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CRM and Xero Communication RRS feed

  • Question

  • Hi,

    To work on a project, I require an interface from Microsoft Dynamics CRM 2015 online to the 'online Xero Accounting solution' (www.xero.com). Contacts and Invoices created in Dynamics CRM should create corresponding Contacts and Invoices in Xero. The interface will be one way from CRM to Xero and no updates made in Xero will be propagated back to Dynamics CRM.

    It will be required to add a button to Company/Contact and Invoice in CRM, that when selected will create or update the associated record in Xero. The status of the CRM record should clearly show that the record is mapped to Xero. Invoices in CRM should show when they have been mapped to Xero.

    The Xero API is a RESTful web service and uses the OAuth (v1.0a) protocol to authenticate 3rd party applications such as Dynamics CRM.

    The HTTP POST method can be used for sending information to the Xero API. It will be required to check the response from each API call successful or not.

    Xero-Net is the officially supported and maintained .Net wrapper library, written in C#, used to communicate with the Xero API and this looks the preferred wrapper for this project. But I don't know how to use it.

    I have knowledge of C# and .Net development, but I'm quite newbie with CRM development. Can you please help with:

    1. How to take start from scratch for CRM development?
    2. Helping stuff to understand all the underlying technologies required for this project.
    3. Any similar code sample to start with.

    Thanks a lot

    Sunday, July 12, 2015 8:13 AM

All replies

  • Hi,

    We've built a connector between CRM and Xero, sounds like it would do what you're looking for.

    You can find more info or request a trial from here: http://www.magnetismsolutions.com/solutionscasestudies/solutions/xero.aspx

    Hope that helps

    Paul


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    Sunday, July 12, 2015 10:00 AM
  • Hi Paul

    Thanks the link you shared, it looks really helpful. But I need to handle this integration programmatically using C#/.NET and some development tool like Visual Studio 2012.

    1. Can I add a button in Dynamic CRM that will invoke your connector internally? Is it possible to utilize your connector in the form of code/dll with C#/.NET, like this?
    2. How your Magnetism Connector works? Is it like installing a browser add-on to CRM and then everything is ready to go i.e. no programming or technical steps are required?
    3. Is your connector seamless i.e. would the user be aware how CRM and Xero are being connected, or it works in background and just performs connectivity without any visibility on screen or on printed reports?

    Thanks

    Shakeel


    Tuesday, July 14, 2015 7:51 AM
  • Hi Shakeel,

    It's a standalone solution which gets installed into your system, so there's no additional development required from your end.

    It adds functionality to the invoice for users to manually track an invoice to Xero after entering all the line items etc, then once the invoice is paid in Xero it syncs back to CRM to mark the invoice as paid.

    If you require more information check out the video on the link I posted earlier, or you can contact us and one of our sales team will be able to give you more information and set you up a trial.

    Regards

    Paul


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    Tuesday, July 14, 2015 8:32 PM
  • Hi Paul

    Do you sell the solution in the form of DLL/code for developers so that I could be reused in a C# project with Visual Studio environment?

    Thanks

    Shakeel 

    Wednesday, July 15, 2015 1:28 AM
  • Hi Shakeel,

    The product is sold as just a solution, I'm not sure if we could give you anything like a DLL. However, you might find that the solution already does everything you need, so you may not even need to customize it.

    If you check out the trial you should be able to get an idea of whether it's what you're after.

    Hope that helps

    Paul


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    Wednesday, July 15, 2015 4:20 AM
  • Hi Paul

    Yes, I have checked some videos on YouTube channel for your add-on.

    Its exactly what I am looking for, but I have to handle this programmatically i.e. some sort of development must be involved in it. This may be just in the form of adding a button and then calling your service.

    Please conform if your company sells the dll/code for it.

    Thanks

    Shakeel 

    Wednesday, July 15, 2015 7:28 AM