Using HexaSync to Synchronize Data Between Wix and Microsoft Dynamics 365 Finance & Operations

Table of Contents

HexaSync Overview

HexaSync is an Integration Platform as a Service (iPaaS), which is a suite of cloud services enabling the development, execution, and governance of integration flows connecting any combination of On-premises and Cloud-based processes, services, applications, and data within individuals or across multiple organizations.

HexaSync works as a middleware to pull and push data back and forth between or among 2 or many systems. The data will be synchronized depending on users’ choices with each system’s API permissions.  

What if it is a legacy system? One of the advantages of HexaSync is that it can play well with API and non-API applications. It does not matter whether a business owner uses a modern platform or old software; HexaSync still enables them to automate their business processes with integration.

Registering a HexaSync Profile

Please make sure you have an available HexaSync Profile and invite Beehexa Development Team to support your deployment process.

Step 1: Create a HexaSync Account using your email address

  • Visiting link: https://app-az.hexasync.com/login 
  • Sign up for an account by entering your email address and clicking “Login”. Or you can also sign up with Microsoft or Google.
HexaSync Account
  • Fill in the information, including the name and company name.
Login HexaSync Account
  • OTP code will be sent to email. Copy that OTP code here and click “Submit“. So you have successfully registered an account on HexaSync.
Login HexaSync Account

Step 2: Create a HexaSync Profile 

  • After successful account registration, the screen will appear like this.
Create a HexaSync Profile

  • To create a new profile, click this button.
Create a HexaSync Profile

  • Choose Source System and Destination System according to your synchronization needs.
Create a HexaSync Profile

  • Click OK, and you have successfully created a HexaSync Profile.
Create a HexaSync Profile

  • If you need more than one HexaSync Profile, repeat the same steps above with the remaining HexaSync Profiles.

Step 3: Invite team@www.beehexa.com to collaborate with your HexaSync Profile

  • Select HexaSync Profile you want to share
Invite HexaSync team to collaborate with your HexaSync Profile

  • Invite our team to manage your integration following the instructions in the image below.
Invite HexaSync team to collaborate with your HexaSync Profile

Authorize HexaSync to access your Wix Store

Step 1: Checking HexaSync App Invitation

By visiting this link http://wix.to/c8t2x00, the screen below will pop up.

Checking HexaSync App Invitation

Step 2: Select your Wix Store to use HexaSync App

Select your Wix Store to use HexaSync App

Step 3: Allow HexaSync to use your Wix Store API

Allow HexaSync to use your Wix Store API

After clicking the button and waiting for seconds, Wix will redirect you to app.hexasync.com. 

Step 4: Verifying that HexaSync is installed on your store 

Verifying that HexaSync is installed on your store 

Sharing Microsoft Dynamics API to HexaSync

Step 1: Install the Hexasync app for your tenant

Using HexaSync to Synchronize Data Between Wix and Microsoft Dynamics 365 Finance & Operations
  • Then go to Enterprise Applications, and click on New Application to access Azure AD Gallery.
Install the Hexasync app for your tenant
  • The screen will pop up below.
beehexa microsoft dynamics 365
  • Search for the HexaSync app and sign up.
Install the Hexasync app for your tenant
  • Sign up or Sign in to a Hexasync account by using Microsoft single sign-on
Install the Hexasync app for your tenant

Step 2: Add HexaSync to your Dynamics Finance & Operations site

  • Return to your Enterprise Applications page; you’ll have the HEXASYNC app on your list; click on the app name to get the Application ID.
Add Hexasync to your Dynamics Finance & Operations site
  • On your Microsoft Dynamics F&O site, search for the Azure Active Directory Applications page.
Add Hexasync to your Dynamics Finance & Operations site
  • On the Azure Active Directory Applications page, create a new record by clicking on the New button, then put the Application ID to the Client Id field, and on the User ID field, select the proper admin user, finally, click save to get the process done.
Add Hexasync to your Dynamics Finance & Operations site

Step 3: Review Dynamics Finance & Operations API access

  • On the Microsoft Dynamics F&O dashboard, search Azure Active Directory Applications.
Review Dynamics Finance & Operations API access
  • Click on the New button.
Review Dynamics Finance & Operations API access
  • Add information including Client Id, Name, and User ID, then select Save.
Review Dynamics Finance & Operations API access
  • After reloading the page, move to Microsoft Azure Page to check Client ID; as you can see, we have successfully authorized HexaSync Application to work with Dynamics F&O.
Review Dynamics Finance & Operations API access
  • Go to Postman to generate the access token. First of all, create a new environment.
Review Dynamics Finance & Operations API access
  • Fill in all information needed on the variable column and initial value column. After that, click on Save.
Review Dynamics Finance & Operations API access
  • Set active for it
Review Dynamics Finance & Operations API access
  • Create a new post with the URL
Review Dynamics Finance & Operations API access
Review Dynamics Finance & Operations API access
  • In the Body section, click on “form URL encoded”.
Review Dynamics Finance & Operations API access
  • After that, enter the set of keys and values like this code below and choose Send.
Review Dynamics Finance & Operations API access
  • The postman will return the access token of your Microsoft Dynamics F&O. So, the access token on Azure Active Directory has been successfully generated. 
Review Dynamics Finance & Operations API access

The above are all the steps to set up Microsoft Dynamics FO and Wix Integration. Hopefully, you can follow it easily.