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Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central Integration — Shopify Order Edited Sync (Account Editor)


This guide helps merchants using Dynamics 365 Business Central configure the integration so that Account Editor order edits are always reflected correctly — with no mismatched totals or stale order data sent to Business Central.



Step-by-Step Configuration


📋 Step 1 — Enable Manual Payment Capture in Shopify


Set Shopify to hold payment in Authorized state so Business Central cannot import the order until Account Editor editing is complete and payment is captured manually.


  1. Log in to Shopify Admin
  2. Go to Settings → Payments
  3. Scroll down to Payment capture method
  4. Select "Manually" — Authorize payment at checkout and capture manually
  5. Click Save


⚠️ 7-day limit: Shopify Payments authorizations expire after 7 days. Always capture payment within this window after editing is complete in Account Editor.


ℹ️ With Manual capture enabled, every new order arrives in Authorized state. Business Central only imports Paid orders — so the order stays invisible to BC until you capture payment after editing.



📋 Step 2 — Connect Your Shopify Store to Business Central


Set up the connection between your Shopify store and Business Central using the Shopify Shop Card.


  1. Log in to Business Central
  2. Press Alt + Q (Tell Me search) and type Shopify Shops → press Enter
  3. Click New to create a new shop connection
  4. In the Code field, enter a short name for your store (e.g. SHOPIFYUS)
  5. In the Shopify Admin URL field, enter your store URL: https://{your-store-name}.myshopify.com/
  6. Turn on the Enabled toggle
  7. Review and accept the terms and conditions
  8. If prompted, sign in to your Shopify account and click Install App



💡 Tip: You can copy the URL directly from Shopify Admin (admin.shopify.com/store/{shop}) — Business Central will convert it to the required format automatically.


⚠️ If a pop-up window is blocked by your browser during the Enabled toggle step, Business Central cannot retrieve the access token from Shopify. Always allow pop-ups for Business Central.



📋 Step 3 — Configure Order Synchronization Settings


On your Shopify Shop Card, go to the Synchronization tab and scroll to the Order Synchronization and Processing section. Configure the following settings:


Setting

Value

Auto Sync Orders

ON — enables real-time webhook-based order notifications

Auto Create Sales Orders

ON — automatically creates sales documents in BC when an order is imported

Auto Release Sales Orders

ON — automatically releases the sales order after creation

Create Fulfilled Orders as Invoices

ON — creates Sales Invoice for fulfilled or gift card orders

Archive Processed Shopify Orders

ON — archives fully paid and fulfilled orders automatically

Sync Business Central Doc. No. as Attribute

ON — adds BC document number to Shopify order for traceability



❌ Critical: Even if Auto Sync Orders is ON, orders will not appear until you also enable Auto Create Sales Orders. Both toggles must be ON together.




📋 Step 4 — Run Your First Manual Order Sync


After connecting and configuring your shop, manually trigger the first sync to import existing Shopify orders into Business Central.


  1. In Business Central, go to Shopify menu → select your shop → click Orders
  2. In the ribbon, click Actions → Sync Orders from Shopify
  3. A request page appears — leave filters blank for the first sync to import all orders
  4. Click OK — Business Central will import all available Shopify orders
  5. Refresh the Orders list — your Shopify orders will now appear


💡 Tip: If the Sync Orders from Shopify option is not visible in the Actions menu, press Alt + Q and search for it directly — it will run as a batch job.


⚠️ Archived orders in Shopify cannot be imported. Go to Shopify Admin → Settings → General → Order Processing and turn off **Automatically archive the order to prevent orders from being skipped.**



📋 Step 5 — Set Up Automatic Paid Order Import via Job Queue


Configure a recurring Job Queue entry so Business Central automatically imports only paid orders from Shopify every 5 minutes — no manual sync needed.


