Shopify - Microsoft Dynamics 365 Business Central integration app overview

The Shopify - Microsoft Dynamics 365 Business Central integration app automates and synchronizes the orders, outbound deliveries, inventory, and order cancellations between Shopify and Microsoft Dynamics 365 Business Central accounts. 

Shopify is a leading e-commerce platform designed for businesses of all sizes. Whether you sell online, on social media, in-store, or out of the trunk of your car, Shopify has you covered. Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. By setting up Shopify to Microsoft Dynamics 365 Business Central integration, you can leverage the advantages of Shopify and Microsoft Dynamics 365 Business Central and transfer your data efficiently between the two applications.

With the Shopify - Microsoft Dynamics 365 Business Central integration app, sellers can focus on increasing sales and managing orders in real-time without needing to manually sync their Shopify web store and Business Central accounts.

Features and benefits

• Increase the speed of data exchange, and optimize customer experience with timely fulfillment of orders.
• Take control of your integrations with tools that let you configure and allow you to make mapping changes on the fly.
• Efficiently scale operations by automating processes that rely on Microsoft Dynamics 365 Business Central and Shopify platforms.
• Reduce maintenance time with a dashboard for sophisticated error handling and integration support provided by Celigo.
• Eliminate manual data entry and avoid costly errors. 
• Free up time and resources to focus on your business

Supported integration flows

The Celigo bundle contains workflows that you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.

The Starter Edition package includes the following flows:

• Order (Shopify to Microsoft Dynamics 365 Business Central)
• Fulfillment (Microsoft Dynamics 365 Business Central to Shopify)
• Inventory (Microsoft Dynamics 365 Business Central to Shopify)

The Standard Edition package includes the following flows:

• Order (Shopify to Microsoft Dynamics 365 Business Central)
• Fulfillment (Microsoft Dynamics 365 Business Central to Shopify)
• Inventory (Microsoft Dynamics 365 Business Central to Shopify)
• Billing (Microsoft Dynamics 365 Business Central to Shopify)
• Product (Microsoft Dynamics 365 Business Central to Shopify)
• Refund (Bi-directional)

Order

• Shopify orders to Microsoft Dynamics 365 Business Central sales orders (add or ignore). This is a scheduled delta flow that can sync the following: 
  • 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. 
  • Looks for the customer by email address, and creates new customers if the records are not available in Microsoft Dynamics 365 Business Central.
  • Syncs address and order line items to sales orders in Microsoft Dynamics 365 Business Central.
  • Looks for the order total details and sync variance amounts to sales orders in Microsoft Dynamics 365 Business Central. Any variances in the sales order are recorded as a line item.
• Shopify customers to Microsoft Dynamics 365 Business Central customers (add or update): Syncs customers and addresses from Shopify to Microsoft Dynamics 365 Business Central. This is a delta flow that creates or updates any customer records added since the last flow run. If the customer exists in Microsoft Dynamics 365 Business Central, the flow updates the existing customer record.

Fulfillment

• Microsoft Dynamics 365 Business Central posted sales shipment to Shopify fulfillment (add): Syncs posted sales fulfillment from Microsoft Dynamics 365 Business Central to Shopify when the status of the fulfillment is changed to Shipped in Microsoft Dynamics 365 Business Central. This is a once-exported scheduled flow. The flow also syncs partial fulfillment.

Inventory

• Microsoft Dynamics 365 Business Central inventory to Shopify inventory (add or update): Syncs the inventory from Microsoft Dynamics 365 Business Central and adjusts the inventory levels in Shopify. This is a scheduled flow.
• Shopify product details to Microsoft Dynamics 365 Business Central item ID map record (add or ignore): Syncs the product ID, variant ID, and inventory item ID information from Shopify to the corresponding Microsoft Dynamics 365 Business Central “Celigo eTail item map” custom record. This is a scheduled flow.

Billing

• Microsoft Dynamics 365 Business Central posted sales invoices to Shopify billing (add): Syncs posted sales invoices from Microsoft Dynamics 365 Business Central as billing in Shopify. When a posted sales invoice is added to Microsoft Dynamics 365 Business Central, the flow exports billing information from Microsoft Dynamics 365 Business Central to Shopify. This is a once-exported scheduled flow. 

Product

• Microsoft Dynamics 365 Business Central items to Shopify products (add or update): Syncs items from Microsoft Dynamics 365 Business Central to Shopify as products. When an item(s) is added/updated to Microsoft Dynamics 365 Business Central, the flow exports the item information from Microsoft Dynamics 365 Business Central to Shopify. This is a delta flow that works on a scheduled basis.

Refund

• Microsoft Dynamics 365 Business Central sales credit memo to Shopify refund (add):  Syncs sales credit memos in Microsoft Dynamics 365 Business Central as refunds to Shopify. This is a delta flow that works on a scheduled basis.
• Shopify refund to Microsoft Dynamics 365 Business Central sales credit memo (add): Syncs Shopify refunds as sales credit memos to Microsoft Dynamics 365 Business Central. This is a delta flow that works on a scheduled basis.

Error handling

Most integrator.io error messages clearly explain the error and suggest troubleshooting methods. If you are unsure of what the error means, contact Celigo support. For errors passed through from Shopify or Microsoft Dynamics 365 Business Central, see the respective endpoint documentation.