Getting Started

1. Complete the trial sign-up form: This will send you an email including your unique authorisation links for connecting to your Dynamics 365 and Xero environments.
2. Authorising Xero: You'll be redirected to Xero to select which environment to sync with. During the trial period, you can sync with one Xero tenant. This step should be completed by a Xero user with permissions to Invoices and Customers in Xero. Note: If this users permissions change in future, the connection will need to be re-established, so it's recommended to set up a dedicated Xero user whose permissions are unlikely to change.
3. Authorising Dynamics 365: You'll need to provide your Dynamics 365 environment URL, and credentials for our service to connect. We recommend setting up an application user in Dynamics 365 to use for the connection (requires an Azure administrator to configure).
4. Our team will kick off the install of the base solution, and perform the initial sync from Xero. This is usually done within 24 hours, and we'll let you know once it's ready.
5. Once the initial sync is complete, you can access your Xero Integration settings from the new Xero Connector model driven app. This allows you to configure system defaults such as the default price list, Xero account code, tax rate, and whether invoices should be approved by default when sent to Xero.

1. To send your first invoice to Xero, open an invoice, and using the new Xero tab, set the 'Add To Xero' field to Yes. Our integration will automatically pick up the invoice and add it to Xero. Note: Invoices are synced every 15 mins. Once the invoice is synced, the 'Synched With Xero' field will update to Yes, and the 'Xero Id' will be updated from the Xero invoice. If invoices are configured to be approved by default, you'll also see the 'Xero Pay Now Link' set, which can be sent to your customers.

1. Payments and Credit Notes in Xero will automatically be synced through to Dynamics 365 and associated to the original invoice. Note: Payments are synced every 3 hours by default. If the invoice is fully paid, the Status will be automatically set to Paid.

Walkthrough Demo

Global Settings

Xero Integration global settings can be customised within the Xero Connector table (accessed from the Xero Connector app).

• Name - The friendly name of the Xero Connector, displayed on Invoices. Defaults to the Xero Organization Name of the authorized Xero tenant. This can be changed.
• Enabled - Specifies whether the Xero Connector will sync for the current Xero Tenant.
• Default Connector - Invoices tracked to Xero without specifying a Xero Connector record will automatically sync to the Default Connector.
• Default Account Code - The default Xero Account Code used on Invoice Products if not otherwise specified.
• Default Tax Rate - The default Xero Tax Rate used on Invoice Products if not otherwise specified.
• Default Price List - The default Dynamics 365 Price List used on Invoices synced from Xero.
• Xero Organization Name - The Xero Organization Name of the authorized Xero tenant. This is automatically set during setup.
• Xero Tenant Id - The Xero Tenant Id of the authorized Xero tenant. This is automatically set during setup.
• Xero Status - Indicates whether the Xero Connector can successfully connect to Xero. If showing as disconnected, contact us for assistance.
• Last Synched On - The last time the Xero Connector attempted to sync. Note, Invoices, Payments, and Credit notes sync at different times and intervals.
• Auto Approve Invoices - When Invoices are synced to Xero, this specifies whether the default status should be "Approved". Otherwise, synced Invoices are "Draft" by default.
• Mark Xero Invoices as Sent - When Invoices are synced to Xero, this specifies whether they should automatically be marked as "Sent". Note: This is informational only in Xero, i.e. if invoice emails are sent from Dynamics 365. To actually send the invoice email from Xero automatically, use the Invoice Emails data flow.

Data Flow Directions and Timings

The following tables are synced between Dynamics 365 and Xero. These are the default values and can be adjusted based on your specific requirements.

Table name	Sync direction	Sync frequency	Enabled by default	Sync last X days
Invoices	Dynamics 365 to Xero	15 minutes*	Yes	7
Invoices	Xero to Dynamics 365	15 minutes	No	7
Payments	Xero to Dynamics 365	3 hours	Yes	7
Credit Notes	Dynamics 365 to Xero	3 hours*	Yes	7
Credit Notes	Xero to Dynamics 365	3 hours	Yes	7
Contacts	Xero to Dynamics 365	3 hours	No	7
Invoice Emails	Dynamics 365 to Xero	1 hour	Yes	7

* Syncs in real-time with our real-time sync add-on.

Invoices: Dynamics 365 to Xero

Invoices are synced from Dynamics 365 to Xero by setting 'Add to Xero' to Yes on the Invoice, provided there is at least one line item. This can be set manually or automatically based on your system requirements. When an invoice is synced, all associated line items are also synced. The customer is also synced and updated in Xero when an invoice is synced.

Once an Invoice is synced, it is marked as Synced with Xero = Yes, and the Xero Id is updated with the unique ID from the new Xero Invoice. If 'Auto Approve Invoices' is enabled in the global settings, the Xero Pay Now Link is also populated. Further updates to the invoice in D365 are not synced with Xero.

Selection criteria

• Invoice: Status = Active
• Invoice: Add to Xero = Yes
• Invoice Synced with Xero = No
• Invoice: Modified On = last 7 days*
• Invoice: Line Items Count > 0

* Can be adjusted based on requirements.

Data to sync

Invoice

D365 field display name	D365 field logical name	Xero field name	Notes
Invoice Number	invoicenumber	Invoice Number
Due Date	duedate	Due Date
Date Delivered	datedelivered	Date
Customer	customerid	Contact	See customer (account/contact) mappings below for more detail.
Branding Theme	mag_brandingthemeid	Branding Theme ID
Reference	mag_reference	Reference
Currency	transactioncurrencyid	Currency Code
		Type	Set to ACCREC.
		Status	Set to Authorised if the global setting 'Auto Approve Invoices' is enabled, otherwise Draft.
		Line Amount Types	Set to Exclusive.
		Sent to Contact	Set to Sent if the global setting 'Mark Xero Invoices as Sent' is enabled.
Description	description	Line Item: Description	If the D365 Invoice Description begins with a fullstop ( . ) the description will be added to the Xero Invoice as an additional line item. This is used to add additional information to the invoice.

Line Items

All line items for an invoice are synced at the time the invoice is synced. Invoices must have at least 1 line item before the invoice is synced.

D365 field display name	D365 field logical name	Xero field name	Notes
Description	description	Description	Overwrites the Existing Product or Write In Product Description.
Existing Product	existingproductid	Description	Only if Description is not provided.
Write In Product	productdescription	Description	Only if Description is not provided.
Existing Product	existingproductid	Item Code	The Product Number (productnumber).
Quantity	quantity	Quantity
Price Per Unit	priceperunit	Unit Amount
Xero Account Code	mag_xeroaccountcodeid	Account Code	Set to system default value if not provided.
Tax Rate	mag_taxrateid	Tax Type	Set to system default value if not provided.
Tax	tax	Tax Amount	Dynamics 365 does not calculate tax automatically.

Line Item Tracking

Tracking Options are associated to Invoice Products via a Many-to-Many relationship. Each Tracking Option is associated to a Tracking Category defined in Xero, e.g. Region.

D365 field display name	D365 field logical name	Xero field name	Notes
Name	mag_name	Option
Tracking Category	mag_trackingcategoryid	Name

Contact (Customer)

The Customer on a D365 Invoice can be either an Account or a Contact. These are synced to Xero as a Contact with the following mappings, and are updated whenever an invoice syncs.

