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		<title>Steps to Install &#038; Setup Shopify Connector by Microsoft</title>
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		<pubDate>Fri, 11 Aug 2023 03:01:10 +0000</pubDate>
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				<div class="et_pb_text_inner">August 11, 2023</div>
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				<div class="et_pb_text_inner"><h1>Steps to Install &#038; Setup <br /><span class="i95dev_blue">Shopify Connector by Microsoft </span></h1></div>
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					Author <span class="team_blog_author">i95Dev Marketing</span>
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					<span class="head1">Category</span> <a target="_blank" href="https://www.i95dev.com/category/blog/">Blog</a> | <a target="_blank" href="https://www.i95dev.com/category/shopify-connector/">shopify-connector</a> | 
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<p>Are you ready to unlock the potential of seamless integration between your Shopify online store and Microsoft Dynamics 365 Business Central ERP system?</p>
<p>In the last article, we looked at an <a href="https://www.i95dev.com/streamline-business-with-microsoft-shopify-connector-for-business-central/">overview of Microsoft’s Shopify Connector</a>.</p>
<p>In this article, we will walk you through the process of installing and configuring Microsoft&#8217;s Shopify Connector for Business Central. This powerful tool will enable you to streamline your eCommerce operations, automate data synchronization, and optimize your business for growth and success.</p>
<p>Get ready to take your online business to new heights with this easy-to-follow guide.</p>
<h3>1. Install Shopify Connector</h3>
<p>Microsoft’s Shopify Connector for Business Central comes pre-installed in Business Central for all new customers. Existing Business Central customers can download and install the extension directly from Microsoft AppSource.<br />You can download the Shopify Connector for Business Central from <a href="https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.microsoftdynsmb%7CAID.shopify_connector%7CPAPPID.ec255f57-31d0-4ca2-b751-f2fa7c745abb?tab=Overview" target="_blank" rel="noopener">Microsoft AppSource</a>.</p>
<h3>2. Steps to Install Microsoft’s Shopify Connector for Business Central</h3>
<h4>2.1. Install Shopify Extension in Business Central</h4>
<p><b>Step 1:</b> Go to your Business Central sandbox account and search for <b>Extension Management</b>.<br /><img decoding="async" class="aligncenter wp-image-46243" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image1.png" alt="" width="600" height="214" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image1.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image1-480x171.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 2:</b> Click on <b>Extension Management</b>. It will take you to <b>Installed Extension</b> page in Business Central.<br /><img decoding="async" class="aligncenter wp-image-46244" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image2.png" alt="" width="600" height="231" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image2.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image2-480x185.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 3:</b> Click on <b>Search</b> button and search for <b>Shopify Connector</b>.<br /><img decoding="async" class="aligncenter wp-image-46245" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image3.png" alt="" width="600" height="235" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image3.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image3-480x188.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 4:</b> Install the Shopify Connector extension.</p>
<h4>2.2. Install Business Central App in Shopify</h4>
<p><b>Step 1: </b>Go to the Shopify <b>Settings </b><b>à</b><b> Apps and sales channels </b><b>à</b><b> Shopify App store </b>as shown below.<br /><img decoding="async" class="aligncenter wp-image-46246" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image4.png" alt="" width="600" height="272" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image4.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image4-480x218.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 2:</b> Search for <b>Dynamics 365 Business Central</b> App and Click on <b>Install</b>.</p>
<p><img decoding="async" class="aligncenter wp-image-46247" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image5.png" alt="" width="600" height="259" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image5.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image5-480x207.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 3:</b> Next click on <b>Install app</b>.<br /><img decoding="async" class="aligncenter wp-image-46248" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image6.png" alt="" width="600" height="271" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image6.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image6-480x217.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 4:</b> After installing the app, click on <b>Sign in </b>to authenticate your Business Central account.<br /><img decoding="async" class="aligncenter wp-image-46249" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image7.png" alt="" width="600" height="292" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image7.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image7-480x233.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<h4>2.3. Connect Business Central with Shopify Store</h4>
