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SparkLayer integration

Enable B2B for your ecommerce platform using SparkLayer to enable the syncing of customers and price data to SparkLayer.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

SparkLayer is a B2B eCommerce platform that supports brands in scaling their wholesale. Trusted by over 2,000 global brands, it boosts B2B sales, improves customer experience, and increases operational efficiency.

SparkLayers takes B2B-specific pricing and customer data from Katana and displays it on the ecommerce store. This helps prevent clunky manual processes that slow down B2B buying; price and product list issues for hybrid brands (eg separating B2C products and pricing from B2B customers); offering trade discounts; limited access to B2B ecommerce stores due to the need for people to be involved; invoicing; negotiating pricing and quotes for custom items.


How it works

The SparkLayer integration is available for all Shopify merchants. It allows you to bring B2B pricing to your Shopify store.

The integration works in the following ways:

Item

Details

Customers

Katana is the master of B2B customer data, and any changes to tagged customer records will automatically sync to Shopify and SparkLayer.

Product Pricing

Price lists and product prices are imported into SparkLayer via pricing rules set up in Katana

Configuring on SparkLayer

To configure the SparkLayer integration, you'll first need to have an account with them. Visit their website to learn more. To get started, you'll need to enable the integration.

Within the SparkLayer Dashboard, go to the Configuration section, click Integrations, and then click the Partners tab. Under Multi-channel management, click the toggle on the right to activate the Katana integration. You'll then be prompted to authorise SparkLayer to access your Katana account.

Configuring customers

With Katana as your central location for managing B2B customer data, when customers are configured in Katana as B2B customers, SparkLayer can automatically retrieve this data and enable the B2B ordering experience on your Shopify site.

The Customer Group section within SparkLayer allows you to create specific rules for this customer group, such as minimum orders and price lists.

Step 1 - Customer mapping

Customers are mapped between the systems based on the primary email set within Katana. Once this is mapped, SparkLayer will sync the following data into Shopify.

Katana

Shopify / SparkLayer

Address

Shows against the customer record in Shopify

Primary telephone

Shows against the customer record in Shopify

First / Last name

Shows against the customer record in Shopify

Customer category

Shows against the customer record in Shopify - matches to the customer group

Company name

Shown via metafields in Shopify

Discount rate

Shown via metafields in Shopify

Price list

Shown via metafields in Shopify

Step 2 - Adding new B2B customers

Since Katana is the central source for customer data, any new customers created in Katana will automatically be added to Shopify. When new customer records are added to Shopify, they will by default be added as Pending customer accounts and receive an automatic email to enable their account by setting a password.

Screenshot showing the activation pop-up for SparkLayer

This uses the Customer account invite notification email, which can be edited in the Notifications section within Shopify.

You can configure whether the email is sent from the SparkLayer Katana settings.

Screenshot showing the option for sending customers an invite email when activating in Katana

Configuring product pricing

Once customers are mapped between Katana and SparkLayer, the next step is to configure your B2B pricing. As with customers, Katana is your centralised source for managing your B2B pricing.

Step 1 - Setting up B2B pricing in Katana

Within Katana, go to Price Lists. To add a new price list, click the + Price list button and fill in the necessary info.

Screenshot showing the price lists tab inside Katana

In the example above, we've created two price lists: B2B and UKVIP. When creating your price list(s) in Katana, you'll be able to add pricing rules for products. The pricing for the UKVIP price list is shown below.

Screenshot showing a price list in Katana

In order for SparkLayer to map this data, price list records are automatically imported each time you add a price list in Katana. The mapping works as follows:

Field name in SparkLayer

Field name in Katana

Handle / ID

Price list ID

Name

Price list name

Currency

Currency

Price lists will be made using Katana's base currency. For customers who are given a different currency in Katana, automatic price lists with currency conversion will be created.

Screenshot showing the price lists section inside SparkLayer

Known limitations

Please note the following:

  • Default addresses in Katana will be mapped to the Shipping and Billing addresses in Shopify, as Shopify doesn't support independent addresses.

  • A customer that is removed from the customer group will also need their allocated 'b2b' tag removed from their customer account in Shopify.

  • Addresses are a 1-way sync currently, from Katana into Shopify. Its recommended to not allow address editing in SparkLayer otherwise new addresses added won't appear in Katana.

  • Deleted pricing in Katana will not sync back to Shopify. You will need to manually delete the pricing from the SparkLayer dashboard.

Troubleshooting

For further troubleshooting, head to SparkLayer's support docs.


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