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Connect™

Heartland + Shopify Integration

Clarity Connect™ integrates Heartland with Shopify, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Heartland and Shopify through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Heartland and Shopify.

  • Shopify Metafields: Easily map Heartland custom fields to Shopify metafields for products, customers, and orders.
  • Heartland Custom Fields: Map Shopify tags or metafields to custom attributes within Heartland entities.
  • Dynamic Field Mapping: Support for conditional mapping based on data values (e.g., map 'Loyalty Tier' from Heartland to a Shopify customer tag if 'Tier' field exists).
Implementation Timeline

Go live with Heartland + Shopify in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Heartland and Shopify, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Heartland + Shopify deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Shopify Metafields: Easily map Heartland custom fields to Shopify metafields for products, customers, and orders.
  • Heartland Custom Fields: Map Shopify tags or metafields to custom attributes within Heartland entities.
  • Dynamic Field Mapping: Support for conditional mapping based on data values (e.g., map 'Loyalty Tier' from Heartland to a Shopify customer tag if 'Tier' field exists).

Robust iPaaS Architecture for Heartland & Shopify Integration

Our integration architecture is built on a modern, cloud-native iPaaS designed for scalability, security, and low-code agility. It acts as an intelligent orchestration layer, connecting Heartland and Shopify with an event-driven paradigm.

Data Flow Steps

Event-Driven Architecture: Primarily using webhooks from both Shopify and Heartland for real-time updates (orders, inventory, customers).

Canonical Data Model: Defining a standardized internal representation for common entities (Order, Customer, Product) to simplify mapping between systems.

Idempotent Operations: Designing API calls to be safely repeatable, preventing duplicate record creation on retries.

Circuit Breaker Pattern: To prevent cascading failures when one system (Heartland or Shopify) experiences an outage.

Bulk Operations & Batching: For non-real-time updates or large data migrations, leveraging batch APIs or custom batching within the iPaaS.

Data Touchpoints

iPaaS Core Engine: Orchestrates workflows, manages connections, and executes business logic.
Heartland Connector: Pre-built connector for secure, optimized interaction with Heartland APIs (OAuth 2.0, API Keys).
Shopify Connector: Pre-built connector for seamless integration with Shopify Admin API (REST/GraphQL) and Webhooks (OAuth 2.0).
Visual Workflow Designer: Low-code/no-code interface for designing, building, and monitoring integration flows.
Data Mapping & Transformation Engine: Handles complex data translations and schema harmonization, augmented by AI.
Event Bus/Queueing System: Manages asynchronous message delivery, handles bursts, and enables robust retries.
Error Handling & Alerting Module: Detects failures, triggers retries, routes messages to dead-letter queues, and sends notifications.
Monitoring & Analytics Dashboard: Provides real-time visibility into integration health, performance, and data flow.
AI Co-pilot: Assists with mapping, validation, anomaly detection, and code generation for transformations.

"Conceptual diagram shows Shopify and Heartland connected to a central iPaaS. The iPaaS contains connectors for each system, a visual workflow designer, a data mapping & transformation engine (with AI assistance), a robust error handling & retry mechanism, a queuing system, and monitoring dashboards. Webhooks flow into the iPaaS, and API calls originate from it."

Pricing

Simple, transparent pricing for Heartland + Shopify.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Heartland

Integrating Heartland fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Order

Central to sales, capturing line items, customer, payment, and fulfillment data.

Heartland Fields

OrderID CustomerID OrderDate TotalAmount Status LineItems[] PaymentStatus

Shopify Fields

id order_number customer_id financial_status fulfillment_status total_price line_items shipping_address billing_address created_at updated_at tags

Mapping Notes

Shopify `id` to Heartland `OrderID`. Map `totalprice` to `TotalAmount`. `lineitems` requires detailed mapping of SKU, quantity, price. `financialstatus` and `fulfillmentstatus` are critical for Heartland's `Status` and `PaymentStatus` fields. Custom `tags` in Shopify can map to Heartland custom fields or order types.

Next Steps

See Heartland + Shopify integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Real-time Order Processing & Fulfillment

Automate the flow of new orders from Shopify directly into Heartland's POS or OMS for immediate processing, inventory deduction, and fulfillment initiation. This ensures online sales are quickly reflected in physical store operations.

Integration Steps:

  1. 0 Customer places order on Shopify.
  2. 1 Shopify webhook triggers iPaaS workflow.
  3. 2 iPaaS retrieves order details from Shopify.
  4. 3 iPaaS transforms data to Heartland's Order schema.
  5. 4 iPaaS creates new order in Heartland POS/OMS.
  6. 5 Heartland initiates fulfillment, updates inventory.
  7. 6 Fulfillment status and tracking pushed back to Shopify.

