Connectorly for Microsoft Dynamics 365 and Xero
Support a richly integrated end-to-end workflow with Marketing, Sales and Quoting activities carried out in Microsoft Dynamics 365 Sales and Invoicing and Debt collection in Xero.
By Nick and 1 other2 authors33 articles
- Pre-requisitesThese are the things you need before you can use Connectorly for Microsoft Dynamics 365 and Xero.
- How to connect to Xero and Microsoft Dynamics 365 with ConnectorlyInstall our solution, connect to Dynamics 365 and then connect to Xero
- How to Install the Microsoft Dynamics 365 SolutionThe Connectorly managed solution for Microsoft Dynamics 365 extends a Dynamics 365 instance so it is compatible with Xero
- Connect to Microsoft Dynamics 365Connect to Microsoft Dynamics 365 to give Connectorly permission to access and work with your Dynamics 365 instance.
- How to connect to XeroThis step gives Connectorly permission to access information from your selected Xero Organisation.
- Sync your First InvoiceSetup your invoice in Microsoft Dynamics 365 and send it to Xero
- Configuring Connectorly for Microsoft Dynamics 365 and XeroConnectorly's behaviour can be modified to suit different invoicing workflows by changing the settings.
- When are Account Codes, Tax Codes, Branding Themes and Tracking Categories synced?Connectorly syncs these details every 15 minutes or so.
- How to sync Bills and Credit Notes?Connectorly extends the standard Microsoft Dynamics 365 Sales App functionality by adding the ability to create Bills and Credit Notes
Troubleshooting
This section explains how to troubleshoot and resolve common synchronisation issues.
- The Date Delivered on Shipping Dates is in the future or is not setWithout a Date Delivered the invoice will not be pushed to Xero
- No Connectorly is selected against the InvoiceWithout a valid Connectorly selected against an invoice, it won't be synced
- The Invoice number already exists in XeroXero will not allow duplicate invoice numbers
- How do I resolve the "Dynamics 365 solution hasn't been installed/missing"?To use Connectorly for Dynamics 365 and Xero you must install the Connectorly solution in your Dynamics 365 instance.
- How can I resend a failed invoice after troubleshooting?You can resend an invoice that failed to sync after troubleshooting by changing the export status from Failed to No.
- How can I send additional information to a Xero invoice?You can create description only invoice lines on your Dynamics 365 invoice
- Connectorly for Microsoft Dynamics 365 and Xero pricingConnectorly for Microsoft Dynamics 365 and Xero pricing.
- What is synchronised from Xero to Dynamics 365?Rules and mappings used to synchronise Xero information to Microsoft Dynamics 365
- Are the payments synchronised?Yes, Connectorly checks the invoice statuses and payments in Xero and pushing back this information to Dynamics 365
- What permissions does the Microsoft Dynamics 365 user need?To grant Connectorly access to Microsoft Dynamics 365, you need a user with at least these permissions.
- What is synchronised from Dynamics 365 to Xero?Rules and mappings used to synchronise Microsoft Dynamics 365 information to Xero
- How can I check the outstanding amount against the customers in Dynamics 365?Outstanding amounts are synced back from Xero to Dynamics 365
- Invoice hasn't been sent out from Xero? how can I resend it?You can send out the invoice from Xero using Connectorly
- Can I use Connectorly to connect one Dynamics 365 instance with multiple Xero organisations?Yes! You just need to setup a Connectorly for each Xero organisation
- How can I sync an updated invoice from Dynamics 365 to Xero?From version 3.12.0 you can sync your invoice updates from Dynamics 365 to Xero
- Why is Scheduled Refresh greyed out in Power BI Online?The Power BI Service (Power BI Online) works with the Connectorly service so reports can be published online and stay up-to-date. If you can't schedule a refresh because it's greyed…