Customer sync rules

• Under the ‘Contacts’ tab, you need to set the sync rules for Microsoft Business Central and Shopify app.

• Select the search parameter of the sync. This determines which field in Shopify will be used to search for the customers in Microsoft Business Central. For example, we have selected the “customer name” field in Shopify to sync with the “company name” field in Microsoft Business Central.

• Whenever a sync is performed, the customer name field in Shopify will be matched with the company name field in Microsoft Business Central. If a match is found, then the contact will be updated; if a match is missing, a new contact will be created.

• Go to the ‘Microsoft Business Central customer number sync’ section. Select the option from the dropdown “Let Microsoft Business Central create the customer number” if you want to auto-generate the Microsoft Business Central customer number when a new customer is created.

• Select the second option “Take customer number from Shopify” if you want to use any field from Shopify to be populated with the Microsoft Business Central customer number. Then click on ‘Save Changes.’

  

  
  Note: Feel free to click Get Guided Installation if you require assistance from Cloudify experts regarding the installation steps

Customer default mappings

• Select the default values for the mandatory fields in Microsoft Business Central. Then click on ‘Save Changes.’

  

  
  

Customer field mappings

• You can edit the default mapping by clicking on the Action in the right panel and selecting ‘Edit mapping.’ 

• For contact sync, the default field mappings are customer name, customer phone, customer city, customer postal code, customer Address 1, customer Address 2, and customer country. 

• You can add the new mappings for the fields you want to populate from Shopify to Microsoft Business Central. 

• Click on ‘Save mapping’ once the edits have been done. Then, click on ‘Next.’