Configure and run flows in the WooCommerce - Microsoft Dynamics 365 Business Central integration template

Contents

• Overview: Understanding the WooCommerce - Microsoft Dynamics 365 Business Central integration template
• Install the WooCommerce - Microsoft Dynamics 365 Business Central quickstart integration template
•  Configure and run flows in the WooCommerce - Microsoft Dynamics 365 Business Central integration template
  • Microsoft Dynamics 365 Business Central Credit Sales Memos to WooCommerce refunds
  • Microsoft Dynamics 365 Business fulfillments (SO with status fulfilled) to WooCommerce fulfillments (Order with status completed)
  • Microsoft Dynamics 365 Business Central items to WooCommerce products
  • Microsoft Dynamics 365 Business Central sales invoice cancellation to WooCommerce order cancellation
  • Microsoft Dynamics 365 Business Central sales invoices to WooCommerce billings (orders with status completed)
  • WooCommerce customers to Microsoft Dynamics 365 Business Central customers
  • WooCommerce orders to Microsoft Dynamics 365 Business Central sales orders
  • WooCommerce 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 ADP Workforce Now and Concur Expense (Best Practice & Enhanced) 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 Credit Sales Memos to WooCommerce refunds

This flow syncs Microsoft Dynamics 365 Business Central sales credit memos as WooCommerce refunds.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
• Import destination: WooCommerce
• Built-in export: Get Microsoft Dynamics 365 Business Central company by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central sales credit memos – Get all sales credit memos from Microsoft Dynamics 365 Business Central that have been modified since this flow last ran.
• Built-in lookup: Get WooCommerce order by ID – Get an order from WooCommerce by ID.
• Built-in filter: Input filter
• Built-in import: Import WooCommerce refunds – Add or ignore refunds in WooCommerce.

Before you begin

1. The orders in WooCommerce should be available in Microsoft Dynamics 365 Business Central as sales orders.
2. The Order ID for WooCommerce orders should be stored in Microsoft Dynamics 365 Business Central sales orders as externalDocumentNumber.

Setup instructions

1. Add your Microsoft Dynamics 365 Business Central company name in the Filter section of the Configure the search parameters settings in the WooCommerce company export as required. For example, displayName eq ‘Celigo’.

2. Configure the hardcoded mappings for api_refund in the Import WooCommerce refunds step.

Source record field (Microsoft Dynamics 365 Business Central)	Destination record field (WooCommerce)
WooCom_Order.total	amount
"true"	Api_refund (Hard-coded)

Import mapping: Import WooCommerce refunds

Microsoft Dynamics 365 Business fulfillments (SO with status fulfilled) to WooCommerce fulfillments (Order with status completed)

This integration flow exports newly created or modified fulfillments from Microsoft Dynamics 365 Business Central to WooCommerce.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
• Import destination: WooCommerce
• Built-in export: Get Microsoft Dynamics 365 Business Central company by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central sales orders – Get all sales orders from Microsoft Dynamics 365 Business Central that have been modified since this flow last ran.
• Built-in filter: Input filter
• Built-in import: Import WooCommerce fulfillments (orders with status completed) – Update orders in WooCommerce using the externalDocumentNumber as the lookup identifier.

Before you begin

1. Sync orders in WooCommerce with sales orders in Microsoft Dynamics 365 Business Central.
2. WooCommerce order ID should be stored as the externalDocumentNumber in Microsoft Dynamics 365 Business Central sales orders.

Setup instructions

1. Add your Microsoft Dynamics 365 Business Central company name in the Filter section of the Configure the search parameters settings in the WooCommerce company export as required. For example, displayName eq ‘Celigo’.

2. Configure the hardcoded mappings for status in the WooCommerce fulfillments (orders with status as completed) import.

Source record field (Microsoft Dynamics 365 Business Central)	Destination record field (WooCommerce)
"completed"	status (Hard-coded)

Import mapping: Import WooCommerce fulfillments (orders with status completed)

Microsoft Dynamics 365 Business Central items to WooCommerce products

This integration flow exports newly created or modified items between WooCommerce and Microsoft Dynamics 365 Business Central.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
• Import destination: WooCommerce
• Built-in export: Get Microsoft Dynamics 365 Business Central company by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central items – Get all items from Microsoft Dynamics 365 Business Central that have been modified since this flow last ran.
• Built-in import: Import WooCommerce products – Add or update products in WooCommerce using the SKU as the lookup identifier.

