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Bold Bundles’ Bold Integrations

Laurel
Laurel
  • Updated

Bold Bundles integrates with some of the other Bold apps that are currently available on Shopify. These integrations either allow customers to receive the best discount if both of the apps use a connection API, while some of the other integrations may allow both apps to simply exist on the same store without any interference between each other.

 


 

Bundles & Bold Cashier

Note: Bold Cashier is no longer available for installation via Shopify. If your store has Bold Cashier installed prior to January 20th, 2020, you are able to continue using this integration.

Bundles allows you to bundle your products and offer a discount to customers who purchase the bundle.

You can set your own custom bundles, create mix and match bundles across collections, or Buy One Get One (BOGO) offers.

Bundles integrates with Bold Cashier to allow your bundles to be discounted in the Cashier checkout without having to create hidden variants.

Cashier allows you to take control of your checkout to offer discount codes, customize the appearance of your checkout, and utilize Cashier’s integrations.

To integrate Bold Bundles and Cashier, please follow these steps:

 

Requirements

This integration requires Version 3 of Bundles to integrate with Cashier. This version uses the Accelerated Method of discounting, which is able to pass your discount group pricing to Cashier correctly.

Visit Discounting Methods & How-to Switch Methods in Bold Bundles for more information on identifying the version of the app you are using.

If you’re on Version 1 or Version 2 of Bundles, please visit Bold Bundles Benefits & Upgrade Process to learn how to upgrade your app version.

Note: Bundles V1 must be upgraded to V2 before the upgrade to V3 can be completed. You’re not able to move directly from V1 to V3.

 

Setup

  1. From the homepage of Cashier, select Marketplace.
  2. Select Install on the Bold Pricing option.
  3. Select Allow.

 


 

Bundles & Bold Custom Pricing

Note: Bold Custom Pricing must be enabled either on Draft Orders Method - Version 2 or Accelerated Method - Version 3. Bundles cannot apply bundle discounts correctly while Custom Pricing is set to Variant Dependant - Version 1. Visit Discount Methods and How to Switch for more information on these methods and how to switch.

Custom Pricing integrates with Bold Bundles while using either the Draft Orders Method - Version 2 or Accelerated Method - Version 3 discount method.

For more information in regards to each integration, please see each integration below:

 

Variant Dependant Method - Version 1

Note: Bundles must be set to Variant Dependant Method - Version 1 while Custom Pricing is set to Draft Orders Method - Version 2 to avoid discounts not being applied in the checkout page.

Custom Pricing has an integration with Bundles which allows products added from a bundle widget to receive wholesale discounts set in Custom Pricing.

After the installation has been completed for both apps, products that are added into price groups in Custom Pricing also receive stacking discounts if those products are also added into a bundle group.

Note: Products must be discounted in Bundles first and then in Custom Pricing. If discounts are created in Custom Pricing first, the products are not selectable in Bundles within the product selector.

 

Accelerated Method - Version 3

Note: Bundles must be set to Accelerated Method - Version 3 while Custom Pricing is also set to Accelerated Method - Version 3 in order to avoid conflicting discounts between each app.

Custom Pricing’s Accelerated Method and Bundles Accelerated Method both use a connection API to apply discounts to products on your storefront and in result, does not require an additional setting to enable both apps together.

When a product is being discounted across both apps, the highest/best discount is applied to the product on the storefront.

Example

  • Product A and Product B is $20.
  • Product A is discounted in Custom Pricing and Bundles.
  • Custom Pricing offers a 50% discount for both products
  • Bundles offers a $15-off sale for both products when purchased together.
  • Product A and Product B would have the rule in Bundles applied, as your customers would receive these items for $5 each instead of $10 each.

 


 

Bundles & Bold Discounts

Bundles and Bold Discounts work well together, but any sale you run on an item with Discounts applies to both the regular price and the Bundled price.

Example: If you have an item that is regularly $100 and have a Bundle and a Save 10% sale, the product is either $100 or $90 if bought as a bundle. If you run a 20% off sale with Discounts, the regular price would then become $80, and the bundled price would be $72 ($90-20%). When the sale ends with Discounts, both the regular and bundled price will return to normal.

 


 

Bundles & Discounts Powered by Bold Price Rules

Note: Bundles must be enabled on Accelerated Method - Version 3 in order to work with Discounts Powered by Bold Price Rules. Since Bold Discounts uses a connection API to apply discounts, Bundles needs to be set to the Accelerated Method in order for both apps to apply discounts correctly on the storefront. Visit Discounting Methods & How-to Switch Methods in Bold Bundles for more information on these methods and how to switch.

Bold Discounts and Bundles while set to Accelerated Method both use a connection API to apply discounts to products on your storefront and in result, does not require an additional setting to enable both apps together.

