Xero Connector for Dynamics 365
Synchronise Microsoft Dynamics 365 with Xero accounting software
Preact is developing a connector that automatically syncs data to Xero accounting from Dynamics 365 to shortcut processing time and improve data accuracy. In this initial release, data is synchronised from Account and Contact records.
When a new Account record is created in Dynamics 365 this is automatically applied to Xero as a Contact. Through our connector, new Dynamics 365 Contact records are automatically pushed to Xero as a Contact Person.
Dynamics users are able to verify synchronisation is successful by checking the Xero Contact ID on the main account form which should be populated.
Updating / Deleting Records
When field data is updated on Account and Contact records in Dynamics 365 that are synchronised with a Xero Contact or Contact Person these changes will automatically be applied.
If a synchronised Account or Contact is subsequently deleted in Dynamics, the corresponding record will also be deleted in Xero.
For Primary Contacts that are defined on a Dynamics 365 account that is synchronised with Xero, these contacts will be added as a Xero Primary Person.
Additional Dynamics 365 Contacts
When a new Dynamics 365 contact is created against an account that is already synchronised with Xero the new record will be added to the existing Xero Contact.
Any subsequent changes to synchronised Dynamics 365 contact records, for example a new email address, will reflect on the linked Xero Contact Person.
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Can data be synchronised from Xero to Dynamics 365?
Currently this connector is a one way synchronisation process from Dynamics to Xero accounting.
Will the connector pickup our existing Dynamics 365 Accounts and Contacts and sync these to Xero?
An automated workflow can be applied that will retrospectively synchronise Accounts and Contacts to Xero.
What action will a Dynamics user need to take to create a new account in Xero?
When the connector is deployed, upon creating the new Account record in Dynamics the automated process will sync these new records to Xero as Contact records.
What technology is this connector built on?
The Xero connector is developed using Azure Logic Apps.
What further updates are planned?
We are developing further capabilities that include expanding sync processes to include Dynamics 365 Orders and Products.