XERO Connector in Dynamics 365 logo

XERO Connector in Dynamics 365

by CRM Dynamics Limited · Since 2011
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ActiveAvailable globallyCloud
Quick facts
VendorCRM Dynamics Limited
Year launched2011
StatusActive
Location167-169 Great Portland Street, 5th Floor, London, W1W 5PF
Countries servedGlobal
Languages9
Integrations1+
Free tier
Free trial
Contact sales

About XERO Connector in Dynamics 365

XERO Connector in Dynamics 365 is a software solution from CRM Dynamics Limited that integrates XERO accounting software with Dynamics 365. It provides features such as data synchronization, transaction management, and report generation so users can maintain consistent financial records across platforms. This connector allows for automated updates of financial data, reducing manual entry errors and improving overall accuracy. Users can access real-time reports and insights into their financial performance, facilitating timely decision-making. Key capabilities: data synchronization transaction management report generation real-time updates multi-currency support Best for: businesses that need to connect their accounting operations with Dynamics 365 for more efficient financial management.

The XERO Connector for Dynamics 365 is a cloud-based software solution designed to seamlessly integrate Microsoft Dynamics 365 with XERO, two widely-used platforms in the realm of business management and accounting. Its primary function is to synchronize sales, purchasing data, invoices, bills, and payments between the two systems, reducing manual data entry and ensuring consistency across both platforms. The integration streamlines financial operations and eliminates the risk of errors that can arise from handling data across multiple systems, ultimately saving time and enhancing overall operational efficiency. For businesses that use both Dynamics 365 and XERO, the connector significantly reduces the manual effort involved in transferring data between the two systems. Through bi-directional synchronization, it ensures that information is automatically updated in both platforms, which helps improve data accuracy and minimizes the chance of mistakes that could have financial repercussions. The connector’s automatic data transfer functionality means that businesses do not have to manually input invoice or payment details, freeing up valuable time that can be redirected towards more critical tasks, such as strategy development or customer service.

Pros & Cons

What users like
  • +Seamless Integration: Synchronizes sales and purchasing data between Microsoft Dynamics 365 and Xero, minimizing manual entry.
  • +Error-Free Data: Eliminates errors caused by double data entry, ensuring accurate financial records.
  • +Payment Integration: Adds the PayNow link to invoices in Dynamics, making payments easier for customers.
What users flag
  • Requires Both Platforms: The integration is useful only for businesses already using both Dynamics 365 and Xero.
  • Potential Setup Complexity: Initial setup might require technical expertise to configure the integration properly.

Features

Key features

Seamless synchronization
Synchronizes sales and purchasing transactions between Dynamics 365 and XERO.
Reduced administrative work
Eliminates manual data entry and reduces errors.
Payment status and amount tracking
Updates Dynamics 365 with payment status and credited amounts from XERO.
PayNow link integration
Adds PayNow links from XERO to Dynamics 365 invoices.
Purchasing integration for Dynamics Field Service
Integrates purchasing with Dynamics Field Service functionality.

Additional features

Seamless synchronization
Synchronizes sales and purchasing transactions between Dynamics 365 and XERO.
Reduced administrative work
Eliminates manual data entry and reduces errors.
Payment status and amount tracking
Updates Dynamics 365 with payment status and credited amounts from XERO.
PayNow link integration
Adds PayNow links from XERO to Dynamics 365 invoices.
Purchasing integration for Dynamics Field Service
Integrates purchasing with Dynamics Field Service functionality.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
9
Interface languages
15
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseChineseJapanese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇧🇷BRL🇲🇽MXN🇨🇭CHF🇸🇪SEK🇳🇿NZD🇸🇬SGD🇭🇰HKD

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