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Dynamics 365 Xero Connector Videos

Dynamics 365 Connector for Xero

Introduces the Redware Dynamics 365 Connector for Xero and gives you a good overview of functionality.

01 Install the Connector

Installation of the Connector - you will need to log in to CRM and a configuration file and a serial number to complete the installation.

02 Xero Configuration

Once the redware connector has been installed - you need to generate and configure security certificates to access your Xero installation safely.

03 Push Invoice into Xero

Demonstration of pushing an invoice into Xero.

04 Xero Multi-Company Configuration

Configuration of the Redware Connector for multi-company Xero - this is an advanced feature.

Dynamics 365 Connector

XERO     Sage 50    Quickbooks Online    Two-way Connection    Support