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Dynamics 365 & Xero - Seamlessly Integrated

A powerful, no-code, and instant way to automatically synchronize data between Dynamics 365 Sales and your Xero accounting software.

just connect with a few simple clicks

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Connector Overview

Microsoft Dynamics 365 and Xero Working Beautifully Together

Connectorly extends Microsoft Dynamics 365 Sales App 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

Built-in Dashboard

Our built-in Dynamics 365 dashboard allows you to track and log all data movements providing you with transparency and complete control over your data.

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.

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.

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

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Connecting more than 10 Xero Organisations?

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How can we help?

How Our Connectors can help you

"Connectorly 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 365 and Xero"
Kerry BurnCEO at 848 Holding Limited
"Connectorly works like a charm!"
Nate BrooksCEO at Genuine Technology
"Brilliant connector for customer using xero and dynamics. It works well for our company. Great customer service & always ready to help."
Nicola O'ConnorCommercial Manager at O'Connors
"Great Connector. Works well and they are very helpful with custom settings"
Jason SpenceDirector at IAssist
"Great Product"
Decio FigueiraChief Operations Officer at AccountsCo
"Connectorly seamlessly moves information from Microsoft Dynamics 365"
Sophie JordiFinance Officer at Gold Standard
"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"
Sara CrabbFinancial Controller at Looking Glass Experimental
"I am delighted with Connectorly as the integration tool between Dynamics 365 and XERO. The tool experiences a seamless set-up and continues quietly working in the background. Additionally, the helpful tech support provides a great service."
Cameron RosenDirector, CEO

Ready to get Started?

Connectorly extends Microsoft Dynamics 365 Sales App 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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Need Help?

Frequently Asked Questions​

What is Connectorly for Dynamics 365 & Xero, and how does it work?

Connectorly extends Microsoft Dynamics 365 Sales App 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

Check our help centre for more information.

Straight away! Use our free trial offer to see if it covers what you need without risk.

Check what is required to use our connector.

Get help on how to connect your Dynamics 365 Sales and Xero.

Configure your Connector

Yes. You can support Xero companies from a single Microsoft Dynamics 365 system. 

Yes.

Connectorly 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.

A Microsoft Dynamics 365 Dashboard shows the synchronisation status of all invoices that are due to be sent to Xero.

You also have access to the sync logs on our portal.

What is synchronised from Dynamics 365 to Xero?

What is synchronised from Xero to Dynamics 365?

No. We only move necessary financial data between Microsoft Dynamics 365 and Xero. All data is encrypted in transit. Find out more about how we protect your data. 

If you’ve just installed the plug-in in Dynamics 365, 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 365  – normally this should appear within five minutes. You may need to refresh your web browser for it to appear.

Head over to our help centre where you’ll find in-depth articles on how to get started and configure this Connectorly. 

Find us on Xero App Store & Microsoft App Store

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Flishinghurst Farm
Chalk Lane
Cranbrook
Kent
TN17 2QB

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