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TemplatesInstant Order Sync from Shopify to Dynamics Business Central
EcommerceERP

Instant Order Sync from Shopify to Dynamics Business Central

Shopify → Dynamics 365 Business Central

Apps Required

Shopify
Dynamics 365 Business Central
Build Your Own
Workflow dashboard
No-code and low-code platform
Shopify
Dynamics 365 Business Central
Apps:2 connected
Steps:6 steps

Explore how the templates work

1

Capture New Shopify Orders in Real Time

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.

2

Search for Existing Customer in Business Central

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.

3

Route Based on Customer Existence

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.

4

Create Sales Order for Existing Customer

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.

5

Provision New Customer in Business Central

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.

6

Create Sales Order for Newly Created Customer

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.

Select an App to View Supported Features

ModulesTrigger
Products updatedOn products updated in Shopify.
New Abandoned CheckoutTriggers when a new abandoned checkout is created in Shopify.
New Company CreatedTriggers when a new company is created in Shopify.
New customers createdOn new customers created in Shopify.
New products createdOn new products created in Shopify.
Customers updatedOn customers updated in Shopify.
New orders createdOn new orders created in Shopify.
New Company Location CreatedTriggers when a new company location is created in Shopify.
New Refund CreatedTriggers 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 CancelledTriggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null.
New Company Location CreatedTriggers when a new company location is created in Shopify.
New Return CreatedTriggers when a new return is created for a Shopify order. Only fires for orders that have at least one return.

Streamline Your Order Process with Automation

Near Real-Time Order Visibility in the ERP

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

Intelligent Customer Resolution

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.

SKU-Level Line Item Accuracy

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

Accelerated Fulfillment and Invoicing

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

Near Real-Time Order Visibility in the ERP

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

Intelligent Customer Resolution

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

SKU-Level Line Item Accuracy

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

Accelerated Fulfillment and Invoicing

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.

Ready to Automate?

Connect your apps and start automating with this template.

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