HexaSync Profile Setup Guide for Shopify and Microsoft Dynamics 365 Business Central (2025)

What is a HexaSync Profile Shopify and Microsoft Dynamics 365 Business Central?

A HexaSync Profile is a pre-configured setup that manages data flow between two systems. In this case, it handles the connection, data mapping, scheduling, and synchronization between Shopify and Dynamics 365 Business Central. The implementation process includes initialization, data mapping, synchronization validation, and automation setup.

For more technical details, see our HexaSync Profile Specification for Shopify and Dynamics 365 Business Central integration, including task flows, scheduler setup, and error handling.

Step 1: Initialize the HexaSync Profile

Connect HexaSync to Your Shopify Store

Before any data can be synchronized, you need to link HexaSync to your Shopify store. You can get started by signing into the HexaSync Integration Dashboard to create a new profile, connect your systems, and manage synchronization.

• Step 1.1: Clean Up Data to Prepare for Integration
  Ensure your Shopify data is free from duplicates, missing fields, or errors before proceeding. This minimizes synchronization issues later.
• Step 1.2: Approve HexaSync Collolaborator Request
  Share your Shopify store link and Collolaborator Request Code with team@beehexa.com
• Step 1.3: Review Shopify Data on HexaSync
  Once the Collaborator Request is approved, HexaSync will fetch a snapshot of your current Shopify data including products, inventory, customers, and orders.

Connect HexaSync to Microsoft Dynamics 365 Business Central

• Step 1.4: Clean Up Data to Prepare for Integration
  Validate that all essential fields (like SKU, Customer ID, Location Code) are populated to prevent sync errors.
• Step 1.5: Initialize the HexaSync Business Central Connector
  Provide your Business Central credentials and configure the environment (Sandbox/Production) in HexaSync.
• Step 1.6: Review Business Central Data on HexaSync
  Similar to Shopify, HexaSync pulls ERP records like Items, Customers, Sales Orders, and Inventory levels.

HexaSync Profile Ownership Transfer

To start integrating systems, HexaSync will create a HexaSync Profile, which stores and manages data between Shopify and Business Central and defines the synchronization settings. Once the authorization with Shopify and Business Central are completed, HexaSync will transfer the profile ownership to the store owner, so that they can manage their data.

• Step 1.7: Sign up for a new account at HexaSync Automation Engine 
  Sign up by email or log in with your Google/Microsoft account
• Step 1.8: Accept HexaSync invitation to your profile
  After initializing your Shopify and Business Central Profile, HexaSync will transfer the ownership to you via email

Step 2: Map Shopify and Business Central Data

Mapping ensures both systems understand each other’s data format. This step is crucial for accurate synchronization.

• Warehouse/Location Mapping Map Shopify locations to Business Central warehouses for accurate stock tracking.
• Inventory Mapping Link Shopify SKUs with Business Central Item Numbers, including quantities per warehouse/location.
• Product Mapping Match product names, descriptions, images, prices, and attributes across both platforms.
• Customer Default Information Align customer information such as email, phone number, billing/shipping addresses.
• Customer Addresses Sync billing and shipping addresses for each customer.
• Sales Order Auto-sync orders from Shopify to Business Central with full details.

Step 3: Review HexaSync Metrics to Detect Invalid Data

Unmapped data or formatting issues are common causes of sync failures. Use HexaSync’s Metrics to:

• Identify missing mappings.
• Detect invalid field formats (e.g., missing SKUs, empty customer fields).
• Guide customers to fix invalid data, and remove duplicates.

Step 4: Review Data Synchronization Tasks Manually

Before automating, test each synchronization task manually to ensure proper configuration.

• Inventory Sync
  Test real-time updates from Business Central to Shopify when stock levels change.
• Product Sync
  Confirm product data pushes successfully between the two platforms.
• Order Sync
  Place a test order on Shopify and verify its appearance in Business Central Sales Orders.
• Customer Sync
  Validate customer information linked with their sales orders synced from Shopify in Business Central.

Step 5: Turn on Schedulers for Automatic Sync

Once manual tests pass, enable the HexaSync Scheduler to automate synchronization.

• Inventory: Sync every X minutes
• Orders: Sync every X minutes
• Products & Customers: Daily or hourly depending on your business flow

Pro Tip: Use the HexaSync Dashboard to monitor success/failure logs for each task.

Step 6: Customization and Iteration

Your business may have unique workflows or custom fields. HexaSync allows for flexible customization:

• Add or remove fields in synchronization logic.
• Set conditional sync rules (e.g., only sync paid orders).
• Handle custom Shopify metafields or Business Central dimensions.

After custom development, repeat mapping and testing steps to validate the new setup.

Summary

Integrating Shopify with Microsoft Dynamics 365 Business Central using HexaSync ensures real-time visibility, operational efficiency, and reduced manual entry. By following this implementation guide, you’ll have a robust setup ready to scale with your business.

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