Configure and run flows in the Shopify – Microsoft Dynamics 365 Business Central integration template

Contents

• Overview: Understanding the Shopify - Microsoft Dynamics 365 Business Central integration template for Suppliers
• Install the Shopify - Microsoft Dynamics 365 Business Central integration template
•  Configure and run flows in the Shopify - Microsoft Dynamics 365 Business Central integration template
  • Microsoft Dynamics 365 Business Central items to Shopify products
  • Microsoft Dynamics 365 Business Central items to Shopify inventories
  • Microsoft Dynamics 365 Business Central customers to Shopify customers
  • Shopify customers to Microsoft Dynamics 365 Business Central customers
  • Shopify orders to Microsoft Dynamics 365 Business Central sales orders
  • Microsoft Dynamics 365 Business Central fulfillments (with SO status fulfilled) to Shopify fulfillments
  • Microsoft Dynamics 365 Business Central sales invoices to Shopify billing
  • Microsoft Dynamics 365 Business Central sales invoice cancellation to Shopify order cancellation
  • Microsoft Dynamics 365 Business Central sales credit memos to Shopify refunds
  • Shopify refunded orders to Microsoft Dynamics 365 Business Central sales credit memos

Additional record mapping is required to integrate the template’s exports and imports with your Shopify and Microsoft Dynamics 365 Business Central apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then, run or schedule each flow.

Microsoft Dynamics 365 Business Central items to Shopify products

This flow syncs the items from Microsoft Dynamics 365 Business Central as products in Shopify. The flow also creates products in Shopify only if a matching item is not found. If a matching item is found, the flow updates the product by title.

Setup instructions

Configure the filter in your export search parameters for Microsoft Dynamics 365 Business Central Company record type according to your business needs, and provide the company name in the filter to retrieve company details.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
  • Export: Get Microsoft Dynamics 365 Business Central Companies by displayName - retrieves Microsoft Dynamics 365 Business Central companies from the Companies API
  • Lookup: Get Microsoft Dynamics 365 Business Central items - retrieves Microsoft Dynamics 365 Business Central items from the Item API

Get Microsoft Dynamics 365 Business Central items results mapping

• Import destination: Shopify
  • Import: Import Shopify Products - adds or updates Microsoft Dynamics 365 Business Central items as products in Shopify

Import Shopify Products import mapping

Microsoft Dynamics 365 Business Central items inventories to Shopify inventories

This flow syncs the items inventories from Microsoft Dynamics 365 Business Central as inventories in Shopify. The flow updates inventories in Shopify if a matching items inventory is found and creates inventories in Shopify if a matching items inventory is not found. This flow also retrieves Shopify products.

Before you begin

1. Sync Microsoft Dynamics 365 Business Central items to Shopify products.
2. Track quantity field on products record type in Shopify should be true.

Setup instructions

1. Configure mapping for location_id in Import Shopify Inventories according to your business needs.
2. Configure the filter in your search parameters at Get Microsoft Dynamics 365 Business Central Companies by displayName according to your business needs, and provide the company name in the filter to retrieve company details.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
  • Export: Get Microsoft Dynamics 365 Business Central Companies by displayName - retrieves Microsoft Dynamics 365 Business Central Companies from the Companies API 
  • Lookup: Get Microsoft Dynamics 365 Business Central items - retrieves Microsoft Dynamics 365 Business Central items from the Item API

Get Microsoft Dynamics 365 Business Central items results mapping

• Import source: Shopify
  • Lookup: Get Shopify Products - retrieves Microsoft Dynamics 365 Business Central products from the Product resource

Get Shopify Products results mapping

• Import: Import Shopify Inventories - adds or updates Shopify inventories with the exported data from Microsoft Dynamics 365 Business Central

Import Shopify Inventories import mapping

Microsoft Dynamics 365 Business Central customers to Shopify customers

This flow syncs the customers from Shopify as customers in Microsoft Dynamics 365 Business Central. The flow creates customers in Microsoft Dynamics 365 Business Central only if a matching customer (by email address) is not found. If a matching customer is found, the flow updates the customer.