<p><b>Step 1:</b> After the Shopify Connector is installed, search for <b>Shopify Connector Setup</b> page in Business Central. Click on Shopify Connector Setup to access the setup page.<br /><img decoding="async" class="aligncenter wp-image-46250" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image8.png" alt="" width="600" height="236" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image8.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image8-480x189.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 2:</b> Click on Next button, accept the Terms and Conditions, and click Next again.<br /><img decoding="async" class="aligncenter wp-image-46251" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image9.png" alt="" width="600" height="403" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image9.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image9-480x322.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><img decoding="async" class="aligncenter wp-image-46252" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image10.png" alt="" width="600" height="442" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image10.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image10-480x353.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 3:</b> Enter the Shop URL and Click Next.<br /><img decoding="async" class="aligncenter wp-image-46253" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image12.png" alt="" width="600" height="304" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image12.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image12-480x244.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 4:</b> It will redirect you to Shopify authentication page. Enter the required credentials.<br /><img decoding="async" class="aligncenter wp-image-46254" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image12-1.png" alt="" width="600" height="304" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image12-1.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image12-1-480x244.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 5:</b> Once the Authentication is completed, a Shopify configuration file is created with the Shopify store url. To check the configuration file, navigate to Business Central home page and search for <b>Shopify</b> <b>Shops</b> in Tell Me. Select Shopify Shops to validate.<br /><img decoding="async" class="aligncenter wp-image-46254" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image12-1.png" alt="" width="600" height="304" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image12-1.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image12-1-480x244.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46255" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image13.png" alt="" width="600" height="213" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image13.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image13-480x170.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46256" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image14.png" alt="" width="600" height="217" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image14.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image14-480x173.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<h3>3. Configure Shopify Shops in Business Central</h3>
<p>To configure the Shopify Shops in Business Central, search for Shopify Shops in Tell me.<br /><b>Step 1:</b> Click on New and enter the Shopify details in the Card as shown below.<br /><img decoding="async" class="aligncenter wp-image-46257" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image15.png" alt="" width="600" height="167" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image15.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image15-480x133.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46258" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image16.png" alt="" width="600" height="223" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image16.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image16-480x179.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 2:</b> Click on shop’s code to access Shopify Store Configuration. In the Configuration screen, you can enable/ disable the shop and configure Item/ Product, Customer, and Order information sync.</p>
<p><img decoding="async" class="aligncenter wp-image-46259" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image17.png" alt="" width="600" height="217" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image17.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image17-480x173.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46260" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image18.png" alt="" width="600" height="248" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image18.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image18-480x198.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<h4>3.1. Schedulers</h4>
<p><b>Step 1:</b> Microsoft’s Shopify Connector uses Job Queues to make integration work. To view the list of Job Queues used, search and select Job Queue Entries in the Tell Me.<br /><img decoding="async" class="aligncenter wp-image-46261 size-full" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image19.png" alt="" width="944" height="368" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image19.png 944w, https://www.i95dev.com/wp-content/uploads/2023/08/Image19-480x187.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 944px, 100vw" /><br /><b>Step 2:</b> In the Job Queue Entries page click on New.<br /><img decoding="async" class="aligncenter wp-image-46262" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image20.png" alt="" width="600" height="219" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image20.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image20-480x175.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 3:</b> In the Job Queue Entry card page displayed, enter the required details.<br /><img decoding="async" class="aligncenter wp-image-46263" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image21.png" alt="" width="600" height="236" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image21.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image21-480x189.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br />Click on the filed associated with Object Id to Run to view the list of available jobs that Shopify Connect uses to synchronize data between Shopify and Business Central.<br /><img decoding="async" class="aligncenter wp-image-46264" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image22.png" alt="" width="600" height="237" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image22.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image22-480x189.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<h4>3.2. Shipping Method Mapping</h4>