D365 field display name	D365 field logical name	Xero field name	Notes
D365 Account:		Xero Contact:
Name	name	Contact name	Must be unique. Used for matching.
Account Number	accountnumber	Account number	Must be unique. Used for matching if provided.
Primary Billing Contact: First Name	firstname	Primary person: First name
Primary Billing Contact: Last Name	lastname	Primary person: Last name
Primary Billing Contact: Email Address	emailaddress1	Primary person: Email
Email Address	emailaddress1	Primary person: Email	Only if no Primary Billing Contact on the account.
Additional Billing Contacts	mag_Account_Contact_BillingContacts	Additional people	This is a Many-to-many relationship between Account and Contact. Syncs: First name, Last name, Email, and Include in emails = Yes.
Default Currency	transactioncurrencyid	Default Currency	If not set, uses the Currency from the D365 Invoice.
Main Phone	telephone1	Default Phone Number
Fax	fax	Fax Phone Number
Address 1: Street 1	address1_line1	Street Address Line 1
Address 1: Street 2	address1_line2	Street Address Line 2
Address 1: Street 3	address1_line3	Street Address Line 3
Address 1: City	address1_city	Street Address City
Address 1: Postal/Zip Code	address1_postalcode	Street Address Postal Code
Address 1: State/Province	address1_stateorprovince	Street Address Region
Address 1: Country	address1_country	Street Address Country
Address 2: Street 1	address2_line1	PO Box Address Line 1
Address 2: Street 2	address2_line2	PO Box Address Line 2
Address 2: Street 3	address2_line3	PO Box Address Line 3
Address 2: City	address2_city	PO Box Address City
Address 2: Postal/Zip Code	address2_postalcode	PO Box Address Postal Code
Address 2: State/Province	address2_stateorprovince	PO Box Address Region
Address 2: Country	address2_country	PO Box Address Country
D365 Contact:		Xero Contact:
Full Name	fullname	Contact name	Must be unique. Used for matching.
First Name	firstname	Primary person: First name
Last Name	lastname	Primary person: Last name
Email Address	emailaddress1	Primary person: Email
Default Currency	transactioncurrencyid	Default Currency	If not set, uses the Currency from the D365 Invoice.
Home Phone	telephone1	Default Phone Number
Mobile Phone	mobilephone	Mobile Phone Number
Fax	fax	Fax Phone Number
Address 1: Street 1	address1_line1	Street Address Line 1
Address 1: Street 2	address1_line2	Street Address Line 2
Address 1: Street 3	address1_line3	Street Address Line 3
Address 1: City	address1_city	Street Address City
Address 1: Postal/Zip Code	address1_postalcode	Street Address Postal Code
Address 1: State/Province	address1_stateorprovince	Street Address Region
Address 1: Country	address1_country	Street Address Country
Address 2: Street 1	address2_line1	PO Box Address Line 1
Address 2: Street 2	address2_line2	PO Box Address Line 2
Address 2: Street 3	address2_line3	PO Box Address Line 3
Address 2: City	address2_city	PO Box Address City
Address 2: Postal/Zip Code	address2_postalcode	PO Box Address Postal Code
Address 2: State/Province	address2_stateorprovince	PO Box Address Region
Address 2: Country	address2_country	PO Box Address Country

Additional reference data

The following reference data is also automatically synced prior to each sync cycle, to ensure data is kept up to date.

• Products (Items): Dynamics 365 to Xero
  • Product Number (matches on)
  • Name
• Xero Account Codes: Xero to Dynamics 365
  • Name (matches on)
  • Description
  • Type
  • Code
  • Tax Type
• Tax Rates: Xero to Dynamics 365
  • Name (matches on)
  • Tax Type
  • Display Tax Rate
  • Effective Rate
• Branding Themes: Xero to Dynamics 365
  • Name (matches on)
  • Branding Theme ID
• Tracking Categories: Xero to Dynamics 365
  • Name (matches on)
  • Xero Status
  • Tracking Options
    • Name (matches on)
    • Tracking Category

Invoices: Xero to Dynamics 365

Invoices from Xero to Dynamics 365 are automatically synced once the Xero Invoice is Approved.

Selection criteria

• Invoice: Type = ACCREC
• Invoice: Status = AUTHORISED or PAID
• Invoice: Modified Since = last 7 days*
• Invoice: Invoice ID does not already exist in Dynamics 365 Invoice: Xero Id (has already been synced)

* Can be adjusted based on requirements.

