Stage 1: Patchworks setup (Shopify & NetSuite)

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Introduction

This page details setup required in Patchworks prior to running any installed process flows.

Cross-reference lookups

The following cross-reference lookups must be updated before running any process flows:

• Shopify location > NetSuite location ID
• Shopify variants > Netsuite internal ID
• Net terms to payment terms template

Shopify location > NetSuite location ID

This cross-reference lookup table maps Shopify location names to NetSuite location IDs. It's used in the following process flows:

• Shopify > NetSuite - sync locations
• Shopify > NetSuite - sales order creation

Action required

{% stepper %} {% step %} Retrieve a list of your location IDs from NetSuite

You can do this via the NetSuite UI - lists ➤ accounting ➤ locations. {% endstep %}

{% step %} Retrieve a list of your location names from Shopify

You can do this via the Shopify UI - settings ➤ locations . {% endstep %}

{% step %} Edit the Shopify location > NetSuite location ID cross-reference lookup in Patchworks

From the Patchworks dashboard, select process flows ➤ cross-reference lookups from the left-hand navigation menu, then edit the Shopify location > NetSuite location ID cross-reference lookup table.

Replace placeholder values with your locations:

Left/right	Required value
Left	Shopify location name
Right	NetSuite location ID

For example:

{% endstep %} {% endstepper %}

Shopify variants > Netsuite internal ID

This cross-reference lookup table maps Shopify product size values to the corresponding internal ID associated with NetSuite's matrixoptioncustitem1 field (in NetSuite, each size variant will have its own internal ID). It's used in the following process flows:

• Shopify > NetSuite - create & update products

This blueprint is designed for syncing items where the `matrixoptioncustitem1` matrix option in NetSuite is used for size. If you require additional variations, additional flow development is required. In this event, please contact the Patchworks support team for advice.

Action required

{% stepper %} {% step %} Retrieve a list of internal IDs from NetSuite

In NetSuite, retrieve a list of internal IDs for options associated with the matrixoptioncustitem1 attribute. {% endstep %}

{% step %} Edit the Shopify variants > Netsuite internal ID cross-reference lookup in Patchworks

From the Patchworks dashboard, select process flows ➤ cross-reference lookups from the left-hand navigation menu, then edit the Shopify variants > Netsuite internal ID cross-reference lookup table.

Replace placeholder values with your options:

Left/right	Required value
Left	Shopify size
Right	NetSuite internal ID for the corresponding matrixoptioncustitem1 option.

For example:

{% endstep %} {% endstepper %}

Net terms to payment terms template

This cross-reference lookup table maps NetSuite term values to Shopify template IDs. It's used in the following process flows:

• NetSuite > Shopify - create/update companies, contacts & payment terms

Action required

{% stepper %} {% step %} Retrieve a list of your terms from NetSuite

You can do this via the financial section for a customer - for example:

{% endstep %}

{% step %} Retrieve a list of GIDs for Shopify payment terms templates

You can do this using GraphQL. {% endstep %}

{% step %} Edit the Net terms to payment terms template cross-reference lookup in Patchworks

From the Patchworks dashboard, select process flows ➤ cross-reference lookups from the left-hand navigation menu, then edit the Net terms to payment terms template cross-reference lookup table.

Replace placeholder values with your locations:

Left/right	Required value
Left	NetSuite term
Right	Shopify GID

For example:

{% endstep %} {% endstepper %}