> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.accounteditor.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Microsoft Dynamics 365 Business Central ### Microsoft Dynamics 365 Business Central Integration β€” 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 β€” with no mismatched totals or stale order data sent to Business Central. --- ### Step-by-Step Configuration ## **πŸ“‹ Step 1 β€” 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 β†’ Payments** 3. Scroll down to **Payment capture method** 4. Select **"Manually"** β€” 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 β€” so the order stays invisible to BC until you capture payment after editing.** --- ## **πŸ“‹ Step 2 β€” 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** β†’ 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: `myshopify URL` 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** ![](https://storage.crisp.chat/users/helpdesk/website/-/e/5/a/f/e5af1a5ea93f4000/screenshot-2026-04-10-141107_5vmxzz.png) | **πŸ’‘ Tip: You can copy the URL directly from Shopify Admin (admin.shopify.com/store/{shop}) β€” 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.** --- ## **πŸ“‹ Step 3 β€” 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** β€” enables real-time webhook-based order notifications | | Auto Create Sales Orders | **ON** β€” automatically creates sales documents in BC when an order is imported | | Auto Release Sales Orders | **ON** β€” automatically releases the sales order after creation | | Create Fulfilled Orders as Invoices | **ON** β€” creates Sales Invoice for fulfilled or gift card orders | | Archive Processed Shopify Orders | **ON** β€” archives fully paid and fulfilled orders automatically | | Sync Business Central Doc. No. as Attribute | **ON** β€” adds BC document number to Shopify order for traceability | ![](https://storage.crisp.chat/users/helpdesk/website/-/e/5/a/f/e5af1a5ea93f4000/screenshot-2026-04-10-141129_ddqtol.png) ||| **❌ 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.** --- ## **πŸ“‹ Step 4 β€” 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 β†’ select your shop β†’ click Orders** 2. In the ribbon, click **Actions β†’ Sync Orders from Shopify** 3. A request page appears β€” leave filters blank for the first sync to import all orders 4. Click **OK** β€” Business Central will import all available Shopify orders 5. Refresh the Orders list β€” your Shopify orders will now appear | **πŸ’‘ Tip: If the Sync Orders from Shopify option is not visible in the Actions menu, press Alt + Q and search for it directly β€” it will run as a batch job.** || **⚠️ Archived orders in Shopify cannot be imported. Go to Shopify Admin β†’ Settings β†’ General β†’ Order Processing and turn off **Automatically archive the order** to prevent orders from being skipped.** --- ## **πŸ“‹ Step 5 β€” 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 β€” no manual sync needed. ### **Find the Job Queue Entry** 1. Press **Alt + Q** and search for **Job Queue Entries** β†’ press Enter 2. Look for the entry with **Object ID 30104** β€” Sync Orders from Shopify 3. Click the entry to open the Job Queue Entry Card ![](https://storage.crisp.chat/users/helpdesk/website/-/e/5/a/f/e5af1a5ea93f4000/screenshot-2026-04-10-141243_fb1ct7.png) ### **Configure the Job Queue Entry** 4. Click **Set On Hold** in the top ribbon to enter edit mode 5. In the Recurrence section, turn **ON** all days: Monday through Sunday 6. Set **No. of Minutes between Runs** = `5` 7. Set **Starting Time** = `12:00:00 AM` and **Ending Time** = `11:59:59 PM` ![](https://storage.crisp.chat/users/helpdesk/website/-/e/5/a/f/e5af1a5ea93f4000/screenshot-2026-04-10-141443_67uwky.png) ### **Set the Paid Orders Filter** 8. Go to **Shopify menu β†’ Shops β†’ your shop β†’ Actions β†’ Sync Orders from Shopify** 9. On the request page that opens, set **Financial Status** = `paid` 10. Click **Send to Job Queue** β€” this saves the filter directly to the Job Queue entry ### **Activate the Job** 11. Return to the Job Queue Entry Card 12. Click **Set Status to Ready** in the top ribbon 13. Status should now show **Ready** β€” the job will run every 5 minutes automatically || **βœ… 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 β€” 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 β€” 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 β†’ 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](https://drive.google.com/file/d/1dQ9pnbumzyJNy_NKW6JCSaF1aHCUOmUu/view?usp=sharing) || **πŸ“ 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 β€” 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 β†’ Orders β†’ Actions β†’ Sync Orders from Shopify β†’ OK | | BC imports order before Account Editor editing is done | Payment capture not set to Manual in Shopify | Go to Shopify Admin β†’ Settings β†’ Payments β†’ set capture method to Manually | | Job Queue not running automatically | Status is On Hold or days not configured | Open Job Queue Entry 30104 β†’ enable all days Mon–Sun β†’ Set Status to Ready | | All orders importing β€” paid filter not working | Financial Status filter not saved to Job Queue | Use Actions β†’ Sync Orders from Shopify β†’ set paid filter β†’ Send to Job Queue | | Orders list shows "There is nothing to show" | No sync has been run yet | Trigger manual sync first β€” then Job Queue handles subsequent imports | | Archived Shopify orders not importing | Orders archived in Shopify before import | Shopify Admin β†’ Orders β†’ Unarchive the order, then sync again | | Sales documents not created after order import | Auto Create Sales Orders toggle is OFF | Shopify Shop Card β†’ Synchronization tab β†’ turn ON Auto Create Sales Orders | | Authorization expired before payment capture | 7-day Shopify Payments window missed | Capture payment within 7 days β€” 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 β€” 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 β€” 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 β†’ Shopify Shop Card β†’ Synchronization tab * Screenshot of Job Queue Entry 30104 settings * Screenshot of Shopify Admin β†’ Settings β†’ Payments (capture method) * The affected Shopify order number(s)