How to install Stellarise Connector
The three steps you need to complete are:
To get started, register for a free trial of the Stellarise Connector. You don’t need any credit card details to register. More details…
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…
Finally, download and install the Stellarise Connector managed solution into your Microsoft Dynamics 365 instance and connect to your organisation. More details…
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.
Create a new connection and securely connect to Xero
Once you’ve registered, login at https://connector.stellarise.com/login to create a new connection or manage any existing connection settings.
Click on “Create a New Connection” button and select New Dynamics Xero Connector from the dropdown.
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 financial 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 can login to Xero.
Download and Install our managed solution into your Dynamics 365
You now need to install our solution into Microsoft Dynamics 365 and set up the connection to point to your Microsoft Dynamics 365 Organisation.
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. Once you select your Organisation from a list – it will flash in a green light once:
- Invoice entity: read-write
- Invoice detail entity: read-write
- Product entity: read
- System user entity: read
- Account entity: read-write
- Contact entity: read-write
- Stl3_dynamicsxeroconnector entity: read-write
- Stl3_brandingtheme entity: read-write
- Stl3_chartofaccounts entity: read-write
- Stl3_stellariseconnectorsettings entity: read-write
Configure your Connector
At last step, you can set the defaults for the connector as you can see below:
2. Time Zone: Your Dynamics and Xero Timezone
And then click “Create Connection” button to set up your connection.
A checklist will appear on your right-hand side indicating green ticks for each required step you completed above. If some actions were not completed – it will show an according step and a tip on what needs to be fixed.
Once you ensure you have completed all the required steps – all the ticks will be green. Now your connection is working properly!
You are now all set; your free trial will start once you click “Back to Home” button, Stellarise Connector Settings in Dynamics link or just a cross to close the pop-up window.
Full documentation for Stellarise Connector for Dynamics 365 and Xero is available at https://docs.stellarise.com/display/SC/Microsoft+Dynamics+365+and+Xero