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Microsoft Dynamics 365 Business Central

Last updated 2026-05-11

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.
ℹ 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: 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
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:

SettingValue
Auto Sync OrdersON — enables real-time webhook-based order notifications
Auto Create Sales OrdersON — automatically creates sales documents in BC when an order is imported
Auto Release Sales OrdersON — automatically releases the sales order after creation
Create Fulfilled Orders as InvoicesON — creates Sales Invoice for fulfilled or gift card orders
Archive Processed Shopify OrdersON — archives fully paid and fulfilled orders automatically
Sync Business Central Doc. No. as AttributeON — 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
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.
ℹ 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

IssueLikely CauseFix
Orders not appearing in BC after store connectionManual sync not triggered yetGo to Shopify → Orders → Actions → Sync Orders from Shopify → OK
BC imports order before Account Editor editing is donePayment capture not set to Manual in ShopifyGo to Shopify Admin → Settings → Payments → set capture method to Manually
Job Queue not running automaticallyStatus is On Hold or days not configuredOpen Job Queue Entry 30104 → enable all days Mon–Sun → Set Status to Ready
All orders importing — paid filter not workingFinancial Status filter not saved to Job QueueUse 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 yetTrigger manual sync first — then Job Queue handles subsequent imports
Archived Shopify orders not importingOrders archived in Shopify before importShopify Admin → Orders → Unarchive the order, then sync again
Sales documents not created after order importAuto Create Sales Orders toggle is OFFShopify Shop Card → Synchronization tab → turn ON Auto Create Sales Orders
Authorization expired before payment capture7-day Shopify Payments window missedCapture payment within 7 days — set up Shopify Flow to automate this
Pop-up blocked during store connectionBrowser blocking BC pop-up for Shopify tokenAllow 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 Account Editor 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)

Related guides

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