Business Outcome

Faster order fulfillment, reduced manual entry errors, accurate inventory deduction, improved customer satisfaction with timely updates.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with Heartland + Shopify in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Heartland and Shopify, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Heartland + Shopify deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Order Line Item Mapping: Match Shopify `product_variant.sku` to Heartland `Product.SKU` for accurate item identification.
  • Status Translation: Map Shopify's `financialstatus` (e.g., 'paid', 'pending') and `fulfillmentstatus` (e.g., 'unfulfilled', 'fulfilled') to Heartland's specific order and payment statuses.
  • Address Normalization: Standardize address formats for consistency between systems.
  • Inventory Aggregation: Consolidate inventory from multiple Heartland locations into a single Shopify location, or map specific locations as required.
  • Deduplication Logic: Use email addresses as a primary key for customer deduplication, with fallback to name/phone if necessary.
  • Metafield Utilization: Store Heartland-specific IDs in Shopify metafields (and vice-versa) for robust cross-referencing.

🛡️ Error Handling

  • Shopify Order Creation Failure in Heartland: Order placed, but Heartland API returns an error (e.g., invalid SKU). iPaaS logs error, retries, then moves to dead-letter queue and alerts.
  • Heartland Inventory Update Failure to Shopify: Heartland stock changes, but Shopify API fails to update (e.g., rate limit hit). iPaaS queues update, retries with backoff, ensuring eventual consistency.
  • Customer Deduplication Conflict: New customer in Shopify matches existing Heartland customer with conflicting data. iPaaS applies configured merge rules or flags for review.
  • Payment Status Mismatch: Shopify payment shows 'paid' but Heartland's corresponding payment record is 'pending'. iPaaS detects discrepancy and triggers reconciliation workflow.
Pricing

Simple, transparent pricing for Heartland + Shopify.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate Heartland with Shopify?
The most effective approach is to use a modern iPaaS platform. This allows for API-first, event-driven integration, ensuring real-time synchronization of orders, inventory, customer data, and payments between Heartland POS/OMS and your Shopify store. This prevents data discrepancies, streamlines omnichannel operations, and offers robust error handling and scalability.

Inventory Management FAQs

▸ Can I automate inventory synchronization between Heartland and Shopify?
Absolutely. Our iPaaS solution enables real-time or near real-time inventory synchronization. Inventory level changes in Heartland (the system of record) are automatically pushed to Shopify via webhooks or efficient polling, preventing overselling and ensuring accurate stock display for your online customers.

Order Processing FAQs

▸ How does the integration handle Shopify orders in Heartland?
When a customer places an order on Shopify, an `orders/create` webhook triggers our iPaaS. The iPaaS retrieves the order details, transforms them to match Heartland's schema, and then creates the order in Heartland POS/OMS. This initiates fulfillment workflows and ensures accurate inventory deduction in Heartland, mirroring your online sales in your operational system.

Customer Management FAQs

▸ Is customer data synchronized between Heartland and Shopify?
Yes, our integration ensures bidirectional synchronization of customer profiles. New customers from Shopify are pushed to Heartland, and vice-versa. This creates a 360-degree view of your customer, enabling consistent loyalty programs, personalized marketing, and improved customer service across all channels. AI-driven deduplication helps maintain data quality.

AI Capabilities FAQs

▸ How does AI enhance Heartland and Shopify integration workflows?
AI significantly augments workflows by providing capabilities like auto-mapping suggestions for complex data fields, real-time anomaly detection for fraud prevention in payments or unusual inventory changes, automated exception handling, and predictive insights for inventory optimization. This leads to smarter, more resilient, and efficient integrations.

Security & Compliance FAQs

▸ What are the security considerations for integrating Heartland payment data?
Security is paramount. We prioritize PCI DSS compliance by utilizing Heartland's and Shopify's native tokenization services, ensuring raw card data is never stored or directly processed by the iPaaS. All data in transit and at rest is encrypted (TLS 1.2+), and robust authentication (OAuth 2.0) and access control mechanisms are in place. Regular security audits are also critical.

Low-Code/No-Code FAQs

▸ Can I use low-code/no-code tools for this integration?
Absolutely. Our iPaaS platform features a visual, low-code/no-code workflow designer. This empowers business users and citizen integrators to build, customize, and manage Heartland-Shopify integration workflows without extensive coding, accelerating development cycles, reducing reliance on IT, and fostering business agility.

Payment & Loyalty FAQs

▸ How are gift cards handled between Heartland and Shopify?
The integration supports synchronization of gift card balances. Gift cards issued or redeemed in Heartland POS will have their balances updated in Shopify, ensuring customers can seamlessly use their gift cards both online and in-store. This provides a consistent and friction-less customer experience.
Implementation Timeline

Go live with Heartland + Shopify in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Heartland and Shopify, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Heartland + Shopify deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Heartland + Shopify.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Heartland + Shopify integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo