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Microsoft Dynamics 365 Business Central + Xero Integrations

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

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 Microsoft Dynamics 365 Business Central and Xero Integrations

  • Microsoft Dynamics 365 Business Central Colligso TextIn

    Microsoft Dynamics 365 Business Central + Colligso TextIn

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    Colligso TextIn Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Microsoft Dynamics 365 Business Central Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Microsoft Dynamics 365 Business Central Google Sheets

    Xero + Google Sheets

    Add rows to Google Sheets for new Xero payments Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Payment
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.
    How This Integration Works
    • When your receive a new payment
    • Appy Pie Connect adds a new row to a specific Google Sheets.
    What You Need
    • Xero account
    • Google Sheets account
  • Microsoft Dynamics 365 Business Central Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central Successful Sale
     
    Then do this...
    Xero Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • Microsoft Dynamics 365 Business Central Xero

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{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
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • 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 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.

  • 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.

How Microsoft Dynamics 365 Business Central & Xero Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xero as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Xero with Appy Pie Connect.

    (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.