Sync customers from Shopify to Microsoft Dynamics 365 Business Central

The sales manager of an e-Commerce manufacturer must ensure that the customers from Shopify are in sync with customers in Microsoft Dynamics 365 Business Central.

Understand the flow

In the Shopify customers to Microsoft Dynamics 365 Business Central customers (add or update) flow, the Get customers from Shopify export gets the customers added or updated since the last flow run. 

The Post customers to Microsoft Dynamics 365 Business Central import creates or updates the customers pulled from the previous export to Microsoft Dynamics 365 Business Central. While creating or updating the customers, the flow validates if the record has an email and the Celigo eTail account ID.  

• If a customer is found in Microsoft Dynamics 365 Business Central, the flow updates the existing customer record. 
• If a customer is not found in Microsoft Dynamics 365 Business Central, the flow creates a customer record. 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 ship to address to Microsoft Dynamics 365 Business Central customer import creates or updates the ship to address to Microsoft Dynamics 365 Business Central. While creating or updating the ship-to address, the flow validates if the record has a customer number and the eTail address.

• If an address is found in Microsoft Dynamics 365 Business Central, the flow updates the respective address record. 
• If an address is not found in Microsoft Dynamics 365 Business Central, the flow creates an address record. The success count is specified on the integration.io Dashboard.
• If the flow fails to create an address, an error message is displayed on the integration.io Dashboard.

Configure the flow 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 > Customer.
4. 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.
5. 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.
6. 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 customers to Microsoft Dynamics 365 Business Central customers (add or update) 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 customer records