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Overview

DBSync for Microsoft Dynamics CRM & Shopify integration template is easy to use integration solution to integrate Microsoft Dynamics CRM Accounts, Products, and  Opportunities with Shopify Customers, Products and Opportunities.

DBSync provides bidirectional integration between Microsoft Dynamics CRM and Shopify with the pre-built, customizable field-to-field mappings along with flexibility for more complex and dynamic mapping and data transformation capabilities.

It is an easy to use solution to integrate Microsoft Dynamics CRM Accounts, Invoice Module and Products with Shopify Customer / Sales channels, Orders and Products respectively. DBSync with an automatic online update, enables customers to enjoy all the product updates and features with every new release.

Track Order Fulfilment, AR and Inventory Update effectively.

Data Flow

The data flow of bidirectional integration between Microsoft Dynamics CRM & Shopify is shown in the below table.

The template of Microsoft Dynamics CRM and Shopify comes as one project with the following data flows:

  1. Data flow from Microsoft Dynamics CRM to Shopify: This section explains the data flow from Microsoft Dynamics CRM to Shopify platform and presented as per entity so that readers can understand the integration requirement and configure their template without any help from DBSync support team.


    1. Product Integration: The product integration data flow constitute of retrieving data from the product object of the Microsoft Dynamics CRM and integrating with Shopify as products.

    2. Opportunity Integration: The opportunity integration data flow constitute of retrieving data from the opportunity/order and opportunityline/orderline items object of Microsoft Dynamics CRM and integrating with Shopify as Orders and Orderline items.

  2. Data flow from Shopify to Microsoft Dynamics CRM: This section explains the data flow from the Shopify platform to  Microsoft Dynamics CRM and presented as per entity so that the readers can understand the integration requirement and configure their template without any help from DBSync support team. 

    1. Account Integration: The customer integration data flow constitute of retrieving data from the channel/customer object of Shopify and integrating with Microsoft Dynamics CRM as Accounts.
    2. Product Integration: The product integration data flow constitutes retrieving data from the product object of Shopify and integrating with the Microsoft Dynamics CRM as products.
    3. Any Entity/Table Integration: The table/any entity integration data flow constitutes retrieving data from the table/any entity of Shopify and integrating with the Microsoft Dynamics CRM as a custom object.

Prerequisites For Integration

To facilitate the data flow between Microsoft Dynamics CRM and Shopify, the user has to do the following

    • Have a valid license to DBSync Shopify and Microsoft Dynamics CRM connector.
    • Should have a valid username, password, account id to access Shopify web service, and application ID.
    • Should have a valid username, password of the Microsoft Dynamics CRM production instance.
    • The connections have been rightly configured to the respective applications via connector page of this standard template provided by DBSync.

Getting Started With DBSync

  1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters Microsoft Dynamics CRM & Shopify respectively and fill in the user registration form to complete registration.
  2. An email would have been triggered from dbsync-notification@mydbsync.com to the registered email id. Click on the activation link to activate your DBSync account
  3. Login to your DBSync account, click on template library and Import the Microsoft Dynamics CRM & Shopify - Bidirectional Integration template to your workspace.
  4. Clicking on "Launch Development studio" will redirect the user to connectors landing page, configure both of Microsoft Dynamics CRM and Shopify connectors respectively by following the steps as listed in the link Shopify Connector.
  5. Now run the integration by following the steps listed in the latter section "Running The Integration".

Running The Integrations

DBSync integration of Salesforce & Shopify can be triggered by

  1. Using the "Run Now" button from process listing page of DBSync.
  2. Using "DBSync scheduler".

Using the "Run Now" button from DBSync platform

The user has to login to DBSync with his valid credentials and hit the "Run Now" button from the process listing page or from the workflow listing page. 

Using DBSync Scheduler 

Scheduler available in DBSync account can be used to schedule the integrations and details pertaining to usage of DBSync scheduler is available from the link Scheduler

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