Synchronize Microsoft Dynamics CRM with XERO
The XERO connector add-on for Dynamics 365 CRM is a secure, robust and reliable cloud-hosted service to synchronize and link customer records, invoices, and payments between Dynamics 365 CRM and XERO. This ensures that the information is upto-date, saving you time, money and improving your customer relationships. You can easily have your organization and its related Contacts, Product/Services, Invoices, payments updated on both the ends. It reduces hours of laborious work of re-entering data again and again in Dynamics CRM and XERO.
You can easily configure and synchronize the master data items such as chart of accounts, tax rates, products/services from XERO to Dynamics CRM. The same can be enabled for other fields such as contacts, accounts from Dynamics CRM to XERO.
Seamlessly track and push transaction information such as invoices from Dynamics CRM to XERO. Payments are automatically pulled from XERO into Dynamics CRM. The invoice information are linked to appropriate entities.
The solution is completely flexible for customization to meet your custom needs. This add-on enables you to trigger the synchronization based on your unique business needs. Get a clear view of your data synchronization using the dashboard.
Xero Connector FAQ
Soluzione has developed Xero Connector to ensure smooth two-way integration between Dynamics CRM and your Xero subscription. It is a secure, robust and reliable cloud-hosted service to synchronize and link customer records, invoices, and payments between Dynamics 365 CRM and Xero, ensuring that all of their information is up-to-date saving you time, money and improving your customer relationships.
The connector enables two-way synchronization between Dynamics CRM and Xero. Below diagram provides a high-level view of data synchronization and data flow between two systems.
Below diagram provides a high-level view of data synchronization and data flow between two systems.
The solution works with Dynamics CRM Online (version 8.2 or above). If you need to install the same on an on-premise instance or any other version, please contact us at [email protected]
CRM Organization Id uniquely identifies your CRM instance. Normally the CRM organization id will be automatically detected and pre-filled. E.g. it will look like “F9168C5E-CEB2-4faa-B6BF-329BF39FA1E4”. You can also locate this manually in your CRM instance by navigating to Settings->Customizations – > Developer Resource. The ID will be a unique organization identifier.
Figure: Locate Organization IDYou can contact us for the same at [email protected]
You can contact us for the same at [email protected]