Setup instructions

1. Add your Microsoft Dynamics 365 Business Central company name in the Filter section of the Configure the search parameters settings in the WooCommerce company export as required. For example, displayName eq ‘Celigo’.

2. Configure the mappings for type and manage_stock in the Import WooCommerce products step as required.

Source record field (Microsoft Dynamics 365 Business Central)	Destination record field (WooCommerce)
number	sku
displayName	name
unitPrice	regular_price
"simple"	type
displayName	description
inventory	stock_quantity
"true"	manage_stock

Import mapping: Import WooCommerce products

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

This integration flow exports newly created or modified sales invoices from Microsoft Dynamics 365 Business Central to WooCommerce.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
• Import destination: WooCommerce
• Built-in export: Get Microsoft Dynamics 365 Business Central company by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central sales credit memos – Get all sales credit memos from Microsoft Dynamics 365 Business Central that have been modified since this flow last ran.
• Built-in filter: Input filter
• Built-in import: Import WooCommerce orders cancellation – Update orders in WooCommerce using the externalDocumentNumber as the lookup identifier.

Before you begin

1. Sync orders and invoices in WooCommerce with sales orders and sales invoices in Microsoft Dynamics 365 Business Central, respectively.
2. The WooCommerce order ID should be stored as externalDocumentNumber in Microsoft Dynamics 365 Business Central sales orders.

Setup instructions

1. Add your Microsoft Dynamics 365 Business Central company name in the Filter section of the Configure the search parameters settings in the WooCommerce company export as required. For example, displayName eq ‘Celigo’.

2. Configure the hardcoded mappings for status in the Import WooCommerce orders cancellation step.

Source record field (Microsoft Dynamics 365 Business Central)	Destination record field (WooCommerce)
"cancelled"	status (hard-coded)

Import mapping: Import WooCommerce orders cancellation

Microsoft Dynamics 365 Business Central sales invoices to WooCommerce billings (orders with status completed)

This integration flow exports newly created or modified sales invoices from Microsoft Dynamics 365 Business Central to WooCommerce.

Flow details

• Export source: Microsoft Dynamics 365 Business Central
• Import destination: WooCommerce
• Built-in export: Get Microsoft Dynamics 365 Business Central company by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central sales invoices – Get all sales invoices from Microsoft Dynamics 365 Business Central that have been modified since this flow last ran.
• Built-in filter: Input filter
• Built-in import: Import WooCommerce billings (orders with status completed) – Update orders in WooCommerce using the externalDocumentNumber as the lookup identifier.

Before you begin

1. Sync orders and fulfillments in WooCommerce with sales orders and fulfillments in Microsoft Dynamics 365 Business Central, respectively.
2. The WooCommerce order ID should be stored as externalDocumentNumber in Microsoft Dynamics 365 Business Central sales orders.

Setup instructions

1. Add your Microsoft Dynamics 365 Business Central company name in the Filter section of the Configure the search parameters settings in the WooCommerce company export as required. For example, displayName eq ‘Celigo’.

2. Configure the hardcoded mappings for status in the Import WooCommerce billing (orders with status completed) step.

Source record field (Microsoft Dynamics 365 Business Central)	Destination record field (WooCommerce)
"completed"	status (hard-coded)

Import mapping: Import WooCommerce billings (orders with status completed)

WooCommerce customers to Microsoft Dynamics 365 Business Central customers

This integration flow exports newly created or modified customers from WooCommerce to Microsoft Dynamics 365 Business Central.

