SAP Business One Shopify Integration Deployment Guide

First published on: 07/18/2023/7:37 pm

Overview 

This deployment documentation provides a step-by-step guide for deploying the starter workflows for the SAP Business One Shopify integration on a HANA environment. At the completion of this process you will have data flowing between your SAP Business One database and Shopify site. It is recommended that test instances of both applications are used for the initial deployment.

Who Should Use This Guide?

This information is intended for a consultant who has a sound knowledge of the Saltbox integration platform, Shopify and SAP Business One. 

Prerequisites 

The following tasks must be configured: 

• Shopify account & Shopify API details 

• SAP Business One and HANA manager access 

• A Saltbox user with Tenant Manager access. 

Import Starter Workflow

Shopify Starter workflows are available on the Saltbox template repository. To deploy Starter workflows, first create a project, then navigate to project settings by clicking on project settings.

Go to Template Settings, and click on ‘Search Available Templates’ 

Upon opening the popup page, you will find Shopify Starter workflows available for both SQL and HANA versions. 

Select Assets / Workflows 

It is possible to include or exclude Starter Workflows based on the project scope. 

Import Template 

By clicking Import button, Saltbox template will install the connectors and import the included Starter workflow. 

After importing, Starter workflow template will be attached to the project. 

All included Starter workflows are imported to the project. 

Note: The trigger schedule for all imported workflows has been set to manual, and they have been activated. 

Connector Configuration 

The Starter workflow template generates connector configurations, which require appropriate configurations of both B1 and Shopify connections.

Shopify Connector 

The Shopify connector enables you to integrate with Shopify, the e-commerce site for setting up and running online storefronts. 

You can use the Shopify connector to create, delete, get, query, and update objects in Shopify. You can integrate Shopify and an ERP (for example, SAP Business One) to synchronize your Shopify product catalog and orders with your inventory. 

Shopify Connector Configuration 

The Shopify connection represents and contains all the information that is needed to log in and connect to a single Shopify account. If you have multiple accounts, you need a separate connection for each.  

To use the connector and implement a connection to your Shopify from the Saltbox platform, have the following information available: 

1. Shopify Store name 

2. Shopify Admin access token (starts with shpat_********) 

SAP Business One - Service Layer Connector 

The SAP Business One connector provides abilities you to integrate with SAP Business One (ERP).You can utilize the connector to create, delete, get, query, and update objects in SAP Business One. 

Service Layer Connector Configuration 

To use the connector and implement a connection to your Shopify from the Saltbox platform, have the following information available: 

• Service Layer Server URL 

• Database 

• Username (an indirect SAP Business One user – dedicated for the Saltbox integration platform ex. v33sbuser) 

• Password 

• Hana extension URL 

• Hana extension User Name (A dedicated HANA database user for Saltbox Query extension ex. V33SALTBOX) 

• Hana extension password 

Saltbox Metadata 

To integrate SAP Business One with Saltbox, you need Saltbox metadata. The metadata files for Business One can be found at the following location: SAPBusinessOne_SL_Metadata.zip 

To install Saltbox Metadata  

Step – 1: Open Service Layer – Connector Config from Project Settings page. 

Click on ‘Metadata Manager’ button from the bottom of the config window. 

‘Metadata Manager’ opens following wizard page : 

Click on ‘Metadata Installer’ button.  

Then, Select Metadata package SAPBusinessOne_SL_Metadata.zip and press ‘Install’. 

This will install the required UDTs, UDFs and SAP BusinessOne queries contained in the metadata package. 

Saltbox – Shopify – Starter Workflow Metadata 

Shopify Starter Workflows includes UDFs, and custom queries related to the Starter workflows. The metadata package for Shopify – SAP BusinessOne can be found at the following location: Shopify_GWF_SL_Metadata.zip 

To install Shopify Metadata  

Step – 1: Open Service Layer – Connector Config from Project Settings page. 

Click on ‘Metadata Manager’ button from the bottom of the config window. 

‘Metadata Manager’ opens following wizard page : 

Click on ‘Metadata Installer’ button.  

Then, Select Metadata package Shopify_GWF_SL_Metadata.zip and press ‘Install’. 

This will install the required UDTs, UDFs and SAP BusinessOne queries contained in the metadata package for Shopify integration. 

Deploying Stored Procedures 

You need database access (HANA Manager) to install the stored procedures. The stored procedure package is placed at Shopify_GWF_SL_StoredProcedures.zip. 

Deploy following stored procedures in the same sequence as listed below one by one.  

1. V33_SaltboxIntegration_CreateSaltboxMessages 

This procedure is part of Saltbox integration product. If the procedure has already been deployed, please ignore, and move to the next step. 

2. V33_SaltboxIntegration_Shopify 

Deploy this stored procedure by executing the contents of the file under HANA manager. 

3. V33_SaltboxIntegrations 

Deploy this stored procedure by executing the contents of the file under HANA manager. 

4. SBO_SP_PostTransactionNotice 

This is the SAP BusinessOne stored procedure. Add the contents of the file to the stored procedure. 

Validate Starter Workflows 

There are two validation workflows to setup B1 data and validate Shopify privileges/access that are required to execute Starter workflows. 

1. Shopify – Validate Access 

This workflow will validate the Shopify privileges required for the Starter workflows. Execute the workflow. 

If the validation is successful, please proceed to next step. 

2. Shopify – Validate – B1 Setup Data 

B1 Setup Data workflow configures setup data in SAP BusinessOne required to execute Starter workflows successfully. 

1. Go to Assets -> Manage All -> Shopify – Validate – B1 Setup Data  

2. Go to Workflow Settings. Then go to Workflow Variables and input your SAP BusinessOne warehouse code for Shopify location. 

3. Execute the workflow. The workflow will add necessary setup data to SAP BusinessOne. 

Test Workflows 

Each deployed workflow must be tested before presenting it to the customer. The following test script is recommended for the first successful run. 

• SAP Business One: Create an Item in SAP B1. 
• SALTBOX: Execute workflow ‘SAP B1 Item to Shopify Product’ – this workflow will create a product in Shopify. 
• SAP Business One: Make sure the newly created item has inventory for the warehouse (setup in the validation workflow) 
• SALTBOX: Execute workflow ‘SAP B1 Inventory to Shopify Inventory’ – this workflow will update the inventory stock in Shopify. 
• SHOPIFY: Create an order with the same product in Shopify. 
• SALTBOX: Execute workflow ‘Shopify Order to SAP B1 Order’. This workflow will create an Order, A/R Downpayment invoice and Incoming Payment in SAP B1. 
• SAP Business One: Add a delivery for the integrated order. Make sure to add a tracking number on the delivery. 
• SALTBOX: Execute workflow ‘SAP B1 Delivery to Shopify Fulfillment’. This workflow will fulfill the order in Shopify with the tracking detail. 
• DONE ! 

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