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Walkthrough: Set up and use the Shopify Connector

  • Article
  • 10 minutes to read

This section demonstrates some typical scenarios and takes you through the steps to test or train users on the workflow of the integrated Business Central and the Shopify store.

Prerequisites

Shopify

You must have:

  • A Shopify account
  • A Shopify online store

Learn more about how to create Shopify trials and recommended settings at Creating and Setting Up Shopify Account.

Business Central

You must have a Business Central account.

For example, you can create demo account or start trial. Learn more at Preparing demonstrations of Business Central and Sign up for the trial.

Connect Business Central to the Shopify shop

In Business Central, do the following steps:

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Shops, and then choose the related link.
  2. Choose the New action.
  3. In the Code field, enter DEMO1.
  4. In the Shopify URL field, enter the URL to the online shop that you want to connect to.
  5. Activate the Enabled toggle, review and accept the terms and conditions.

Configure the Shopify shop as described in the following steps:

  1. Turn on the Log Enabled toggle.
  2. Turn off the Allow Background Syncs toggle.
  3. Select To Shopify in the Sync Item field.
  4. Select To Shopify in the Sync Item Images field.
  5. Turn on the Sync Item Attributes toggle.
  6. Turn on the Inventory Tracked toggle.
  7. Select Deny in the Default Inventory Policy field.
  8. Turn on the Auto Create Unknown Customers toggle.
  9. Fill in the Customer Template Code field with the appropriate template.
  10. Fill in the Shipping Cost Account, the Tip Account with the revenue account. For example, in the US, use 40100.
  11. Turn on the Auto Create Orders toggle.

Configure location mapping:

  1. Choose the Locations action to open Shopify Shop Locations.
  2. Choose the Get Shopify Locations action to import all locations defined in the Shopify.
  3. In the Location Filter, enter ''|EAST|MAIN.
  4. Turn off the Disabled toggle to enable inventory sync for selected Shopify location.

Walkthrough: Start selling products online

Scenario

Let's say that you want to try Shopify as an online store without spending much time on setting up things, especially because you already maintain your items in Business Central properly. After you launch your Shopify online store, you immediately get new customers who are happy with your shop and their buying experience. So, they decide to leave tips at checkout.

Steps

In Business Central go through the following steps:

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Products, and choose the related link.
  2. Choose the Add Items action.
  3. In the Shop Code field, enter DEMO1.
  4. Set the filter CHAIR on the Item Category Code field (add filter field if necessary).
  5. Select OK and wait until initial synchronization of items and prices is completed.
  6. Choose the Sync Product Images action.
  7. Choose the Sync Inventory action.

In Shopify online store

Tip

Open Shopify admin, by navigating to URL specified in the URL field of the Shopify Shop Card page. Then choose eye icon next to the Online Store sales channel, located in the sidebar of Shopify admin.

Open the product catalog. Notice:

  • Product titles, images, and prices.
  • Availability indicator (sold out for out-of-stock products).

Choose any product that can be sold, for example, the BERLIN Swivel Chair, yellow. Notice that the description contains item attributes.

Choose the Buy it now button and proceed to checkout.

  1. In the Email or mobile phone number field, enter cl@contoso.com (or email where you want to receive order and shipping confirmations).
  2. In the First name and Last name, enter Claudia Lawson.
  3. Enter the local address.
  4. Choose the Save this information for next time checkbox.
  5. Choose the Continue to shipping button.
  6. Keep Standard as the shipping method and then choose the Continue to payment button.
  7. Select 10% tip.
  8. In the Credit Card field, enter 1 if you use (for testing) Bogus Gateway, if you use Shopify payments in test mode, enter 5555 5555 5555 4444 in the Credit Card field.
  9. Fill in the Name on card field.
  10. In the Expiration date field, enter the current month/year.
  11. In the Security code, enter 111.
  12. Choose the Pay now button.

In Business Central, do the next steps:

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Orders, and then choose the related link.
  2. Choose the Sync Orders From Shopify action.
  3. Choose OK.

