Use Cases
- Automate the transfer of Shopify orders to D365 Business Central.
- Create sales orders for web orders and invoices for Point-of-Sale transactions.
- Prevent duplication of orders by checking for existing records in Business Central.
- Ensure accurate mapping of order details, including customer information and line items.
How It Works
Triggers on a schedule to fetch new Shopify orders. Filters orders to include only those that are paid. Retrieves fulfillment orders to associate line items with locations. Checks for existing customers in Business Central and creates new ones if necessary. Maps order details and creates sales orders or invoices in Business Central.
Setup Steps
- 1Import the workflow template into n8n.
- 2Edit the 'D365 BC Environment Settings' node with your Business Central account details.
- 3Configure the Shopify connection in the 'Shopify' node.
- 4Set required filters in the 'Filter' node for order selection.
- 5Adjust the 'Schedule Trigger' node for desired execution frequency.
Apps Used
Shopify
D365 Business Central
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#document automation