Sync orders from Shopify to Microsoft Dynamics 365 Business Central

The sales manager of an e-Commerce manufacturer must ensure that the orders from Shopify as sales orders to Microsoft Dynamics 365 Business Central. The approved orders are later used for fulfillment and invoicing.

Understand the flow

In the Shopify orders to Microsoft Dynamics 365 Business Central sales order (add or ignore) flow, the Get orders from Shopify export gets the new Shopify orders on a scheduled basis created after the last flow run. 

The Lookup customer by email in Microsoft Dynamics 365 Business Central lookup finds the corresponding customers in Microsoft Dynamics 365 Business Central by email address and the Celigo eTail account ID. 

• If a customer is found in Microsoft Dynamics 365 Business Central, the flow ignores it. 
• If a customer is not found in Microsoft Dynamics 365 Business Central, the Post customers to Microsoft Dynamics 365 Business Central import creates a customer record in Microsoft Dynamics 365 Business Central. While creating the customers, the flow validates if the record has an email and the Celigo eTail account ID. The success count is specified on the integration.io Dashboard.
• If the flow fails to create a customer, an error message is displayed on the integration.io Dashboard.

The Post sales order to Microsoft Dynamics 365 Business Central import syncs new orders from Shopify as sales orders to Microsoft Dynamics 365 Business Central. If an order exists in Microsoft Dynamics 365 Business Central, the flow ignores it.

The Update sales order address to Microsoft Dynamics 365 Business Central import updates the sales order address from Shopify to Microsoft Dynamics 365 Business Central. 

The Post sales order line items to Microsoft Dynamics 365 Business Central import syncs the sales order line items to Microsoft Dynamics 365 Business Central.

The Lookup order total details from Microsoft Dynamics 365 Business Central fetches the sales order from the Microsoft Dynamics 365 Business Central. The Post variance amount to Microsoft Dynamics 365 Business Central import syncs the order variance amounts to the Microsoft Dynamics 365 Business Central sales order. This is a scheduled delta flow.

Configure the flow settings

Order tab settings

1. Log in to your integrator.io account
2. Click on the Shopify - Microsoft Dynamics 365 Business Central integration app tile.
3. Go to Settings > Order > Order tab.
4. In the Sync web orders to Microsoft Dynamics 365 Business Central by Shopify order status setting, choose one or many Shopify order statuses from the list to sync the selected web orders to Microsoft Dynamics 365 Business Central.
5. Click Save.
   
   

Item tab settings

1. Go to Settings > Order > Item tab.
2. In the Microsoft Dynamics 365 Business Central item to track Shopify order lines with no SKU value setting, enter the default Microsoft Dynamics 365 Business Central item (as an internal ID) against which all the order lines with no SKU value in Shopify are posted on the order.
3. Click Save.

Customer tab settings

1. Go to Settings > Order > Customer.
2. In the Default Microsoft Dynamics 365 Business Central customer if missing on the Shopify order setting, enter the internal ID of the default customer record to be assigned to the Microsoft Dynamics 365 Business Central sales order record when there is no customer information present on the Shopify order.
3. Check the Sync all orders against the default Microsoft Dynamics 365 Business Central customer checkbox, if you want to assign a default Microsoft Dynamics 365 Business Central customer to all orders. The customer provided in the Default Microsoft Dynamics 365 Business Central customer if missing on the Shopify order setting is assigned to all orders for this Shopify store.
4. Click Save.
   
   

Payment tab settings

1. Go to Settings > Order > Payment.
2. In the Shopify payment method setting, click on the row below the label and enter the desired value.
3. From the Microsoft Dynamics 365 Business Central payment method drop-down menu, select a value. If no data is yet visible, click the 'Refresh' icon to fetch the values from Microsoft Dynamics 365 Business Central.
4. In the Select a default Microsoft Dynamics 365 Business Central payment method setting, select a default Microsoft Dynamics 365 Business Central location to map all the Shopify payment methods. To select the Microsoft Dynamics 365 Business Central default payment method, you must map one or many payment methods or provide a default Microsoft Dynamics 365 Business Central payment method.
5. Click Save.

General tab settings

Shipment tab

1. Go to Settings > General > Shipment tab.
2. In the Shopify ship method setting, click on the row below the label and enter the desired value.
3. From the Microsoft Dynamics 365 Business Central ship method drop-down menu, select a value. If no data is yet visible, click the 'Refresh' icon to fetch the values from Microsoft Dynamics 365 Business Central.
4. In the Microsoft Dynamics 365 Business Central item to track Shopify shipping cost as a line item setting, select a Microsoft Dynamics 365 Business Central service item to track Shopify order shipping costs as a line item on the Microsoft Dynamics 365 Business Central sales order.
5. Click Save.

Discount tab settings

1. Go to Settings > General > Discount.
2. In the Sync Shopify line-level discounts to Microsoft Dynamics 365 Business Central as setting, choose an option to sync line-level discounts between Microsoft Dynamics 365 Business Central and Shopify.

• • Manage at order line item level: Choose this option to sync the Shopify line-level discounts at the order line-item level. All line-level discounts are added at the order line level in Microsoft Dynamics 365 Business Central. 
  • New line below the original line (recommended): Choose this option to sync the Shopify line-level discounts as a separate line item below the original line on the sales order.

3. In the Microsoft Dynamics 365 Business Central discount item to track Shopify cart-level discounts drop-down, choose a Microsoft Dynamics 365 Business Central discount item to track the Shopify cart-level discounts. The selected item is shown as a separate line item on the Microsoft Dynamics 365 Business Central sales order.
4. Click Save.
   
   

The integration app supports syncing the manual, BOGO (Buy One Get One), and script discounts for orders and refunds.  

Tax tab settings

1. Go to Settings > General > Tax.
2. In the Sync sales tax to Microsoft Dynamics 365 Business Central as setting, choose how to sync tax totals between Microsoft Dynamics 365 Business Central and Shopify. 
3. Choose the Add total tax against a single line item on the order setting option to sync the total against a single service line item on the Microsoft Dynamics 365 Business Central sales order. If you select this option, select an item in the Microsoft Dynamics 365 Business Central item to track Shopify order taxes as a line item setting.
4. Click Save.
   
   

Run the flow

Prerequisite: The items in Shopify must be in sync with Microsoft Dynamics 365 Business Central, otherwise the flow will error out. 

1. Go Flows > Order.
2. Next to the Shopify orders to Microsoft Dynamics 365 Business Central sales order (add or ignore) flow, use the toggle button to enable the flow.
3. If you run the flow for the first time, a delta flow pop-up window is displayed. This helps you to sync the historical orders. 

• • 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.
    
    
    
    

4. Click Run.
   You can see the flow status in the integrator.io Dashboard.

Understand the Shopify and Microsoft Dynamics 365 Business Central order records