Shopify → Dynamics 365 Business Central
Apps Required
A scheduled trigger polls Shopify every three minutes for newly created orders. Each incoming order carries the full payload—customer email, billing address, line items with SKUs and quantities, subtotal pricing, and the unique Shopify order ID—ready for downstream processing.
The customer email from the Shopify order is used to query Dynamics 365 Business Central for a matching customer record. This lookup determines whether the buyer is already known to the ERP or is a first-time purchaser who needs to be onboarded before the order can be booked.
A decision node inspects the customer lookup result. If the response contains a valid customer number, the order is routed directly to sales order creation using the existing Business Central customer. If no customer number is returned, the workflow branches to create a new customer record first.
When the customer already exists in Business Central, a sales order is created immediately. The Shopify order ID serves as the order number, the creation date becomes the order date, and the existing Business Central customer number links the order. Each line item maps the Shopify SKU as the item number with its quantity and presentment subtotal price.
For first-time buyers, a new customer record is created in Business Central. The Shopify customer ID is assigned as the Business Central customer number, the billing first and last name form the display name, and the customer's email is stored. The customer type is set to Person to reflect an individual buyer.
Immediately after customer provisioning, a sales order is generated in Business Central for the new customer. The Shopify order ID is used as the order number, the Shopify customer ID links to the freshly created customer, and each line item carries its SKU, quantity, and original unit price from the Shopify order.
| Modules | Trigger |
|---|---|
| Products updated | On products updated in Shopify. |
| New Abandoned Checkout | Triggers when a new abandoned checkout is created in Shopify. |
| New Company Created | Triggers when a new company is created in Shopify. |
| New customers created | On new customers created in Shopify. |
| New products created | On new products created in Shopify. |
| Customers updated | On customers updated in Shopify. |
| New orders created | On new orders created in Shopify. |
| New Company Location Created | Triggers when a new company location is created in Shopify. |
| New Refund Created | Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items. |
| Orders Cancelled | Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null. |
| New Company Location Created | Triggers when a new company location is created in Shopify. |
| New Return Created | Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return. |
Shopify orders appear in Dynamics 365 Business Central within minutes of placement, giving finance, warehouse, and operations teams immediate visibility without waiting for manual data entry.
1
2
The workflow automatically determines whether a Shopify buyer already exists in Business Central and routes accordingly—eliminating duplicate customer records while ensuring first-time buyers are onboarded seamlessly.
Every sales order in Business Central carries the exact SKU, quantity, and unit price from the original Shopify order, maintaining a precise audit trail from storefront to back office.
3
4
With orders and customer records synced automatically, warehouse teams can begin picking and packing sooner while finance teams can invoice without waiting for manual order entry.
1
Shopify orders appear in Dynamics 365 Business Central within minutes of placement, giving finance, warehouse, and operations teams immediate visibility without waiting for manual data entry.
2
The workflow automatically determines whether a Shopify buyer already exists in Business Central and routes accordingly—eliminating duplicate customer records while ensuring first-time buyers are onboarded seamlessly.
3
Every sales order in Business Central carries the exact SKU, quantity, and unit price from the original Shopify order, maintaining a precise audit trail from storefront to back office.
4
With orders and customer records synced automatically, warehouse teams can begin picking and packing sooner while finance teams can invoice without waiting for manual order entry.
Common questions about this automation template.
Automate smarter with an AI-native platform designed for the way mid-market businesses really work.