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Bold Custom Pricing’s Bold Integrations

Laurel
Laurel
  • Updated

 

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 & 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.