Setup Instructions

Configure the filter in your search parameters at Get Microsoft Dynamics 365 Business Central Companies by displayName according to your business needs. Provide the company name in the filter to retrieve company details.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
  • Export: Get Microsoft Dynamics 365 Business Central Companies by displayName -  retrieves all Microsoft Dynamics 365 Business Central companies from the Companies API
  • Lookup: Get Microsoft Dynamics 365 Business Central customers - retrieves all Microsoft Dynamics 365 Business Central customers from the Customers API

Get Microsoft Dynamics 365 Business Central customers results mapping

• Import source: Shopify
  • Import: Import Shopify customers - adds or updates all customer data exported from Microsoft Dynamics 365 Business Central as Shopify customers

Import Shopify customers import mapping

Shopify customers to Microsoft Dynamics 365 Business Central customers

This flow syncs the customers from Shopify as customers in Microsoft Dynamics 365 Business Central. The flow creates customers in Microsoft Dynamics 365 Business Central only if a matching customer is not found (by email address). If a matching customer is found, the flow updates the customer.

Setup instructions

1. Configure the filter in your search parameters at export for Get Microsoft Dynamics 365 Business Central Companies by displayName according to your business needs. Provide the company name in the filter to retrieve company details.
2. Configure mapping for type in Import Microsoft Dynamics 365 Business Central customers according to your business needs.

Flow details

• Export source: Shopify
  • Export: Get Shopify Customers - retrieves Shopify customers from the Customer resource. 
• Import source: Microsoft Dynamics 365 Business Central
  • Lookup: Get Microsoft Dynamics 365 Business Central Companies by displayName - retrieves Microsoft Dynamics 365 Business Central companies from the Companies API

Get Microsoft Dynamics 365 Business Central Companies by displayName results mapping

• Import: Import Microsoft Dynamics 365 Business Central customers - adds or updates customers from the Shopify and Microsoft Dynamics 365 Business Central exports to the Customer API

Import Microsoft Dynamics 365 Business Central customers import mapping

Shopify orders to Microsoft Dynamics 365 Business Central sales orders

This flow syncs the orders from Shopify as orders in Microsoft Dynamics 365 Business Central. The flow creates orders in Microsoft Dynamics 365 Business Central only if a matching order is not found. If a matching order is found, the flow ignores the orders. This flow also adds and updates the customer record, adds the sales order line record, and updates the sales order records (only for discounts).

Before you begin

1. Verify that the items present in Shopify are also present in Microsoft Dynamics 365 Business Central.
2. Verify that the name of the shipping method in Shopify and shipment method code in Microsoft Dynamics 365 Business Central are the same.
3. Verify that the name of the payment method in Shopify and the payment method code in Microsoft Dynamics 365 Business Central are the same.

Setup instructions

1. Set the concurrency level for your Microsoft Dynamics 365 Business Central connection to 1.
2. Configure the filter in your search parameters at Get Microsoft Dynamics 365 Business Central Companies by displayName according to your business needs. Provide company name in the filter to retrieve company details.
3. Configure the dynamic mapping on Import Microsoft Dynamics 365 Business Central customers for shipmentMethodId and paymentMethodId according to your business needs.
4. Configure the dynamic mapping on Import Microsoft Dynamics 365 Business Central sales orders for itemId according to your business requirements.

Flow details

• Export source: Shopify
  • Export: Get Shopify Orders - retrieves orders from the Shopify Orders resource
• Import source: Microsoft Dynamics 365 Business Central
  • Lookup: Get Microsoft Dynamics 365 Business Central Companies by displayName - retrieves companies from the Microsoft Dynamics 365 Business Central Company API

Get Microsoft Dynamics 365 Business Central Companies by displayName results mapping

• Import: Import Microsoft Dynamics 365 Business Central customers - adds or updates Shopify customers as Microsoft Dynamics 365 Business Central customers with the Customer API

Import Microsoft Dynamics 365 Business Central customers import mapping

• Import: Import Microsoft Dynamics 365 Business Central sales orders - adds any new Shopify orders as Microsoft Dynamics 365 Business Central sales orders with the Sales order API, ignoring existing sales orders

Import Microsoft Dynamics 365 Business Central sales orders import mapping

Import Microsoft Dynamics 365 Business Central sales orders response mapping

• Import: Import Microsoft Dynamics 365 Business Central sales order lines - adds any new sales order lines from Shopify to Microsoft Dynamics 365 Business Central with the Sales order lines API, ignoring existing sales order lines

