Dynamics GP for Shopify-1

Microsoft Dynamics GP Shopify Integration – The Native Module

Why Choose a Native Dynamics GP Module?

Unlike generic connectors that rely on third-party clouds, the x2x Shopify Connector installs directly inside your Dynamics GP environment.

No Middleware Costs

Stop paying monthly subscription fees for cloud bridges.

Secure Data Transfer

Your financial data never leaves your firewall; it flows directly via SQL.

Microsoft Certified

Built on Microsoft’s eConnect API to ensure data integrity.

Complete Ecosystem Sync

A continuous, automated loop. Data flows accurately between your ERP and Storefront.

Shopify

SOURCE

INBOUND TO GP ↓

✓
Sales orders with tax, shipping, and payment details.
✓
Customer data creation and profile updates.
✓
Tax rates and shipment methods mapping.
✓
Order fulfillment and payment status sync.

⇄

Dynamics GP

SOURCE

OUTBOUND TO SHOPIFY ↑

✓
Categories and sub-categories structure sync.
✓
Simple and matrix items with pricing.
✓
Inventory counts and product images.
✓
B2B Customer data and collections.

How Our Integration Works

Seamless data flow between Dynamics GP and Shopify, explained.

From Dynamics GP to Shopify

Categories and sub-categories.

Simple and matrix items with pricing.

Inventory counts and product images.

Customer data and collections.

From Shopify to Dynamics GP

Sales orders with tax, shipping, and payment details.

Customer data creation and updates.

Tax rates and shipment methods.

Order fulfillment and payment status.

Advanced Inventory & Matrix Item Management

Native Matrix & Variant Support Most connectors fail at handling Shopify Variants. We solve this natively inside GP.

Parent-Child Mapping

Seamlessly link Shopify Variants (Size/Color) to Dynamics GP Items.

Real-Time Sync

Inventory updates in GP reflect instantly on Shopify to prevent overselling.

Smart Catalog

Create Collections in GP and upload them to Shopify automatically.

Financial & B2B Pricing

Precision Finance Control:

B2B Pricing

Push your existing GP Price Levels to Shopify. Assign specific price lists to specific Customer Class IDs.

Payment Logic

The system captures the Pre-Authorized amount only when the order is invoiced in GP.

Multi-Store Support

Download orders from different Shopify stores into different GP Company Databases.

Logistics & Fulfillment

Automated Shipping Updates:

Tracking Sync

Enter a tracking number in GP, and the system instantly updates Shopify to "Fulfilled" and notifies the customer.

Smart Routing

Route orders to specific GP Site IDs based on inventory availability.

x2x Intelligent Hub

The Shopify Connector for GP Core Engine

Advanced logic built natively inside your ERP to handle complex retail and wholesale scenarios.

ADD-ON FEATURE

Advanced Matrix Items

Handle Parent and Child items natively. Use our Excel Utility to assign attributes (Size/Color) and link existing GP items to new Parents.

Parent: T-SHIRT-MASTER

├── Variant 1:

SIZE: L | RED LINKED

├── Variant 2:

SIZE: M | BLUE LINKED

└── Utility: EXCEL_ASSIGN_COMPLETE

ORDER MODIFICATION

Bi-Directional Order Sync

When an order is modified in Shopify, it updates GP. If amounts change, we handle the re-authorization or cancellation of the original pre-auth.

Order #1024: Modified in Shopify

↓ Sync Action: UPDATING GP ORDER...

↓ Pre-Auth: ORIGINAL_VOIDED

✓ New Auth: RE-AUTHORIZED_SUCCESS

CUSTOMER SYNC

Automated B2C Creation

Automatically assign a specific "Customer Class ID" and "GP Number Series" to new web customers. Ensure correct Price Levels are applied.

New Customer: John Doe

├── Class ID: WEB_RETAIL_CLASS

├── GP ID: CUST00459 (Auto)

└── Price Lvl: RETAIL_PRICE_LIST

FULFILLMENT LOOP

Invoice-Triggered Fulfillment

Converting an Order to an Invoice in GP triggers fulfillment on Shopify. The customer is charged, and the tracking number is written back.

GP Action: CONVERT TO INVOICE

↓ Shopify: Update → FULFILLED

↓ Payment: CAPTURE_PRE_AUTH

✓ Tracking: SENT_TO_SHOPIFY

Process Wizard

Implementation Roadmap

Follow the 8-step journey to success, then choose your engagement model.

Discovery

Plan

Proto

Test

UAT

Deploy

GoLive

Support

★

Select

Phase 01: Discovery & Analysis

Self-Service

❌ Technical readiness check only.

Full-Service

✔ Deep Dive: We analyze your workflows & map requirements.

Phase 02: Project Planning

Self-Service

Client manages their own timeline.

Full-Service

✔ Roadmap: We define scope, milestones & dates.

Phase 03: Prototyping

Self-Service

❌ No Sandbox. Installed on Live Server (High Risk).