Flow details

• Export source: WooCommerce
• Import destination: Microsoft Dynamics 365 Business Central
• Built-in export: Get WooCommerce customers – Get all customers from WooCommerce that have been modified since this flow last ran.
• Built-in filter: Output filter
• Built-in lookup: Get Microsoft Dynamics 365 Business Central company by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in import: Import Microsoft Dynamics 365 Business Central customers – Add or update customers in Microsoft Dynamics 365 Business Central using the ID as the lookup identifier.

Setup instructions

1. Add your Microsoft Dynamics 365 Business Central company name in the Filter section of the Configure the search parameters settings in the WooCommerce company export as required. For example, displayName eq ‘Celigo’.

Source record field (WooCommerce)	Destination record field (Microsoft Dynamics 365 Business Central)
{{join ' ' first_name last_name}}	displayName
email	email
billing.phone	phoneNumber
billing.address_1	address.street
billing.city	address.city
billing.state	address.state
billing.postcode	address.postalCode
billing.country	address.countryLetterCode
id	number

Import mapping: Import Microsoft Dynamics 365 Business Central customers

WooCommerce orders to Microsoft Dynamics 365 Business Central sales orders

This integration flow syncs newly created or modified orders between WooCommerce and Microsoft Dynamics 365 Business Central.

Flow details

• Export source: WooCommerce
• Import destination: Microsoft Dynamics 365 Business Central
• Built-in export: Get WooCommerce orders – Get all orders from WooCommerce that have been created since this flow last ran.
• Built-in filter: Input filter
• Built-in lookup: Get WooCommerce customer by ID – Get a customer from WooCommerce by ID.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central company by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in filter: Input filter
• Built-in import: Import Microsoft Dynamics 365 Business Central customers – Add or update customers in Microsoft Dynamics 365 Business Central using the email as the lookup identifier.
• Built-in filter: Input filter
• Built-in import: Import Microsoft Dynamics 365 Business Central customers (Guest) – Add or update customers in Microsoft Dynamics 365 Business Central using the number as the lookup identifier.
• Built-in import: Import Microsoft Dynamics 365 Business Central sales orders – Add or ignore sales orders in Microsoft Dynamics 365 Business Central using the externalDocumentNumber as the lookup identifier.
• Built-in import: Import Microsoft Dynamics 365 Business Central sales order lines – Add or ignore sales order lines in Microsoft Dynamics 365 Business Central.
• Built-in filter: Input filter
• Built-in import: Import Microsoft Dynamics 365 Business central sales order(discounts) – Update or ignore sales orders in Microsoft Dynamics 365 Business Central using the SalesorderId as the lookup identifier.

Before you begin

1. The items present in WooCommerce should also be present in Microsoft Dynamics 365 Business Central.
2. The name of the shipping method ID in WooCommerce and displayName of the shipment method in Microsoft Dynamics 365 Business Central should be the same.
3. The name of payment method title in WooCommerce and displayName of the payment method in Microsoft Dynamics 365 Business Central should be the same.

Setup instructions

1. Set Concurrency level to 1 for Microsoft Dynamics 365 Business Central connection.
2. Add your Microsoft Dynamics 365 Business Central company name in the Filter section of the Configure the search parameters settings in the WooCommerce company export as required. For example, displayName eq ‘Celigo’.

3. Configure the dynamic mappings for shipmentMethodId & paymentMethodId in the Import Microsoft Dynamics 365 Business Central customers mapping as required.
4. Configure the dynamic mappings for itemId in the Import Microsoft Dynamics 365 Business Central sales order lines mapping as required.
5. Configure the hardcoded mappings for type and displayName in the Import Microsoft Dynamics 365 Business Central customers mapping as required.
6. Configure the hardcoded mappings for lineType in the Import Microsoft Dynamics 365 Business Central sales order lines mappings as required.

