How to better manage accounts & finances with the top 12 Xero Automations
Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.
Microsoft Dynamics 365 Business Central + Xero Integration
Integrate Microsoft Dynamics 365 Business Central (Beta to Xero in one click, or tell Integrately AI how you want each record handled. Create invoices, update contacts, sync payments, and manage financial records automatically.
Free forever.Use premium features free for 14 days.1.
Record is created in Microsoft Dynamics 365 Business Central- Record is updated in Microsoft Dynamics 365 Business Central
Contact is created/updated in Xero- Contact (supplier) in Xero
- Sales Invoice is created/updated in Xero
- Expense claim receipt is created/updated in Xero
- Payment is created/updated in Xero
- Quote is created/updated in Xero
- Account is created/updated in Xero
- Item is created/updated in Xero
- Purchase Order is created/updated in Xero
- Bill is created/updated in Xero
- Bank Transfer is created in Xero
- Bank Transaction is created/updated in Xero
- User is created/updated in Xero
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- Update record in Microsoft Dynamics 365 Business Central
- Search record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Add attachment to invoice in Xero
- Create project in Xero
- Create task in Xero
- Add attachment to contact in Xero
- Add attachment to purchase order in Xero
- Create item code in Xero
- Update invoice items in Xero
- Get online invoice URL in Xero
- Search item by name in Xero
- Create sales invoice in Xero
- Create sales invoice for existing contact in Xero
- Search sales invoice in Xero
- Get sales invoice by id in Xero
- Create contact in Xero
- Search contact by email address in Xero
- Search contact by name in Xero
- Update contact in Xero
- Search contact by account number in Xero
- Create payment in Xero
- Create quote in Xero
- Create bill in Xero
- Create purchase order in Xero
- Add items to existing sales invoice in Xero
- Send sales invoice by email in Xero
- Search item in Xero
- Create bank transfer in Xero
- Create credit note in Xero
- Create bank transaction in Xero
- Search account in Xero
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Ready Workflows for Microsoft Dynamics 365 Business Central + Xero Integration
Create sales invoices, update accounting contacts, sync payments, and manage financial records, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Dynamics 365 Business Central (Beta + Xero flow
Sync your store orders, manage CRM contacts, and alert your team on messaging apps after your accounting updates. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
HubSpot (4)
HubSpot (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) S
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Create a Xero sales invoice for every new Shopify order and log the record in Microsoft Dynamics 365 Business Central
New Shopify orders generate a sales invoice in Xero and a corresponding record in Microsoft Dynamics 365 Business Central (Beta automatically.
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When a Shopify customer is created, create a contact in Xero and search the record in Microsoft Dynamics 365 Business Central
Customer profiles created in Shopify are instantly added to Xero and located in Microsoft Dynamics 365 Business Central (Beta.
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If a Shopify order total exceeds a threshold, create a Xero sales invoice and update the Microsoft Dynamics 365 Business Central record
High-value Shopify orders trigger priority Xero invoices and update your Microsoft Dynamics 365 Business Central (Beta records instantly.
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When a Shopify refund is processed, create a credit note in Xero and update the Microsoft Dynamics 365 Business Central record
Shopify refunds automatically generate Xero credit notes and update your Microsoft Dynamics 365 Business Central (Beta records.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and Xero
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it → Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it → Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Try it → Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Try it → Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it → Account is created/updated in Xero
Triggers the automation when an account is created or updated
Try it → Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it → Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it → Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it → What can you automate with Microsoft Dynamics 365 Business Central (Beta + Xero?
Streamline your financial management, eliminate manual data entry, and keep your accounting systems perfectly synchronized.
🔄
Sync records and invoices automatically
Create a Xero sales invoice whenever a new record is created in Microsoft Dynamics 365 Business Central (Beta. Keep your financial ledgers and business management tools perfectly aligned without lifting a finger.
