Dynamics365 CRM to Xero Integration
Learn how to use the Dynamics365 CRM to Xero Integration in DBSync Cloud Workflow
Introduction
DBSync’s Dynamics365 CRM to Xero Integration provides a robust and easy-to-use solution for synchronizing financial and operational data between Dynamics365 to Xero.
This integration supports the following object mappings:
Dynamics365 CRM: Accounts, Products, SalesOrder, Quotes, Payments
Xero: Customers, Items, Invoice & Invoice Line Items/Sales Quote & Sales Quote Line Items, Invoice Payments.
In addition to the real-time synchronization, DBSync also supports the migration of historical Accounts Receivable data from Xero to Dynamics365 CRM, making it useful for data consolidation. The integration comes equipped with pre-built field-to-field mappings. It also provides the flexibility to accommodate complex or dynamic mapping requirements, based on the business logic.
DBSync's automatic update mechanism ensures that customers receive the latest features and enhancements with every new product release, without requiring manual intervention.
Data Flow
An example of the data flow for the integration between Dynamics365 CRM to Xero is shown in the table below.
Accounts
Customers
Products
Items
Opportunity & Opportunity Line Items
Invoice & Invoice Line Items/Sales Quote & Sales Quote Line Items
An example of the data flow for the integration from Xero to Dynamics365 CRM is shown in the table below.
Invoice Payments
Invoice
Process to run the Integration
To utilize the pre-built Dynamics365 CRM to Xero Integration template, follow the below steps:
1. Add the Template
From the home screen, click Add Template.
Select the Dynamics365 CRM to Xero Integration Template which supports bi-directional workflows between Dynamics365 CRM and Xero.
The template will be added to your Projects.
2. Connect Applications
Select the template to open the Task screen.
Click Setup to launch the setup wizard.
Under the Connect tab, confirm both Dynamics365 CRM and Xero are connected.
Click Test Connection under Advanced Properties to ensure proper linkage.
Configuration Forms
The Setup screen provides you with multiple pre-populated forms to configure the sync.
A. Dynamics365 CRM Accounts → Xero Contacts
Use this form to update all Accounts records from Dynamics365 CRM and push them into Xero as Contacts. The form is pre-populated with answers for the tabs and you can modify them based on need.
The form has the following fields already pre-populated with mapping:
Do you want to create/update your Customers in Xero? Select Yes or No in order to update Accounts fromDynamics365 CRM to Xero as a Customer.
Select Dynamics365 CRM object that you want to integrate with Xero Customers Select the Dynamics365 CRM object such as Account, Contacts etc from the drop down menu. For example, choose Account.
Customer Integration ID This is the customer id generated from Xero to create a one to one relationship between records.
Customer Name, Email, Phone, Billing and Shipping Information is mapped into Xero. This means that these child fields will be synced into Xero with the same information from Dynamics365 CRM.
B. Dynamics365 CRM Products → Xero Items
Use this form to sync Dynamics365 CRM Products as Xero Items. The form is pre-populated with answers for the tabs and you can modify them based on need.
The form has the following fields already pre-populated with mapping:
Do you want to create/update Dynamics365 CRM Products in Xero? Choose Yes or No from the drop-down to add Items from Dynamics365 CRM to Products on Xero.
Select the Dynamics365 CRM object that you want to integrate with Xero Items Select the Dynamics365 CRM object as 'Product' to add product information from Dynamics365 CRM to Xero.
C. Dynamics365 CRM Opportunities → Xero Invoices/Sales Quote
Use this form to generate invoices/sales quotes in Xero based on closed-won Opportunities in Dynamics365 CRM.
Select Dynamics365 CRM object that you want to integrate with Xero Transactions Choose the object from Dynamics365 CRM to retrieve/map the information into QuickBooks in order to create a transaction: for Eg; Invoice.
What kind of transaction do you want to generate on Xero? Choose the object from QuickBooks to retrieve/map the information into Dynamics365 CRM in order to create a transaction: Invoice/Quote
The rest fields are pre-populated and already mapped with Xero.
D. Xero → Dynamics365 CRM Payment
Use this form if you want to sync the Payments from Xero to Dynamics365 CRM.
Do you want to create a Transaction Receivable in Dynamics365 CRM? Choose 'Yes' or 'No' to enable the sync which will update the receivable information for a customer invoice in Dynamics365 CRM.
What kind of Transactions Receivable do you want to generate? Define the receivable you want to Generate: Invoice/Quote
Select Dynamics365 CRM object that you want to integrate with Xero Payment Define the Dynamics365 CRM object you want to sync the payment to. E.g. Invoice.
Run or Schedule Integration
Once configuration is complete:
Click Run Now to execute the sync immediately.
Or click Next to schedule the integration.
To schedule:
Set Start Date and Start Time.
From the Repeat dropdown, select frequency: Minutes, Hours, or Days.
If Minutes is selected, specify the interval.
Click Save to apply or Cancel to discard changes. Use Previous to modify settings and Finish to confirm.
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