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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.
BUSINESS BENEFITS
Streamline Your Order Process with Automation
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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Zero Learning Curve
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Self Onboarding under 15 minutes
Onboarding with appse ai is quick and easy. 50% of our users complete setup in under 15 minutes, thanks to self-guided processes, interactive guides, and a seamless flow. Get started fast, no technical support required.
CaseStudies
Troubleshooting &FAQs
The workflow checks Business Central for an existing customer by email before attempting creation. If a match is found, a duplicate record is not created, keeping the customer master clean.
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