Easy Microsoft Dynamics 365 to Xero Integration

Stellarise Connector quickly syncs invoices, payments and accounts between Microsoft Dynamics 365 and Xero systems.

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Why Xero and Microsoft Dynamics 365?

Xero is world-leading online accounting software built for small and medium business.


Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.


Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.


Get paid faster with online invoicing. Send online invoices to your customer – and get updated when they’re opened.


Reconcile in seconds. Xero imports and categorised your latest bank transactions. Just click OK to reconcile.

Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

Stellarise Connector for Dynamics 365 and Xero allows you to combine these two business platforms to boost your sales and finance operations. Simplify your invoicing process, save hours of manual work for your team and get paid faster – all this with just a few clicks!

Intelligently connect to Xero

Stellarise Connector intelligently moves the right information from Microsoft Dynamics to Xero, allowing you to mix and match Microsoft Dynamics Existing products alongside Write-In products in each invoice. Choose whether you want Dynamics to create new Xero contacts, or only push through invoices for those existing already. Similarly you can choose if you want Dynamics to create new Xero Items, or only create an invoice if these exist already.

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Easy to manage

Never be left in the dark as to why an invoice failed to make it through to Xero.
Built-in Dynamics Dashboards give you full visibility on any sync issues putting you in control so you can resolve them.

User Guide

Fully customisable

Our easily configured standard plans are suitable for most users. But if you have custom fields in Dynamics that you want to sync across to Xero, no problem, Stellarise Dynamics Xero Connector can cope. Contact us to discuss your custom configuration requirements and we can quickly customise your template to sync anything you need.

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How does Stellarise Connector work?

Stellarise Connector for Dynamics 365 and Xero is a secure, robust and reliable cloud hosted service that takes invoices you’ve created in Microsoft Dynamics 365 or CRM on-premise or in-cloud and pushes them automatically into Xero without any re-keying.

It intelligently moves the right information from Microsoft Dynamics to Xero, allowing you to mix and match Existing products alongside Write-In products in each invoice. The built-in Dynamics Dashboards give you full visibility on any sync issues, putting you in control so you can resolve them. When the invoice is pushed into Xero, you can choose to create associated Accounts and Products from Microsoft Dynamics as well. When the invoice is fully paid in Xero, it is automatically marked as paid in Microsoft Dynamics.

What if you have custom fields in Dynamics that you want to sync across to Xero? No problem! Stellarise Connector can cope. We’re approved Xero Developers and can create a custom connection for you based on your own unique requirements. Contact us to discuss your requirements and we can quickly customise a template to sync anything you need.

Plans & Pricing

Choose the right plan for your needs.

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What our clients say

“The results were really impressive. 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, 848 Holding Limited
“The Stellarise Connector seamlessly moves information from Microsoft Dynamics 365 to Xero, eliminating the need to re-key data and ensuring that no mistakes are made. This saves us time and ensures our customers experience a high quality service.”


Sophie Jordi

Finance Officer, Gold Standard
“Your software Stellarise Connector works like a charm!”


Nate Brooks

CEO, Genuine Technology
“I’m really impressed with 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, Looking Glass Experiental


How quickly can I get started?

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.

How do I configure Stellarise Connector?
I have more than one Xero company. Can I choose which company my Microsoft Dynamics invoices are sent to?

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.

I have customized Microsoft Dynamics. Can I send my custom fields data to Xero?

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.

I've started the trial but I can't get invoices to go from Dynamics to Xero. What am I doing wrong?
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.

How do I know if all the invoices have been sent successfully to Xero?
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.

My sales teams aren’t very careful when creating opportunities and often create duplicate Accounts. Can I prevent these from going automatically into Xero?

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.

Do you hold our invoice details?

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.

I've installed the plug-in and I've created a connection which appears to be working. But I can't see the connection name in Dynamics.
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.
You haven't answered my question!
If we’ve not answered your question, then please get in touch! We’d be very happy to help!