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ERP Builders

Integration · Accounting

Xero and ERP working together — or a clean move off Xero

Xero is a strong small-business accounting platform. As operations grow more complex — inventory, manufacturing, multiple warehouses — many businesses add an ERP for operations while keeping Xero for a period, or move accounting fully into the ERP.
Integration flow from Xero through an integration layer with queueing, mapping and retries into ERPSOURCEXerowebhook · RESTINTEGRATION LAYERValidate + mapQueue (idempotent)Retry w/ backoffDead-letter + alertSYSTEM OF RECORDERPorders · stock · ledgerINBOUND (ORDERS, CUSTOMERS)OUTBOUND (STOCK, STATUS, INVOICES)

Overview

What this integration is for

We build Xero integrations that respect its API limits and data model, and we migrate Xero data cleanly when the time comes.

01Data

What data syncs, and in which direction

Data synchronised between Xero and the ERP
EntityDirectionNotes
ContactsERP → AppCustomers and suppliers created in Xero.
InvoicesERP → AppSales invoices with mapped accounts and tax rates.
BillsERP → AppSupplier bills for payables.
Payments⇄ BothBased on where bank reconciliation is done.
Manual journalsERP → AppInventory valuation and COGS summaries.

02Use cases

Common use cases

01

Operations ERP + Xero accounting

Keep accountants in Xero while operations run on ERP.

02

Multi-entity groups

Entities on Xero with ERP operations.

03

Migration

Move to ERP accounting at a period end.

03 — Architecture

API architecture

The Xero Accounting API enforces per-tenant rate limits, so the integration batches documents and schedules syncs. Webhooks can notify of contact and invoice changes in Xero.

Tracking categories in Xero map to ERP analytic dimensions where needed.

Integration flow from Xero through an integration layer with queueing, mapping and retries into ERPSOURCEXerowebhook · RESTINTEGRATION LAYERValidate + mapQueue (idempotent)Retry w/ backoffDead-letter + alertSYSTEM OF RECORDERPorders · stock · ledgerINBOUND (ORDERS, CUSTOMERS)OUTBOUND (STOCK, STATUS, INVOICES)

04Reliability

Authentication, errors and retries

01

Authentication

OAuth 2.0 with refresh tokens that must be used before expiry; the integration refreshes automatically and alerts if the connection lapses.

02

Error handling

Errors such as locked periods or invalid account codes logged per document and surfaced in an exception list.

03

Retry strategy

Rate-limit responses handled with backoff respecting retry-after headers; idempotent posting via stored Xero IDs.

05 — Data mapping

Field mapping essentials

Field mapping between Xero and the ERP
XeroERP
ERP partnerContact
ERP accountAccount code
ERP taxTax rate
ERP analyticTracking category
ERP invoiceInvoice (ACCREC)

06 — Automation

Automation opportunities

  • Sync confirmed invoices and bills automatically
  • Daily stock valuation journal
  • Connection health alerts
  • Monthly reconciliation report

07 — Security

Security considerations

Encrypted token storage, minimal scopes and a named authorising admin.

Insights

Related reading

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FAQ

Frequently asked questions

Can we keep Xero long-term?

It's possible, but two systems mean reconciliation. Many clients migrate once operations stabilise.

Do you handle Xero tracking categories?

Yes, mapped to ERP analytic dimensions.

Can you migrate from Xero?

Yes, master data, open items and balances at a period end.

Next step

Connecting Xero to your ERP?

Describe the data that needs to move and who owns it. We will propose a design with error handling and monitoring included.