Stellarise Connector for Dynamics 365 and Xero is a SaaS (Software as a Service solution) that 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:
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.
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.