Data to sync

Invoice

D365 field display name	D365 field logical name	Xero field name	Notes
Invoice Number	invoicenumber	Invoice Number
Name	name	Invoice Number
Due Date	duedate	Due Date
Date Delivered	datedelivered	Date
Customer	customerid	Contact	See customer mappings below for more detail.
Branding Theme	mag_brandingthemeid	Branding Theme ID
Reference	mag_reference	Reference
Currency	transactioncurrencyid	Currency Code
Xero Id	mag_xeroid	Invoice ID
Status	statecode		Set to Paid if no amount due.
Synched With Xero	mag_synchedwithxero		Set to Yes.
Price List	pricelevelid		Set based on the Currency.

Line Items

All line items for an invoice are synced at the time the invoice is synced.

D365 field display name	D365 field logical name	Xero field name	Notes
Description	description	Description
Existing Product	existingproductid	Item Code	Matches on the Product Number (productnumber).
Unit	uomid		Default from Dynamics 365 Product.
Quantity	quantity	Quantity
Price Per Unit	priceperunit	Unit Amount
Xero Account Code	mag_xeroaccountcodeid	Account Code
Tax Rate	mag_taxrateid	Tax Type
Tax	tax	Tax Amount
Manual Discount	manualdiscount	Discount Amount

Line Item Tracking

Tracking Options are associated to Invoice Products via a Many-to-Many relationship. Each Tracking Option is associated to a Tracking Category defined in Xero, e.g. Region.

D365 field display name	D365 field logical name	Xero field name	Notes
Name	mag_name	Option
Tracking Category	mag_trackingcategoryid	Name

Contact (Customer)

The Contact on a Xero Invoice is matched to an Account in Dynamics 365. If the account doesn't exist in Dynamics 365, it is created. If it does exist, the account details are NOT updated, as Dynamics 365 details are assumed to be more up to date.

D365 field display name	D365 field logical name	Xero field name	Notes
D365 Account:		Xero Contact:
Name	name	Name	Must be unique. Used for matching.
Account Number	accountnumber	Account Number	Must be unique. Used for matching if provided.
Email Address	emailaddress1	Email Address
Website	websiteurl	Website
Default Currency	transactioncurrencyid	Default Currency
Main Phone	telephone1	Default Phone Number
Fax	fax	Fax Phone Number
Address 1: Street 1	address1_line1	Street Address Line 1
Address 1: Street 2	address1_line2	Street Address Line 2
Address 1: Street 3	address1_line3	Street Address Line 3 & 4	If Line 3 & 4 both contain data in Xero, they are joined in Dynamics 365 (separated by comma).
Address 1: City	address1_city	Street Address City
Address 1: Postal/Zip Code	address1_postalcode	Street Address Postal Code
Address 1: State/Province	address1_stateorprovince	Street Address Region
Address 1: Country	address1_country	Street Address Country
Address 2: Street 1	address2_line1	PO Box Address Line 1
Address 2: Street 2	address2_line2	PO Box Address Line 2
Address 2: Street 3	address2_line3	PO Box Address Line 3 & 4	If Line 3 & 4 both contain data in Xero, they are joined in Dynamics 365 (separated by comma).
Address 2: City	address2_city	PO Box Address City
Address 2: Postal/Zip Code	address2_postalcode	PO Box Address Postal Code
Address 2: State/Province	address2_stateorprovince	PO Box Address Region
Address 2: Country	address2_country	PO Box Address Country

Payments

Payments are synced at the same time as the invoice, and can include partial or full payments.

D365 field display name	D365 field logical name	Xero field name	Notes
Xero Payment ID	mag_xeropaymentid	Payment ID
Payment Date	mag_paymentdate	Payment Date
Amount	mag_amount	Amount
Reference	mag_reference	Reference
Xero Account Code	mag_xeroaccountcodeid	Account Code
Invoice	mag_invoiceid	Invoice ID

Additional reference data

The following reference data is also automatically synced prior to each sync cycle, to ensure data is kept up to date.

