Pick up new orders
Every three minutes the flow pulls newly created Shopify orders.
About this template
Shopify orders keyed into the ERP by hand cause delays, duplicates and typos. This template checks Shopify every three minutes for new orders, skips any already in Epicor Kinetic, matches the customer by email, creates the sales order and its lines by SKU, and writes the Epicor order number back to Shopify.
Key benefits
Inside the flow
Every three minutes the flow takes new Shopify orders, skips ones already in Epicor Kinetic, creates the sales order and lines for the matched customer, and saves the ERP number to Shopify.
Every three minutes the flow pulls newly created Shopify orders.
Epicor Kinetic is searched for the order, and only orders not found continue.
The customer's email is used to find the Epicor Kinetic customer.
A sales order is created in Epicor Kinetic and read back for its order number.
Each line is checked against existing lines and added with SKU, quantity and discounted price.
The Epicor sales order number is saved on the Shopify order as a metafield.
Get web orders into your ERP without rekeying
01
Shopify orders reach Epicor Kinetic without manual typing.
02
Existing order and line checks keep the ERP clean.
03
SKU, quantity and price are carried line by line.
04
The ERP number on each Shopify order links the two records.
05
Batches of orders and their lines are processed without staff.
01
Shopify orders reach Epicor Kinetic without manual typing.
02
Existing order and line checks keep the ERP clean.
03
SKU, quantity and price are carried line by line.
04
The ERP number on each Shopify order links the two records.
05
Batches of orders and their lines are processed without staff.
Keep exploring
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
Questions & answers
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