Fully Automated New Customer Addition | Shopify to Business Central
Shopify → Dynamics 365 Business Central
Apps Required
No-code and low-code platform
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Detect New Customers in Shopify
A scheduled trigger polls Shopify every three minutes for newly created customer records. Each incoming customer payload includes the first name, last name, default email address, and full default address—city, state, postal code, country, phone number, and street lines—providing all the data needed to create a complete customer profile in the ERP.
Check for Existing Customer in Business Central
Before creating a new record, the workflow queries Dynamics 365 Business Central using the Shopify customer's email address. This lookup prevents duplicate customer entries by confirming whether the buyer is already registered in the ERP system.
Create Customer in Dynamics 365 Business Central
A new customer record is created in Business Central with a comprehensive field mapping. The Shopify customer ID becomes the Business Central customer number, the first and last name form the display name, and the customer type is set to Person. The full default address—street line 1, city, state or province code, postal code, and country code—along with the phone number and email address are all written into the new customer record.
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
Eliminate Manual Customer Entry
Every new Shopify customer is automatically mirrored in Dynamics 365 Business Central, removing the need for manual data entry and ensuring the ERP customer master is always up to date.
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Complete Address and Contact Sync
The workflow transfers the full address profile—street, city, state, postal code, country—along with phone and email, so Business Central records are ready for invoicing, shipping, and communication from day one.
Duplicate Prevention
An email-based lookup against Business Central runs before every customer creation, preventing duplicate records and maintaining a clean, reliable customer master.
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Faster Order Processing Readiness
Because customers exist in Business Central before their first order arrives, downstream workflows like sales order creation and invoicing can proceed without delays caused by missing customer records.
1
Eliminate Manual Customer Entry
Every new Shopify customer is automatically mirrored in Dynamics 365 Business Central, removing the need for manual data entry and ensuring the ERP customer master is always up to date.
2
Complete Address and Contact Sync
The workflow transfers the full address profile—street, city, state, postal code, country—along with phone and email, so Business Central records are ready for invoicing, shipping, and communication from day one.
3
Duplicate Prevention
An email-based lookup against Business Central runs before every customer creation, preventing duplicate records and maintaining a clean, reliable customer master.
4
Faster Order Processing Readiness
Because customers exist in Business Central before their first order arrives, downstream workflows like sales order creation and invoicing can proceed without delays caused by missing customer records.
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