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Folio3 Standard Shopify Connector User Manual

Folio3 Standard ComAX Connector User Manual for Dynamics 365 Finance & Operations

Table of Contents

Document Overview   3

1      Shopify-Dynamics 365 Connector 3

1.1       Shopify D365 Integration – Out of Box Functionality  4

Simple Product Create. 5

Simple Product Update: 7

Inventory Sync: 9

Sales Order Create: 11

Sales Order Status Update: 12

Trade Agreement Sync: 14

Document Overview

        The purpose of this document is to highlight the scope and functionalities supported out of box by Folio3 ComAX Connector standing as middleware between Dynamics 365 Finance and operations and Shopify.


Included in this document are:

  • An overview of the Folio3’s Shopify Connector for Dynamics 365
  • Out of box functionalities Supported
    • Product Create.
    • Product Update.
    • Inventory Sync.
    • Sales Order Sync.
  • Customer Sync.
  • Order Sync.
    • Sales order status update.
    • Trade Agreements syncing.

1) Shopify-Dynamics 365 Connector

 

The Folio3 ComAX Connector will be used to sync products, inventory, orders, customers, shipping, and payments between Shopify e-commerce store and Microsoft Dynamics 365 for Finance & Operations.

Folio3’s proprietary Dynamics 365 Shopify Connector is an Integration-as-a-Service product that provides fully automated integration between Shopify and Dynamics 365. The Folio3 Dynamics 365 Shopify Connector helps you save valuable time and effort that is typically lost in manually keeping your Shopify and Dynamics 365 accounts in sync, allowing you to focus on enhancing sales and managing fulfillment and other key business functions.

 

Features Include:

  • Automatically imports all ‘checkout complete’ orders along with associated customer, from Shopify into Dynamics 365
  • Automatically create/update Products along with one level pricing (default price which is defined on product) from Dynamics 365 to Shopify
  • Automatically updates the status of fulfilled sales orders from Dynamics 365, in Shopify
  • Automatically imports all customer, from Shopify into Dynamics 365
  • Automatically exports shipping information (shipping date, carrier details & tracking number) of fulfilled sales orders from Dynamics 365 to Shopify
  • Maintains a complete log of all tasks performed in Dynamics 365 and Shopify
  • Monitor the status of each service which is responsible to sync data Dynamics 365 and Shopify.

1.1) Shopify D365 Integration – Out of Box Functionality

The D365-Shopify integration project scope covers the following out of box functionality broken down by modules and related tasks:

 

ModuleDirectionTask
Customers
Shopify to D365
Create
Update
Billing Address Creation
Billing Address Update
Shipping Address Creation
Shipping Address Update
Contact Info (Email, Phone)
Orders
Shopify to D365
Sales Order Creation
Order Status
Payment Status (Authorized, Captured etc.)
Store Credit
Simple Products
Bundle Products
D365 to Shopify
Order fulfillment
Shipment Tracking Info and Status (Carrier Name, Tracking Number, Ship Date)
●        Pending
●        Processing
●        Complete
Sales Order Cancellation
Products & Inventory
D365 to Shopify
Simple Product Creation & Update
●        Item Number/SKU
●        Price
●        Weight
●        Inventory update
o    Quantity
D365 to Shopify
Configurable Products
Payments
Shopify to D365
Payment Methods
●        Credit Card

●        PayPal

●        Store Credit

Shipping
Shopify to D365
Shipping Method
D365 to Shopify
Shipment status update
Shipment tracking number1, ship date, carrier name & service
Others
D365 to Shopify
Simple Trade Agreements

 

1 single parcel tracking per shipment

 

Simple Product Create.

1)Navigate to Modules > Product Information Managements > Products.

2)Click on New button.

3)Enter desired details as shown in below image and click on OK.

 

4) System redirect to Product detail screen. Enter product description, storage and tracking dimension as shown in below image and save it.

5) Access product categories screen from Product sub menu and assign desired category to a product as shown in below image.

6) Release product to desired company as shown in below image.

Simple Product Update:

1)Access released product screen and open product on edit mode as shown in below image.

2) Enter desired product Sell price and weight and save it as shown in below image.

3.Select desired Item model group and item group as shown in below image.

  1. From Manage inventory tab, click on Default Order settings and define desired Site and warehouse in each section as shown in below image.

 

Inventory Sync:

1.Navigate to Procurement and sourcing > All purchase Orders.

2.Click on New, select desired vendor and then click on OK as shown in below image.

3.Enter desired items number (if master product selected then select its variant as well) and respective item quantity as shown in below image (for adding line click on Add line button).

  1. From purchase sub menu, click on confirm button as shown in below image.
  2. Access product receipt from Receive sub menu, enter product receipt number and click on OK.

Sales Order Create:

1) On Shopify storefront login with any available customer, search your desired product, add that product into Cart and click on checkout as shown in below image.

2) Enter desired valid address, select shipping method and click on next.

3) Select desired payment method i.e. Cash on delivery and click on place Order.

Sales Order Status Update:

1) Navigate to Sales and Marketing > All sales order

2) Search you sales order into grid and select it as shown in below image.

3) From pick and pack sub menu click on Packing slip option, select All in Quantity dropdown then click on OK from following screen.

4) From invoice sub menu, click on invoice, following screen should be appear and then click on OK.

Trade Agreement Sync:

1) Navigate to Procurement and sourcing > Price and discounts > Trade Agreement Journal.

2) Add a line and enter S_Price in Name field.

3) Click on Line.

4) Enter item id. I.e. test-demo-001.

5) Enter site, warehouse and amount.

6) Posted it by clicking on Post button.