Dynamics CRM - Synchronize with Xero Accounting Software

Here is a sneak preview of Dynamics CRM integrated with Xero that we have just completed. Yesterdays post (automatically emailing pdf invoices) is part of this whole system we've been working on. If you are using Xero as your accounting software it can now be integrated seemlessly into Dynamics CRM.

 
   Take a look at this 5 minute video (audio coming soon...)

What Can It Do?

In real-time

• Synchronize accounts in Dynamics CRM to and from Xero
• Synchronize invoices from Dynamics CRM to Xero
• Synchronize invoice payments from Xero to Dynamics CRM
• Synchronize account codes from Xero to Dynamics CRM

It has been a pleasure working with the Xero API, Xero has done a very nice job. Looking forward to v2 which will provide the ability to synchronize credit notes, currency, additional payment options and more...

Thanks to Tony Rule from Xero for guiding us through the API and Amanda Mattson from XrmLinq for the LINQ to Dynamics CRM tool.