Source record field (WooCommerce)	Destination record field (Microsoft Dynamics 365 Business Central)
currency	currencyCode
"Person"	type
{{join " " Customer.first_name Customer.last_name}}	displayName
Customer.email	email
Customer.billing.phone	phoneNumber
Customer.billing.address_1	address.street
Customer.billing.city	address.city
Customer.billing.state	address.state
Customer.billing.country	address.countryLetterCode
Customer.billing.postcode	address.postalCode
payment_method_title	paymentMethodId
shipping_lines.0.method_id	shipmentMethodId

Import mapping: Import Microsoft Dynamics 365 Business Central customers

Source record field (WooCommerce)	Destination record field (Microsoft Dynamics 365 Business Central)
"Guest Customer"	displayName
currency	currencyCode
"Person"	type
billing.email	email
payment_method	paymentMethodId
shipping_lines.0.method_id	shipmentMethodId
customer_id	number

Import mapping: Import Microsoft Dynamics 365 Business Central customers (Guest)

Source record field (WooCommerce)	Destination record field (Microsoft Dynamics 365 Business Central)
{{substring date_created 0 10}}	orderDate
CustomerId	customerId
currency	currencyCode
billing.address_1	sellingPostalAddress.street
billing.city	sellingPostalAddress.city
billing.state	sellingPostalAddress.state
billing.country	sellingPostalAddress.countryLetterCode
billing.postcode	sellingPostalAddress.postalCode
id	externalDocumentNumber

Import mapping: Import Microsoft Dynamics 365 Business Central sales orders

Source record field (WooCommerce)	Destination record field (Microsoft Dynamics 365 Business Central)
id	itemId
"Item"	lineType
quantity	quantity
{{divide subtotal quantity}}	unitPrice
name	sellingPostalAddress.city
billing.state	lineDetails.displayName

Import mapping: Import Microsoft Dynamics 365 Business Central sales order lines

Source record field (WooCommerce)	Destination record field (Microsoft Dynamics 365 Business Central)
discount_total	discountAmount

Import mapping: Import Microsoft Dynamics 365 Business central sales order(discounts)

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

This integration flow exports newly created or modified refunded orders from WooCommerce to Microsoft Dynamics 365 Business Central.

Flow details

• Export source: WooCommerce
• Import destination: Microsoft Dynamics 365 Business Central
• Built-in export: Get WooCommerce refunded orders – Get all orders with status refunded from WooCommerce that have been modified since this flow last ran.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central company by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in import: Import Microsoft Dynamics 365 Business central sales credit memos – Add or update sales credit memos in Microsoft Dynamics 365 Business Central using the externalDocumentNumber as the lookup identifier.
• Built-in import: Import Microsoft Dynamics 365 Business Central sales credit memo lines – Add or update sales credit memo lines in Microsoft Dynamics 365 Business Central using the description as the lookup identifier.

Before you begin

1. The orders and invoices in WooCommerce should be available in Microsoft Dynamics 365 Business Central as sales orders and sales invoices, respectively.
2. The Order ID in your WooCommerce orders should be stored in Microsoft Dynamics 365 Business Central’s sales orders as an externalDocumentNumber.

Setup instructions

1. Set Concurrency level to 1 for Microsoft Dynamics 365 Business Central connection.
2. Configure the search parameters for the status value in the WooCommerce refunded orders record export.

3. Add your Microsoft Dynamics 365 Business Central company name in the Filter section of the Configure the search parameters settings in the WooCommerce company export as required. For example, displayName eq ‘Celigo’.

4. Configure dynamic mappings for invoiceNumber in the Import Microsoft Dynamics 365 Business Central sales credit memos mapping as required.
5. Configure the hardcoded mappings for lineType in the Import Microsoft Dynamics 365 Business Central sales credit memo lines mapping as required.
6. Configure dynamic mappings for itemId in the Import Microsoft Dynamics 365 Business Central sales credit memo lines mapping as required.

Source record field (WooCommerce)	Destination record field (Microsoft Dynamics 365 Business Central)
customer_id	customerNumber
currency	currencyCode
id	externalDocumentNumber
id	invoiceNumber

Import mapping: Import Microsoft Dynamics 365 Business central sales credit memos

Source record field (WooCommerce)	Destination record field (Microsoft Dynamics 365 Business Central)
sku	itemId
quantity	quantity
_PARENT.refunds[0].total	unitPrice
"Item"	lineType

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