After you've logged in, connect to Xero and Dynamics.
Install the Stellarise Solution for Dynamics 365
First of all, you need to install our solution into your Dynamics 365 instance and setup the connection to your Dynamics 365 Organisation.
You can install it following two equivalent ways:
Microsoft Marketplace
Follow the web user interface offered by the Microsoft app store to install the solution into your Dynamics 365 instance.
https://appsource.microsoft.com/en-us/product/dynamics-365/stellarise.dynamics-xero-connector
Or download and import the zip file
Download and install the Stellarise Solution for Dynamics 365 by following the steps:
- When you have 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 shown on the picture below.
https://ngt.stellarise.com/downloads/StellariseConnectorforDynamics365andXero_3_1_0_managed.zip - Click on the ‘import solution’ button, select the downloaded .zip file and follow the installation flow provided by Dynamics365.
- Once the Stellarise Solution is installed into your Dynamics 365 instance, the connection details can be completed on the Stellarise Connector web page.
You are ready to Connect!
Go back then to the Stellarise Portal and simply click on "Create a New Connection". A drop-down menu will show up and you just need to click on the "New Stellarise Connector for Dynamics365 and Xero" badge.
Connect to Xero
This allows Stellarise App to access your Dynamics Organisation information (as per Xero) and then select your Organisation when requested.
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 Organisation name and a green sign instead of the original “Connect to Xero” button.
Connect to Dynamics
If you've reached this point, it means you have already installed the Stellarise Solution for Dynamics365. If not, then please go to the first paragraph of this chapter: Install the Stellarise Solution for Dynamics 365.
Once our solution is successfully 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 the Organisation from a list – it will flash in a green light once:
Please note, the Dynamics user must have the following permissions:
- 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
- Stl3_synchistory entity: read-write
- Stl3_taxtype entity: read-write
- Stl3_xerodetails entity: read-write
Your Connection is almost ready
As last step, you can set the defaults for the connector as you can see below:
- Subscription: Select the plan you prefer to run your Stellarise connector.
- 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 how to fix it.
Once you ensure you have completed all the required steps – all the ticks will be green! Now your connection is working properly!
We 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.