900px-Xero_software_logo

Xero for Dynamics 365

Integrate your Dynamics 365 sales cycle data with your Xero accounting software – instantly – using Xero Connector. Once they’re connected, invoices created in Dynamics 365 will be automatically copied into Xero, including related customers and products, saving you having to retype the details.

00xero 2

Xero Capabilities

1. Automatic syncing of Dynamics 365 CRM and Xero

Saves you processing time and improves the accuracy of your data.

2. Automatic creation of records

Quotes and orders created in Dynamics 365 are automatically pushed to Xero for invoice record creation.

3. Sync of account records

When account and contact records in Dynamics 365 are synchronised with a Xero contact, and data is updated in the former, the changes are automatically applied to the latter.

3. Eliminate manual input

Save time having to retype information into Xero.

4. Increase collaboration

Between your sales and accounts people.

5. Increase process efficiency

Eliminate data entry errors and accelerate the efficiency of your accounts team.

Group 1554

Request a Call Back

BOOK A DEMO with a member of our team using our easy-booking system.

Explore Other Dynamics Integrations and Add-Ons