ISV Add-On Product Information

Xero Integration for Dynamics 365

Product Verticals: All Industries
Business Processes: Accounting, Contract Management, Customer Management, Customer Service, Data Integration, Lead Tracking, Proposal Management, Revenue Amplification Platorm, Service Work Order Tracking, Subscription Management

Email | Print
× [erforms id="41727"]
×

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. You can install this integration in less than 4 minutes without the need of 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 reflects and syncs all information encoded on one system  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 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

This table shows encoded information synced between Dynamics 365 and Xero. You can adjust these default values 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

View Documentation.

 

About Magnetism Solutions

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.

 

 

 

 

Show Buttons
Hide Buttons