<p><b>Step 1:</b> Search for Shopify Shops in Tell Me and select it. Click on shop’s Code to view the Shopify Store configuration.<br /><img decoding="async" class="aligncenter wp-image-46265" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image23.png" alt="" width="600" height="213" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image23.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image23-480x170.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46266" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image24.png" alt="" width="600" height="217" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image24.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image24-480x173.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 2:</b> In the Shopify Store Configuration page, click on Related button and select Shipment Method Mapping.<br /><img decoding="async" class="aligncenter wp-image-46267" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image25.png" alt="" width="600" height="235" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image25.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image25-480x188.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 3:</b> The Shipping Method Mapping page will display the list of Shipping methods configured in Shopify (if the authentication was successful). Shipping Method Code contains the list of all methods configured in BC. Map the Shopify shipping methods with the methods in Business Central.<br /><img decoding="async" class="aligncenter wp-image-46268" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image26.png" alt="" width="600" height="235" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image26.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image26-480x188.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46269" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image27.png" alt="" width="600" height="241" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image27.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image27-480x193.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46270" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image28.png" alt="" width="600" height="235" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image28.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image28-480x188.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<h4>3.3. Payment Method Mapping</h4>
<p><b>Step 1:</b> Search for Shopify Shops in Tell Me and select it. Click on shop’s Code to view the Shopify Store configuration.<br /><img decoding="async" class="aligncenter wp-image-46271" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image29.png" alt="" width="600" height="213" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image29.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image29-480x170.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46272" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image30.png" alt="" width="600" height="216" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image30.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image30-480x173.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 2:</b> In the Shopify Store Configuration page, click on Related button and select Payment Method Mapping.<br /><img decoding="async" class="aligncenter wp-image-46273" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image31.png" alt="" width="600" height="233" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image31.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image31-480x186.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><b>Step 3:</b> The Payment Method Mapping page will display the list of Payment methods configured in Shopify (if the authentication was successful). Payment Method Code contains the list of all methods configured in BC. Map the Shopify payment methods with the methods in Business Central.<br /><img decoding="async" class="aligncenter wp-image-46274" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image32.png" alt="" width="600" height="227" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image32.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image32-480x182.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46275" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image33.png" alt="" width="600" height="235" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image33.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image33-480x188.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46276" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image34.png" alt="" width="600" height="204" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image34.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image34-480x163.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<h4>3.4. Product/ Item Synchronization</h4>
<p>Search for Shopify Shops in Tell Me and select it. Click on shop’s Code to view the Shopify Store configuration.<br /><img decoding="async" class="aligncenter wp-image-46277" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image35.png" alt="" width="600" height="213" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image35.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image35-480x170.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46278" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image36.png" alt="" width="600" height="216" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image36.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image36-480x173.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br />In the Shopify Store Configuration page, click on <b>Sync</b> button and select the required option. The following table outlines the available options.</p>
<table>
<tbody>
<tr>
<th>Option</th>
<th>Description</th>
</tr>
<tr>
<td>Blank</td>
<td>
<ul>
<li>Products are imported into Shopify along with orders (when orders are synced from Business Central to Shopify).</li>
<li>Products are exported to Business Central when a user adds an item from the Shopify Products page using Add Item action.</li>
<li>This option is the default process.</li>
</ul>
</td>
</tr>
<tr>
<td>To Shopify</td>
<td>
<ul>
<li>Select this option if, after the initial sync is triggered by the Add Item action, you plan to update products manually using the Sync Product action or using the job queue for recurring updates.</li>
<li>Remember to enable the Can Update Shopify Product field. If not enabled, it equals the Blank (default process) option.</li>
<li>Learn more in the Export items to Shopify section.</li>
</ul>
</td>
</tr>
<tr>
<td>From Shopify</td>
<td>
<ul>
<li>Choose this option if you plan to import products into Shopify in bulk, either manually using the Sync Product action or using the job queue for recurring updates.</li>
