Reconciliation of Shopify Orders

(1) Share

Report

Posted on by Lianne.Elzenga

Hi community members,

My customers is working with Shopify and Business Central.

Orders are created in Shopify and synced to BC.

Fulfillment and invocing is done in Business Central.

We run into the following challenge: orders are paid in Shopify via a payment provider.

The payment providers does a bulk-payment and separately shares a list with details per order. This list with details containt the Shopify Order Id.

We want to macht these payments in BC in with the customer ledger entries. The Shopify Id is not available on the customer ledger entries (only on the posted sales invoice).

Does anyone have a suggestion on how to easily reconcile the shopify orders with the bulk payment?

Does anyone know if it is possible to automatically add the Shopify ID to the customer ledger entries?

Thank you in advance for your inpunt on this topic.

Best regards,

Lianne Elzenga

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (4)

Answers (1)

Suggested answer

Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

Like (2)

Report
Copy link

Link copied!

Hi

I advise you to also check or ask on the official Yammer/Viva Engage channel of Shopify.

Viva Engage : Dynamics 365 Business Central Partner Community (Formerly: Development) : Shopify Connector for Business Central : Nuevas conversaciones

Best

GR

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 22,130 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

if it helps: https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/smb/dynamics365-business-central/reconcile-payment-transactions-shopify-invoices

Was this reply helpful? Yes No
Verified answer

Valentin Castravet 32,208 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

If standard functionality doesn't transfer this field you can also look into customizing the integration to add this field, or a simple power automate flow to bring the data in this field over i.e. you can bring it to unposted sales orders prior to posting the orders

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

Was this reply helpful? Yes No
Lianne.Elzenga 45 on at

Like (0)

Report
Copy link

Link copied!

For this case we will implement a small customization to add the payment ID of the first Shopify Order Transaction in the external order number of the order.

This Payment ID is part of the file that we receive from our Payment Provider. With the Payment ID on both sides (customer ledger entry & file from Payment Provider) we are able to easily execute the reconciliation.

Thank you all for your input to this case!

Best regards,

Lianne Elzenga

Was this reply helpful? Yes No