Install the Shopify - Microsoft Dynamics 365 Business Central integration app

Contents

• Create your Celigo iPaaS account
• Install the Shopify - Microsoft Dynamics 365 Business Central integration app
  • Step 1: Find and install the integration app from the Celigo marketplace/a>
  • Step 2a: Configure Microsoft Dynamics 365 Business Central connection
  • Step 2b: Configure the default company
  • Step 2c: Install and verify Microsoft Dynamics 365 Business Central extension
  • Step 3a: Configure company name
  • Step 3b: Configure Shopify connection
  • Step 3c: Install and verify resources
• Get started with the integration app

Create your Celigo iPaaS account

Sign up for an integrator.io account with administrative access.

Install the Shopify - Microsoft Dynamics 365 Business Central integration app

Step 1: Find and install the integration app from the Celigo marketplace

1. Login to integrator.io with admin credentials.
2. In the left menu, click Marketplace. 
3. On the Marketplace page, click Shopify or Microsoft Dynamics 365 Business Central tile.
   Tip: You’ll find the Install button, only if you have a valid integration app subscription. Otherwise, you’ll see the Request demo button. 

4. Click Install.
   
   
   You’ll be redirected to the Home page of your integrator.io account.
   
   
5. On the Shopify - Microsoft Dynamics 365 Business Central tile, click Continue setup.
   
   
   You’ll be redirected to the Install integration: Shopify - Microsoft Dynamics 365 Business Central page.

Step 2a: Configure Microsoft Dynamics 365 Business Central connection

Know before you configure: 

• Make sure you select only OData from the Web services dropdown list. The integration app supports only the OData web service option for now.
• The environment name is case-sensitive, be sure you enter the name correctly. To find the environment name:
  • Sign in to your Business Central account.
  • Copy the environment name in the URL. For example, “Sandbox” in “https://businesscentral.dynamics.com/1daca9ee-f1be-4c01-8eb2-0bd1e07155ad/Sandbox”.
  • To find all your environments, click the gear icon and open the Admin Center. 

1. Next to the Configure Microsoft Dynamics 365 Business Central connection step, click Configure.
2. On the Set up connection window, follow the steps mentioned in set up a connection to Microsoft Dynamics 365 Business Central.
3. Test the connection and on a successful connection, click Save & close. 

Step 2b: Configure the default company

1. Next to the Configure the default company step, click Configure.
2. Select a Microsoft Dynamics 365 Business Central company, that needs to be applied when syncing all your records. 
3. Click Submit.

Step 2c: Install and verify Microsoft Dynamics 365 Business Central extension

Know before you install: Install the Business Central extension in the Microsoft Dynamics 365 Business Central account. 

1. Next to the Install and verify Microsoft Dynamics 365 Business Central extension step, click Install. You will be redirected to the Microsoft Dynamics 365 Business Central Marketplace extension app page.
2. On the Install integration: Shopify - Microsoft Dynamics 365 Business Central page, next to the step, click Verify now.

Step 3a: Configure company name

1. On the Install integration Shopify - Microsoft Dynamics Business Central page, next to the Configure Company Name step, click Configure.
2. Check the Override the default Company checkbox to override the Microsoft Dynamics 365 Business Central company selected while installing the integration app. You can choose a replacement company in the resulting Select a company name drop-down list (or) simply click Submit.

Step 3b: Configure Shopify connection

1. Next to the Configure Shopify connection step, click Configure.
   

   Important:  We recommend using token-based authentication for Shopify connection until the OAuth app is ready.

2. To set up a connection with Shopify, see Set up a connection to Shopify.
   While configuring the Shopify connection, ensure that the following scopes are selected:
   

   New granular CRM scopes
   read_products
   write_products
   read_customers
   write_customers
   read_orders
   write_orders
   read_inventory
   write_inventory
   read_shopify_payments_payouts
   read_shopify_payments_disputes
   read_merchant_managed_fulfillment_orders
   write_merchant_managed_fulfillment_orders
   write_assigned_fulfillment_orders
   read_assigned_fulfillment_orders
   write_third_party_fulfillment_orders
   read_third_party_fulfillment_orders
   read_markets
   write_markets

3. Test the connection and on a successful connection, click Save & close. 

Step 3c: Install and verify resources

1. Next to the Install and verify resources step, click Install.
2. Click Verify now.
   On a successful installation, you’ll be redirected to the Flows page.

Get started with the integration app

Now that you’ve installed this integration app in your integrator.io account, understand how to configure and run your flows:

• To familiarize yourself with the integration tile, see Understand how to use your integration tile.
• To know more about how to schedule or run a flow, see Schedule data flows.
• To know how to use the flow dashboard, see Understand your dashboards.