to need to be leveraged. In order for this legal team to be able to manage the integration app across our full customer base, you know, we it is locked down in certain facets so that it is a repeatable experience so that when we are helping troubleshoot any issues, there isn't any kind of custom code on top of it that's going to cause confusion. So in those instances where you need to introduce additional logic, what we often see is kind of a hybrid approach, wherein continuing to use several of those plat integration app flows, but maybe have some supplementary platform flows, for whatever unique, workflows, integration requirements that you have. Now that said, there are sometimes instances where exceptions can be made. So this is a good option to opportunity to again, I would chat with our legal support, but in addition, your account manager, and see what options are out there. But, again, short answer there, those locked fields are locked for a purpose, and cannot quite be unlocked today, but platform flows can absolutely be the path forward. Looking at time. Okay. Let's ask a few more here. Can you go over analytics? Is there anything we could should share about analytics specifically? Sure. I suppose analytics is a very broad topic, but, I mean, in general, today, you know, Sligo, we have a lot of different, prebuilt connector offerings to data warehouse solutions like Postgres, Snowflake. And so in using Sligo as your iPaaS for doing some of the core, data flows, like, between your Shopify and NetSuite, having one single system to come into, to also manage since you already have those connections to those systems, take that data and then pipe it into a data warehousing solution, which in turn you can, you know, throw right on top of it a business analytics tool like a Power BI or a Tableau, that's performing additional manipulations and creating your dashboards on top of that subset. We we run into that use case quite a bit. And so for that, again, we do have a lot of data warehouse, data lake options, for you to connect to, pass the data over, set up your appropriate different data tables, you know, perform some light transformations, and really help with unifying all of these different connectors you may already have into one place to then be able to perform analysis. I hope that answers your question. We do have a lot of really great content as well in our, not just the help center, but, of course, on our on our website about some of the different use cases and and examples for the data warehousing, topic. Let's do one more in close here. There's so many more questions, so we will follow-up with everybody, beforehand. But, does I just lost it. Can a process flow go across three software apps like Shopify, to NetSu, to UPS shipping app so Flow would have three stages to it versus the typical two stages? Absolutely. %. Yes. I've seen data flows that connect a really great example, we we we build out data flows that handle HR onboarding and offboarding. So for example, I have a new user, an employee I'm creating in my ADP. I want that to then go and add that as a new user into my NetSuite, my Shopify, my Zendesk, my, loop returns, my multiple systems. So I I mean, I think what I saw one data flow that had maybe 20 different app connectors. And so you can get really, really creative. This is the the fun of, you know, Zaligo being such a user friendly, low no code sorry for the marketing jumbo. Type platform. You can get in there and really get creative with how you want to automate your processes. So, again, short answer there, yes. You can connect to lots of systems in one spot. We're we're at a time. Thank you so much, everybody, for joining. We do have a lot of questions. We'll we'll follow-up directly, but appreciate the attention. It seems to me like we probably need to do a second follow-up, for this. And we hope you, you know, we'd love your feedback, what you wanna hear more of, and we look forward to seeing you on the next one. So thank you, everybody. Thanks, y'all.