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Integrating Dynamics 365 with Xero Using the Connectorly Platform

Are you looking for a way to integrate your Microsoft Dynamics 365 system with Xero? Connectorly has the perfect solution for you!

Connectorly is a cloud-based platform that allows you to quickly and easily connect your Dynamics 365 Sales app to Xero, making data entry and management a breeze. With Connectorly, you can automatically sync data between the two systems, eliminating the need for manual data entry. And because Connectorly is cloud-based, there is no need for expensive on-premise software or hardware.

Connectorly provides a complete solution for integrating Dynamics 365 Sales with Xero, including a customizable interface, support for multiple currencies, and the ability to map data fields between the two systems. Connectorly also offers a free trial so you can try out the platform.

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Connectorly for Dynamics 365 and Xero

Benefits of Connectorly for Dynamics 365 and Xero Integration

As your business grows, so does the need to manage an ever-increasing amount of data. Connectorly provides a simple and effective solution for managing data integration between Dynamics 365 and Xero. Connectorly automates many of the tedious and time-consuming tasks that are required when integrating these two applications, such as data mapping, transformation, and synchronization.

With Connectorly, you can easily connect your Dynamics 365 and Xero data, keeping your information accurate and up to date. Connectorly offers several benefits that can help your business save time and money, including:

  1. Improved data accuracy: With Connectorly, you can be confident that your data is accurate and up to date. Connectorly automates the data mapping, transformation, and synchronization process, ensuring that your data is always accurate.
  2. Reduced costs: Connectorly can help you save money by reducing the need for manual data entry. By automating the data integration process, Connectorly can help you eliminate the need for costly data entry services.
  3. Improved efficiency: Connectorly can help you save time by automating many of the tasks associated with data integration.
  4. Greater flexibility: Connectorly extends your Dynamics 365 with accounting features such as bills or handling credit notes automatically.
  5. Improved customer service: Connectorly can help you improve your customer service by providing up-to-date information. With Connectorly, your sales team can quickly and easily retrieve your customer’s information, saving you time and improving your customer service.

Connectorly extends your Microsoft Dynamics 365 Sales App with accounting features

  1. Bills in Dynamics 365: with Connectorly now you can manage your bills and sync them to Xero.
  2. Credit notes in Dynamics 365: change the default invoice cancellation in Dynamics 365 with Connectorly to handle credit notes on the right way.
  3. Check the outstanding amount in Dynamics 365: Connectorly brings the customer financial information from Xero to Dynamics 365

These are just a few functionality we can bring into your Microsoft Dynamics 365. Check out our help centre for full details.

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Start your Free Trial

Connectorly can help you to integrate the SaaS systems you use every day. Check out our solutions.

If you have any questions, please do not hesitate to get in touch.