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We identify which records need to sync between Dynamics 365 and Xero, including custom fields.

Choose what moves one way, what moves both ways, and which system is the master for each data type.

Customers, invoices, orders, payments and credits are synchronised automatically.

We maintain the connector, resolve issues and adjust mappings as your processes change.

Automate invoice transfer to eliminate manual data entry and reduce errors.

Updates in one system reflect immediately in the other, providing accurate, up-to-date financial information.

One complete view of your data. Monitor cash flow, expenses, and understand your company's financial health.

Generate consolidated reports by integrating Xero and Dynamics for comprehensive financial insights.

Ensure consistent financial data across systems, simplifying audits and meeting regulatory requirements.

Synchronise your WooCommerce orders with Dynamics 365
Synchronise Shopify orders and customer records with Dynamics 365
Synchronise Magento orders and customers with Dynamics 365
Add and synchronise transactions from Xero to Dynamics.
Synchronise QuickBooks accounting data with Dynamics

Lightening fast quote screen for Dynamics
Integrate any of the leading eSignature suppliers with Dynamics
Let your customers view and edit their data without needing a costly Power Apps portal

AMS DYNAMICS 2 XERO CONNECTOR

Still copying invoices, customers and payments between Dynamics and Xero?

AMS Dynamics 2 Xero removes duplicate data entry.

It keeps your finance and CRM teams working from the same information.

Synchronise Your Dynamics data with Xero

Our Dynamics Connector integrates your Dynamics 365 system with your Xero finance package. You will only need to enter data once and you can choose the level of access for users.

  • Invoices
  • Suppliers
  • Customers
  • Products
  • Orders
  • Purchases
  • Payments
  • Credits

The solution to integrate Xero and Microsoft Dynamics 365

Want to take a look?

Or call us on
01422 824831

  • No more sharing Xero logins - all your finance data is in Dynamics
  • Nothing to install
  • Runs in the background - just set and forget
  • Accurate data - no more data entry errors

AMS Dynamics 2 Xero Connector integrates Microsoft Dynamics 365 with Xero so information can move between the two systems automatically.
It can synchronise customers, suppliers, products, orders, invoices, purchases, payments and credits, so users do not have to type the same information into both systems.
It works in both directions, can handle customised fields, and keeps payment and invoice information up to date in Dynamics and Xero.

"We love Xero, but swapping between the two systems was a pain - this integration solves it all!"

How it works

Map your data

Set the sync rules

Automate updates

Monitor and support

Sales

  • Creates and updates Xero contacts from Dynamics customers & suppliers
  • Transfers customer & supplier payment terms and credit limits to Xero
  • Works with custom entities
  • Creates Xero sales invoices with invoice lines
  • Marks sales invoices as paid or update the balance outstanding
  • Retains your Xero invoice branding
  • Pushes sales invoice payment data back into Dynamics

Purchases

  • Creates and updates Xero contacts from Dynamics account customer & supplier
  • Creates Xero purchase invoices with purchase lines
  • Creates purchase credit notes
  • Pushes purchase invoice payment data back into Dynamics

Why connect Dynamics and Xero?

Streamline processes

Real-time Data Sync

Better Financial Visibility

Improved Reporting

Streamlined Audit and Compliance

We have an out of the box solution and a bespoke solution for more complex requirements.

Please call for details.

Pricing

More questions

Which Microsoft Dynamics 365 versions do you support?

Our Xero Dynamics integration solution covers

  • All the Dynamics 365 suite
  • Dynamics 365 Business Central (formerly Dynamics NAV)

I use custom fields, is that a problem? That’s no problem. Our connector can link Dynamics 365 to a customised Xero install with customised database fields.

Does the connector 2-way sync? Yes, your data travels in both ways from Xero to Dynamics and vice versa

How quickly does the data sync? There’s no delay – the data is synced in real time

Is support included? Yes, all our connectors come with knowledgeable and prompt support packages

How much does the Xero to Dynamics connector cost? There’s not a simple, fixed price unfortunately. The cost is based on the complexity of your requirements. Please get in touch and we’ll quickly give you an estimate of costs.

How do I get started? It’s easy. Contact us and we’ll show you how the Xero Dynamics integration works.
If you like what you see, we’ll set up the system for you. You can choose between a ready to go connector or a customised solution for your business.

How long does it take? A simple integration could take as little as a week, if your requirements don’t need extra customisations.

Why All My Systems?

Because software alone doesn’t transform a business – people do.

We’re a UK-based Microsoft partner helping organisations like yours simplify operations, empower teams and delight customers.
We’ve seen what happens when a great business system meets a team that truly cares. The result? Growth that sticks.