<li>Learn more in the Import items from Shopify section.</li>
</ul>
</td>
</tr>
</tbody>
</table>
<p>First, import items either in bulk or together with orders to add them to the Shopify Product and Shopify Variant tables. Then map imported products and variants to items and variants in Business Central. Manage the process using the following settings:</p>
<table>
<tbody>
<tr>
<th>Field</th>
<th>Description</th>
</tr>
<tr>
<td>Auto create unknown items</td>
<td>
<ul>
<li>When Shopify products and variants are imported into Business Central, the Business Central function first tries to find the matching record in the item list.</li>
<li>SKU Mapping impacts how the matching is performed and creates a new item and/or item variant. Enable this option if you want to create a new item or when a matching record doesn&#8217;t exist.</li>
<li>The new item is created using imported data and the Item Template Code. If this option isn&#8217;t enabled, you&#8217;ll need to create an item manually and use the Map Product action on the Shopify Products page.</li>
</ul>
</td>
</tr>
<tr>
<td>Item Template Code</td>
<td>
<ul>
<li>Use this field with the Auto create unknown items toggle. Choose the template you want to use for automatically created items.</li>
</ul>
</td>
</tr>
<tr>
<td>SKU Mapping</td>
<td>
<ul>
<li>Choose how you want to use the SKU value imported from Shopify during the item/variant mapping and creation.</li>
</ul>
</td>
</tr>
<tr>
<td>SKU Field Separator</td>
<td>
<ul>
<li>Use this field with SKU Mapping set to the Item No. + Variant Code option.</li>
<li>Define a separator to be used to split the SKU.<br />So, if in Shopify you create the variant with the SKU &#8216;1000/001&#8217;, you&#8217;d type &#8216;/&#8217; in the SKU Field Separator field to make the item number in Business Central &#8216;1000&#8217; and the item variant code &#8216;001&#8217;.</li>
</ul>
</td>
</tr>
<tr>
<td>Variant Prefix</td>
<td>
<ul>
<li>Use together with SKU Mapping set to either the Variant Code or Item No. + Variant Code option as a fallback function when the SKU coming from Shopify is empty.</li>
<li>If you want to create the item variant in Business Central automatically, you&#8217;ll need to enter a value in Code. By default, the value defined in the SKU field imported from Shopify is used. However, if the SKU is empty, it will generate code starting with the defined variant prefix and &#8220;001&#8221;.</li>
</ul>
</td>
</tr>
<tr>
<td>Shopify Can Update Item</td>
<td>
<ul>
<li>Choose this option if you want to update items and/or variants automatically.</li>
</ul>
</td>
</tr>
</tbody>
</table>
<h4>3.5. Customer Synchronization</h4>
<p>The customer information is essential to process orders in Business Central. When orders are synced from Shopify to Business Central, there are two options that are available to enable that:</p>
<ul>
<li>Use a special customer for all orders.</li>
<li>Sync the customer information from Shopify to Business Central. This option is also available when you sync customers from Business Central to Shopify.</li>
</ul>
<table>
<tbody>
<tr>
<th>Field</th>
<th>Description</th>
</tr>
<tr>
<td>Customer Import from Shopify</td>
<td>
<ul>
<li>Select All Customers if you plan to import customers from Shopify to Business Central in bulk; either manually using the Sync Customers action or via the job queue for recurring updates.</li>
<li>Regardless of the selection, the customer information will always be imported along with the order.</li>
<li>However, the use of this information depends on the Shopify Customer Templates and settings in the Customer Mapping Type field.</li>
</ul>
</td>
</tr>
<tr>
<td>Customer Mapping Type</td>
<td>
<p>Define how you want the connector to perform the mapping.</p>
<ul>
<li>By Email/Phone if you want the connector to map the imported Shopify customer to an existing customer in Business Central using email and phone.</li>
<li>By Bill-to Info if you want the connector to use the address of the invoice recipient to map the imported Shopify customer to an existing customer in Business Central.</li>
<li>Select Always Take the Default Customer if you want the system to use a customer from the Default Customer No. field.</li>
</ul>
</td>
</tr>
<tr>
<td>Shopify Can Update Customers</td>
<td>
<ul>
<li>Select this field if you want the connector to update the customers it finds when either of the By Email/Phone or By Bill-to Info options are selected in the Customer Mapping Type field.</li>
</ul>
</td>
</tr>
<tr>
<td>Auto Create Unknown Customers</td>
<td>
<ul>
<li>Select this field if you want the connector to create missing customers when the By Email/Phone or By Bill-to Info options are selected in the Customer Mapping Type field.</li>
<li>A new customer will be created using imported data and the Customer Template Code defined on the Shopify Shop Card or Shopify Customer Template pages.</li>
<li>Notice that the Shopify customer must have at least one address. Orders created via Shopify POS sales channel are often missing address details. If this option isn&#8217;t enabled, you&#8217;ll need to create a customer manually and link it to the Shopify customer.</li>
</ul>
</td>
</tr>
<tr>
<td>Customer Template Code</td>
<td>
<ul>
<li>This field is used together with Auto Create Unknown Customers.</li>
<li>Choose the default template to be used for automatically created customers. Make sure that the selected template contains the mandatory fields, such as the Gen. Business Posting Group, Customer Posting Group, and value-added tax (VAT)- or tax-related fields.</li>
<li>You can define templates per country/region on the Shopify Customer</li>
</ul>
</td>
</tr>
</tbody>
</table>
<h4>3.6. Order Synchronization</h4>
<ul>
<li>A regular Shopify order can include costs in addition to the subtotal, such as shipping charges or, if enabled, tips. These amounts are posted directly to the G/L account you want used for specific transaction types:
<ul style="list-style-image: url('https://www.i95dev.com/wp-content/uploads/2020/06/dot_img.png');">
<li>Shipping Charges Account</li>
<li>Sold Gift Card Account; learn more at Gift Card</li>
<li>Tip account</li>
</ul>
</li>
<li>Enable Auto Create Orders to automatically create sales documents in Business Central once the Shopify order is imported.</li>
<li>If you want to automatically release a sales document, turn on the Auto Release Sales Order toggle.</li>
<li>Enter a currency code if your online shop uses a different currency than the local currency (LCY).
