DBSync Cloud Workflow (iPaaS)

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DBSync for Microsoft Dynamics CRM & Shopify integration template is easy to use integration solution to integrate . It integrates 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. It offers 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 The seamless solution integrates Microsoft Dynamics CRM Accounts, Invoice Module and Products with Shopify Customer / Sales channels, Orders and Products respectively. DBSync with an automatic  DBSync's automatic online update , enables its customers to enjoy all the product updates and features that come with every new release.

Track Order Fulfilment, AR and Inventory Update effectively.

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

The template of Microsoft Dynamics CRM and Shopify comes come 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 . It is 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 constitutes retrieving data from the product Product object of the Microsoft Dynamics CRM and, integrating it with Shopify as products.

    2. Opportunity Integration: The opportunity Opportunity integration data flow constitute of constitutes retrieving data from the opportunityOpportunity/order Order and opportunitylineOpportunityline/orderline items Orderline Items object of Microsoft Dynamics CRM and integrating it 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 . It is 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 constitutes retrieving data from the channelChannel/customer Customer object of Shopify and integrating it with Microsoft Dynamics CRM as Accounts.
    2. Product Integration: The product Product integration data flow constitutes retrieving data from the product Product object of Shopify and integrating it with the Microsoft Dynamics CRM as productsProducts.
    3. Any Entity/Table Integration: The table/any entity integration data flow constitutes retrieving data from the table/any entity of Shopify and integrating it with the Microsoft Dynamics CRM as a custom Custom object.

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Prerequisites For Integration

To Take following steps 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 Have a valid usernameUsername, passwordPassword, account id Account ID to access Shopify web service and, and application Application ID.
    • Should have Have a valid usernameUsername, password Password of the Microsoft Dynamics CRM production instance.
    • The connections have been rightly configured to the Rightly configure connections to respective applications via connector page of this the standard template provided by DBSync.

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  1. Go to www.mydbsync.com & register for a Free Trial. Ensure that Source & Target Adapters Microsoft Dynamics CRM & Shopify respectively and fill in the user User registration form to complete registration.
  2. An email would have been Email will be triggered from dbsync-notification@mydbsync.com to the registered email idEmail ID. Click on the activation link to activate your DBSync account.
  3. Login to your DBSync account, click . Click on template library and Import 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 . Configure Microsoft Dynamics CRM and Shopify connectors respectively by following the steps as listed in the link Shopify Connector.
  5. Now run Run the integration by following the steps listed in the latter section of "Running The Integration".

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DBSync integration of Salesforce & Shopify can be triggered by:

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

Using the Clicking "Run Now" button from DBSync platform.

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

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