Dynamics 365 Sales and Xero Integration
Integrate Dynamics 365 Sales with Xero to automate invoicing, estimates, and payment workflows, eliminating double data entry. Streamline customer, product, opportunity, and transaction data flows between your CRM and accounting platform for a more efficient sales cycle.
- Integrate
Get started with our pre-built template
Effortlessly connect Dynamics 365 Sales to Xero using DBSync’s pre-built solutions. Automate critical workflows, reduce manual entry, and optimize your Order-to-Cash, Sales-to-Finance, and CRM-to-Accounting operations.
Why Integrate Dynamics 365 Sales with Xero
Skip double entry
Up to 50% time saved in manual data movement
Automate data flow
Up to 30% faster workflows with data in sync
Drive operational success
Up to 25% increase in operational efficiency post integration
Unlock the Potential of Your Data with These Use Cases
Seamlessly sync Dynamics 365 Sales and Xero to automate sales and finance. Boost accuracy, reduce delays, and free your team from manual tasks.
Integrate in Three Simple Steps
Connect->Setup->Run That’s how easy it is to power your integration. Give it a go!
Salesforce and Xero Integration On-Demand Demos
See DBSync in Action
Automate invoicing and payment sync between Dynamics 365 Sales and Xero to eliminate duplicate entry and keep customer and financial data aligned for greater efficiency.
Effortless Integration
Connect Dynamics 365 with Xero, along with your other essential apps and databases, to enable a seamless exchange of customer and financial information.
Automated Workflows
Simplify operations by automating the sync of customer details, invoices, payments, and sales data between Dynamics 365 and Xero.
Continuous Sync
Keep customer accounts, sales opportunities, invoices, and payment status updated in real time across Dynamics365, Xero, and your connected systems.
FAQs
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
Dynamics 365 Sales to Xero integration connects your CRM with your accounting platform, enabling automated data sync for invoices, payments, contacts, and financial records. This seamless connection helps you keep both sales and finance teams aligned, eliminates manual data entry, reduces errors, and ensures up-to-date information across your business.
You can automate invoicing, payment status updates, customer record synchronization, sales-to-cash processes, and reporting across Dynamics 365 Sales and Xero.
No. DBSync provides pre-built templates and an easy-to-use interface, so you can configure workflows without technical expertise.
Yes. You can choose between real-time synchronization or scheduled updates based on your business requirements.
Dynamics 365 to Xero integration supports Dynamics 365 Sales, Customer Engagement, Business Central, and Finance editions.
Yes. The integration supports multi-currency, making it easy to manage international transactions across Dynamics 365 and Xero.
Absolutely. You can map standard and custom fields to ensure your integration matches unique business processes.
Yes. DBSync follows strong security protocols and ensures compliance with both Salesforce and Xero standards.
Yes, you can install it on your Sandbox to test the integration and then switch to the production instance.
DBSync’s integration includes a scheduler, using which any process can be automated to run at predefined intervals. You can perform synchronizations as frequently as 5 minutes.
Definitely, 14-day free trial is available after completing the registration process