Once you're logged in to https://connector.stellarise.com/login, you're ready to connect to Xero and Dynamics.
From the Stellarise Portal, 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.
This step allows the Connector to access your Xero information from the selected Xero Organisation.
In the connection page, the first step is to connect to Xero and give permission for the connector to access your Xero Organisation data. The connector does not store any financial data coming from your Xero or Dynamics 365 instances, it just syncs this 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, select the Organisation you want to synchronise and click on “Allow access”.
Once connected, you will see your Xero Organisation name and a green tick instead of the original “Connect to Xero” button.
You need to install the Stellarise Connector managed solution into your Microsoft Dynamics 365 instance. You can do this with these two equivalent ways:
Follow the web user interface offered by Microsoft AppSource to install the solution into your Dynamics 365 instance.
Download and install the Stellarise Solution for Dynamics 365 by following the steps:
On your connection details page at https://connector.stellarise.com...
Click on the ‘Connect to Dynamics’ button and allow access to your Dynamics Organisation information (as per Xero):
Select your Dynamics Organisation from the dropdown list:
Once you have selected the Organisation from a list, if the connection is successful you will have a green tick by it.
To be able to use Stellarise Connector for Dynamics 365 and Xero, the Dynamics user you connect with in the above steps must have the correct permissions; 3.5.0 What permissions does the Microsoft Dynamics 365 user need? details these.
As a last step, set the defaults for the connector's behaviour as below:
And then click “Create Connection” button to set up your connection.
Once you click Create Connection, a checklist appears for each required step. If any actions fail to complete, check the reason given and take steps to fix this.
A green tick confirms each successful step. Once all steps are confirmed your connection is ready.