The optional Xero Connector ensures that Accounts, Contacts, Invoices, Payments and Credits can be synchronised automatically from Dynamics 365 to Xero. Raise invoices for specific products in Dynamics 365 against a selected Contact or Account and all data will automatically push to Xero.

Invoices can be synchronised in draft or approved status. Credits or payments raised against an invoice can also be automatically pushed to Xero.

Key features include:

  • Map Accounts and Contacts to Xero Contacts
  • Define products in CRM and push to Xero Inventory
  • Raise Invoices in Dynamics 365, with specific products, general ledger codes and tax rates and push to Xero
  • Raise Credit Notes in Dynamics 365 and push to Xero
  • Record Payments in Dynamics 365 and push to Xero

The Xero connector is available as a optional feature and has a single annual fee of £499 (ex VAT) per annum. Contact us today for more information.

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