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TemplatesBusiness Central Contacts Add and Update as Magento Customers
ERPEcommerce

Business Central Contacts Add and Update as Magento Customers

Business Central → Magento

Apps Required

Dynamics 365 Business Central
Magento2
Build Your Own
Workflow dashboard
No-code and low-code platform
Dynamics 365 Business Central
Magento2
Apps:2 connected
Steps:5 steps

Explore how the templates work

1

Trigger on new contact in Business Central

The workflow starts when a new contact is created in Business Central, using a scheduled trigger to check for new records.

2

Search for customer by email in Magento

Check Magento for an existing customer with the same email as the Business Central contact.

3

Decision: Customer exists?

If the customer exists in Magento, update the customer; if not, create a new customer.

4

Create new customer in Magento

Create a new customer in Magento with details from Business Central.

5

Update existing customer in Magento

Update the customer in Magento with details from Business Central.

Select an App to View Supported Features

ModulesTrigger
Items updatedTrigger when items are updated in Business Central.
New contacts createdTrigger when new contacts are created in Business Central.
New sales invoices createdTrigger when new sales invoices are created in Business Central.
Contacts updatedTrigger when contacts are updated in Business Central.
New salesorders createdTrigger when new salesorders are created in Business Central.
New sales shipments createdTrigger when new sales shipments are created in Business Central.
New items createdTrigger when new items are created in Business Central.
Customers updatedTrigger when customers are updated in Business Central.
Opportunities createdTrigger when opportunities are created in Business Central.
New customers createdTrigger when new customers are created in Business Central.

Streamline Your Order Process with Automation

Automated contact sync

Automatically add and update contacts from Business Central as customers in Magento, ensuring e-commerce data stays current.

1

2

Accurate contact mapping

Contact details are mapped from Business Central to Magento, reducing errors.

Duplicate prevention

Customer existence check prevents duplicate creation in Magento.

3

4

Real-time master data alignment

Keep Magento aligned with Business Central contact master data in real time.

1

Automated contact sync

Automatically add and update contacts from Business Central as customers in Magento, ensuring e-commerce data stays current.

2

Accurate contact mapping

Contact details are mapped from Business Central to Magento, reducing errors.

3

Duplicate prevention

Customer existence check prevents duplicate creation in Magento.

4

Real-time master data alignment

Keep Magento aligned with Business Central contact master data in real time.

Ready to Automate?

Connect your apps and start automating with this template.

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Frequently Asked Questions

Common questions about this automation template.

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