Microsoft Dynamics 365 CRM Xero Connector
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 Customers and Products, without any re-typing.
Additional features include data migration, tax and VAT calculation, and tracking of payments against each Invoice.
Our sister billing application allows for automated recurring invoices and invoice automation with simple workflow to create Invoices, Credit Notes, Purchase Orders and Payments.
Watch the Video
The video below demonstrates the Xero Connector software uploading an invoice from Dynamics 365 CRM into Xero accounting.
- Improves efficiency and scales your business by uploading hundreds of invoices automatically into Xero.
- 100% Accurate - no more data entry errors.
- Get the best of both worlds - Customer communication with CRM and accounting, debt chasing and payment solutions with Xero.
- Xero has extensive payment processing options.
- Add our Billing application to automate Invoices, Credit Notes, Purchase Orders and Payments with simple workfow.
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:
- Organisations using the sales cycle in Microsoft CRM wanting to push invoices into Xero.
- Organisations wanting to automate VAT calculation.
- Organisations with complex European or multi-currency VAT requirements.
- Organisations creating large numbers of invoices within CRM.
- Organisations experiencing data entry errors with their Invoicing.
- Accounting teams becoming overwhelmed after a successful CRM rollout.
- Organisations with complex billing requirements.
FeaturesMicrosoft Dynamics 365 CRM Connector for Xero has the following functionality:
- Synchronisation with Sage 50C, Xero or Quickbooks Online.
- Push Invoices and Credit Notes from CRM into the accounting package together with associated Customers and Products.
- Either way synchronisation of Customers and Products.
- Calculation of VAT – including EU and Worldwide VAT.
- Add a link or the physical invoice PDF to the Invoice in CRM.
- Outstanding Invoice amounts and Customer balances and credit limits are tracked in CRM.
- Product stock quantities are tracked in CRM.
- Create Purchase Orders directly from the Invoice item.
- Multi-company supported so you can connect to more than one accounting database.
- Support for nominal and tracking codes.
Want to know more?
We offer subscription pricing based on the total number of CRM users you have in your organisation. Sign up here or email email@example.com or contact us with your requirements and we can often integrate your accounting system with Dynamics 365 CRM within 24 hours. For complex requirements please consult your CRM Reseller or get in touch about our consultancy and implementation service.
At Redware we also offer:
- Reseller options where we work alongside your reseller for implementation and support.
- Complex billing and direct debit solutions.
- 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 365 CRM.
- Software Development to integrate with other accounting software (for example Sage 200).