Import Microsoft Dynamics 365 Business Central sales order lines input filter

Import Microsoft Dynamics 365 Business Central sales order lines import mapping

• Import: Import Microsoft Dynamics 365 Business Central sales orders (For Discount) - updates existing sales orders with discounts if applicable

Import Microsoft Dynamics 365 Business Central sales orders (For Discount) input filter

Import Microsoft Dynamics 365 Business Central sales orders (For Discount) import mapping

Microsoft Dynamics 365 Business Central fulfillments (SO with status fulfilled) to Shopify fulfillments

This flow syncs the fulfillments from Microsoft Dynamics 365 Business central with Shopify. The flow retrieves the fulfillments from Microsoft Dynamics 365 Business Central using the sales order status as fulfilled.

Before you begin

1. Sync orders in Shopify and Microsoft Dynamics 365 Business Central.
2. Verify that the Shopify order ID is stored as externalDocumentNumber in Microsoft Dynamics 365 Business Central orders.

Setup instructions

1. Configure the filter in your search parameters at Get Microsoft Dynamics 365 Business Central Companies by displayName according to your business needs. Provide the company name in the filter to retrieve company details.
2. Configure mapping for the Fulfillment location Id (Store location Id) in Import Shopify fulfillments.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
  • Export: Get Microsoft Dynamics 365 Business Central Companies by displayName - retrieves companies from the Microsoft Dynamics 365 Business Central Company API
  • Lookup: Get Microsoft Dynamics 365 Business Central Sales Orders - retrieves all Microsoft Dynamics 365 Business Central sales orders from the Sales order API

Get Microsoft Dynamics 365 Business Central Sales Orders results mapping

• Import source: Shopify
  • Lookup: Get Shopify Fulfillments Orders by ID - retrieves all fulfillment orders by ID from Shopify
  • Import: Import Shopify fulfillments - adds/ignores the exported data from Microsoft Dynamics 365 Business Central as Shopify fulfillments with the fulfillment resource

Import Shopify fulfillments import mapping

Microsoft Dynamics 365 Business Central sales invoices to Shopify billing

This flow syncs the sales invoice from Microsoft Dynamics 365 Business Central as billing in Shopify.

Before you begin

1. Sync orders in Shopify and Microsoft Dynamics 365 Business Central.
2. Verify that the Shopify order ID is stored as externalDocumentNumber in Microsoft Dynamics 365 Business Central orders.

Setup instructions

Configure mapping for transaction.kind in Import Shopify Billing.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
  • Export: Get Microsoft Dynamics 365 Business Central Companies - retrieves companies from the Microsoft Dynamics 365 Business Central Company API
  • Lookup: Get Microsoft Dynamics 365 Business Central sales Invoice - retrieves all invoices from Microsoft Dynamics 365 Business Central using the Sales Invoice API

Get Microsoft Dynamics 365 Business Central sales Invoice results mapping

• Import source: Shopify
  • Import: Import Shopify Billing - imports all billing information from the Microsoft Dynamics 365 Business Central exports as Shopify billing using the Order Transaction resource

Import Shopify Billing import mapping

Microsoft Dynamics 365 Business Central sales invoice cancellation to Shopify order cancellation

This flow syncs the canceled invoices from Microsoft Dynamics 365 Business Central to Shopify. The flow retrieves all the canceled invoices from Microsoft Dynamics 365 Business Central and updates the order status accordingly in Shopify. The flow updates the Shopify orders as canceled by the external reference number.

Before you begin

1. Sync orders in Shopify and Microsoft Dynamics 365 Business Central. 
2. Verify that the Shopify order ID is stored as externalDocumentNumber in Microsoft Dynamics 365 Business Central orders.
3. Verify that billing is done for Shopify orders.

