Stellarise Connector for Microsoft Dynamics 365 and Xero
An Intelligent Connection
Stellarise Connector for Dynamics 365 and Xero intelligently moves information from Microsoft Dynamics 365 to Xero, supporting a workflow that allows you to create leads, opportunities, orders and invoices in Microsoft Dynamics 365 and then manage the financial process for these in Xero, where you can handle payments and reconciliation. The connection is easily configured and allows you to:
- mix and match existing products alongside Write-In products Dynamics 365 invoices.
- extends existing Dynamics 365 functionality to support purchase invoices, sales invoices and credit notes.
- configure whether you want Dynamics 365 to create new Xero contacts, or instead push through invoices for those existing already.
- choose if you want Dynamics 365 to create new Xero Items, or only create an invoice if these items exist already.
Easy to Manage
The built-in Sync history gives you full visibility on any sync issues for each invoice putting you in control, so you can resolve them.
Contact us for Customisation
Our easily configured standard plans are perfect for the most common situations. But if you have custom fields in Dynamics 365 that you want to sync across to Xero, we can help. Contact us to discuss your custom configuration requirements and we can quickly customise a template for you to sync anything you need.