https://accounteditor.com/assets/microsoft-dynamics-365-business-central-B1e82DzV.js

1const t=`<h3>Microsoft Dynamics 365 Business Central Integration — Shopify Order Edited Sync (Account Editor)</h3><p>This guide helps merchants using <strong>Dynamics 365 Business Central</strong> 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.</p><hr /><h3>Step-by-Step Configuration</h3><h2> Step 1 — Enable Manual Payment Capture in Shopify</h2><p>Set Shopify to hold payment in <strong>Authorized</strong> state so Business Central cannot import the order until Account Editor editing is complete and payment is captured manually.</p><ol>
2<li>Log in to <strong>Shopify Admin</strong></li>
3<li>Go to <strong>Settings → Payments</strong></li>
4<li>Scroll down to <strong>Payment capture method</strong></li>
5<li>Select <strong>"Manually"</strong> — Authorize payment at checkout and capture manually</li>
6<li>Click <strong>Save</strong></li>
7</ol><div class="help-callout help-callout--note">7-day limit: Shopify Payments authorizations expire after 7 days. Always capture payment within this window after editing is complete in Account Editor.</div><div class="help-callout help-callout--note">ℹ With Manual capture enabled, every new order arrives in <code>Authorized</code> state. Business Central only imports Paid orders — so the order stays invisible to BC until you capture payment after editing.</div><hr /><h2> Step 2 — Connect Your Shopify Store to Business Central</h2><p>Set up the connection between your Shopify store and Business Central using the Shopify Shop Card.</p><ol>
8<li>Log in to <strong>Business Central</strong></li>
9<li>Press <strong>Alt + Q</strong> (Tell Me search) and type <strong>Shopify Shops</strong> → press Enter</li>
10<li>Click <strong>New</strong> to create a new shop connection</li>
11<li>In the <strong>Code</strong> field, enter a short name for your store (e.g. <code>SHOPIFYUS</code>)</li>
12<li>In the <strong>Shopify Admin URL</strong> field, enter your store URL: <code>myshopify URL</code></li>
13<li>Turn on the <strong>Enabled</strong> toggle</li>
14<li>Review and accept the terms and conditions</li>
15<li>If prompted, sign in to your Shopify account and click <strong>Install App</strong></li>
16</ol><figure class="help-figure"><img src="/images/help/microsoft-dynamics-365-business-central-img.webp" alt="" loading="lazy" decoding="async" /></figure><div class="help-callout help-callout--tip">You can copy the URL directly from Shopify Admin (admin.shopify.com/store/{shop}

16) — Business Central will convert it to the required format automatically.</div><div class="help-callout help-callout--warn">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.</div><hr /><h2> Step 3 — Configure Order Synchronization Settings</h2><p>On your Shopify Shop Card, go to the <strong>Synchronization</strong> tab and scroll to the <strong>Order Synchronization and Processing</strong> section. Configure the following settings:</p><div class="help-table-wrap"><table><thead><tr><th><strong>Setting</strong></th><th><strong>Value</strong></th></tr></thead><tbody><tr><td>Auto Sync Orders</td><td><strong>ON</strong> — enables real-time webhook-based order notifications</td></tr><tr><td>Auto Create Sales Orders</td><td><strong>ON</strong> — automatically creates sales documents in BC when an order is imported</td></tr><tr><td>Auto Release Sales Orders</td><td><strong>ON</strong> — automatically releases the sales order after creation</td></tr><tr><td>Create Fulfilled Orders as Invoices</td><td><strong>ON</strong> — creates Sales Invoice for fulfilled or gift card orders</td></tr><tr><td>Archive Processed Shopify Orders</td><td><strong>ON</strong> — archives fully paid and fulfilled orders automatically</td></tr><tr><td>Sync Business Central Doc. No. as Attribute</td><td><strong>ON</strong> — adds BC document number to Shopify order for traceability</td></tr></tbody></table></div><figure class="help-figure"><img src="/images/help/microsoft-dynamics-365-business-central-img-2.webp" alt="" loading="lazy" decoding="async" /></figure><div class="help-callout help-callout--warn">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.</div><hr /><h2> Step 4 — Run Your First Manual Order Sync</h2><p>After connecting and configuring your shop, manually trigger the first sync to import existing Shopify orders into Business Central.</p><ol>
