Sync orders from BigCommerce to Microsoft Dynamics 365 Business Central

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

Understand the flow

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

The Get products from BigCommerce lookup retrieves all order products from BigCommerce by order id. The Get order coupons from BigCommerce lookup retrieves all order coupons from BigCommerce by order id.

The Get customers from BigCommerce lookup retrieves all customers from BigCommerce by customer ID. The Get shipping addresses from BigCommerce lookup retrieves all customer addresses from BigCommerce by customer ID.

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 BigCommerce 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 BigCommerce to Microsoft Dynamics 365 Business Central. 

The Post sales order line items to Microsoft Dynamics 365 Business Central importsyncs 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

Customer tab settings

1. Log in to your integrator.io account
2. Click on the BigCommerce - Microsoft Dynamics 365 Business Central integration app tile.
3. Go to Settings > Order >Customer.
4. In the Default Microsoft Dynamics 365 Business Central customer if missing on the BigCommerce 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 BigCommerce 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 BigCommerce order setting is assigned to all orders for this BigCommerce store.
6. Click Save.

Item tab settings

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

Order tab settings

1. Go to Settings > Order > Order.
2. In the Sync web orders to Microsoft Dynamics 365 Business Central by BigCommerce order status setting, choose one or many BigCommerce order statuses from the list to sync the selected web orders to Microsoft Dynamics 365 Business Central.
3. In the Microsoft Dynamics 365 Business Central discount item to track BigCommerce discounts setting, choose an item to sync discounts between Microsoft Dynamics 365 Business Central and BigCommerce. The selected item is shown as a separate line item below the original line item on the Microsoft Dynamics 365 Business Central sales order. The leading practice is to select a discount item in this setting to track discounts. In Microsoft Dynamics 365 Business Central, be sure to create the item as non-inventory.
4. This is an optional setting. In the Microsoft Dynamics 365 Business Central item to track BigCommerce store credits as a line item setting, choose an item to sync the store credit amount between Microsoft Dynamics 365 Business Central and BigCommerce. The selected item is shown as a separate line item on the Microsoft Dynamics 365 Business Central sales order. In Microsoft Dynamics 365 Business Central, be sure to create the item as non-inventory. 
5. In the Microsoft Dynamics 365 Business Central item to track BigCommerce gift card redemption as a line item setting, choose an item to sync the gift card amount between Microsoft Dynamics 365 Business Central and BigCommerce. The selected item is shown as a separate line item on the Microsoft Dynamics 365 Business Central sales order. In Microsoft Dynamics 365 Business Central, be sure to create the item as non-inventory.
6. Click Save.

Tax tab settings

1. Go to Settings> Order > 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 BigCommerce. 
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 BigCommerce order taxes as a line item setting.
4. Click Save.

Payment tab settings

1. Go to Settings> Order > Payment.
2. In the Map Payments Methods setting, map BigCommerce payment methods to the corresponding Microsoft Dynamics 365 Business Central payment methods. 
3. Select the Use custom default value radio button and provide a default value in the Select a default Microsoft Dynamics 365 Business Central payment method * setting, in case no match is found, this value is picked up.
4. Click Save.

Shipment tab settings 

1. Go to Settings> Order > Shipment.
2.  In the Map Shipment Methods setting, map BigCommerce shipment methods to the corresponding Microsoft Dynamics 365 Business Central shipment methods. You can also choose to provide a default value in the Select a default Microsoft Dynamics 365 Business Central shipping method * setting, in case no match is found, this value is picked-up.
3. In the Microsoft Dynamics 365 Business Central item to track the BigCommerce shipping cost as a line item setting, choose an item to track BigCommerce order shipping costs as a line item on the Microsoft Dynamics 365 Business Central sales order.
4. Click Save.

Run the flow

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

To run the flow:

1. Go to Flows > Order.
2. Next to the BigCommerce 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 BigCommerce and Microsoft Dynamics 365 Business Central order records