Use the Shopify connector in Dynamics 365 Business Central
Do you sell Shopify items? This learning path provides the information you need to get started with the Shopify connector in Dynamics 365 Business Central. It provides steps to set up the Shopify connector, and to synchronize items, inventory, customers, sales orders, transactions, and payouts between Shopify and Business Central.
Prerequisites
- Basic understanding of how to navigate the Dynamics 365 Business Central application
- The Shopify app in Business Central
- A Shopify trial account or partner account
- Familiarity with the Shopify web shop
- A Shopify store that you can use for completing any learning path exercises
- Good understanding of posting groups, sales processes, and job queue functionality in Business Central
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Modules in this learning path
Explore the main features of the Shopify connector in Dynamics 365 Business Central. With the Shopify connector, you can import Shopify sales orders. To get started, it's important to become familiar with the main features of Shopify and how to create a Shopify account.
Learn how to set up the Shopify connector in Business Central. Additionally, learn how to create Shopify shops in Business Central and learn about the other setup tasks that are related to the Shopify connector.
Learn how to sync items and inventory between Business Central and Shopify. This module explores how to set up item synchronizations and how to import and export items. You'll also find out how to sync item images, item prices, and inventory to Shopify. To correctly show product information and inventory levels to your customers on Shopify, you need to know how to set up and run the item and inventory synchronization.
Learn how to sync customers between Business Central and Shopify. This module explores how to set up and run customer synchronizations and how to export customers to Shopify.
Learn how to sync and fulfill sales orders between Dynamics 365 Business Central and Shopify. This module explores how to set up and run the sales order synchronization. It also demonstrates how to create Business Central sales documents and how to sync shipments to Shopify. You also find out how to use gift cards.
Learn how to sync transactions and payouts between Dynamics 365 Business Central and Shopify. This module explores how to map payment methods, reconcile incoming transfers, and review transactions and payouts.