17<li>In Business Central, go to <strong>Shopify menu → select your shop → click Orders</strong></li>
18<li>In the ribbon, click <strong>Actions → Sync Orders from Shopify</strong></li>
19<li>A request page appears — leave filters blank for the first sync to import all orders</li>
20<li>Click <strong>OK</strong> — Business Central will import all available Shopify orders</li>
21<li>Refresh the Orders list — your Shopify orders will now appear</li>
22</ol><div class="help-callout help-callout--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.</div><div class="help-callout help-callout--note">Archived orders in Shopify cannot be imported. Go to Shopify Admin → Settings → General → Order Processing and turn off </strong>Automatically archive the order<strong> to prevent orders from being skipped.</div><hr /><h2> Step 5 — Set Up Automatic Paid Order Import via Job Queue</h2><p>Configure a recurring Job Queue entry so Business Central automatically imports only paid orders from Shopify every 5 minutes — no manual sync needed.</p><h3>Find the Job Queue Entry</h3><ol>
23<li>Press <strong>Alt + Q</strong> and search for <strong>Job Queue Entries</strong> → press Enter</li>
24<li>Look for the entry with <strong>Object ID 30104</strong> — Sync Orders from Shopify</li>
25<li>Click the entry to open the Job Queue Entry Card</li>
26</ol><figure class="help-figure"><img src="/images/help/microsoft-dynamics-365-business-central-img-3.webp" alt="" loading="lazy" decoding="async" /></figure><h3>Configure the Job Queue Entry</h3><ol>
27<li>Click <strong>Set On Hold</strong> in the top ribbon to enter edit mode</li>
28<li>In the Recurrence section, turn <strong>ON</strong> all days: Monday through Sunday</li>
29<li>Set <strong>No. of Minutes between Runs</strong> = <code>5</code></li>
30<li>Set <strong>Starting Time</strong> = <code>12:00:00 AM</code> and <strong>Ending Time</strong> = <code>11:59:59 PM</code></li>
31</ol><figure class="help-figure"><img src="/images/help/microsoft-dynamics-365-business-central-img-4.webp" alt="" loading="lazy" decoding="async" /></figure><h3>Set the Paid Orders Filter</h3><ol>
32<li>Go to <strong>Shopify menu → Shops → your shop → Actions → Sync Orders from Shopify</strong></li>
33<li>On the request page that opens, set <strong>Financial Status</strong> = <code>paid</code></li>
34<li>Click <strong>Send to Job Queue</strong> — this saves the filter directly to the Job Queue entry</li>
35</ol><h3>Activate the Job</h3><ol>
36<li>Return to the Job Queue Entry Card</li>
37<li>Click <strong>Set Status to Ready</strong> in the top ribbon</li>
38<li>Status should now show <strong>Ready</strong> — the job will run every 5 minutes automatically</li>
39</ol><div class="help-callout help-callout--note">Setup complete! Business Central will now automatically import only paid Shopify orders every 5 minutes. No manual sync required.</div><div class="help-callout help-callout--note">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.</div><hr /><h3>Automate Payment Capture with Shopify Flow</h3><h2> Step 6 — Import the Account Editor Delayed Master Flow</h2><p>The Account Editor Delayed Master Flow is a pre-built Shopify Flow automation that holds payment capture for a configurable grace peri

39od, then captures automatically — triggering ShipBob to download the finalized order.</p><ol>
40<li>Download the <strong>Account Editor Delayed Master Flow</strong> file (provided with this guide)</li>
41<li>In Shopify Admin, go to <strong>Apps → Shopify Flow</strong></li>
42<li>Click <strong>Import</strong> and select the downloaded <code>.flow</code> file</li>
43<li>Configure the <strong>grace period timing</strong> to match your editing deadline (e.g., <strong>30 minutes</strong>)</li>