<ul style="list-style-image: url('https://www.i95dev.com/wp-content/uploads/2020/06/dot_img.png');">
<li>The specified currency must have exchange rates configured. If your online shop uses the same currency as Business Central, leave the field empty.</li>
<li>You can see Store Currency in the Store details settings in your Shopify Admin. Shopify can be configured to accept different currencies, however imported orders into Business Central use store currency.</li>
</ul>
</li>
</ul>
<h4>3.7. Dashboard</h4>
<p class="blog_common_css"><strong>Step1: </strong> Navigate to home page in Business Central and click on Shopify in top navigation. This will display the available options as shown in the screenshot below.</p>
<p><img decoding="async" class="aligncenter wp-image-46279" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image37.png" alt="" width="600" height="242" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image37.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image37-480x193.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p><img decoding="async" class="aligncenter wp-image-46280" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image38.png" alt="" width="600" height="243" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image38.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image38-480x195.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /><br /><strong> Step 2: </strong> Click on Customers to view the customer details created from Shopify. Similarly, the details can be viewed for Products, Orders, and other entities.<br /><img decoding="async" class="aligncenter wp-image-46281" src="https://www.i95dev.com/wp-content/uploads/2023/08/Image39.png" alt="" width="600" height="238" srcset="https://www.i95dev.com/wp-content/uploads/2023/08/Image39.png 600w, https://www.i95dev.com/wp-content/uploads/2023/08/Image39-480x190.png 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 600px, 100vw" /></p>
<p>Congratulations! You have successfully installed Microsoft&#8217;s Shopify Connector. Your business is now equipped with an integration that bridges the gap between your Shopify online store and Microsoft Dynamics 365 Business Central ERP system.</p>
<p>With the integration in place, you can now focus on what truly matters &#8211; delivering exceptional customer experiences, making data-driven decisions, and scaling your business to new heights. Empower your team, reduce manual efforts, and stay ahead of the competition in the ever-evolving world of eCommerce.</p>
<p>If you need any help, don’t hesitate to <a href="https://www.i95dev.com/lp/microsoft-shopify-connector-support-services/">reach out to us</a> and we will take care of everything for you.</p>
<p>Get ready to embrace the power of integration and explore the endless possibilities it brings to your business. The future of your business starts here!</p>
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		<title>Streamline Your Business with Microsoft’s Shopify Connector for Business Central</title>
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		<dc:creator><![CDATA[i95Dev Marketing]]></dc:creator>
		<pubDate>Tue, 01 Aug 2023 12:32:21 +0000</pubDate>
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August 1, 2023</div>
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				<div class="et_pb_text_inner"><h1>Streamline Your Business with <br /><span class="i95dev_blue">Microsoft’s Shopify Connector for Business Central</span></h1></div>
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					<span class="head1">Category</span> <a target="_blank" href="https://www.i95dev.com/category/blog/">Blog</a> | <a target="_blank" href="https://www.i95dev.com/category/shopify/">Shopify</a> | <a target="_blank" href="https://www.i95dev.com/category/shopify-connector/">shopify-connector</a> | 
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<p>As the world of eCommerce continues to flourish, more businesses are turning to Shopify as their preferred platform for building and managing their online stores. However, as the business grows, they often encounter the challenge of managing their back-office operations efficiently. This warrants the need to automate data sync between the Shopify eCommerce and ERP systems like Microsoft Business Central.</p>
<p>If you are one such business, then Congratulations! You are among the leading few merchants who are proactively looking for ways to up their eCommerce game. The fact that you are reading this article is proof of that.</p>
<p>Microsoft&#8217;s Shopify Connector for Business Central is a reliable option for businesses looking to integrate the two systems. It offers a seamless solution that automates data synchronization and streamlines various processes for your online store.</p>