The imported order is ready for processing.

  1. Select the imported order to open the Shopify Order window.
  2. Notice that the new customer and sales order are created.
  3. Explore the Risk and Shipping Cost actions.
  4. Choose the Sales Order action to open the Sales Order window. Sales order is a demand, that if necessary, can be covered with assembly, production, or by purchase with the help of the planning engine. It also supports various warehouse handling processes with complete separation of duties.
  5. Choose the Reopen action.
  6. In the Agent field, enter DHL.
  7. In the Package Tracking No., enter 123456789.
  8. Choose the Post action, keep Ship and Invoice option, and then choose the OK button.

Now physical and financial data is registered in Business Central. It’s time to notify Shopify about the changes.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Sync Shipments to Shopify, and choose the related link.
  2. Choose OK.

In Shopify Admin notice that the order is now marked as Fulfilled. You can also review Shipment details and see the Tracking URL there. If you run Sync Orders From Shopify again, the order will be archived in both systems.

Walkthrough: Invite your customers to your new online store

Scenario

After a successful quick launch of your new online store, you want your current customers to visit it and start placing orders.

Steps

In Business Central, do the following steps:

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Shops, and choose the related link.
  2. Select the DEMO1 Shop for which you want to synchronize customers to open the Shopify Shop Card page.
  3. Choose the Sync Customers action.

In Shopify Admin notice that the customers were imported. Open one of the customers and notice that the first and last names of the customer are coming from the Contact Name field of the Customer Card. The company name can be found in the default address, linked to the customer. Choose Send account invite to invite the customer.

Walkthrough: Fine tuning of item management

Scenario

You'll like to add more flexibility and control to your processes around items management. You want to improve product description and like to add more review steps before products become available to end-customer.

Steps

In Business Central, do the following steps:

Prepare data.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Customer Price Group, and choose the related link.
  2. Add new price group. In the Code field, enter SHOPIFY.
  3. Close the Customer Price Group window.
  4. Choose the Lightbulb that opens the Tell Me feature. icon, enter Items, and choose the related link.
  5. Select item 1896-S, Athens Desk.
  6. Choose the Variants action, and then add two variants PREMIUM, Athens Desk, Premium edition and ESSENTIAL, Athens Desk, Essential edition.
  7. Choose Extended Text, create a new extended text valid for all language codes. In the Description field, enter Shopify.
  8. Add following description with HTML tags: <b>Simple stylish design</b> blends with any ensemble. <i>Available in two editions.</i>.
  9. Choose Sales Prices, and add new prices as shown in the following table:
Line Sales Type Sales Code Type Code Variant Code
(add the field via personalization)		 Unit Price
1 Customer Price Group SHOPIFY Item 1896-S ESSENTIAL 700
2 Customer Price Group SHOPIFY Item 1896-S PREMIUM 1000
  1. Choose Sales Discounts, and add a new discount:
  • Sales Type Customer Disc. Group
  • Sales Code RETAIL
  • Type Item
  • Code 1896-S
  • Unit of Measure Code PCS
  • Line Discount % 10
  1. Choose Item References and the following add lines:
Line Reference Type Reference No. Variant Code
1 Barcode 77777777 ESSENTIAL
2 Barcode 11111111 PREMIUM
  1. Close the Item Card.
  2. Select the item 1920-S, ANTWERP Conference Table.
  3. Choose Adjust Inventory and in the New Inventory field, enter 100 for the locations EAST and WEST.
  4. Choose OK.
  5. Close the Item Card.

Adjust the synchronization settings.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Shops, and choose the related link.
  2. Select the DEMO1 Shop for which you want to synchronize items to open Shopify Shop Card page.
  3. Select SHOPIFY in the Customer Price Group field.
  4. Select RETAIL in the Customer Discount Group field.
  5. Enable the Sync Item Extended Text field.
  6. Select Item No.+ Variant Code in the SKU Mapping field.
  7. Select Draft in the Status for Created Products field.
  8. Select Status to Archived in the Action for Removed Product field.

