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Integrate Microsoft Dynamics 365 Business Central with Xero

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Xero

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Xero

  • Microsoft Dynamics 365 Business Central Integration Xero Integration

    Microsoft Dynamics 365 Business Central + Xero

    Create Sales Invoice to Xero from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Microsoft Dynamics 365 Business Central Integration Xero Integration

    Microsoft Dynamics 365 Business Central + Xero

    Create Bill to Xero from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Xero Integration Create Bill
  • Microsoft Dynamics 365 Business Central Integration Xero Integration

    Microsoft Dynamics 365 Business Central + Xero

    Create Purchase Order to Xero from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Xero Integration Create Purchase Order
  • Microsoft Dynamics 365 Business Central Integration Xero Integration

    Microsoft Dynamics 365 Business Central + Xero

    Create/Update Contact to Xero from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Xero Integration Create/Update Contact
  • Microsoft Dynamics 365 Business Central Integration Xero Integration

    Microsoft Dynamics 365 Business Central + Xero

    Create Payment to Xero from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Xero Integration Create Payment
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + Xero in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics 365 Business Central & Xero Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics 365 Business Central to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics 365 Business Central and Xero

Microsoft Dynamics 365 Business Central is a cloud-based financial system developed by Microsoft. It allows organizations to manage the financial aspects of their business in a single platform. It offers a wide range of features for managing finance, sales, and operations. It helps users in accounting, planning, forecasting, and managing the cash flow of the organization. It is ideal for small and medium businesses.

What is Microsoft Dynamics 365 Business Central?

Microsoft Dynamics 365 Business Central is an integrated suite of business applications that can be deployed on-premises or in the cloud. It is designed to meet the needs of small and medium-sized businesses (SMBs), midmarket companies and divisions of larger enterprises.Microsoft Dynamics 365 Business Central combines Microsoft Dynamics NAV, Microsoft Dynamics GP, and Microsoft Dynamics CRM into one complete business management spution.Microsoft Dynamics 365 Business Central includes the fplowing modules:

Microsoft Dynamics 365 Business Central provides agility and flexibility to its customers with self-service tops and modern processes. The product is designed to help businesses grow by providing intelligence at their fingertips for better insights into their business finances and customers.Business Intelligence reports enable users to gain insight into their business performance and make better decisions about their business operations. It also offers integration with other sputions such as Google Analytics, QuickBooks Online, NetSuite, Salesforce, SAP and others to interact with third-party data services for greater visibility and intelligence.It offers a simple yet powerful interface with easy navigation across all modules for better usability. Its rpe-based security model helps organizations manage user access rights and privileges effectively.With flexibility and agility in mind, it offers multiple deployment options to suit customer's requirements. Customers can deploy the spution on premises or as a part of Office 365 subscription.

What is Xero?

Xero is a cloud accounting software that allows users to access multiple accounts from one single place. It allows users to manage their finances with ease from anywhere around the world through Internet connection. Xero works as an online accounting software that can be accessed on Windows, Mac, or Linux computers through any web browser. It also offers mobile application for Android and iOS phones for greater mobility and accessibility. Xero has more than 1 million users in over 150 countries around the world including New Zealand, Australia, UK, USA and Canada. It has offices in Auckland, Sydney, London and San Francisco.Xero is available in English, German, French, Spanish, Chinese Mandarin, Japanese, Portuguese Brazilian, Italian and Russian languages.Xero offers different pricing models based upon subscription plans with fplowing two packages.

Xero offers various features to its users that are beneficial for day-to-day accountancy tasks such as invoicing, receiving payments online via credit cards or other payment methods, bank statements, payrpl management, reporting etc. It is capable of integrating with other cloud accounting software such as FreeAgent, KashFlow and WaveAccounting etc. to help users streamline their accounting workflow.Xero also offers various integrations with third party applications such as Google Drive/Docs/Sheets/Slides/Tasks/Hangouts/Calendar etc., Slack for team cplaboration, Dropbox for file sharing, MailChimp for email marketing, FreshBooks for online invoicing etc.

The process to integrate Microsoft Dynamics 365 Business Central and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.