Our Xero Connector provides smooth integration between Microsoft Dynamics CRM (4.0 or 2011) and Xero Online Accounting Software, arming you with a complete, real-time financial overview of your clients and suppliers. You will no longer need to enter data twice eliminating costly errors and giving you extra time to concentrate on more important tasks.
“We love it – it’s fantastic! The system means the new business can concentrate on selling.”
Cameron Grant
Ezy Build, Managing Director
Save time
There is no need to switch between systems. Information can be entered in Dynamics CRM and will automatically be updated in both Dynamics CRM and Xero.
Minimise error
Eliminating the mundane task of having to enter data twice greatly reduces the likelihood of costly errors and inconsistency.
Real time data
When data is entered, it is automatically updated in both systems. No delay means timely and consistent data will always be accessible.
Accessibility
Invoice and payment history is available in both Dynamics CRM and Xero therefore all authorised users can access this information for themselves rather than going to the Accountant.
Visibility
You will have the ability to view information across the various departments within the organisation. This allows for better communication and more informed decision making.
• Information that is entered in either Dynamics CRM or Xero will be updated in both systems and synchronises in real time.
• The Xero Connector synchronises invoices that are created in Dynamics CRM and drives them through to Xero.
• When an invoice has been paid in Xero it notifies Dynamics CRM to change the status of the invoice to “paid”.
• There is flexibility to create custom workflows, allowing your business to automate processes.
• Account Codes and Credit or Adjustment notes are synchronised between the two systems.
• Customer profiles are matched in both systems allowing for consistent up-to-date assessment.
Specs
• Version: 1.0.0
• Release Date: April 25, 2011
• End Support Date: *October 31, 2012
Requirements:
• Microsoft Dynamics CRM 4.0 (Rollup 7 or above)
• .NET 3.5 SP1
• Administrator Access
* Expected to be supported at least through to this date.