How to install Stellarise Connector

How to install the Dynamics Xero Connector
The article shows how you can install Stellarise Connector to connect your Microsoft Dynamics 365 online or on-premise system with Xero in just three easy steps to allow you to seamlessly move the invoices and associated accounts and products that you’ve created from Microsoft Dynamics 365 to Xero.

In summary, the three steps you need to complete are:

2. Create a new connection and securely connect to Xero

Once you’ve registered you can setup your connection. You’ll need to create a new connection and click “Connect to Xero” button to allow Stellarise Connector to access your Xero endpoint. More details…

Watch and learn how to securely connect to Xero

3. Download and install our managed solution into Microsoft Dynamics 365

Finally, download and install the Stellarise managed solution into your Dynamics 365 instance and setup the connection to your Dynamics 365 Organisation. More details…

Watch and learn how to securely connect to Microsoft Dynamics CRM

Create an account and register for the free trial

To install the Dynamics Xero Connector, you first need to register for a free trial of the Dynamics Xero Connector. You don’t need any credit card details to register. Fill in your details, agree to the terms and conditions and register for the free trial. You’ll be sent a link in your email to complete your registration and set a password.

Register for the Dynamics Xero Connector

Create a new connection and securely connect to Xero

Once you’ve registered for the free trail at https://ngt.stellarise.com and logged in, you can create new connections, manage existing connection setting and subscriptions, and amend their billing detailes using the main menu on portal.

Click on “Create a New Connection” button and select New Dynamics Xero Connector from the dropdown.

Dynamics Xero Connector - no connections setup
Once you have selected New Dynamics Xero Connector, you will be taken to the connection setup page.
In the connection page, the first step is to connect to Xero and give permission for our connector to access your Xero Organisation data. Please note, our connector does not store any data coming from your Xero or Dynamics 365 instances, it just syncs the data between the two systems.

Click on “Connect to Xero” button to allow Stellarise Connector to access your Xero endpoint. You will be taken to the Xero login page, where you have to login to Xero with your credentials.

Once you have logged in, you need select the Organisation you want to be synchronised and click on the “Allow access”. Then you will be redirected back to our portal.
If the connection was successful, you will see your Xero company name and a white tick in a green circle next to “Connect to Xero”.

Download and Install our managed solution into your Dynamics 365

You now need to install our solution into your Dynamics 365 instance and setup the connection to your Dynamics 365 Organisation.

Once you’ve downloaded the .zip file containing our solution, install it into Dynamics 365. To do this, enter your Dynamics 365 Instance and go to Settings >> Solutions as showed in the picture below.
Click on Import to import the solution you’ve just downloaded and follow the installation flow provided by Dynamics 365.
Once our solution is installed into your Dynamics 365 instance, the connection details can be completed on the Stellarise Connector web page: click on the “Connect to Dynamics” button, allow Stellarise App to access your Dynamics Organisation information (as per Xero) and then select your Organisation when requested:
Please note, the Dynamics user must have the following permissions:

 

  1. Invoice entity: read-write
  2. Invoice detail entity: read-write
  3. Product entity: read
  4. System user entity: read
  5. Account entity: read-write
  6. Contact entity: read-write
  7. Stl3_dynamicsxeroconnector entity: read-write
  8. Stl3_brandingtheme entity: read-write
  9. Stl3_chartofaccounts entity: read-write
  10. Stl3_stellariseconnectorsettings entity: read-write

Configure your Connector

At last step, you can set the defaults for the connector as you can see below:

1. Subscription: Select the plan you prefer to run your Stellarise Connector

2. Time Zone: Your Dynamics and Xero Timezone

Before clicking on “Create Connection” you cannot synchronise Tax Rates, Account Codes and Branding Themes from Xero to Dynamics 365. During the connection creation they are disabled; they will be enabled once you have created the connection.
If everything is working as expected, then you should see a green light next to your connection. If it’s red, then you should go back into the connection and check your settings; both the Xero and Dynamics connections should be green.
We are now all set; your free trial will start once you save the connection!