Shopify orders to MSDynamics

Updated 1 month ago by Darshan Patel

Features

  1. Synchronization of orders from Shopify to MSDynamics 365
  2. Define shopify export order settings to export the orders from shopify
  3. Define MSDynamics 365 import settings to import the order into MSDynamics 365
    account.
  4. Define notification settings (Positive/Negative email notifications to the app users)
  5. Sync orders daily, weekly, hourly based on scheduling mechanism.
  6. Share Adaptor with other users in your subscription with lots of security features.

Configuration flow

Procedure to activate Adaptor Shopify  orders to MSDynamics 365

Navigate to Adaptors -> Catalogue, there you can find multiple Adaptors which you can use for business purpose

Click on 'Activate',  Adaptor Shopify orders to MSDynamics 365 will be activated in your account.

After activation of Adaptor it will navigate to 'General' screen of Adaptor

Procedure to configure Adaptor shopify order to MSDynamics 365

In General you can manage different settings described in below (General) image

Click on 'Source' to connect shopify  webshop with iPaaS, and orders will be sync from your shopify webshop to MSDynamics 365 account once it is configured

Learn how to connect shopify webshop with iPaaS? - Click here

Click on 'Destination' to connect MSDynamics 365 account with iPaaS, and orders will be sync from your shopify webshop to MSDynamics 365 account once it is configured

Learn how to connect MSDynamics 365 account with iPaaS? - Click here

Click on 'Synchronization rules' to configure shopify export orders settings and MSDynamics 365 import orders settings to synchronize the orders from shopify to MSDynamics 365.

shopify export order settings

You can choose different settings for  Fulfillment  and  Financial  status to trigger automatic creation of order/invoice in MSDynamics 365 account

MSDynamics 365 import settings


Notification settings

Feature to send positive and negative notifications for document and Adaptor level

Learn more about notification settings - Click here

Schedule settings

You can set schedule for Adaptor when you want to be run the Adaptor automatically

Learn more about schedule settings - Click here  

Dashboard

You can view all the transactions of Adaptor through Dashboard

You can view all the details of exported orders like sender, Shopify order no, order date, supplier order number, supplier invoice no and status


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