About this template
Automatically sync Shopify orders and customers to Dynamics 365 Business Central with smart customer resolution, auto-provisioning, and SKU-level line item mapping.
Key benefits
Inside the flow
appse ai runs this workflow end to end for Shopify — automatically, every single day. Here is exactly what happens when this template runs.
The workflow triggers automatically every three minutes, polling Shopify for newly created orders. Each detected order—including customer details, line items with SKUs and quantities, billing address, and pricing—is forwarded for processing.
The Shopify customer's email address is used to search for an existing customer record in Dynamics 365 Business Central. The result determines whether the customer already exists in the ERP system or needs to be created before the order can be placed.
A decision node evaluates the customer lookup result. If a matching customer number is found, the workflow routes directly to sales order creation using the existing customer. If no match is found, the workflow routes to create a new customer first.
When no existing customer is found, a new customer record is created in Business Central using the Shopify customer ID as the customer number, the billing address name as the display name, and the customer's email. The customer type is set to Person.
A sales order is created in Business Central linked to the resolved or newly created customer. The Shopify order ID is used as the order number, the order date is extracted from the Shopify timestamp, and each line item carries its SKU, quantity, and unit price from the original Shopify order.
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Shopify orders flow into Dynamics 365 Business Central automatically—complete with customer resolution and line item details—eliminating manual data entry and reducing order processing time.
02
New Shopify customers are created in Business Central on the fly when they place their first order, ensuring the ERP always has an up-to-date customer master without manual intervention.
03
Each sales order in Business Central maps directly to its Shopify order ID, SKU-level line items, quantities, and pricing, providing a reliable audit trail from storefront to back office.
04
Because orders and customers appear in Business Central within minutes of being placed in Shopify, warehouse and finance teams can begin fulfillment and invoicing without delay.
01
Shopify orders flow into Dynamics 365 Business Central automatically—complete with customer resolution and line item details—eliminating manual data entry and reducing order processing time.
02
New Shopify customers are created in Business Central on the fly when they place their first order, ensuring the ERP always has an up-to-date customer master without manual intervention.
03
Each sales order in Business Central maps directly to its Shopify order ID, SKU-level line items, quantities, and pricing, providing a reliable audit trail from storefront to back office.
04
Because orders and customers appear in Business Central within minutes of being placed in Shopify, warehouse and finance teams can begin fulfillment and invoicing without delay.
Keep exploring
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.
Questions & answers
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