#67 BC SHOPIFY INTEGRATION
The integration between Shopify and Microsoft Dynamics 365 Business Central streamlines e-commerce management by seamlessly synchronizing data between the two systems. This ensures businesses can efficiently manage their online stores and backend operations with consistent data across platforms.
Changes or updates made in one system are automatically reflected in the other, depending on the defined synchronization settings.
Some of the main functionalities of this integration are:
Managing Items:
– Sync Products: Automatically upload products from one software to the other, including descriptions, prices, categories, and images.
– Product Updates: Automatically apply updates made in Business Central, like price changes or inventory adjustments, to Shopify.
Managing Inventory:
– Real-Time Stock Levels: Keep inventory levels synchronized between Shopify and Business Central.
Managing Order/Sales:
– Import Sales Orders: Automatically import from Shopify orders to Business Central for fulfillment, invoicing, and tracking.
– Order Status Updates: Update order statuses (e.g., shipped or paid) in Business Central, which are then reflected in Shopify.
Managing Customers:
– Sync Customers: Automatically sync customer information from Shopify to Business Central, ensuring a centralized and up-to-date customer database.
– Use Default Customer: Use a Default Customer with pre-defined information for all imported orders.
Essential Setups:
Insert Shopify’s Admin Panel link in the “Shopify URL” field
Set “Enabled” as true
Item/Product Synchronization:
Defines where the information items/products come from and how it’s synchronized.
Options for the synchronization direction are “To Shopify” or “From Shopify”.
Price Synchronization:
Configure price calculation specifics, such as:
- Assigning price groups or discount groups.
- Including or excluding VAT in pricing.
- Allowing or disallowing line discounts.
- Assigning General Business Posting Groups and Tax Business Posting Groups.
Customer Synchronization:
Defines the specifics for the Customer Synchronization. There are 4 main components in this tab:
- Customer Import from Shopify, which the options are: “None” (Shopify Customers are not imported to BC), “With Order Import” (Import customers only when their orders are imported) and “All Customers” (All Shopify Customers will be imported to BC).
- Customer Mapping Type, which the options are: “By Email/Phone” (Shopify Customers will be mapped to BC Customers by their e-mail/phone number), “By Bill-to Info” (Use billing information for customer mapping) and “Always take the default customer” (BC will always use the default customer instead of searching for one mapped/create one, – requires specifying a “Default Customer No.”- ).
- Auto Create Unknown Customers, if enabled, the BC will automatically create a customer if an existent one is not mapped with the Shopify Customers that we are trying to Import.
- Customer/Company Template Code, used for the auto creation of customers, fields such as postings groups or pricing groups can be predefined for every customer created using this template.
Shopify integration with Microsoft Dynamics 365 Business Central offers a streamlined solution for connecting e-commerce with backend operations. By automating data synchronization for products, inventory, orders, and customers, businesses can improve efficiency, maintain accurate data, and ensure consistency across platforms. This integration serves as a vital tool for optimizing workflows and centralizing the management of online stores and business processes.
