Plug-N-Play Connector: Connect Dynamics 365 Accounts, Contacts, Invoices and Line Items to XERO.

XERO connector for Dynamics 365 Sales integrates invoices raised in Dynamics 365 to XERO.

Dynamics 365 Accounts sync to XERO customers, Dynamics 365 Contacts sync to XERO contacts.

Both existing and write-in products are supported.

The connector looks for existing customers and contacts in XERO and if they do not exist then a new record is created in XERO and associated with invoice.

The Dynamics 365 invoices are marked completed when payments are allocated to XERO invoices.

Features

Increased efficiency – With data being available both in Dynamics 365 and XERO, sales team doesn’t have to worry about finance team and vice-versa.
No double entries – With the status clearly visible in both Dynamics 365 and XERO and the systems being connected, there is no need for double data entry.
Better visibility - Invoice history is available in both Dynamics 365 and Xero so that all users (with appropriate security roles) can access the information.
Readily available – This is a plug-n-play connector so, you do not have to wait for it to be built for you to use.
Reduce expense – With the connector being readily available, you do not have to hire a developer to build it and pay hefty build cost.

For more information, simply click "Contact me" above to get a demonstration.

XERO Connector for Dynamics 365

by Experience Digital