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Field Mapping Template Setup Guide (PVX Integration)


Complete Field Mapping Walkthrough Video

This video demonstrates how to configure default order template mappings for PVX when setting up customers in DMC integrated with Shopify. The logic, functions and mapping strategies required to ensure proper data transfer between Shopify and PVX are explained.

https://vimeo.com/1126748087?share=copy


Walkthrough Guide

Sales Order Number Setup

  • Concat Function: Used to combine strings for order reference.

  • Prefix/Suffix Handling:

    • Shopify prefixes and suffixes (e.g., ABC1001YZ) are trimmed to isolate the core order number (1001).

    • After trimming, an order suffix and concatenator can be added.

Customer Purchase Order Reference Number

  • Default logic supports both with and without third-party order IDs.

  • If no third-party ID is used → integration order ID is sent.

  • If third-party ID exists → integration order ID, concatenator and third-party ID are combined.

Marketplace Order Identifier

  • Direct one-to-one mapping with the integration order name.

  • Uses the full order name (e.g., ABC1001YZ) rather than the trimmed version.

  • Important for certain PVX integrations with shipping software.

Customer & Shipping/Invoice Details

  • Customer ID: One-to-one mapping.

  • Shipping & Invoice Lines: Regex replace removes carriage returns to avoid PVX errors.

  • Fields such as region, city, postal code and country are direct mappings.

Delivery, Costs & Currency

  • Requested Delivery Date: Created-at timestamp.

  • Costs (shipping, tax, etc.):

    • Defaults to customer displayed values (currency exchange applied).

    • Option to override with shop values if required.

  • Currency field should match the displayed currency sent.

Order Status Handling

  • If status in DMC = "abandoned/cancelled", send cancelled to PVX.

  • Otherwise, empty string is sent.

  • Null handling:

    • Some fields can accept null, others require safeguards (ifnull).

Channel & Site Mapping

  • Channel Name and Site fields use ifnull logic.

  • Mapped Site Name preferred if configured in integration.

Additional Field Mappings

  • Delivery Notes: Carriage returns replaced with spaces.

  • Service Type: Option to send mapped service type code or name.

  • On Hold Flag: If status = "on hold" in DMC, send true, else false.

  • Contact Name: First + Last name concatenated.

  • Customs Registration: Mapped as meta field.

  • Email: Optional field – can map customer email.

Attributes & Custom Values

  • Attribute mapping preferred over direct integration setup.

  • Example setup:

    • Attribute 1 = custom email

    • Attribute 2 = shipping full name

    • Attribute 3, 4 = empty

    • Attribute 5 = order ID

  • New targets added:

    • Shipping address company name

    • Invoice address company name


The walkthrough concludes by showing that these defaults provide a standardized template for PVX order integration, which can be adjusted based on customer requirements.


Additional Walkthrough Videos

PVX Customer Template Walkthrough

https://vimeo.com/1126748802?share=copy



PVX Order Line Item Template Walkthrough

https://vimeo.com/1126749918?share=copy


PVX Order Template Walkthrough

https://vimeo.com/1126750734?share=copy



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