Connect Microsoft Dynamics 365 and Xero
AMS DYNAMICS 2 XERO CONNECTOR
Still copying invoices, customers and payments between Dynamics
and Xero?
AMS Dynamics 2 Xero removes duplicate data entry.
It keeps your finance and CRM teams working from the same information.
Synchronise Your Dynamics data with Xero
Our Dynamics Connector integrates your Dynamics 365 system with your Xero finance package. You will only need to enter data once and you can choose the level of access for users.
- Invoices
- Suppliers
- Customers
- Products
- Orders
- Purchases
- Payments
- Credits
The solution to integrate Xero and Microsoft Dynamics 365
Want to take a look?
Or call us on
01422 824831
hello@allmysystems.co.uk
- No more sharing Xero logins – all your finance data is in Dynamics
- Nothing to install
- Runs in the background – just set and forget
- Accurate data – no more data entry errors
AMS Dynamics 2 Xero Connector integrates Microsoft Dynamics 365 with Xero so information can move between the two systems automatically.
It can synchronise customers, suppliers, products, orders, invoices, purchases, payments and credits, so users do not have to type the same information into both systems.
It works in both directions, can handle customised fields, and keeps payment and invoice information up to date in Dynamics and Xero.
“We love Xero, but swapping between the two systems was a pain – this integration solves it all!”
How it works
Map your data
We identify which records need to sync between Dynamics 365 and Xero, including custom fields.
Set the sync rules
Choose what moves one way, what moves both ways, and which system is the master for each data type.
Automate updates
Customers, invoices, orders, payments and credits are synchronised automatically.
Monitor and support
We maintain the connector, resolve issues and adjust mappings as your processes change.
Sales
- Creates and updates Xero contacts from Dynamics customers & suppliers
- Transfers customer & supplier payment terms and credit limits to Xero
- Works with custom entities
- Creates Xero sales invoices with invoice lines
- Marks sales invoices as paid or update the balance outstanding
- Retains your Xero invoice branding
- Pushes sales invoice payment data back into Dynamics
Purchases
- Creates and updates Xero contacts from Dynamics account customer & supplier
- Creates Xero purchase invoices with purchase lines
- Creates purchase credit notes
- Pushes purchase invoice payment data back into Dynamics
Or call us on
01422 824831
hello@allmysystems.co.uk
Why connect Dynamics and Xero?
Streamline processes
Automate invoice transfer to eliminate manual data entry and reduce errors.
Real-time Data Sync
Updates in one system reflect immediately in the other, providing accurate, up-to-date financial information.
Better Financial Visibility
One complete view of your data. Monitor cash flow, expenses, and understand your company’s financial health.
Improved Reporting
Generate consolidated reports by integrating Xero and Dynamics for comprehensive financial insights.
Streamlined Audit and Compliance
Ensure consistent financial data across systems, simplifying audits and meeting regulatory requirements.
Contact us for pricing
We have an out of the box solution and a bespoke solution for more complex requirements.
Please call for details.
Pricing
More questions
Which Microsoft Dynamics 365 versions do you support?
Our Xero Dynamics integration solution covers
- All the Dynamics 365 suite
- Dynamics 365 Business Central (formerly Dynamics NAV)
I use custom fields, is that a problem?
That’s no problem. Our connector can link Dynamics 365 to a customised Xero install with customised database fields.
Does the connector 2-way sync?
Yes, your data travels in both ways from Xero to Dynamics and vice versa
How quickly does the data sync?
There’s no delay – the data is synced in real time
Yes, all our connectors come with knowledgeable and prompt support packages
How much does the Xero to Dynamics connector cost?
There’s not a simple, fixed price unfortunately. The cost is based on the complexity of your requirements. Please get in touch and we’ll quickly give you an estimate of costs.
Sure. Fill out the form below, call us on 01422 824831 or email us at hello@allmysystems.co.uk
It’s easy. Contact us and we’ll show you how the Xero Dynamics integration works. If you like what you see, we’ll set up the system for you. You can choose between a ready to go connector or a customised solution for your business.
A simple integration could take as little as a week, if your requirements don’t need extra customisations.
Find out more about
AMS DYNAMICS 2 XERO CONNECTOR
Discover how easy it is to link Microsoft Dynamics 365 and Xero
A systems guru will get straight back to you.
No obligation and No hard sell.
Or call us to book on 01422 824831
email: hello@allmysystems.co.uk