📋
Capture every submitted invoice field
Map all available invoice items, taxes, and customer details between Microsoft Dynamics 365 Business Central (Beta and Xero. Ensure your accounting records contain complete line-item details.
🔔
Notify your team the moment billing occurs
Send instant notifications to your finance channel whenever a sales invoice or payment is created in Xero. Keep administrative and accounting staff informed without manual status updates.
🔀
Route records based on submitted data
Trigger different accounting workflows depending on the amount or department specified in your Microsoft Dynamics 365 Business Central (Beta record. Automatically handle high-value invoices with specialized rules.
📝
Keep destination records up to date
Update existing records in Microsoft Dynamics 365 Business Central (Beta whenever contact information or payment statuses change in Xero. Eliminate outdated customer addresses and billing errors.
🔍
Search and update to prevent duplicates
Search existing contacts and items before creating new entries across Microsoft Dynamics 365 Business Central (Beta and Xero. Maintain a clean database free of duplicate customer profiles.
💳
Handle payments and later status changes
Automatically process credit notes, refunds, and bank transactions in Xero when transaction statuses change. Keep your financial statements accurate through every stage of the billing lifecycle.
💬
Extend your workflow to team chat apps
Connect your core financial flow to Slack to alert your team immediately when accounting events occur. Extend automated data sync to your entire communication stack effortlessly.
And much more...
Who is Microsoft Dynamics 365 Business Central (Beta + Xero integration for?
Financial managers and operations teams use this integration to eliminate manual data entry, streamline accounting processes, and keep financial records perfectly synchronized across systems.
Financial analysts
Operations heads
Client success managers
Accounting clerks
Sales representatives
Compliance officers
📈
Financial analysts
You're reviewing records in Microsoft Dynamics 365 Business Central (Beta, but your accounting sheets only update when someone manually exports invoices, so the revenue figures you're analyzing are always hours behind — this integration means every new transaction lands in your ledger instantly and your data stays current.
⚡
Operations heads
You need to act fast on inventory and order changes in Microsoft Dynamics 365 Business Central (Beta, but billing updates in Xero reach you too late, causing fulfillment delays — automating both apps means every invoice creation triggers immediate operational awareness and fulfillment proceeds without friction.
🤝
Client success managers
You answer to key clients who want to see payment and invoice progress in real time, but records in Microsoft Dynamics 365 Business Central (Beta lack billing status updates — connecting these apps means your client reports reflect up-to-the-minute financial data without manual checks.
📦
Accounting clerks
The transaction volume in Microsoft Dynamics 365 Business Central (Beta is too high for anyone to keep up with Xero data entry by hand, leading to a massive backlog of unrecorded bills — automating both apps means every record and invoice synchronizes instantly and your workload remains manageable.
💼
Sales representatives
You own the customer onboarding step and depend on finance teams to hand over Xero payment confirmations before updating Microsoft Dynamics 365 Business Central (Beta, causing bottlenecks — this integration means every paid invoice updates customer records instantly so you can proceed with the next task.
🛡️
Compliance officers
You need a reliable history of all financial transactions and keep finding audit gaps between Microsoft Dynamics 365 Business Central (Beta and Xero due to human error — integrating these apps means every single record, invoice, and payment is logged accurately with zero missing entries.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Xero
Build and manage your Microsoft Dynamics 365 Business Central + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 Business Central (Beta to Xero?
You can connect Microsoft Dynamics 365 Business Central (Beta to Xero in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build the workflow and map fields across Shopify, HubSpot, QuickBooks Online, Stripe, Gmail, Slack, and 1,500+ other apps.
Can I automatically create Xero invoices from Microsoft Dynamics 365 Business Central records?
Can I connect Microsoft Dynamics 365 Business Central (Beta, Xero, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Xero?
How does Microsoft Dynamics 365 Business Central (Beta handle records during automation?
How does Xero integrate with my business records?
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and Xero?
Is the Microsoft Dynamics 365 Business Central (Beta and Xero integration free?
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