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Integration between Dynamics CRM and Xero through MS Flow

Microsoft Dynamics CRM Forum

Yaqub Ahmad asked a question on 11 May 2017 9:28 PM

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Hi experts,

I was wondering that is any has used MS Flow for integration between Dynamics CRM and Xero? I am trying hard from last few days to know that how it (MS Flow) works and how we can use it in for this purpose. We are experiencing certain issues some of which are:

Issues 1:

I am experiencing issues related to integrating invoices. I am able to get invoice from Xero through Flow using custom APIS, I can loop through invoice (e.g. Created/Modified in last 10 minutes) this part is working fine for me. But since invoice also can have line items and I need to loop through them… this step is not supported in Flow... in other words Flow does not support nested loop

LOOP INVOIVCES

      LOOP INVOICE Line ITEMS (I am not able to do nested loop or I can’t find a way to do it in Flow)

      END LOOP

END LOOP

 

Issue 2:

On Xero side we don’t have a price-list (as per my understanding), But on CRM side we must have a price-list for invoice… So the Flow is not allowing me to leave the price-list empty? So is it a good idea to hard-code a price list here? I don’t think so… but I can’t think of anything else which can help me here (to populate the price-list).

 

Thanks

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KingswaySoft Inc. responded on 12 May 2017 11:24 AM
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Suggested Answer

Hi Yaqub,

MS Flow might not be the best approach for what you're looking for. You'll want to look at a data integration solution which is going to offer much greater flexibility and save you a lot of time.

We have a solution built on SSIS so you can remain within the MS stack, this would solve both your issues and you can schedule the job to run as often as you need. You can read more about our Dynamics 365/CRM and Xero integration here, it is free to try out.

Feel free to reach out if you have any questions!

Regards,

KingswaySoft

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Martijn Eikelenboom responded on 17 May 2017 3:39 AM
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If you run into the limitations of Flow, please have a look at Azure Logic Apps. Flow is the end-user implementation of Logic Apps and the latter should be more powerful.

Not sure if you could solve your specific issues.

KingswaySoft has a great tool, however you need to have SSIS available to you. Another tool you could consider is using Scribe. But if you are using flow, I would start out with Logic Apps.

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redware responded on 25 May 2019 1:54 AM

Yaqub Ahmad
integration between Dynamics CRM and Xero?

Hello - at www.redware.com we sell integration software for Xero and Dynamics 365 if you exhaust the possibilities with MSFLOW. Please take a look at http://www.redware.com/mscrm/microsoft-crm-xero-connector.

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KingswaySoft Inc. responded on 12 May 2017 11:24 AM
My Badges
Suggested Answer

Hi Yaqub,

MS Flow might not be the best approach for what you're looking for. You'll want to look at a data integration solution which is going to offer much greater flexibility and save you a lot of time.

We have a solution built on SSIS so you can remain within the MS stack, this would solve both your issues and you can schedule the job to run as often as you need. You can read more about our Dynamics 365/CRM and Xero integration here, it is free to try out.

Feel free to reach out if you have any questions!

Regards,

KingswaySoft

Reply
Martijn Eikelenboom responded on 17 May 2017 3:39 AM
My Badges
Suggested Answer

If you run into the limitations of Flow, please have a look at Azure Logic Apps. Flow is the end-user implementation of Logic Apps and the latter should be more powerful.

Not sure if you could solve your specific issues.

KingswaySoft has a great tool, however you need to have SSIS available to you. Another tool you could consider is using Scribe. But if you are using flow, I would start out with Logic Apps.

Reply

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