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 the 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 255 characters will be set as Reference in Xero. This behaviour can be switched off under Connectorly Settings. |
Write-In Invoice Product records | Invoice Lines with
|
Write-In Invoice Product records | Invoice Lines with
will be created in Xero as a "just description" line. |
Existing Product Invoice Product records | Invoice Lines with
|
Updates from Dynamics 365 to Xero
Xero invoice | Information can be updated |
Non-Paid Invoice and Bill | Everything can be updated |
Paid Invoice | Only the following can be updated:
and on the invoice lines only:
|
Paid Bill | Cannot be updated |
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 |
Account Number/Contact Number | Account Number |
Phone | Phone |
Address1 and Address2 | Address |
City | City/Town |
State/Province | State/Region |
Country/Region | Country |
Zip/PostalCode | Postal / Zip Code |
Additional People | For Accounts, the Connectorly process will check if there is any related contact with the "Include in Xero emails" option and it will create them against the Xero Contact as Additional People (Xero allows only 5 additional people against a contact) If a Dynamics 365 Account has primary contact that will be pushed into Xero automatically. |
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's 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! This means you need to pay attention and ensure full names are different in Dynamics 365 for different Customers.
Instead of matching the customer name (account or contact name on the invoice) with the Xero contact, you can also match your contacts on the Account Number. In this case, the customer name can be different in the two systems. If you wish to use this feature you need to enable it under Connectorly Settings. Also, make sure the Allow contact update is not enabled if you wish to prevent updating the matched contact from the information in Dynamics 365.
If a Dynamics 365 Customer is updated, the changes won't be automatically applied to Xero. If you wish to allow update Accounts/Contacts from Dynamics 365 to Xero you need to enable this option under Connectorly Settings.
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 it in Xero.
Write-in products on Dynamics 365 invoices are not created in Xero as Xero Items but will appear in the invoice line description.