Integration between Dynamics CRM and Xero through MS Flow

(0) Share

Report

Posted on by Yaqub Ahmad

220

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

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

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

KingswaySoft 545 on at

Like (1)

Report

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

Was this reply helpful? Yes No
Suggested answer

JohnAnonymous 5,241 on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

[quote user="Yaqub Ahmad"]integration between Dynamics CRM and Xero?[/quote]

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.

Was this reply helpful? Yes No
great1 5 on at

Like (0)

Report

Dear Yaqub

I hope you are well.

I found your post whilst attempting to integrate xero and ms flow. it appears you have found a way to do this. are you able to provide me with some guidance as to how you set this up with custom API?

I would really appreciate your help.

Kind regards

Was this reply helpful? Yes No
Narges.365 Digital ... 5 on at

Like (0)

Report

Hi,

The integration with Xero can be implemented.

I'm from 365 Digital Consulting, one of the trusted Xero Developer Partners. We can assist you in the project.

you can contact me via email

narges@365digitalconsulting.com

Was this reply helpful? Yes No
Elly Walker 119 on at

Like (0)

Report

Another option to integrate Xero and Dynamics data is to use Skyvia. It is a no code SaaS.

Was this reply helpful? Yes No
Suggested answer

RI-09070122-0 4 on at

Like (0)

Report

Hello,

Here is a SaaS product that allows you to create invoices, payment details, credit notes, contact information and more in either your Dynamics 365 CRM or Xero and sync automatically to the other system. all your data syncs across the two systems automatically. Installing this integration can be done in less than 4 minutes and doesn’t need a developer. Its Free to try as well

https://www.magnetismsolutions.com/products/xero-integration-for-dynamics-365

Was this reply helpful? Yes No