Xero Integration for Dynamics 365 CRM
Xero Integration for Dynamics 365 CRM
No longer will you have to duplicate content in CRM and then create an invoice in Xero.
With this simple Xero Connector you can bridge the gap between your customer records database and your financial system. Helping you and your team be more productive and have better visibility of your customers and their records.
All prices are in USD and are charged annually. Special pricing for those with over 500 users.
Connect Dynamics 365 CRM and Xero easily
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Fix Data Duplication
Never doubt your data again. Our Connector will ensure that all your data is fixed between systems so you know who has paid, who hasn't and track that against customer records.
Visibility
Make better business decisions and get a clear view of your customer data and payment data. Never will you have to patch the two together.
Track payments
Easily make and track payments across both Dynamics and Xero systems to ensure you are up to date. Never have any data disparity between systems.
Create bi-directional credit notes in CRM and Xero
Create credit notes that flow into both systems to ensure anyone looking at that account is kept up to date with all information.
Track Invoices
Easily track invoices in both CRM and Xero with the knowledge that the data in the system is correct in both and there are not data duplication errors and time wasted.
Save Time
Spend more time on the things that will drive your business forward - not the time-consuming, menial data driven tasks. Leave that up to us.
“Awesome work on the upgrade! it went live smoothly this morning; all looking good so far. Great work team
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