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.