Connectorly for Microsoft Dynamics 365 & Xero
par Connectorly Limited
Connect Microsoft Dynamics 365 Sales and Xero to automate customer, invoice, and payment workflows
Connect Microsoft Dynamics 365 Sales and Xero Without Manual Data Entry
Connectorly helps businesses automate the flow of information between Microsoft Dynamics 365 Sales and Xero, removing the need for duplicate data entry and reducing errors between Sales and Finance teams.
Create opportunities, orders, and invoices in Dynamics 365, then automatically transfer the relevant information into Xero for invoicing, payment management, and reconciliation.
Key Benefits
✅ Eliminate manual rekeying of customer and invoice data
✅ Improve accuracy between Sales and Finance systems
✅ Automate invoice and payment workflows
✅ Reduce administration and save valuable time
✅ Support a smoother quote-to-cash process
✅ Configure how customers, products, invoices, bills, and credit notes are synchronised
Flexible Synchronisation Options
Connectorly gives you complete control over how Dynamics 365 and Xero work together.
You can:
• Create new Xero contacts automatically from Dynamics 365
• Sync invoices only when matching contacts already exist
• Create new Xero products automatically from Dynamics 365 items
• Support Sales Invoices, Purchase Bills, and Credit Notes
• Mix standard products and write-in products on Dynamics 365 invoices
Whether you’re looking to streamline financial processes, improve data accuracy, or create a seamless workflow between Sales and Finance, Connectorly helps your teams stay connected and productive.
👉 Learn more: https://connectorly.io/integrations/dynamics-365-xero/