Articles in this section

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

Contents

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’.
  1. Configure the hardcoded mappings for api_refund in the Import WooCommerce refunds step.
Results mapping: Get Microsoft Dynamics 365 Business Central sales credit memos
Results mapping: Get WooCommerce order by ID
Built-in input filter: filter
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’.
  1. Configure the hardcoded mappings for status in the WooCommerce fulfillments (orders with status as completed) import.
Results mapping: Get Microsoft Dynamics 365 Business Central sales orders
Filter: Input filter
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’.
  1. Configure the mappings for type and manage_stock in the Import WooCommerce products step as required.
Results mapping: Get Microsoft Dynamics 365 Business Central items
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’.
  1. Configure the hardcoded mappings for status in the Import WooCommerce orders cancellation step.
Get Microsoft Dynamics 365 Business Central sales credit memos
Input filter: Filter
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’.
  1. Configure the hardcoded mappings for status in the Import WooCommerce billing (orders with status completed) step.
Response mapping: Get Microsoft Dynamics 365 Business Central sales invoices
Input filter: Filter
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’.
Output filter: Filter
Results mapping: Get Microsoft Dynamics 365 Business Central company by displayName
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’.
  1. Configure the dynamic mappings for shipmentMethodId & paymentMethodId in the Import Microsoft Dynamics 365 Business Central customers mapping as required.
  2. Configure the dynamic mappings for itemId in the Import Microsoft Dynamics 365 Business Central sales order lines mapping as required.
  3. Configure the hardcoded mappings for type and displayName in the Import Microsoft Dynamics 365 Business Central customers mapping as required.
  4. Configure the hardcoded mappings for lineType in the Import Microsoft Dynamics 365 Business Central sales order lines mappings as required.
Input filter: Filter
Results mapping: Get WooCommerce customer by ID
Results mapping: Get Microsoft Dynamics 365 Business Central company by displayName
Input filter: Filter
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

Response mapping: Import Microsoft Dynamics 365 Business Central customers
Input filter: Filter
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)

Response 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

Response mapping: Import Microsoft Dynamics 365 Business Central sales orders
Input filter: Filter
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

Input filter: Filter
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.
  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’.
  1. Configure dynamic mappings for invoiceNumber in the Import Microsoft Dynamics 365 Business Central sales credit memos mapping as required.
  2. Configure the hardcoded mappings for lineType in the Import Microsoft Dynamics 365 Business Central sales credit memo lines mapping as required.
  3. Configure dynamic mappings for itemId in the Import Microsoft Dynamics 365 Business Central sales credit memo lines mapping as required.
response_mapping_1.png Response mapping: Import Microsoft Dynamics 365 Business central sales credit memos
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

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

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.