Shopify Orders to D365 Business Central Sales Orders/Invoices
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Automate the transfer of Shopify orders to Microsoft Dynamics 365 Business Central as either Sales Orders or Sales Invoices.
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About This Workflow
Overview
This workflow integrates new Shopify orders with Microsoft Dynamics 365 Business Central. It intelligently distinguishes between Point-of-Sale (POS) orders, which are created as Sales Invoices, and Web Orders, which are created as Sales Orders. The process includes looking up existing customers in Business Central, handling new customer creation, preventing duplicate order entries, and managing sales order lines.
Key Features
- Integrates Shopify orders into D365 Business Central.
- Creates Sales Invoices for POS orders.
- Creates Sales Orders for Web orders.
- Checks for existing customers in Business Central.
- Creates new customers if they don't exist.
- Prevents duplicate order creation.
- Handles order line items and potential errors during creation.
How To Use
- Configure Business Central Environment: Update the 'D365 BC Environment Settings' node with your D365 BC company ID, tenant ID, and relevant item SKUs for taxes and discounts.
- Connect Shopify: Edit the 'Shopify' node to establish a connection with your Shopify account.
- Configure Business Central Credentials: In the 'Lookup Customers' node, set up your D365 BC connection details.
- Set Shopify Order Filters: Adjust the filters in the 'Shopify Order Filter' node to define which orders should be processed.
- Set Schedule: Configure the 'Schedule Trigger' node to determine the frequency of the workflow execution.
Apps Used
Workflow JSON
{
"id": "94ec0dfd-2331-4087-a7aa-51da9ae04df8",
"name": "Shopify Orders to D365 Business Central Sales Orders/Invoices",
"nodes": 0,
"category": "ERP Integration",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 94ec0dfd-2331...
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