<p>This blog will address the key questions related to Microsoft’s Shopify Connector integration solution to help you make an informed decision.</p>
<p><strong>Q1: What is Microsoft&#8217;s Shopify Connector for Business Central?</strong></p>
<p>Microsoft&#8217;s Shopify Connector for Business Central is an integration add-on that facilitates the bi-directional data flow between your Shopify online store and Microsoft Dynamics 365 Business Central ERP system. This connector eliminates manual data entry and ensures that inventory, orders, customer information, and other essential data remain synchronized across both platforms. It is an outcome of collaboration and partnership between Shopify and Microsoft.</p>
<p><strong>Q2: What are the key features offered by Microsoft’s Shopify Connector?</strong></p>
<p>Shopify Connector offers multiple features, including:</p>
<ul>
<li><strong>Multi-store Support</strong> – You can sync multiple Shopify shops, each with its own setup, product catalog, inventory, pricing, and more.</li>
<li><strong>Product/ Item Information Sync </strong>– Shopify Connector supports the bi-directional sync of product information, including images, SKUs, descriptions, tags, and more. It supports multiple product types and item attributes. You can also sync customer price groups and discounts to define personalized prices in Shopify.</li>
<li><strong>Inventory Sync</strong> – Sync inventory information across multiple locations between the two systems.</li>
<li><strong>Customer Information Sync </strong>– Shopify Connector supports the bi-directional synchronization of customers and related information between the two systems.</li>
<li><strong>Order Information Sync</strong> – Automatically sync orders from Shopify eCommerce or Shopify POS to the BC ERP system. The information synced includes shipping costs, transactions, shipping and payment methods, and more. You can also transfer item tracking information from Business Central to the Shopify system.</li>
</ul>
<p><strong>Q3: What are the benefits of using Shopify Connector for Business Central?</strong></p>
<p>The integration offers several benefits:</p>
<ul>
<li><strong>Seamless Order Management</strong>: The connector enables you to reduce processing time, minimize errors, and efficiently manage orders and fulfillment processes.</li>
<li><strong>Accurate Inventory Management:</strong> Maintain accurate stock levels across multiple locations with inventory synchronization between Shopify and Business Central. This enables you to manage stock levels more effectively, prevent overselling, and avoid stockouts.</li>
<li><strong>Time and Cost Savings:</strong> The automated data transfer reduces manual data entry tasks, saving time and cutting operational costs.</li>
<li><strong>Customer Insights:</strong> A centralized and 360-degree view of customers allows you to offer personalized experiences, target promotions effectively, and enhance customer satisfaction.</li>
<li><strong>Unified Financial Reporting:</strong> Seamless synchronization of eCommerce transactions into Business Central&#8217;s financial management module simplifies the accounting process, reduces manual reconciliations, and provides accurate financial reporting.</li>
<li><strong>Omnichannel Sales:</strong> The Shopify Connector ensures a consistent and unified approach across multiple channels. Whether customers purchase through your physical store, website, or mobile app, all sales data is consolidated in Business Central.</li>
</ul>
<p><strong>Q4: How to get started with Microsoft&#8217;s Shopify Connector for Business Central?</strong></p>
<ul>
<li><strong>Evaluate Your Business Needs:</strong> Assess your business requirements and objectives before kickstarting the integration process. Identify pain points and opportunities where integrating Shopify and Business Central can add value.</li>
<li><strong>Consult with Experts:</strong> If you&#8217;re unsure about the integration process or need guidance, <a href="https://www.i95dev.com/contact/" target="_blank" rel="noopener">talk to an expert or specialist</a> familiar with Microsoft Dynamics 365 Business Central and eCommerce integrations, like i95Dev.</li>
<li><strong>Install the Shopify Connector:</strong></li>
</ul>
<ul>
<li style="list-style-type: none;">
<ul>
<li>There is documentation and support available to help you with the installation and configuration of the connector. Visit the Microsoft AppSource or follow the link (<a href="https://learn.microsoft.com/en-us/dynamics365/business-central/shopify/get-started" target="_blank" rel="noopener">https://learn.microsoft.com/en-us/dynamics365/business-central/shopify/get-started</a>) to access the Shopify Connector for Business Central.</li>
