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Integrate Xero with Microsoft Dynamics 365 Business Central

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

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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.

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.

Microsoft Dynamics 365 Business Central Integrations

Best ways to Integrate Xero + Microsoft Dynamics 365 Business Central

  • Xero Integration Microsoft Dynamics 365 Business Central Integration

    Xero + Microsoft Dynamics 365 Business Central

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

    Xero + Microsoft Dynamics 365 Business Central

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

    Xero + Microsoft Dynamics 365 Business Central

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

    Xero + Microsoft Dynamics 365 Business Central

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

    Xero + Microsoft Dynamics 365 Business Central

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

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • 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)

  • 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.

    Actions
  • 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.

  • 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.

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

How Xero & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Xero 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 Microsoft Dynamics 365 Business Central 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 Xero to Microsoft Dynamics 365 Business Central.

    (2 minutes)

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

Integration of Xero and Microsoft Dynamics 365 Business Central

In this article, I am going to talk about the integration of Xero and Microsoft Dynamics 365 Business Central.

Microsoft Dynamics 365 Business Central is a cloud-based business management software that was designed to help small to medium-sized businesses (SMBs. grow. It has many different features, including financial management, accounting, sales, field service, supply chain, manufacturing, and customer relationship management (CRM. It is designed for entrepreneurs who are just starting out and have not yet established a brick-and-mortar presence.

On the other hand, Xero is an online accounting software that promises to make life easier for small business owners. It offers a simple spution for payrpl, bank feeds, bills, invoices, payments, estimates, expenses, and more.

Integration of Xero and Microsoft Dynamics 365 Business Central

Integration of Xero and Dynamics 365 Business Central is done through an application programming interface (API. Integration of these two applications will make financial data accessible to users from either set of systems.

Benefits of Integration of Xero and Microsoft Dynamics 365 Business Central

The benefits of integration of Xero and Microsoft Dynamics 365 Business Central include:

· Ability to share customers. Because it is possible to share customers between both systems, it makes it easier for businesses with different products and services to manage customers in one place.

· Easier financial reporting. With integration of Xero and Microsoft Dynamics 365 Business Central, financial reporting becomes easier for small to medium-sized businesses. Users will be able to use the same financial information across both systems by synchronizing data from both platforms. They will also have access to accurate information from either system without having to merge the data manually or worry about duplicates. This makes it easier to run a business because users no longer have to reconcile invoices or master data manually.

· Automatic updates. By integrating Xero and Microsoft Dynamics 365 Business Central, users can get automatic updates on their financial information across multiple channels. With this feature, users no longer have to manually update records in one system if they change in another. This eliminates data entry errors and saves time. In addition, it guarantees that your financial reports are always up to date. Whenever you make changes in one system, they will automatically appear in the other. This also eliminates the risk that users could make mistakes when integrating data manually from two different systems. These features make integration of Xero and Microsoft Dynamics 365 Business Central a great way to keep track of your finances and report accurately to investors or tax authorities.

The process to integrate Xero and Microsoft Dynamics 365 Business Central 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.