Fully Automated Order Entry From Shopify to Business Central
Shopify → Dynamics 365 Business Central
Apps Required
No-code and low-code platform
Explore how the templates work
Detect New Orders in Shopify
The workflow triggers automatically every three minutes, polling Shopify for newly created orders. Each detected order—including customer details, line items with SKUs and quantities, billing address, and pricing—is forwarded for processing.
Look Up Customer in Dynamics 365 Business Central
The Shopify customer's email address is used to search for an existing customer record in Dynamics 365 Business Central. The result determines whether the customer already exists in the ERP system or needs to be created before the order can be placed.
Decide: Existing Customer or New Customer
A decision node evaluates the customer lookup result. If a matching customer number is found, the workflow routes directly to sales order creation using the existing customer. If no match is found, the workflow routes to create a new customer first.
Create New Customer in Dynamics 365 Business Central (If Needed)
When no existing customer is found, a new customer record is created in Business Central using the Shopify customer ID as the customer number, the billing address name as the display name, and the customer's email. The customer type is set to Person.
Create Sales Order in Dynamics 365 Business Central
A sales order is created in Business Central linked to the resolved or newly created customer. The Shopify order ID is used as the order number, the order date is extracted from the Shopify timestamp, and each line item carries its SKU, quantity, and unit price from the original Shopify order.
Select an App to View Supported Features
| 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. |
Streamline Your Order Process with Automation
Zero-Touch Order Processing
Shopify orders flow into Dynamics 365 Business Central automatically—complete with customer resolution and line item details—eliminating manual data entry and reducing order processing time.
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Automatic Customer Provisioning
New Shopify customers are created in Business Central on the fly when they place their first order, ensuring the ERP always has an up-to-date customer master without manual intervention.
Accurate Order-to-ERP Mapping
Each sales order in Business Central maps directly to its Shopify order ID, SKU-level line items, quantities, and pricing, providing a reliable audit trail from storefront to back office.
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Faster Fulfillment Readiness
Because orders and customers appear in Business Central within minutes of being placed in Shopify, warehouse and finance teams can begin fulfillment and invoicing without delay.
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Zero-Touch Order Processing
Shopify orders flow into Dynamics 365 Business Central automatically—complete with customer resolution and line item details—eliminating manual data entry and reducing order processing time.
2
Automatic Customer Provisioning
New Shopify customers are created in Business Central on the fly when they place their first order, ensuring the ERP always has an up-to-date customer master without manual intervention.
3
Accurate Order-to-ERP Mapping
Each sales order in Business Central maps directly to its Shopify order ID, SKU-level line items, quantities, and pricing, providing a reliable audit trail from storefront to back office.
4
Faster Fulfillment Readiness
Because orders and customers appear in Business Central within minutes of being placed in Shopify, warehouse and finance teams can begin fulfillment and invoicing without delay.
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Common questions about this automation template.
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