Setup instructions

1. Configure the filter in your search parameters at Get Microsoft Dynamics 365 Business Central Companies according to your business needs. Provide the company name in the filter to retrieve company details.
2. Configure the filter rules for Get Microsoft Dynamics 365 Business Central sales invoices, and provide status in the filter rules to retrieve canceled invoices.
3. Configure the filter rules for Import Shopify canceled Orders, and provide the Shopify Order.status to import only successful transactions.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
  • Export: Get Microsoft Dynamics 365 Business Central Companies - retrieves companies from the Microsoft Dynamics 365 Business Central Company API
  • Lookup: Get Microsoft Dynamics 365 Business Central sales invoices - retrieves all invoices from Microsoft Dynamics 365 Business Central using the Sales Invoice API

Get Microsoft Dynamics 365 Business Central sales invoices output filter

Get Microsoft Dynamics 365 Business Central sales invoices results mapping

• Import source: Shopify
  • Lookup: Get Shopify Transactions - retrieves all Shopify transactions from the Transactions resource

Get Shopify Transactions results mapping

• Import:  Import Shopify canceled Orders - adds all canceled orders to Shopify using the Order: Orders resource

Import Shopify canceled Orders input filter

Import Shopify canceled Orders import mapping

Microsoft Dynamics 365 Business Central sales credit memos to Shopify refunds

This flow syncs the sales credit memos from Microsoft Dynamics 365 Business Central to refunds in Shopify. The flow retrieves the sales credit memo from Microsoft Dynamics 365 Business Central and creates a refund in Shopify using externalDocumentNumber as the identifier.

Before you begin

1. Verify that the orders and invoices in Shopify are also in Microsoft Dynamics 365 Business Central as sales orders and sales invoices respectively.
2. Verify that the order id of Shopify orders is stored as externalDocumentNumber in orders of Microsoft Dynamics 365 Business Central.

Setup instructions

Configure mapping in Import Shopify Refund for the following:

• refund.shipping.full_refund
• refund.refund_line_items[*].location_id
• refund.transactions[*].kind.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
  • Export: Get Microsoft Dynamics 365 Business Central Companies by displayName - retrieves companies from the Microsoft Dynamics 365 Business Central Company API
  • Lookup: Get Microsoft Dynamics 365 Business Central sales credit memos - retrieves all Microsoft Dynamics 365 Business Central sales credit memos from the Sales Credit memo API

Get Microsoft Dynamics 365 Business Central sales credit memos results mapping

• Import source: Shopify
  • Lookup: Get Shopify Transactions by id - retrieves all Shopify transactions from the Transactions resource

Get Shopify Transactions by id results mapping

• Import: Import Shopify Refund - adds all refunds retrieved from Microsoft Dynamics 365 Business Central through the Orders: Refund resource in Shopify

Import Shopify Refund import mapping

Shopify refunded orders to Microsoft Dynamics 365 Business Central sales credit memos

This flow syncs the refunded orders from Shopify to sales credit memos in Microsoft Dynamics 365 Business Central. The flow retrieves the refunds from Shopify by order status.

Before you begin

1. Verify that the orders and invoices in Shopify are also in Microsoft Dynamics 365 Business Central as sales orders and sales invoices, respectively.
2. Verify that the order id of Shopify orders is stored as externalDocumentNumber in orders of Microsoft Dynamics 365 Business Central.

Setup instructions

1. Configure mapping for lineType in Import Microsoft Dynamics 365 Business Central sales credit memos.
2. Configure dynamic mapping for customerNumber and invoiceNumber in Import Microsoft Dynamics 365 Business Central sales credit memos.
3. Configure dynamic mapping for itemId in Import Microsoft Dynamics 365 Business Central sales credit memos.

Flow details

• Export source: Shopify
  • Export: Get Shopify Refunded Orders - retrieves refunded orders from the Shopify Orders: Order resource
• Import source: Microsoft Dynamics 365 Business Central
  • Lookup: Get Microsoft Dynamics 365 Business Central Companies by displayName - retrieves companies from the Microsoft Dynamics 365 Business Central Company API

Get Microsoft Dynamics 365 Business Central Companies by displayName results mapping

• Import: Import Microsoft Dynamics 365 Business Central sales credit memos - adds or updates refunded orders exported from Shopify into Microsoft Dynamics 365 Business Central using the Sales credit memos resource

Import Microsoft Dynamics 365 Business Central sales credit memos import mapping

Import Microsoft Dynamics 365 Business Central sales credit memos response mapping

• Import: Import Microsoft Dynamics 365 Business Central sales credit memo lines - adds or updates refunded orders exported from Shopify into Microsoft Dynamics 365 Business Central using the Sales credit memos lines resource

Import Microsoft Dynamics 365 Business Central sales credit memo lines import mapping