As a Shopify merchant, if your Customer Service Representatives (CSRs) work out of Shopify or Microsoft Dynamics 365 Business Central, your CSRs can sync refund orders from Shopify to Microsoft Dynamics 365 Business Central. This will help your finance team to be aware of refund orders and will help them in keeping the accounts in balance. The Shopify refund to Microsoft Dynamics 365 Business Central sales credit memo (add) flow syncs Shopify refunds as sales credit memos to Microsoft Dynamics 365 Business Central. This is a delta flow that works on a scheduled basis.
Understand the flow
In the Shopify refund to Microsoft Dynamics 365 Business Central sales credit memo (add) flow, the Get order refunds from Shopify export gets the new refunds from Shopify since the last flow run. The Post sales credit memos to Microsoft Dynamics 365 Business Central import syncs sales credit memos to Microsoft Dynamics 365 Business Central. The Post sales credit memo lines to Microsoft Dynamics 365 Business Central import syncs sales credit memo line items to Microsoft Dynamics 365 Business Central.
Configure the settings
- Log in to your integrator.io account
- Click on the Shopify - Microsoft Dynamics 365 Business Central integration app tile.
- Go to Settings > Refund > Shopify ToBusiness Central.
- In the Microsoft Dynamics 365 Business Central non-inventory item to track Shopify order refund adjustments as a line item setting, select a Microsoft Dynamics 365 Business Central non-inventory item to track your Shopify order refund adjustments. The selected item is added as a line item on the Microsoft Dynamics 365 Business Central sales credit memo transaction.
- In the Ignore refund sources setting, enter the comma-separated refund source names or IDs that you want to ignore. For more information, see Retrieve the source name of an external app.
- Click Save.
Important: The integration app does not support charge syncing as a line type in the G/L account. As a temporary fix, to set the default G/L account for a non-inventory item, it is necessary to update the “Gen. Prod. Posting Group” setting in the non-inventory item available in the Costs & Posting section. See the screenshot below for reference.
Run the flow
- Go Flows > Refund.
- Next to the Shopify refund to Microsoft Dynamics 365 Business Central sales credit memo (add) flow, use the toggle button to enable the flow.
- If you run the flow for the first time, a delta flow pop-up window is displayed. This helps you to sync the historical refunds.
- Automatic: Choose this option to process and sync data from the last flow run time OR
- Custom: Choose this option to select a custom start date and time from when you wish to process and sync data.
- Click Run.
You can see the flow status in the integrator.io Dashboard.
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