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Library / E-commerce & Payments

E-commerce & Payments

Sync Shopify Orders to Business Central Sales Orders

On a schedule, it reads Shopify fulfillment orders, creates new customers if needed and creates matching sales orders in Dynamics 365 Business Central.

What it does

## Workflow Information 📌 ### Purpose 🎯 The intention of this workflow is to integrate New Shopify Orders into MS Dynamics Business Central: - Point-of-Sale (POS): POS orders will be created in Business Central as Sales Invoices given no fulfillment is expected. - Web Orders: This type of orders will be created as Business Central Sales Orders. ### How to use it 🚀 1. Edit the "D365 BC Environment Settings" node with your own account values (Company Id, Tenanant Id, Tax & Discount Items). 2. Go to the "Shopify" node and edit the connection with your environment. More help [here]({{ $env.WEBHOOK_URL }} 3. Go to the "Lookup Customers" node to edit the Business Central connection details with your environment settings. 4. Set the required filters on the "Shopify Order Filter" node. 5. Edit the "Schedule Trigger" node with the required frequency. ### Useful Workflow Links 📚 1. [Step-by-step Guide/ Integro Cloud Solutions]({{ $env.WEBHOOK_URL }} 2. [Business Central REST API Documentation]({{ $env.API_BASE_URL }} 3. [Video Demo]({{ $env.WEBHOOK_URL }} ### Need Help? Contact me at: ✉️greg.lopez@integrocloudsolutions.com 📥 {{ $env.WEBHOOK_URL }}

The steps

  1. GetFufillmentOrders
  2. Shopify
  3. Schedule Trigger
  4. Loop Over Items
  5. New Customer?
  6. Lookup Customers
  7. SelectFields
  8. orderPreprocessing
  9. Create Customer
  10. Set Business Central Customer Id
  11. Create Order Lines
  12. End
  13. Split Out
  14. DELETE Sales Order

131 steps in total.

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