Run the synchronization.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Shops, and choose the related link.
  2. Select the DEMO1 Shop for which you want to synchronize items to open the Shopify Shop Card page.
  3. Choose the Products action to open Shopify Products window.
  4. Choose the Add Items action.
  5. Set the filter TABLE on the Item Category Code field.
  6. Choose the Sync Product Images action.
  7. Choose the Sync Inventory action.

Products are added. Notice that the status is set to Draft, and therefore items aren't visible in the Shopify online store.

  1. Select the line with item 1920-S, ANTWERP Conference Table. In the SEO Title, enter Rectangular meeting table Antwerp, 10 seats, black.
  2. Select Active in the Status field.
  3. Select the line with item 1906-S, ATHENS, Mobile Pedestal and then choose the Delete action.

In Shopify Admin notice that all products have different statuses.

  • ANTWERP Conference Table is Active because we changed status in Shopify Product window.
  • ATHENS Desk is Draft because we configured the default status for all added products to be Draft.
  • ATHENS Mobile Pedestal is Archived because we configured the shop to automatically assign status Archived for deleted products.

Notice that Inventory for ANTWERP Conference Table is 100, because we configured system to use inventory only from two locations MAIN and EAST. Inventory on other locations (WEST) is ignored.

  • Open ANTWERP Conference Table, notice Custom Type, Vendor, Weight, Cost per item fields, and Search engine listing preview section.
  • Open Athens Desk, scroll down to Variants section, and notice how SKU is populated.
  • Choose Edit to review barcode and prices.
  • Change the status of Athens Desk to Active and choose Preview action.

In the Shopify online store open the product catalog, find the ATHENS Desk product. Notice that different options are available. For different options, prices are different. Pay attention to discount information.

Walkthrough: Import items from Shopify

Scenario

You already have a successful online store and would like to start using Business Central as business management software. You would like to import as much data from Shopify as possible.

Steps

This is a continuation of Walkthrough: Start selling products online. You can also try with your own data, for example your Shopify store or sandbox.

In Business Central, do the following steps:

Prepare data

  1. Switch to a free 30-day trial without sample data. For more information, see Add your own data to an empty trial.
  2. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Shops, and then choose the related link.
  3. Choose the New action.
  4. In the Code field, enter DEMO2.
  5. In the Shopify URL field, enter the URL to the online shop that you want to connect to.
  6. Activate the Enabled toggle, review and accept the terms and conditions.

Configure the Shopify shop as described below in the next steps:

  1. Enable the Log Enabled toggle.
  2. Deactivate the Allow Background Syncs toggle.
  3. Select From Shopify in the Sync Item field.
  4. Enable the Auto Create Unknown Items toggle.
  5. Fill in the Item Template Code field with the appropriate template.
  6. Select From Shopify in the Sync Item Images field.
  7. Select All Customers in the Customer Import from Shopify.
  8. Enable the Auto Create Unknown Customers toggle.
  9. Fill in the Customer Template Code field with the appropriate template.
  10. Fill in the Shipping Charges Account, the Tip Account with revenue account. For example, in the US use 40100.
  11. Enable the Auto Create Orders toggle.

Run the synchronization

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Shops, and choose the related link.
  2. Select the DEMO2 Shop for which you want to synchronize data to open the Shopify Shop Card page.
  3. Choose the Sync Products action.
  4. Choose the Sync Product Images action.
  5. Choose the Sync Customers action.

Results

  • Shopify Products are imported. To verify, choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Products, and choose the related link.
  • Items with images are created. To verify, choose the Lightbulb that opens the Tell Me feature. icon, enter Item, and choose the related link.
  • Shopify Customers are imported. To verify, choose the Lightbulb that opens the Tell Me feature. icon, enter Shopify Customers, and choose the related link.
  • Customers are created. To verify, choose the Lightbulb that opens the Tell Me feature. icon, enter Customers, and choose the related link.

See Also

Get Started with the Shopify Connector