Xero Integration for Dynamics 365 Sales.
Effortlessly sync your financial data between Dynamics 365 and Xero with our seamless connector. Eliminate the need for manual entry by synchronising your products, orders, invoices, and transactions. What's even better? Our managed services customers can deploy the Xero connector at no extra cost.
Demonstrating the Xero Connector for Dynamics 365.
How the Xero Connector works.
- Effortless Configuration: Connect Dynamics and Xero in seconds with our ready-to-use connector, eliminating complex setup hassles.
- Streamlined Settings: Sync your Xero tax rates, price lists, and account codes to Dynamics, ensuring consistency and accuracy.
- Accurate Order Records: Populate Dynamics orders with precise product information from Xero, avoiding manual data entry errors.
- Automated Invoicing: When an order is won, sync the details to Xero to generate invoices automatically, saving time and ensuring prompt billing.
- Payment Sync: Track your payments efficiently by synchronising transactions from Xero to Dynamics 365 Sales.