Find the Job Queue Entry


  1. Press Alt + Q and search for Job Queue Entries → press Enter
  2. Look for the entry with Object ID 30104 — Sync Orders from Shopify
  3. Click the entry to open the Job Queue Entry Card



Configure the Job Queue Entry


  1. Click Set On Hold in the top ribbon to enter edit mode
  2. In the Recurrence section, turn ON all days: Monday through Sunday
  3. Set No. of Minutes between Runs = 5
  4. Set Starting Time = 12:00:00 AM and Ending Time = 11:59:59 PM



Set the Paid Orders Filter


  1. Go to Shopify menu → Shops → your shop → Actions → Sync Orders from Shopify
  2. On the request page that opens, set Financial Status = paid
  3. Click Send to Job Queue — this saves the filter directly to the Job Queue entry


Activate the Job


  1. Return to the Job Queue Entry Card
  2. Click Set Status to Ready in the top ribbon
  3. Status should now show Ready — the job will run every 5 minutes automatically


✅ Setup complete! Business Central will now automatically import only paid Shopify orders every 5 minutes. No manual sync required.


ℹ️ The Recurring Job toggle appears greyed out but is automatically active when any day (Mon–Sun) is turned ON. You do not need to click it separately.



Automate Payment Capture with Shopify Flow


⚡ Step 6 — Import the Account Editor Delayed Master Flow


The Account Editor Delayed Master Flow is a pre-built Shopify Flow automation that holds payment capture for a configurable grace period, then captures automatically — triggering ShipBob to download the finalized order.


  1. Download the Account Editor Delayed Master Flow file (provided with this guide)
  2. In Shopify Admin, go to Apps → Shopify Flow
  3. Click Import and select the downloaded .flow file
  4. Configure the grace period timing to match your editing deadline (e.g., 30 minutes)
  5. Click Activate to enable the Flow
  6. Click Save
⬇️ Download Account Editor Delayed Master Flow📝 How the Flow works: When a new order is created, the Flow waits for the configured grace period. After the wait, it automatically captures payment — changing the status from Authorized to Paid. ShipBob then downloads the order with all edits included.


Common Issues & Fixes


Issue

Likely Cause

Fix

Orders not appearing in BC after store connection

Manual sync not triggered yet

Go to Shopify → Orders → Actions → Sync Orders from Shopify → OK

BC imports order before Account Editor editing is done

Payment capture not set to Manual in Shopify

Go to Shopify Admin → Settings → Payments → set capture method to Manually

Job Queue not running automatically

Status is On Hold or days not configured

Open Job Queue Entry 30104 → enable all days Mon–Sun → Set Status to Ready

All orders importing — paid filter not working

Financial Status filter not saved to Job Queue

Use Actions → Sync Orders from Shopify → set paid filter → Send to Job Queue

Orders list shows "There is nothing to show"

No sync has been run yet

Trigger manual sync first — then Job Queue handles subsequent imports

Archived Shopify orders not importing

Orders archived in Shopify before import

Shopify Admin → Orders → Unarchive the order, then sync again

Sales documents not created after order import

Auto Create Sales Orders toggle is OFF

Shopify Shop Card → Synchronization tab → turn ON Auto Create Sales Orders

Authorization expired before payment capture

7-day Shopify Payments window missed

Capture payment within 7 days — set up Shopify Flow to automate this

Pop-up blocked during store connection

Browser blocking BC pop-up for Shopify token

Allow pop-ups for Business Central in browser settings and retry Enabled toggle



Best Practices


  • Always set Shopify payment capture to Manual before going live with this integration
  • Use Shopify Flow to automate the editing window timeline — never rely on purely manual capture
  • Edit orders in Account Editor before capturing payment for the cleanest BC import
  • Set Job Queue to run every 5 minutes for near real-time paid order imports
  • Always map Shopify locations to BC locations before the first sync
  • Turn off Automatically archive the order in Shopify General settings to prevent import gaps
  • Check the Shopify Orders to Import page in BC to diagnose import errors — the Has Error field shows failures
  • Use the processed_by_AE tag in Shopify Flow to track which orders went through the AE review window



Need Help?


If orders still do not sync correctly after following this guide, contact Account Editor Support and share:


  • Your Shopify store URL
  • Screenshot of Business Central → Shopify Shop Card → Synchronization tab
  • Screenshot of Job Queue Entry 30104 settings
  • Screenshot of Shopify Admin → Settings → Payments (capture method)
  • The affected Shopify order number(s)

Updated on: 13/04/2026

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