<li>Or you can visit our blog, <a href="https://www.i95dev.com/" target="_blank" rel="noopener">Steps to Install &amp; Setup Microsoft’s Shopify Connector</a>, for more details.</li>
<li>Or you can <a href="https://www.i95dev.com/contact/" target="_blank" rel="noopener">contact i95Dev</a> and let them do the integration for you.</li>
</ul>
</li>
</ul>
<ul>
<li><strong>Training and User Adoption:</strong> Ensure your staff receives adequate training on effectively using the integrated systems. Emphasize the benefits of the integration to encourage user adoption and maximize its potential.</li>
</ul>
<p> In the fast-paced world of eCommerce, integration is key to unlocking the full potential of your operations. Microsoft&#8217;s Shopify Connector for Business Central offers a solution for eCommerce businesses seeking to streamline their processes and boost efficiency. Connecting your Shopify store with Business Central, lets you centralize data management, automate workflows, reduce manual efforts, and gain valuable insights that drive better decision-making.</p>
<p> Are you ready to take your online store to new heights? Unlock new opportunities for growth and success in the competitive world of eCommerce by embracing the power of this integration today!</p>
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		<title>Steps To Be Followed To Integrate Shopify And SAP Successfully</title>
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		<dc:creator><![CDATA[i95Dev Marketing]]></dc:creator>
		<pubDate>Tue, 12 Oct 2021 13:09:32 +0000</pubDate>
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				<div class="et_pb_text_inner"><h1>Steps To Be Followed To Integrate<br /><span class="i95dev_blue">Shopify And SAP Successfully</span></h1></div>
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					Author <span class="team_blog_author">i95Dev Marketing</span>
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					<span class="head1">Category</span> <a target="_blank" href="https://www.i95dev.com/category/blog/">Blog</a> | <a target="_blank" href="https://www.i95dev.com/category/shopify/">Shopify</a> | <a target="_blank" href="https://www.i95dev.com/category/shopify-connector/">shopify-connector</a> | 
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				<div class="et_pb_text_inner"><div class="blog_common_css"><strong>Steps To Be Followed To Integrate Shopify And SAP Successfully</strong></p>
<p>While many business owners choose SAP as their preferred ERP system, just a small percentage of them choose Shopify as their storefront. Shopify is one of the simplest plugins to install and run on a website, and many hosting companies already offer a variety of tools for setting up and managing a Shopify installation. The most unexpected aspect is that, despite being one of the easiest webshops to integrate with SAP, businesses who use SAP to simplify things choose to avoid Shopify. A business&#8217;s growth will be aided by seamless communication between SAP and Shopify.</p>
<p><strong>Here are six must-dos for a successful </strong><a href="https://www.i95dev.com/shopify-erp-integration/shopify-sap-business-one-connect/"><b>Shopify SAP integration</b></a></p>
<p><strong>#1 Carefully Record Your Critical SAP And Shopify Connections.</strong></p>
<p>Take the time to write down and explain the business rules that govern order flow, fulfillment, customer account management, and inventory control. Determine which business rules rely on SAP and Shopify communication, as well as the communication frequency, cadence, and load, and mark unidirectional and bidirectional communications. Break them down into events, triggers, conditions, and actions to create comprehensive workflow scenarios.</p>
<p>For instance, a company rule may stipulate that if a client purchases two of the same product, the second is free. Event: Order is created &gt; Condition: Order contains 2 of X &gt; Action: a discount of X amount is applied.</p>
<p>This task will take time, but if you don&#8217;t do it, you&#8217;ll be buried by issues that arise during quality assurance testing, user acceptability testing, and post-launch.</p>
<p><strong>#2 Think About Utilising A Connecting App</strong></p>
<p>You&#8217;ll be in a fantastic position to decide whether a connector app makes sense after mapping touchpoints. A connector app is a Shopify plugin that employs a hosted service to function as a bridge to allow data to flow between your shop and store backend.</p>
