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- Xero Integration & Migrator for ERPNext
Illustrative previewA build-to-order Frappe app that migrates your Xero accounting data into ERPNext and keeps invoices,
bills, payments and tax mappings in sync via the Xero OAuth API. Scoped, built, installed and supported by ECOSIRE.
What is Xero Integration & Migrator for ERPNext?
A build-to-order Frappe app that migrates your Xero accounting data into ERPNext and keeps invoices, bills, payments and tax mappings in sync via the Xero OAuth API. Scoped, built, installed and supported by ECOSIRE. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Growing SMBs outgrow Xero the moment accounting stops being the whole business. Once you are running inventory, manufacturing, projects or multi-warehouse stock in ERPNext, keeping the ledger in a separate Xero tenant means double data entry, reconciliation drift, and month-end that depends on someone exporting CSVs by hand. ERPNext has no native Xero connector — its bundled Data Import tool can load a one-off spreadsheet, but it does not speak Xero's OAuth 2.0 API, does not map Xero tax rates to ERPNext Sales Taxes and Charges Template rows, and cannot keep the two systems reconciled after go-live. That gap is exactly where a purpose-built app is needed.
ECOSIRE builds the Xero Integration & Migrator as a proper Frappe app — its own module, DocTypes, and hooks.py wiring — installed on your bench alongside ERPNext. The one-time migration path uses Xero's REST endpoints (behind an OAuth 2.0 connection you authorize once) to pull your chart of accounts into ERPNext Account records, your Xero contacts into Customer and Supplier (with linked Contact and Address), and your tracked items into Item. Every migrated record carries a stored xero_id on a custom field so the link is idempotent — re-running the migration updates rather than duplicates. A staging dry-run produces a mapping report you sign off before anything is written to your live company.
Ongoing sync is handled by whitelisted server-side methods and Frappe's background scheduler. Document events registered in hooks.py (for example on_submit of a Sales Invoice, Purchase Invoice or Payment Entry) enqueue an outbound push to Xero, while a scheduler_events job polls Xero on your chosen interval for records created on the other side, so the flow can be one-way or bidirectional per your scope. Xero tax rates are mapped to ERPNext tax templates and accounts through a configurable mapping DocType, so VAT/GST codes land on the correct ledger. A dedicated Xero Sync Log DocType records every request, response and error, with automatic retry and a manual "re-sync" action, so finance can always see what moved and reprocess anything that failed. Access is governed by ERPNext's standard role-permission system and an integration role profile, and OAuth tokens are stored encrypted in Frappe's site config, never in plain DocType fields.
Because this is build-to-order, we start from your actual Xero tenant and your ERPNext company setup rather than shipping a generic download. After a short scoping call we confirm the exact DocTypes, direction of sync, tax-mapping rules and field mappings, then build and test against a copy of your data on staging. You receive the installable app source, run User Acceptance Testing on staging, and only then do we cut over to production — with a rollback plan in hand. Typical delivery is one working week from confirmed scope, and every engagement includes documentation, a training session, and a post-go-live support window. The full git repository is handed over to you at the end, so you own what we build.
What you get
- Installable Frappe app source code for your scoped version, installable on your bench via `bench get-app` / `bench install-app`
- Installation and configuration on your environment, including OAuth app registration guidance and `Xero Settings` setup
- Technical documentation covering DocTypes, field mappings, `hooks.py` events, scheduler jobs and whitelisted methods
- End-user guide plus a live training session for your finance and admin team
- UAT on a staging site against a copy of your data, with a documented production cutover and rollback plan
- Post-go-live support window for bug fixes and sync-issue resolution on the delivered scope
- Full git repository handover so you own and can extend the codebase
- Field-mapping and tax-mapping reference sheet reflecting your actual Xero tenant and ERPNext company
Who this is for
SMB finance lead consolidating off Xero
Runs the books in Xero today but is moving operations onto ERPNext. Needs the historical chart of accounts, contacts and items brought across cleanly, and wants confidence that balances reconcile before switching the team over.
Operations director on ERPNext
Already running inventory, sales and purchasing in ERPNext while accounting stays in Xero. Wants invoices, bills and payments to flow automatically between the two systems so month-end stops depending on manual CSV exports.
Fractional CFO / bookkeeping firm
Manages several SMB clients across Xero and ERPNext. Needs a reliable, auditable sync with a full log of what moved and the ability to re-run failed records, plus tax-code mapping that keeps VAT/GST on the right ledgers.
IT / systems administrator
Owns the bench and the ERPNext deployment. Wants a proper Frappe app with clean `hooks.py` wiring, encrypted token storage, role-based access and a git repo they can maintain, not brittle glue scripts.
