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What is synchronised from Dynamics 365 to Xero?
What is synchronised from Dynamics 365 to Xero?

Rules and mappings we use

Laszlo Molnar avatar
Written by Laszlo Molnar
Updated over a week ago

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

  • Sales Invoice

  • Purchase Invoice

  • Credit Note

Entity:

  • Sales Invoice

  • Bill

  • Credit note

Line Amount Types

  • Exclusive

  • Inclusive

  • No Tax

Amounts Are

  • Tax Exclusive

  • Tax Inclusive

  • No Tax

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

  • No ProductCode

  • Description

  • Quantity

  • Unit Price

  • Discount

  • Account Code

  • Tax Rate

  • Tracking Option 1

  • Tracking Option 2

Write-In Invoice Product records

Invoice Lines with

  • Not ProductCode

  • Description

  • Quantity = 0

  • Unit Price = 0

will be created in Xero as "just description" line.

Existing Product Invoice Product records

Invoice Lines with

  • ProductCode (see Products section)

  • Description

  • Quantity

  • Unit Price

  • Discount

  • Account Code

  • Tax Rate

  • Tracking Option 1

  • Tracking Option 2

Logic

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.

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