Shopify Orders to Dynamics365 CRM

Introduction

DBSync for Shopify and Dynamics365 CRM Integration is an easy to use application. It integrates Shopify Products, and Orders with Dynamics365 CRM Product, Account, Opportunity, Invoice and SalesOrder. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between Dynamics365 CRM and Shopify Integration is shown in the table below.

Dynamics365 CRM	Shopify
Product	Product
Account	Orders/ Customer
Opportunity, Invoice, SalesOrder	Orders

DBSync Profile and Application Setup

You can establish a connection with your application during the template import process. The initial step of the Setup Wizard involves linking to your applications.

Step 1: Import the Template

1. Log in to your DBSync account.

2. Navigate to the Template Library.​

3. Locate and import the Shopify Orders to the Dynamics 365 CRM template into your workspace.​

Step 2: Configure Connectors

1. Click Next to proceed to the connector setup.​

2. For each connector (Shopify and Dynamics 365 CRM), provide the necessary credentials and configuration details.​

   • Ensure you have valid API credentials for both platforms.​

3. Test each connection to confirm successful integration.​

Step 3: Complete the Setup

1. Answer the prompted questions to tailor the integration to your business needs.

   • Specify data mappings, synchronization preferences, and any custom requirements.​

2. Here, you should define values for variables based on your company's specific use case.

3. For example, you can select values for Dynamics 365 CRM transaction creation variables and Shopify Fulfillment Status for data mapping between Shopify and Dynamics 365 CRM.

4. Create/Update Shopify Products in Dynamics 365 CRM?

   • All Products: If you select this value, all products from your Shopify store will be automatically created in Dynamics 365 CRM.

   • Order Product: Selecting this will result in the creation of products from orders in Dynamics365 CRM, not individual products.

5. Review your configurations and click Finish to finalize the setup.​

Step 4: Execute or Schedule the Sync

• Manual Execution:

  1. Navigate to the Run tab within your DBSync workspace.

  2. Click the Run Now button to initiate the synchronization immediately.​

• Scheduled Execution:

  1. Access the Scheduler within DBSync.​

  2. Define your desired schedule (e.g., hourly, daily) for automated synchronization.​

  3. Save the schedule to automate future syncs.

• Additional Resources

• Shopify Connector: To know more about how to configure the Shipify Connector, visit the page.
• Microsoft Dynamics CRM OnlineTo learn more about how to configure D365 CRM Connector, visit the link.