Connect Microsoft Dynamics 365 Business Central and Xero
Integrate Microsoft Dynamics 365 Business Central with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Shipment in Microsoft Dynamics 365 Business Central when New Contact in Xero
Create Sales Invoice in Microsoft-dynamics-365-business-central when New Contact in Xero
Create new Item in Microsoft-dynamics-365-business-central when New Contact in Xero
Find Shipment in Microsoft Dynamics 365 Business Central when New Quote in Xero
Create Sales Invoice in Microsoft-dynamics-365-business-central when New Quote in Xero
Popular Microsoft Dynamics 365 Business Central + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics 365 Business Central
When this happens...
- Request a new Trigger for Microsoft Dynamics 365 Business Central
Choose an action
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Find Shipment in Microsoft Dynamics 365 Business Central when New Contact in Xero
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when New Contact in Xero
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when New Contact in Xero
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when New Quote in Xero
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when New Quote in Xero
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when New Quote in Xero
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when New Credit Note in Xero
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when New Credit Note in Xero
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when New Credit Note in Xero
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when New Purchase Order in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics 365 Business Central and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
New Credit Note
Triggers When A New Credit Note Is Created
New Purchase Order
Triggers when a new purchase order is created
New Bill
Triggers When You Add A New Bill
New Bank Transaction
Triggers When A New Bank Transaction Is Created
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics 365 Business Central integrations.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Create or Update Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A Contact
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Microsoft Dynamics 365 Business Central
Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
Learn more
About Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics 365 Business Central and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics 365 Business Central and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics 365 Business Central triggers actions in Xero, and a separate workflow where Xero triggers actions in Microsoft Dynamics 365 Business Central. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Dynamics 365 Business Central and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics 365 Business Central and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