• Products (Items): Xero to Dynamics 365
  • Product Number (matches on)
  • Name
• Xero Account Codes: Xero to Dynamics 365
  • Name (matches on)
  • Description
  • Type
  • Code
  • Tax Type
• Tax Rates: Xero to Dynamics 365
  • Name (matches on)
  • Tax Type
  • Display Tax Rate
  • Effective Rate
• Branding Themes: Xero to Dynamics 365
  • Name (matches on)
  • Branding Theme ID
• Tracking Categories: Xero to Dynamics 365
  • Name (matches on)
  • Xero Status
  • Tracking Options
    • Name (matches on)
    • Tracking Category

Payments: Xero to Dynamics 365

Payments are synced automatically after being created in Xero, whether created manually or via the Pay Now link.

Selection criteria

• Payment: Payment Type = ACCRECPAYMENT (Accounts Receivable Payment)
• Payment: Modified Since = last 7 days*
• Payment: Payment ID does not already exist in Dynamics 365 Payment: Xero Payment Id (has already been synced)

* Can be adjusted based on requirements.

Data to sync

Payment

D365 field display name	D365 field logical name	Xero field name	Notes
Xero Payment ID	mag_xeropaymentid	Payment ID	Used for matching.
Payment Date	mag_paymentdate	Payment Date
Amount	mag_amount	Amount
Reference	mag_reference	Reference
Xero Account Code	mag_xeroaccountcodeid	Account Code
Invoice	mag_invoiceid	Invoice ID	Matches to the Xero Id of an Invoice in Dynamics 365, if exists.

Invoice

The related invoice is automatically marked as paid in Dynamics 365 once the final payment syncs.

D365 field display name	D365 field logical name	Xero field name	Notes
Status	statecode		Set to Paid if no amount due.

Credit Notes: Dynamics 365 to Xero

Credit Notes are synced when 'Add to Xero' is set to Yes. This can be set automatically or manually.

Selection criteria

• Credit Note: Add To Xero = Yes
• Credit Note: Synched With Xero = No
• Credit Note: Modified On = last 7 days*

* Can be adjusted based on requirements.

Data to sync

Credit Note

The Credit Note created in Xero has all its line items copied from the related Invoice. For this reason, partial credit notes are not recommended to be created from Dynamics 365 as it can leave unallocated credit in Xero. In those scenarios, it is best to create the credit note in Xero.

D365 field display name	D365 field logical name	Xero field name	Notes
Credit Note Date	mag_creditdate	Date
Credit Note Number	mag_creditnotenumber	Credit Note Number
Reference	mag_reference	Reference
Invoice	mag_invoiceid	Contact	Contact of the Invoice in Xero.
Invoice	mag_invoiceid	Line Amount Types	Line Amount Types of the Invoice in Xero.
Invoice	mag_invoiceid	Line Items	Line Items of the Invoice in Xero. This also determines the total amount
		Type	Set to ACCRECCREDIT.
		Status	Set to AUTHORISED.

Credit Note Allocation

A single credit note allocation is created in Xero for the related Invoice and amount specified.

D365 field display name	D365 field logical name	Xero field name	Notes
Credit Note Date	mag_creditdate	Date
Amount	mag_amount	Amount
Invoice	mag_invoiceid	Invoice

Credit Notes: Xero to Dynamics 365

Credit Notes are synced when one or more allocations are added for an Invoice.

Selection criteria

• Credit Note: Allocations Count > 0
• Credit Note: Modified Since = last 7 days*
• Credit Note: Credit Note Number does not already exist in Dynamics 365 Credit Note for the same Invoice (has already been synced)

* Can be adjusted based on requirements.

Data to sync

Credit Note Allocation

Each Credit Note Allocation in Xero is added as a new Credit Note in Dynamics 365. If the Credit Note is allocated to multiple Invoices in Xero, a Credit Note is created in Dynamics 365 for each Invoice.