When a product is being discounted across both apps, the highest/best discount is applied to the product on the storefront.

Example

  • Product A and Product B is $50.
  • Product A and Product B is discounted in Discounts and Bundles.
  • Discounts offers a 50% discount for both products.
  • Bundles offers a $15-off sale for both products when purchased together.
  • Product A and Product B would have the rule in Discounts applied, as your customers would receive these items for $25 each instead of $35 each.

 


 

Bundles & Bold Memberships

Bundles and Bold Memberships do not have an official integration at this time, however, both apps can be used on the same store without any interference between each other.

Note: Memberships does not have the ability to hide content from the bundle widget on the product page at this time.

 


 

Bundles & Bold Multi-Currency

Bundles works out of the box with Bold Multi-Currency.

Bundles applies the discounts to the storefront either through hidden variants (Variant Dependant Method), through backend metafields (Draft Orders Method) or through a backend connection API (Accelerated Draft Orders).

Multi-Currency reads the prices on all pages, including the prices in the bundle widget and converts the prices based on the currency that is selected (either by the customer or through the geolocation feature in Multi-Currency) in the currency widget.

 


 

Bundles & QuickBooks Sync

Bundles does not have an official integration with QuickBooks Sync at this time. Orders that contain bundle discounts created from Bundles export into QuickBooks Online the same way as regular orders.

In order for an order to be exported into QuickBooks Online, the order needs to be marked as Paid and/or Fulfilled.

Note: If an order contains hidden variants that is created from Bundles, these hidden variants are treated as a new product in QuickBooks Online. In result, a new product is created in the QuickBooks Online account linked in QuickBooks Online Sync.

In cases where this occurs, the mapping can be changed manually in QuickBooks Online Sync for the hidden variant to sync to a different product. Alternatively, the discount method in Bundles can be changed to the Draft Order or Accelerated Method to avoid these mapping errors from occurring.

 


 

Bundles & Bold Subscriptions V1

Bundles and Bold Subscriptions V1 do not have an official integration at this time. Both apps do not work well together, as both apps add discounts into the cart through different widgets that do not interact with each other.

When a product has a subscription widget and a bundle widget present on the product page, each widget uses a different Add to Cart button to add the properties from each widget into the cart page. In result, when a product is added into the cart with the subscription option selected, the other bundle products needs to be added individually into the cart page the same way.

When products are added into the cart page through the bundle widget, each product is added into the cart page as one-time purchases, even if the products are set as a subscription only product in Subscriptions.

In order for Bundles and Subscriptions to exist on the same store, Bundles needs to be set to the Basic version on the Variant Dependant Method. While Bundles is set to the Variant Dependant Method, products can be added into the cart as subscription only products, while still receiving the bundle discounts on each product.

While Bundles is set to the Variant Dependant Method, there are still a few limitations that must be considered while using both apps together:

  • Each bundle product must be added individually into the cart page in order for the subscription only products and the bundle discounts to reflect at the same time.
  • If a product is removed in the future from the Manage Subscription page by the customer, the bundle discounts on the other products are not removed automatically. The bundle discounts would need to be removed manually in these scenarios.

 


 

Bundles & Bold Upsell

Bold Upsell can work alongside Bundles on the same store, however, both apps do not have an official integration with each other and may have some conflicts between each other.

When a bundle widget exists on a product page, the customer needs to select the Add to Cart button in the bundle widget on the product page in order for all of the products in the bundle to add into the cart.

The bundle’s Add to Cart button does not trigger the Upsell pop-up modal, only the Add to Cart button on the product page outside of the bundle widget can trigger the Upsell pop-up modal.

Combo Products can be included as offer products in both upsell and cross-sell offers only for Add to Cart offers. When a combo product is accepted either in a cross-sell or upsell group, the products that make up the combo product in Bundles are added along with the trigger product, or replace the trigger product.

Note: If Bundles and Upsell are used on the same store for the same products, it would be best to only use Add to Cart offers products that are tied to bundle groups. If a combo product is used as an offer product in a Before Checkout offer, the combo product is not replaced with the products that make up the combo product and in result, inventory issues are caused on your store.

 


 

Bundles & Xero Sync

Bundles does not have an official integration with Xero Sync at this time. Orders that contain bundle discounts created from Bundles export into Xero Integration the same way as regular orders.

In order for an order to be exported into Xero integration, the order needs to be marked as “Paid” and/or “Fulfilled”.

Note: If an order contains hidden variants that is created from Bundles, these hidden variants are treated as a new product in Xero. In result, a new product is created in the Xero account linked in Xero Sync.

In cases where this occurs, the mapping can be changed manually in Xero for the hidden variant to sync to a different product. Alternatively, the discount method in Bundles can be changed to the Draft Order or Accelerated Method to avoid these mapping errors from occurring.