Microsoft Dynamics 365 CRM Xero Connector
One click to upload all your invoices from Microsoft Dynamics CRM into Xero!
The Microsoft Dynamics 365 CRM Connector for Xero instantly integrates your sales cycle with Xero accounting.
Invoices created in Microsoft Dynamics CRM are automatically copied over into Xero, together with any associated customer accounts and products, without any re-typing.
- Improves Efficiency - reduce administration costs
- Saves Time - no more hours spent typing invoices into Xero
- 100% Accurate - no more data entry errors
- Faster Output - speeds up end of month reporting
- Free up time and resources to focus on your business
Who is it for?
Microsoft Dynamics 365 CRM Connector for Xero is a simple yet powerful solution that can accelerate the efficiency of your accounts team.
It is particularly suited to:
- CRM installations wanting to push CRM invoices or Sales Orders into Xero without retyping
- Organisations with sales teams using the sales cycle in Microsoft CRM
- Organisations wanting to automate VAT calculation
- Organisations with complex European or multi-currency VAT requirements
- Sales teams creating large numbers of invoices within CRM
- Organisations experiencing data entry errors with their Invoicing
- Accounting teams becoming overwhelmed after a succesful CRM rollout
- Organisations with complex billing requirements can integrate with our Billing Solution or our Enterprise Connector for full billing automation.
- Easy to Install
- Invoices are created automatically in Xero from a Dynamics CRM Invoice
- Associated customer and product data are maintained automatically
- VAT and nominal ledger are controlled by the product record within Xero
- B2B and B2C commerce supported
- Supports all versions of Microsoft Dynamics CRM including Dynamics 365 - on premise and online.
- Supports all versions of Xero from 2009 to 2016.
- 30-Day Money Back Guarantee
Watch the Video
The video below demonstrates the Xero Connector software uploading a sales order from Dynamics CRM into Xero accounting, and creating associated customer and product records automatically.
Want to know more?
Email firstname.lastname@example.org or contact us with your requirements and we can often integrate your accounting system with Dynamics CRM within 24 hours.
At Redware we also offer:
- Complex billing and direct debit solutions
- A web application allowing all Xero transactions to be viewed within Dynamics CRM
- Credit Control add-on for Microsoft Dynamics CRM to set credit guidelines for UK, EU, and USA businesses
- Consultancy to implement your billing and accounting functionality within Dynamics CRM
- Software Development to integrate with other accounting software (for example Xero 200)