D365 field display name	D365 field logical name	Xero field name	Notes
Credit Note Date	mag_creditdate	Date
Credit Note Number	mag_creditnotenumber	Credit Note Number
Reference	mag_reference	Reference
Invoice	mag_invoiceid	Invoice
Amount	mag_amount	Amount

Invoice

The related invoice is automatically marked as paid or cancelled in Dynamics 365 once the balance due is zero.

D365 field display name	D365 field logical name	Xero field name	Notes
Status	statecode		Set to Paid if no amount due, and the invoice has 1 or more payment. Or set to Cancelled if no amount due, and the invoice has no payments.

Contacts: Xero to Dynamics 365

Contacts can be synced from Xero to Dynamics 365, however this is typically not recommended as Dynamics 365 is usually the source of truth for customer information.

Selection criteria

• Contact: Modified Since = last 7 days*

* Can be adjusted based on requirements.

Data to sync

Contact (D365 Account)

D365 field display name	D365 field logical name	Xero field name	Notes
Name	name	Name	Must be unique. Used for matching.
Account Number	accountnumber	Account Number	Must be unique. Used for matching if provided.
Email Address	emailaddress1	Email Address
Website	websiteurl	Website
Default Currency	transactioncurrencyid	Default Currency
Main Phone	telephone1	Default Phone Number
Fax	fax	Fax Phone Number
Address 1: Street 1	address1_line1	Street Address Line 1
Address 1: Street 2	address1_line2	Street Address Line 2
Address 1: Street 3	address1_line3	Street Address Line 3 & 4	If Line 3 & 4 both contain data in Xero, they are joined in Dynamics 365 (separated by comma).
Address 1: City	address1_city	Street Address City
Address 1: Postal/Zip Code	address1_postalcode	Street Address Postal Code
Address 1: State/Province	address1_stateorprovince	Street Address Region
Address 1: Country	address1_country	Street Address Country
Address 2: Street 1	address2_line1	PO Box Address Line 1
Address 2: Street 2	address2_line2	PO Box Address Line 2
Address 2: Street 3	address2_line3	PO Box Address Line 3 & 4	If Line 3 & 4 both contain data in Xero, they are joined in Dynamics 365 (separated by comma).
Address 2: City	address2_city	PO Box Address City
Address 2: Postal/Zip Code	address2_postalcode	PO Box Address Postal Code
Address 2: State/Province	address2_stateorprovince	PO Box Address Region
Address 2: Country	address2_country	PO Box Address Country

Invoice Emails: Dynamics 365 to Xero

Invoice Emails can be automatically sent from Xero by setting 'Send Email From Xero' to Yes on the Dynamics 365 Invoice. This sync occurs after the invoice is synced to/from Xero. Once an Invoice Email is sent from Xero, it is marked as 'Email Sent From Xero' = Yes in Dynamics 365, and 'Sent' in Xero.

The invoice email is sent to the Primary person on the Xero Contact, and also any Additional people set to be included in emails. Note: the Primary person and Additional people are synced from the Dynamics 365 Account when the Invoice is synced.

Selection criteria

• Invoice: Send Email From Xero = Yes
• Invoice: Email Sent From Xero = No
• Invoice: Synced with Xero = Yes
• Invoice: Xero Id contains data
• Invoice: Modified On = last 7 days*
• Xero Invoice: Sent = No
• Xero Invoice: Status = Not Draft (i.e. Approved)
• Xero Customer: Primary person Email contains data

* Can be adjusted based on requirements.

Data to sync

Invoice

Xero field name	Notes
Sent to Contact	Set to 'Sent' automatically when the invoice email is sent from Xero.

Background or Real-Time Sync

Our real-time sync add-on is an extra addition to our Xero Integration which allows syncing Invoices and Credit Notes from Dynamics 365 to Xero in real-time, rather than having to wait for the background sync to run the scheduled sync for Invoices and Credit notes every 15 mins and 3 hours respectively.

