D365 Business Central Tip of the Month: Shopify Connector

If you’re running an e-commerce store on Shopify and managing your finances, inventory, or operations in Dynamics 365 Business Central (BC), integrating the two platforms can be a game changer for your business. The Shopify Connector in Business Central allows for seamless synchronization of data such as orders, customers, products, and inventory between Shopify and BC. This connection eliminates the need for manual data entry, reduces errors, improves order fulfillment speed, and provides a real-time overview of your sales performance and stock levels. In this blog, we’ll walk you through the set up steps to install the Shopify Connector in D365 Business Central and help you get the most out of this powerful integration.

Shopify:

You must have:

• A Shopify account
• A Shopify online store

Business Central:

• Make sure the Shopify Connector app is installed. The app is preinstalled for all new sign-ups and trials.
• Ensure that the user has the right permissions. Shopify Connector is covered by the Shopify-Admin (SHPFY-ADMIN) permission set.

1. Locate the Dynamics 365 Business Central app on the Shopify App store.
2. Choose the Add App button. Sign in to your Shopify account if prompted. Select the online shop if you have more than one.
3. After reviewing privacy and permissions, choose the Install App button. You can find and open the installed Dynamics 365 Business Central app in the Apps section on the sidebar of the Shopify admin page.
4. Choose Sign up now to start the Business Central trial, or Sign in if you already have Business Central. You will then be redirected to your Business Central page.

1. Choose the Lightbulb icon that opens the Tell Me feature, enter Shopify Shop, and choose the related link.
2. Choose the New action.
3. In the Code field, enter a code that is easy to find in Business Central. For example, the name might reflect what a shop sells, such as “Furniture” or “Coffee,” or the country or region it serves.
4. In the Shopify URL field, enter the URL of the online shop that you’re connecting. Use the following format: https://{shop}.myshopify.com/. You can build the URL by combining the store ID from the admin URL. For example, admin.shopify.com/store/{shop} and .myshopify.com.
5. Turn on the Enabled toggle, and then review and accept the terms and conditions.
6. If prompted, sign in to your Shopify account. Review the privacy terms and permissions, and then choose the Install App button.
7. Repeat steps 2-6 for all online shops that you want to connect.

Now your online shop is connected to Business Central. You can now sync your items and inventory, customers, and orders to feed directly from your Shopify account to your D365 Business Central application.

The Shopify connector supports a wide range of data integrations that eliminate the need for manual data entry, reducing errors and saving your team valuable time. Shopify integrations ensure the real-time transfer of data between your online store and D365 Business Central enabling better decision making, faster order fulfillment, and improved customer satisfaction.

Here are the key integrations most Shopify and Business Central users should consider:

• Synchronization of Items/Products between Shopify and Business Central
• Synchronization of Customers to maintain consistency across systems
• Synchronization of Inventory Levels for accurate stock tracking
• Import of Shopify Orders into Business Central
• Creation of Sales Orders and Sales Invoices in Business Central
• Import of Shipping Tracking information into Shopify

Working with a trusted Microsoft partner like Rand Group ensures you get the most out of these capabilities with a smooth configuration. With deep expertise in Dynamics 365 Business Central and a thorough understanding of e-commerce integrations, Rand Group can guide you through a seamless setup, testing, and deployment process tailored to your business.

Connecting Shopify with Dynamics 365 Business Central isn’t just a convenience, it’s a strategic move that streamlines operations, enhances accuracy, and supports business growth. By automating the flow of data between your storefront and back office, you can focus more on serving customers and scaling your business, rather than managing manual processes. For any Business Central user running a Shopify store, the connector is a smart investment in efficiency and long-term success.

Contact our team today to maximize the benefits of your D365 Business Central application with features like the Shopify Connector. Our trusted consultants have the expertise necessary to optimize your D365 Business Central system or help you transform your processes with an ERP implementation.