Synchronize returns and refunds from Shopify


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Enabled for Public preview General availability
Users by admins, makers, or analysts - Jun 12, 2023

Business value

In an integration between Shopify and Business Central, it's important to be able to synchronize as much business data as possible. That makes it easier to keep your financials and inventory levels up to date in Business Central. We've expanded the data you can synchronize to include returns and refunds that were recorded in Shopify Admin or Shopify POS.

Feature details

You import the returns and refunds that you record in Shopify to Business Central when you synchronize orders.

Shopify return


The Shopify Shop Card page has a new Return and Refund Processing tab, where you define locations for returns and G/L accounts for refunds for goods and other refunds.

Shopify Shop

You can also specify how you'll process returns and refunds:

  • Blank specifies that you don't process returns and refunds.
  • Import only specifies that you import information, but you'll manually create the corresponding credit memo.
  • Auto create credit memo specifies that you import information and Business Central automatically creates the credit memos. This option requires you to turn on the Auto Create Sales Order toggle.


Shopify Order

Returns and refunds are imported with their related orders, so you don't need to import returns them separately. You can go to imported orders from the Role Center, Shopify Shop Card, or from sales orders.

Shopify Return

Returns are imported for informational purposes only. The financial and, if needed, inventory transactions are via refunds.

Shopify Refund

Refunds can include products and amounts. For example, if a merchant decided to compensate shipping charges or some other amount. You can create credit memos from list or card pages, and they can have the following types of lines:

Type No. Comment
G/L Account Sold Gift Card Account Use for refunds related to gift cards.
G/L Account Refund Account non-stock Use for refunds related to products that weren’t restocked.
Item Item No. Use for refunds related to products that were restocked. Valid for direct refunds or refunds linked to refunds. Location code in credit more line is populated based on value selected in Return Location.
G/L Account Refund Account Use for other refunded amounts that aren't related to products or gift cards. For example, tips, or if you manually specified an amount to refund in Shopify.

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See also

Synchronize and Fulfill Sales Orders (docs)