The tables synced from Xero to Dynamics 365 are not currently included in the real-time sync, and are still synced in the background.

Contact us to upgrade to the real-time sync add-on, or select this version during check-out when you buy-now.

Frequently Asked Questions

Who is the Xero Integration for Dynamics 365 for?

The Xero Integration is the perfect time saving tool for any business using both Dynamics 365 Sales and Xero.

It works as a seamless 2-way sync between your Dynamics 365 CRM and Xero. Your team can make regular use of either platform and rest assured that the information is automatically synced to the other, creating a unified dataset of customer information. It removes the need to enter information twice, saving you time and data disparity over the 2 systems from possible data entry errors.

How fast can I set it up?

Our Xero Integration for Dynamics 365 can be set up quickly and easily with no need for a developer to get involved. Simply request a trial and we'll email you through all the necessary steps to authorise your Xero tenant with our app, and to create a connection to your Dynamics 365 environment. Once your connections are authorised, our team will complete the full setup and sync process within 24 hours.

I have a lot of customisations in Dynamics 365 - will that break anything?

The Xero Integration for Dynamics 365 works as a seamless 2-way sync between your Dynamics 365 CRM and Xero. It is designed to work without interfering with any existing customisations so it shouldn’t break anything. If you’re worried, send an email to sales@magnetismsolutions.com and our Dynamics 365 experts can support you through the process.

Can I try the Xero Integration before I buy?

Yes! We offer a free 30-day trial, which we’ll help you set up. No credit card required and no obligations to continue if the Xero Integration isn’t right for you. At the end of your trial, if you don't wish to continue, you can simply uninstall the managed solution to remove the components.

How will I be billed?

The Xero Integration for Dynamics 365 is billed annually or monthly depending on your subscription preference. The initial payment is processed immediately via credit card, and will automatically renew based on your selected frequency. An invoice/receipt will be sent with each renewal.

If you have specific billing requirements, feel free to get in touch with our team to discuss sales@magnetismsolutions.com.

Is there any way to view invoices that didn't sync?

Our solution includes system views to help you track which invoices are synced to Xero, or if any failed to sync. Note that the sync can take a few minutes to complete. Check out Data Flow Directions and Timings for specific sync intervals.

If invoices are "Add to Xero: Yes" but aren't updating to "Synched With Xero: Yes" within about 15 mins, there may be issues with the sync.

Records are not being synced, or the Xero Status is showing as Xero Connection: Disconnected

To check your sync status, open the Xero Connector app in Dynamics 365, and open the Xero Connector record. Check the Xero Status and Last Synched On to make sure these are showing OK.

If the Xero Status is showing "Xero Connection: Disconnected":
This usually means the Xero tenant has been disconnected from our app. This can happen if the authorising user is removed from Xero, or their permissions change; or if someone has manually disconnected the app from Xero. We recommend using a dedicated user account in Xero to authorise the connection to avoid disruptions.

Contact us at help@magnetismsolutions.com and we'll generate a unique link to reauthorise the Xero app connection.

If the Last Synched On hasn't updated in at least 15 minutes:
This usually means the Dynamics 365 credentials are no longer valid. This could be because a password has changed, or a Client Secret has expired.

Contact us at help@magnetismsolutions.com and we'll generate a unique link to update the credentials for the Dynamics 365 connection.

If the Xero Status is showing "Xero Connection: OK" and the Last Synched On is within 15 mins, but some invoices still aren't synced:
There may be an issue with a specific invoice or line item causing Xero to reject the invoice. This is most likely because of the line items using Account Codes and/or Tax Rates that are incompatible. This can also be because the Customer Account/Contact has an invalid Email Address, or may be retired in Xero preventing it from syncing.

Contact us at help@magnetismsolutions.com with the Invoice Number(s) and we'll be able to provide the specific error messages from Xero, or force resync the records.

For any other sync issues or questions:
Contact us at help@magnetismsolutions.com and we'll get back to you as soon as possible.