This article outlines how Custom Pricing integrates with other Bold apps.
Custom Pricing & Bold Memberships
Custom Pricing integrates with Bold Memberships to give you with the ability to offer product discounts to customers who are signed up as members.
When subscribing to a membership plan created in Bold Memberships, your customers are automatically marked with a tag associated with the membership plan. This same tag can be used in Custom Pricing to offer discounts. Custom Pricing reads this tag to display the discounted product prices to your logged in plan members.
Custom Pricing creates the price discounts, while Memberships provides access to the plans.
Bold Memberships also provides many other features allowing you to offer exclusive content to your members only, and more.
For more information on the integration setup, please visit Custom Pricing & Bold Memberships Integration.
Custom Pricing & QuickBooks Sync
Custom Pricing does not have an official integration with QuickBooks Sync. Orders that are generated in the Shopify admin section that have discounts added in from Custom Pricing export into QuickBooks Online the same way as regular orders.
To ensure that orders can be exported into QuickBooks Online, the order needs to be marked as Paid and/or Fulfilled.
Note: When orders contain hidden variants that are created from Custom Pricing while on the Variant Dependant Method and the order is exported through QuickBooks Sync, hidden variants are treated as new product. In result, a new product is created in the QuickBooks Online account linked in QuickBooks Sync.
In cases where this occurs, the mapping can be changed manually in QuickBooks Sync for the hidden variant to sync to a different product. Alternatively, the discount method in Custom Pricing can be changed to the Draft Order Method or Accelerated Method to avoid these mapping errors from occurring.
Custom Pricing & Subscriptions for Shopify Checkout
Custom Pricing and Subscriptions for Shopify Checkout are not compatible due to conflicting functionalities.
Custom Pricing & Bold Upsell
Custom Pricing integrates with Bold Upsell to allow you to display customer-specific pricing on product offers in the Upsell pop-up modal.
Note: This integration is only compatible with Custom Pricing Accelerated Method (Version 3). For more information about the different versions, please visit Discount Methods and How to Switch.
Custom Pricing V3 displays customer-specific discounts in the Upsell modal when using the Product Page Pop-up and Cart Page Pop-up trigger locations only. Customers must be logged in prior to triggering an offer in order to see the discounts specific to them. Customers who are not logged in or do not have a Custom Pricing tag, will be offered the product at full price.
For more information about Bold Upsell, please visit Bold Upsell Pricing & Overview.
Custom Pricing & Xero Sync
Custom Pricing does not have an official integration with Xero Sync. Orders that are generated in the Shopify admin section that have discounts added in from Custom Pricing export into Xero the same way as regular orders.
In order for an order to be exported into Xero, the order needs to be marked as Paid and/or Fulfilled.
Note: When orders contain hidden variants that are created from Custom Pricing while on the Variant Dependant Method and the order is exported through Xero, hidden variants are treated as a new product. In result, a new product is created in the Xero account linked in Xero Integration.
In cases where this occurs, the mapping can be changed manually in Xero Integration for the hidden variant to sync to a different product. Alternatively, the discount method in Custom Pricing can be changed to the Draft Order Method or Accelerated Method to avoid these mapping errors from occurring.