44<li>Click <strong>Activate</strong> to enable the Flow</li>
45<li>Click <strong>Save</strong></li>
46</ol><a class="help-download" href="https://drive.google.com/file/d/1dQ9pnbumzyJNy_NKW6JCSaF1aHCUOmUu/view?usp=sharing" target="_blank" rel="noopener noreferrer"><i class="ph ph-arrow-down" aria-hidden="true"></i>Download Account Editor Delayed Master Flow</a><div class="help-callout help-callout--note">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 <code>Authorized</code> to <code>Paid</code>. ShipBob then downloads the order with all edits included.</div><h3>Common Issues & Fixes</h3><div class="help-table-wrap"><table><thead><tr><th><strong>Issue</strong></th><th><strong>Likely Cause</strong></th><th><strong>Fix</strong></th></tr></thead><tbody><tr><td>Orders not appearing in BC after store connection</td><td>Manual sync not triggered yet</td><td>Go to Shopify → Orders → Actions → Sync Orders from Shopify → OK</td></tr><tr><td>BC imports order before Account Editor editing is done</td><td>Payment capture not set to Manual in Shopify</td><td>Go to Shopify Admin → Settings → Payments → set capture method to Manually</td></tr><tr><td>Job Queue not running automatically</td><td>Status is On Hold or days not configured</td><td>Open Job Queue Entry 30104 → enable all days Mon–Sun → Set Status to Ready</td></tr><tr><td>All orders importing — paid filter not working</td><td>Financial Status filter not saved to Job Queue</td><td>Use Actions → Sync Orders from Shopify → set paid filter → Send to Job Queue</td></tr><tr><td>Orders list shows "There is nothing to show"</td><td>No sync has been run yet</td><td>Trigger manual sync first — then Job Queue handles subsequent imports</td></tr><tr><td>Archived Shopify orders not importing</td><td>Orders archived in Shopify before import</td><td>Shopify Admin → Orders → Unarchive the order, then sync again</td></tr><tr><td>Sales documents not created after order import</td><td>Auto Create Sales Orders toggle is OFF</td><td>Shopify Shop Card → Synchronization tab → turn ON Auto Create Sales Orders</td></tr><tr><td>Authorization expired before payment capture</td><td>7-day Shopify Payments window missed</td><td>Capture payment within 7 days — set up Shopify Flow to automate this</td></tr><tr><td>Pop-up blocked during store connection</td><td>Browser blocking BC pop-up for Shopify token</td><td>Allow pop-ups for Business Central in browser settings and retry Enabled toggle</td></tr></tbody></table></div><hr /><h3>Best Practices</h3><ul>
47<li>Always set Shopify payment capture to <strong>Manual</strong> before going live with this integration</li>
48<li>Use <strong>Shopify Flow</strong> to automate the editing window timeline — never rely on purely manual capture</li>
49<li>Edit orders in Account Editor <strong>before capturing payment</strong> for the cleanest BC import</li>
50<li>Set Job Queue to run every <strong>5 minutes</strong> for near real-time paid order imports</li>
51<li>Always map Shopify locations to BC locations before the first sync</li>
52<li>Turn off <strong>Automatically archive the order</strong> in Shopify General settings to prevent import gaps</li>
53<li>Check the <strong>Shopify Orders to Import</strong> page in BC to diagnose import errors — the <strong>Has Error</strong> field shows failures</li>
54<li>Use the <code>processed_by_AE</code> tag in Shopify Flow to track which orders went through the Account Editor review window</li>
55</ul><hr /><h3>Need Help?</h3><p>If orders still do not sync correctly after following this guide, contact Account Editor Support and share:</p><ul>
56<li>Your Shopify store URL</li>
57<li>Screenshot of Business Central → Shopify Shop Card → Synchronization tab</li>
58<li>Screenshot of Job Queue Entry 30104 settings</li>
59<li>Screenshot of Shopify Admin → Settings → Payments (capture method)</li>
60<li>The affected Shopify order number(s)</li>
61</ul>`;export{t as default};
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