Your AV Workflow with D-Tools and Xero Integration
Eliminate manual data entry and simplify project management with seamless integration between D-Tools and Xero. Automate purchase orders, invoices, and payment tracking to save time and boost efficiency.
Key Features of the Integration
Automated Purchase Order (PO) Sync:
- Automatically sync POs created in D-Tools to Xero.
- Get real-time update on POs reflecting their current status (e.g., draft, approved, pending).
Invoice Management Made Easy:
- Generate invoices in D-Tools and sync them directly to Xero.
- Include Xero invoice links in D-Tools for quick reference and easy tracking.
Real-Time Payment Tracking:
- Sync payment statuses between Xero and D-Tools to stay on top of your cash flow.
- Automatically mark invoices as “Paid” in D-Tools when updated in Xero.
Data Import from D-Tools:
- Export key project data from D-Tools into Excel for advanced reporting.
- Automatically update Excel fields at predefined intervals, ensuring your data is always current.
Dtools- Xero Integration Deliverables
Xero Integration
Automated workflows for POs and invoices.
Real-time payment status synchronization.
Data Import
Auto-updated Excel sheets with D-Tools project data.
Documentation
Detailed integration workflows and API usage guidelines.
Custom Development
Tailored solutions for non-standard API capabilities.
How It Works
Benefits of Integration
Ready to Simplify Your Workflow?
Get started today and experience seamless AV project management.
