Connect Dynamics 365 & Xero within Minutes

A powerful, no-code, and instant way to automatically synchronize data between Dynamics CRM and your Xero accounting software.

just connect with a few simple clicks

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Sync invoices, payments, and accounts automatically in real time and save countless hours spent in data entry.

Get connected in no time with minimal set-up required. With no need to map functions, it’s a plug-n-play experience.

Synchronize thousands of invoices with 100% accuracy. Zero risk of manual errors

Dynamics 365 & Xero Connector

Connectorly extends Microsoft Dynamics so that you can manage sales and purchase invoices, credit notes and payment information in Dynamics 365 and seamlessly integrates with Xero to provide a full-featured and powerful unified system

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Built-in Dashboard

Our built-in Dynamics dashboard allows you to track and log all data movements providing you with transparency and complete control over your data.

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Add Finance Features

With our intelligent integration, we don’t just simply connect, we add Account Balances, Credit Notes and Purchase Invoices to Dynamics 365 Sales for a deep Xero integration.

 

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Customized Fit

Want to sync custom fields? Just get in touch and our expert Xero approved developers we can quickly customize your template to sync anything you need.

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Connector Overview

Select Your Plan

Pay Monthly or Annually

    • Microsoft Dynamics 365 and Xero Connector

      $99/mo

      • Works with Microsoft Dynamics 365 For Sales Professional license
      • Add Unlimited Users
      • New Finance Features
      • Configurable Synchronization
      • Managment Dashoard
      • Email Technical Support
      • 99.9% Uptime SLA
      • Multiple Currency Options
      Buy Now

Customer Testimonials

Some words from our Customers

Brilliant connector for customer using xero and dynamics. It works well for our company. Great customer service & always ready to help.

Nicola O’Connor

Commercial Manager at OConnors
Stellarise Connector seamlessly moves information from Microsoft Dynamics

Sophie Jordi

Finance Officer at Gold Standard
Your software Stellarise Connector works like a charm!

Nate Brooks

CEO at Genuine Technology
Great Connector. Works well and they are very helpful with custom settings

Jason Spence

Director at IAssist
How quickly this all happened. It’s saving my team a lot of time as we no longer have to manually enter and reconcile invoices

Sarah Crabb

Financial Controller at Looking Glass Experimental
Great Product

Decio Figueira

Chief Operations Officer at AccountsCo
Stellarise Connector works brilliantly. As a bonus the improved information on the invoices means my customers now have far more meaningful invoices which should lead to fewer queries and faster payment. If there are problems with transferring invoices across, then it’s easy for my team to diagnose and correct. Before we were just left in the dark. I’m very happy to recommend this to anyone who wants a reliable, flexible way to integrate Microsoft Dynamics and Xero

Kerry Burn

CEO at 848 Holding Limited

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Need Help?

FAQs

Straight away! You can easily set yourself up a live connection between your Xero and Microsoft Dynamics instances in about 15 minutes. Use the free trial offer to see if it covers what you need without risk.

Get up and running in 3 easy steps:

1. Create your Stellarise Connector Account
2. Connect to Xero and Micrsoft Dynamics 365
3. Configure your Connector

Yes.

We have designed the Dynamics Xero Connector to support multiple Xero companies from a single Microsoft Dynamics CRM system. Just setup a connection for each Xero company you wish to connect.

Yes.

Stellarise are integration experts and have helped many companies many different integration scenarios from Microsoft Dynamics 365 to Xero.

Please contact us to discuss your requirements.

In order to send an invoice from Microsoft Dynamics to Xero you need to ensure that the following are set on the Dynamics Invoice:

  1. The DynamicsXeroConnector you have created is selected.
  2. The Invoice export status is set to No.
  3. The Date Delivered must be today or earlier.

Once you have set these values on an invoice, then they will be picked up automatically by the connector and sent through to Xero. If there are any problems with the sync process, these will be reported by appending a note to the Dynamics Invoice which was attempted to be synchronised.

If you’re still having problems, take a look at our FAQ’s.

A new Microsoft Dynamics CRM Dashboard is provided which shows the status of all invoices that are due to be sent to Xero.

Any errors that occur when an invoice is sent are tagged against it, so that you can easily see what caused it to fail. This might happen for example if you have configured Dynamics Xero Connector to only send invoices if the Account already exists, but the Xero Contact doesn’t already exist.

Yes.

All versions allow you to choose whether or not Dynamics Xero Connector will create accounts automatically that don’t exist in Xero, or only send invoices if the Account has already been created.

No.

Our systems (hosted across redundant, UK based data centres) only process invoices you’ve marked that are ready for sending into Xero. We do not store your invoices.

If you’ve just installed the plug-in in Dynamics, and have created your first connection, you will need to wait a few minutes before you can see your connection in the Invoice in Microsoft Dynamics  – normally this should appear within five minutes. You may need to refresh your web browser for it to appear.

If we’ve not answered your question, then please get in touch! We’d be very happy to help!