Xero Connector for Dynamics 365
โดย Smart App Business Solutions Pty Ltd
Sync Xero with Dynamics 365 for real-time invoices, payments, and customer data
Xero Connector for Dynamics 365 is a smart integration solution that keeps Microsoft Dynamics 365 and Xero perfectly in sync.
It connects your CRM and accounting systems by automatically sharing customer, invoice, and payment data between Dynamics 365 and Xero. Whether financial records are created in either platform, the connector ensures information is updated instantly—without manual effort.
By eliminating duplicate data entry, Xero Connector for Dynamics 365 helps businesses maintain accurate financial records, gain real-time visibility into invoice statuses, and streamline collaboration between sales and finance teams.
Smart App Business Solutions' Xero Connector for Dynamics 365 offers the following features
- Customer, invoice, and payment data stay consistent across Dynamics 365 and Xero, ensuring everyone works with accurate and reliable information.
- Create or update records in one system and see them reflected instantly in the other—no repeated manual work required.
- Invoices and payment updates sync automatically, helping teams track outstanding balances and improve cash flow without delays.
Smart Data Integrity Control that prevents incorrect invoices from being processed by validating related customer and product relationships before sync.
- Automated data synchronization removes manual handling, significantly lowering the chance of human error and mismatched records.
- Always know the status of invoices, whether paid, partially paid or overdue, directly from Dynamics 365 or Xero.
- Sales, finance, and operations teams can access the same up-to-date information, improving coordination and decision-making.
- Enable workflows for reminders, notifications, and follow-ups to keep invoicing and collections running smoothly.
Fast and intuitive search capability that allows users to quickly find contacts and products with an optimized retrieval experience, improving efficiency and navigation across the system.
- Get the full benefit of both Dynamics 365 and Xero by letting each system do what it does best—without compromising data accuracy.
Supported Editions:
Microsoft Dynamics 365 Customer Engagement (Sales, Customer Service, Marketing, Field Service).
Supported Countries:
Austria, Australia, Canada, New Zealand, South Africa, United Kingdom, and United States
Supported Languages:
English (United States)
