This section explains the details of what is synchronised from Dynamics 365 to Xero.
Note that Contacts and Products will only be synced if you have Create new contacts in Xero and Create new Products in Xero set to Yes in your Connectorly Settings.
Invoices
The following Invoice fields are synced from Dynamics 365 to Xero
Dynamics 365 | Xero |
Invoice ID | Invoice number (if Use Xero invoice number is set to No and Use invoice name set to No on the Connectorly Settings page) |
Invoice Name | Invoice number (if Use Xero invoice number is set to No and Use invoice name set to Yes on the Connectorly Settings page) |
Invoice Currency | Invoice Currency |
Date Delivered | Invoice Date |
Due Date | Invoice due date (If set, otherwise Xero will calculate it and we sync it back to Dynamics 365) |
Invoice Type
| Entity:
|
Line Amount Types
| Amounts Are
|
Branding Theme | Branding Theme |
Customer | Contact (see Contacts section) |
Description | The first 30 character will be set as Reference in Xero. |
Write-In Invoice Product records | Invoice Lines with
|
Write-In Invoice Product records | Invoice Lines with
will be created in Xero as "just description" line. |
Existing Product Invoice Product records | Invoice Lines with
|
Logic
Invoices are unidirectional, meaning they are transferred one-way from Dynamics 365 to Xero.
Account totals are synced back from Xero to Dynamics 365. See What is synchronised from Xero to Dynamics 365?
Contacts
The following fields are synced from Dynamics 365 Accounts or Contacts to Xero Contacts.
Dynamics 365 | Xero |
Account Name/Contact Full Name | Contact Name |
Phone | Phone |
Address1 and Address2 | Address |
City | City/Town |
State/Province | State/Region |
Country/Region | Country |
Zip/PostalCode | Postal / Zip Code |
Logic
Customers are unidirectional, meaning they are transferred one-way: from Dynamics 365 Customers to Xero Contacts when the Dynamics 365 customer has the first invoice synced.
If a Dynamics 365 Customer doesn't have an equivalent Xero Contact, it will then be created in Xero.
If a Dynamics 365 Customer has an equivalent Xero Contact it will then be used as it is.
In Xero, the Contact full name is a Unique Key by itself, meaning no two "John Smith" are allowed to exist. In case of homonyms, the existing Xero Contact will be used! So this means you need to pay attention and ensure full names are different in Dynamics 365 for different Customers.
If a Dynamics 365 Customer is updated, the changes won't be automatically applied to Xero. You need to manually amend in Xero.
The Amount Due for a Customer is synced back to Dynamics 365. See What is synchronised from Xero to Dynamics 365?
Products
The following fields are synced from Dynamics 365 Invoice Existing Products to Xero Items.
Dynamics 365 | Xero |
Invoice Product Code | Item Code |
Invoice Product Name | Item Name |
Invoice Product Price Per Unit | Item Unit Price |
Invoice Product Account Code | Item Sales Account Code |
Invoice Product Tax Type | Item Sales Tax Rates |
Logic
Products are unidirectional, meaning they are transferred one-way: from Dynamics 365 Products to Xero Items when the Dynamics 365 product appears on a synced invoice for the first time.
If a Dynamics 365 Product doesn't have an equivalent Xero Item it will then be created in Xero.
If a Dynamics 365 Product has an equivalent Xero Item it will then be used as it is.
If a Dynamics 365 Product is updated, the changes won't be automatically applied to Xero. You need to manually amend in Xero.
Write-in products on Dynamics 365 invoices are not be created in Xero as Xero Items, but will be appear in the invoice line description.