How Xero Integration & Migrator for ERPNext Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Xero API connectivity | Full OAuth 2.0 with auto token refresh, built for your tenant | Possible but you build and maintain the auth flow yourself | Often generic OAuth with limited scope coverage | None — ERPNext core does not talk to Xero |
| Historical data migration | Accounts, contacts, items migrated with idempotent `xero_id` links | Hand-built scripts, high risk of duplicates | Usually sync-only, little or no migration path | Manual CSV via Data Import, one-off only |
| Ongoing invoice/bill/payment sync | Event-driven push plus scheduled pull, one-way or two-way | You design and debug the sync engine yourself | Fixed sync scope, limited direction control | Not available |
| Tax rate mapping | Configurable DocType mapping Xero rates to ERPNext tax templates | Bespoke logic you must maintain per tax change | Basic or hard-coded mapping | Manual re-entry, no mapping |
| Auditability & error handling | `Xero Sync Log` with retry and manual re-sync per record | Only what you build in; often just raw logs | Varies; frequently minimal logging | No integration logging |
| Fit to your setup | Scoped to your DocTypes, fields and company configuration | Fully bespoke but on your time and budget | Configure to a fixed feature set, adapt around gaps | N/A |
| Support & ownership | Post-go-live support window plus full git repo handover | You own all maintenance and knowledge | Vendor support, source usually closed | Community support only |
| Version compatibility | Built and tested for ERPNext v15 and v16 | Depends on your engineering effort | May lag on newer Frappe versions | N/A |
Frequently Asked Questions about Xero Integration & Migrator
How long does delivery take?
This is a build-to-order engagement, not an instant download. Typical delivery is one working week from confirmed scope — the exact timeline depends on how many DocTypes you sync, whether you need one-way or bidirectional flow, and the complexity of your tax mapping. We agree the scope on the initial call and then build and test against a copy of your data before go-live.
Is this a Frappe Cloud Marketplace app I can install myself?
No. ECOSIRE builds, installs and supports it for you as a bespoke Frappe app tailored to your Xero tenant and ERPNext setup. You receive the full source code and git repository at handover, so you own it, but it is not a self-serve marketplace download.
Will it migrate my historical Xero data or just sync new transactions?
Both, per your scope. The one-time migration brings across your chart of accounts, contacts and items into the matching ERPNext DocTypes, with every record carrying a stored `xero_id` so re-runs update rather than duplicate. Ongoing sync then keeps invoices, bills and payments flowing. We run the migration as a staging dry-run first so you sign off the mapping report before anything touches your live company.
How does the sync stay up to date, and is it one-way or two-way?
Outbound changes are pushed from ERPNext via `hooks.py` document events (such as `on_submit` of a Sales Invoice), and a Frappe scheduler job polls Xero on a configurable interval for records created on the other side. Direction is selectable per document type in the `Xero Settings` DocType, so you can run one-way or bidirectional as your scope requires.
What happens with Xero tax rates and VAT/GST codes?
A configurable mapping DocType links each Xero tax rate to the correct ERPNext `Sales Taxes and Charges Template` and tax account, so VAT/GST lands on the right ledger. We define these mappings against your actual tenant during scoping and validate them in UAT before cutover.
What ERPNext versions do you support, and what about updates?
The app targets Frappe / ERPNext v15 and v16 and is packaged as a versioned Frappe app. Your engagement includes a post-go-live support window for bug fixes and sync issues on the delivered scope. Beyond that window, or for new features and version upgrades, we offer ongoing support and enhancement arrangements.
How do you protect our Xero credentials and control access?
OAuth 2.0 tokens are stored encrypted in Frappe's site config rather than in plain DocType fields, and access tokens auto-refresh. Configuration, migration and log access are governed by ERPNext's standard role-permission system through a dedicated integration role profile, so only authorized users can connect the tenant or trigger a sync.
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Xero Integration & Migrator
A build-to-order Frappe app that migrates your Xero accounting data into ERPNext and keeps invoices, bills, payments and tax mappings in sync via the Xero OAuth API. Scoped, built, installed and supported by ECOSIRE.
- Xero OAuth 2.0 connection with automatic access-token refresh; tokens stored encrypted in site config, not in DocType fields
- One-time chart-of-accounts migration mapping Xero account types to ERPNext `Account` records under the correct root and parent
- Contact migration splitting Xero contacts into ERPNext `Customer` / `Supplier` with linked `Contact` and `Address` records
- Item import of Xero tracked and untracked items into ERPNext `Item`, preserving codes, sales and purchase accounts