<p>The biggest advantage of this approach is that you won&#8217;t have to spend a lot of time and money creating and maintaining a bespoke integration. In a digital commerce project, the maintenance expense is frequently where the biggest technical debt develops over time.</p>
<p>In every project, it&#8217;s critical to evaluate if a pre-built connection can be used and, if not, to gain buy-in from the whole team on the additional work that will be required to make a bespoke method effective.</p>
<p><strong>#3 Before You Commit To Bespoke Development Work, Learn About The Shopify API&#8217;s Capabilities And Limits</strong></p>
<p>Shopify&#8217;s API is comprehensive, allowing for a wide range of feature expansions and custom integrations. An ERP integration project, on the other hand, will test any API due to the centrality and criticality of the data involved (inventory, pricing, promotion, and so on).</p>
<p>Validate that your data timeliness and flow requirements are compatible with those restrictions before settling on a bespoke method. In <b>Shopify SAP Business One integration</b>, the API call ceiling, for example, might be a factor. Given the rising popularity of Shopify, this is an important consideration for all users.</p>
<p><strong>#4 Make A Security Evaluation And A Security Plan</strong></p>
<p>You must record the flow and status of all data across the whole integration funnel since</p>
<p><a href="https://www.i95dev.com/shopify-erp-integration/shopify-sap-business-one-connect/"><b>Shopify SAP B1 integration</b></a></p>
<p>includes many systems (Shopify, the ERP, and maybe a middleware or ETL layer). Ensure that data is encrypted both in transit and at rest, that your logs are maintained securely, and that log data does not include sensitive information.</p>
<p>Also, be aware of &#8220;data refuse&#8221;: consider temporary file storage and data transience to ensure that sensitive data isn&#8217;t left unprotected and forgotten.</p>
<p><strong>#5 Weighing Your Priorities</strong></p>
<p>Delivering various projects for our clients over many years has taught us that successful projects have certain similar characteristics. The willingness to make excellent compromises is one of the most important of those shared qualities.</p>
<p>Since ERP integrations rely on many systems&#8217; interaction touchpoints and frequently include specific business needs, a willingness to accept compromises along the way will be critical to success. There will be unknowns, and good decisions will need to be taken along the road to get to the finish line, always keeping the final objective in mind.</p>
<p><strong>#6 Have A Well-Thought-Out Quality Assurance Strategy</strong></p>
<p>It should go without saying that you&#8217;ll need a robust plan for assuring data quality not just during the initial data populating of customer and order records but also throughout the continuous data flow across systems when orders and customer modifications occur.</p>
<p>However, the most significant distinction in QA testing your Shopify and SAP interfaces is the amount of data involved in ERP integrations in general. Large datasets, unlike relational databases, demand you to think and prepare on a bigger scale. You should focus on evaluating all of the different data clusters (a grouping of data that is comparable, such as all customer records that have made 5+ orders or all customers outside the US) rather than testing individual records. Spend time determining the data&#8217;s three Vs: volume, variety, and velocity.</p>
<p>Finally, because timeliness is so important (consider inventory and out-of-stock situations), a good QA strategy should incorporate a range of performance tests.</p>
<p><strong>Wrap Up</strong></p>
<p>The advantages that this integration provides to a company can benefit the company&#8217;s consumers and, by extension, the company itself. A fully connected <a href="https://www.i95dev.com/shopify-erp-integration/shopify-sap-business-one-connect/"><b>Shopify SAP integration </b></a>system reduces data transfer mistakes &#8211; data sent to the online storefront and returned to the database can be deemed dependable because a human error in the entry is eliminated. SAP&#8217;s ability to handle automatic order updates to clients guarantees that consumers are always up to date on the whereabouts of their products. We hope that this article helps you understand your role during the <a href="https://www.i95dev.com/shopify-erp-integration/shopify-sap-business-one-connect/"><b>Shopify SAP integration</b></a> process.</p>
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