How to integrate ERP with Upro for credit limits?

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This article is a detailed guide on how to sync credit limit data from your ERP to Upro for B2B buyers. This works with any ERP system and once synced, the app's credit rules will trigger real-time in Shopify checkout.

Overview

The integration uses Shopify metafields as the bridge between the ERP and Upro. ERP > Shopify Metafields > Upro

Here's how it works:

Your ERP is the source of truth for all credit information
Metafields in Shopify store the latest credit values synced from your ERP
Upro reads those metafields and applies the logic and rules configured in its Credit Limit extension

Step 1: Create Shopify Metafields

Create 2 metafields in Shopify (preferably of the type 'decimal') by going to your Shopify admin > Settings > Metafields and metaobjects | Metafield | Purpose | | ---- | | custom.total_credit_limit | Total approved credit limit | | custom.remaining_balance_available_credit | Available credit |

These metafields can be created either on:

Company (recommended for Shopify B2B)
Customer (if your setup requires customer-level credit management)

Step 2: Sync Data from Your ERP

Configure your ERP integration or middleware to update these Shopify metafields whenever credit information changes. Example: | ERP Value | Shopify Metafield | | ---- | | Total Credit Limit = $50,000 | custom.total_credit_limit | | Available Credit = $1

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