Seamlessly synchronize your Dynamics 365 CRM and Xero systems
What is Xero Integration for Dynamics 365?
Xero Integration for Dynamics 365 allows you to create invoices, payment details, credit notes, contact information and more in either your Dynamics 365 CRM or Xero and sync automatically to the other system. No need for data duplication or manual data entry.
With the Xero Integration, all your data syncs across the two systems automatically. Installing this integration can be done in less than 4 minutes and doesn’t need a developer. Just follow through our simple steps and start streamlining your business
Benefits:
Maintain data accuracy on your systems No longer will you need to worry if you enter data into your Dynamics 365 CRM or Xero system. Our connector will ensure that all information encoded one system is reflected and synced on the other system.
Increase your productivity and spend time on things that matter Allocate your time to doing more productive work instead of manually duplicating and double checking invoices, credit notes and contact information. Leave this time consuming task to Xero Integration
Build better relationships with your customers Make better business decisions and get a clear, consistent and concise view of your customer and payment data. Tracking is now made easier whether you are in Dynamics 365 or Xero.
Save money using our pre-existing product that just works! Don’t spend money building a bespoke connection that will always need to be upgraded and updated. Benefit from our fully supported integration and our 15 years of building a connection between Xero and Dynamics 365.
Data Flow Directions and Timings
The following tables are synced between Dynamics 365 and Xero. These are the default values and can be adjusted based on your specific requirements.
Table name
Sync direction
Sync frequency
Enabled by default
Sync last X days
Invoices
Dynamics 365 to Xero
15 minutes*
Yes
7
Invoices
Xero to Dynamics 365
15 minutes
No
7
Payments
Xero to Dynamics 365
3 hours
Yes
7
Credit Notes
Dynamics 365 to Xero
3 hours*
Yes
7
Credit Notes
Xero to Dynamics 365
3 hours
Yes
7
Contacts
Xero to Dynamics 365
3 hours
No
7
Invoice Emails
Dynamics 365 to Xero
1 hour
No
7
Magnetism Solutions are a Microsoft Gold Partner aimed at helping you create great relationships with your customers. Over 15 years, we have built multiple products to complement Dynamics 365. Our range of add-ons are designed to provide you with additional functionality, customization options, and integrations that will help you get the most out of the Power Platform.
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