Full-Service

✔ Dedicated Sandbox: Safe build & validation.

Phase 04: Internal Testing

Self-Service

Client tests logic & data flows.

Full-Service

✔ Validation: x2x tests all data flows internally.

Phase 05: UAT & Training

Self-Service

"How-to" training only. No UAT help.

Full-Service

✔ Assisted UAT: We support testing until sign-off.

Phase 06: Deployment

Self-Service

Basic software installation.

Full-Service

✔ Migration: Moving verified config to Live.

Phase 07: Go-Live

Self-Service

Client manages switch-over.

Full-Service

✔ Managed Switch: Roll-back plan & Safety checks.

Phase 08: Support

Self-Service

2-Week Warranty (Bugs only).

Full-Service

✔ Hyper-Care: Live traffic support & adjustments.

Choose Your Model

Based on the roadmap, which level of service do you need?

Self-Service

For teams with internal experts

✔ Software License
✔ Basic Training
❌ No Sandbox
❌ No Business Analysis
❌ No Managed UAT

Select Self-Service

RECOMMENDED

Full-Service

Complete "Done-For-You" Implementation

✔ Dedicated Sandbox
✔ Detailed Business Analysis
✔ Managed Testing & UAT
✔ Safe Go-Live Execution
✔ Hyper-Care Support

Get Full-Service Quote

Choose Your Engagement Model

Compare the value at a glance. Most organizations choose Full-Service for a risk-free launch.

Self-Service

Ideal for teams with strong internal GP & technical expertise who just need the software.

✔ Software Installation
✔ Basic "How-to" Training
✔ 2-Week Software Warranty
✕ No Sandbox Environment
✕ No Business Analysis
✕ No UAT Assistance
✕ No Go-Live Management
✕ No Hyper-Care Support

Select Self-Service

RECOMMENDED

Full-Service

A complete turnkey solution. We handle the complexity, testing, and deployment for you.

✔ Software Installation
✔ Detailed Business Analysis
✔ Dedicated Sandbox Setup
✔ Managed UAT & Testing
✔ Safe Go-Live (Rollback Plan)
✔ 2-Week Hyper-Care (Live Support)
✔ Mapping Adjustments Included
✔ Project Manager Assigned

Get Full-Service Quote

x2x GP-Shopify Implementation

Self-Service Model vs Full-Service Model

FEATURES	Self-Service Model	Full-Service Model
Implementation Approach	1 step implementation. x2xsoftware is installed directly on live environment and live Shopify.	2 Step implementation. The x2x software is installed on sandbox environment and Shopify clone. X2x does complete setup and training, helps clients with UAT and on sign off, Implement the system on live environment
Responsibility & Training	Comprehensive training sessions to enable the client to perform all configuration, mapping, and testing. Client assumes full responsibility for business logic mapping, data synchronization setup, and User Acceptance Testing (UAT).	x2x does complete setup and training, helps clients with UAT and on sign off, Implement the system on live environment
Phase 1: Discovery	Scope limited to verify technical readiness for installation. No business process analysis is included in this model.	Full discovery by x2x to gain a comprehensive understanding of business operations and define technical requirements.
Phase 2: Planning	In the Self-Service Model, this task is to be performed by the client	Planning to create a roadmap, and to define the scope, ensure technical readiness.
Phase 3: Prototype - Test Environment	No Test Environment is set in the Self-Service model. The program is installed directly on production environment and live Shopify	Setting up Test Environment setup to build and configure the integration in a sandbox environment to validate functionality.
Phase 4: Internal Testing	Internal Testing requires Test Environment which is not set in the Self-Service model.	Internal Testing is conducted on the test environment with the objective of rigorously testing the integration configuration before exposing it to users.
Phase 5: Training / User Acceptance Testing (UAT)	Configuration Training (Knowledge Transfer) with the objective of training the client’s technical team on how to configure the integration by the client	Comprehensive User Training and assistance with User Acceptance Testing (UAT). Objective: to empower users and validate the system meets business requirements.
Phase 6: Deployment on Live Environment	Installation of x2x Core Engine and x2x BC (Shopify) Module. Confirm the application launches successfully on the server. Verify connectivity ports between the server and the external internet (for Shopify API) are open.	Move the validated configuration to production. Document all final mappings and settings for client records. Install x2x on the production server and import the finalized configuration.
Phase 7: Go Live	Go Live (Client Managed) - The client switches the integration from "Testing" to "Live Production" status.	Go Live - The official switch to the live integration. Setting up change window, roll back plan, and execute the final checklist
Phase 8: Go Live Support	2-week Normalization/Warranty. Support limited to software issues stopped service, installation corruption. Support for Self-service does not cover configuration changes, mapping adjustments, or "how-to" questions.	Go Live Support to ensure stability and provide warranty coverage during the 2-week Normalization/Warranty Period. Immediate availability to address issues arising from live traffic. Fixing any in-scope issues at no additional cost.
PRICE (ONE TIME)	───────────────	───────────────