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示意预览A build-to-order Frappe app that keeps ERPNext and Xero in step
— invoices, bills, payments, contacts, chart of accounts, and tracking categories — so ANZ/UK teams run operations in ERPNext while filing through Xero.
ECOSIRE scopes, builds, installs, and supports it.
什么是 ERPNext Xero Sync?
A build-to-order Frappe app that keeps ERPNext and Xero in step — invoices, bills, payments, contacts, chart of accounts, and tracking categories — so ANZ/UK teams run operations in ERPNext while filing through Xero. ECOSIRE scopes, builds, installs, and supports it. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制,全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 ERPNext 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。
技术规格
- ERPNext 兼容性
- —
- 许可证
- 许可证需要确认
- Python 要求
- Python 3.10+
- 数据库
- MariaDB 10.6+
关于此产品
Teams in Australia, New Zealand, and the UK often standardise their financial filing on Xero because that is where their accountant, BAS/GST agent, or bank feeds already live — but they run sales, purchasing, inventory, and projects in ERPNext. ERPNext has no native Xero connector, so the gap gets bridged by hand: someone re-keys Sales Invoice and Purchase Invoice records into Xero, reconciles payments twice, and hopes the two contact lists and account codes never drift. At month-end that manual bridge is exactly where numbers stop matching and the close slips.
ECOSIRE builds a dedicated Frappe app — a proper installable app with its own module, DocTypes, and hooks.py wiring — that connects your ERPNext site to the Xero Accounting API over OAuth2. We model the integration as first-class ERPNext data: a Xero Settings single DocType holds the tenant connection and token refresh, Xero Account Mapping and Xero Tax Mapping child tables pin your ERPNext chart of accounts and tax templates to their Xero equivalents, and a Xero Sync Log DocType records every push/pull with the remote Xero ID, direction, payload hash, and error detail so nothing syncs blind. Documents flow through hooks.py doc events (on_submit, on_cancel) that enqueue background jobs via frappe.enqueue, plus a scheduler event that runs periodic pulls and retries failed items — so a Xero outage never blocks an ERPNext submission.
The sync covers the accounting objects that actually reconcile: ERPNext Sales Invoice and Purchase Invoice map to Xero invoices and bills; Payment Entry records feed Xero payments and align to the bank reconciliation view; Customer and Supplier map to Xero contacts with a stable external-ID link on both sides so you never create duplicates. Chart-of-accounts and tax mapping is explicit and reviewable, tracking categories map to ERPNext dimensions (cost centre, project, or a custom field you nominate), and idempotency is enforced on the Xero ID so a retried job updates rather than double-posts. We expose whitelisted methods (@frappe.whitelist()) for a manual "sync now" action and a reconciliation report, guard them with a dedicated role profile so only finance users can trigger or remap, and add client scripts to surface sync status and the Xero link right on the invoice form.
Because this is built to your scope, we start from your real chart of accounts, tax setup, and the exact objects and direction you need — not a lowest-common-denominator marketplace app. You get the source code for your version, targeting Frappe/ERPNext v15 with a v16-ready path, plus a git repo you own. Typical delivery is one working week from confirmed scope: we book a short scoping call, agree the field-level mapping and conflict rules, build against a staging copy of your site, run UAT with your finance team, then install on production with a rollback plan and a post-go-live support window. No instant download — we build it, install it, and stand behind it.
你得到什么
- Installable source code for your version of the app (Frappe app, targeting ERPNext v15 with a v16-ready path)
- Installation and configuration on your ERPNext site, including Xero OAuth2 connection and mapping setup
- Field-level mapping workbook: chart of accounts, tax rates, and tracking categories agreed and documented
- Technical documentation — DocType reference, `hooks.py` events, scheduler jobs, and whitelisted API methods
- User guide plus a live training session for your finance team
- UAT on a staging copy of your site with a documented rollback plan before production install
- Post-go-live support window for defect fixes and sync-mapping adjustments
- Handover of the git repository so you own and can extend the code
这是给谁的
ANZ finance operations lead
Runs day-to-day operations in ERPNext but must file GST/BAS through Xero where the accountant and bank feeds already sit. Needs invoices, bills, and payments to land in Xero without re-keying, and needs the two systems to reconcile at month-end.
UK bookkeeper / outsourced accountant
Manages a client's Xero for VAT and statutory filing while the client operates in ERPNext. Wants a clean, auditable feed of contacts, invoices, and payments with correct tax and account codes — and a log to prove what synced when.
ERPNext system administrator
Owns the ERPNext site and needs a proper installable Frappe app, not a fragile script: version-safe for v15/v16, permission-gated, observable via a sync log, and handed over as source in a git repo they can maintain.
Finance director at a multi-entity ANZ/UK group
Needs consistent account and tracking-category mapping across entities so consolidated reporting in Xero stays reliable, with explicit control over what syncs in which direction.
ERPNext Xero Sync 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | ERPNext 原生 |
|---|---|---|---|---|
| Fit to your chart of accounts & tax setup | Built around your exact accounts, tax templates, and tracking categories | Fully bespoke but you specify and validate every mapping | Generic field mapping, often assumes a standard COA | No Xero connector — mapping done by hand |
| Sync coverage | Invoices, bills, payments, contacts, COA, tax, tracking categories | Whatever you build and pay to extend | Usually invoices/contacts; payments & tracking often extra or absent | None — manual re-keying between systems |
| Two-way / directional control | Direction agreed per object during scoping | Possible but you design the conflict logic | Often one-way or fixed direction | N/A |
| Observability & audit | `Xero Sync Log` with remote ID, payload hash, status, errors | Only if you build logging in | Basic status; limited error detail | None |
| Version safety (v15/v16) | Targets v15 with a v16-ready path | Depends on your developer's diligence | May lag ERPNext releases | Core moves independently |
| Code ownership | Source + git repo handed over to you | You own it | Closed marketplace app, no source | N/A |
| Time to live | one working week from confirmed scope | Longer — hire, spec, build from zero | Fast install, slow to bend to your needs | Immediate, but manual forever |
| Support after go-live | Support window + optional retainer, you hold the repo | Whoever built it, if still available | Vendor SLA, no source access | N/A |
关于ERPNext Xero Sync的常见问题
How long does delivery take?
This is build-to-order, so typical delivery is one working week from confirmed scope. After a short scoping call we agree the field-level mapping and conflict rules, build against a staging copy of your ERPNext site, run UAT with your finance team, then install on production. Complex multi-entity or heavily customised charts of accounts can extend that; we confirm a firm timeline once scope is locked.
Is this an instant download from the Frappe marketplace?
No. ECOSIRE builds, installs, and supports this specifically for your ERPNext site and your Xero organisation — it is not an off-the-shelf marketplace download. You receive the source code for your version and the git repository at handover, so you own and can extend it.
How do you handle support and updates after go-live?
Every build includes a post-go-live support window for defect fixes and sync-mapping adjustments. Because we hand over the git repo, you can maintain it in-house afterwards, or engage ECOSIRE for a support retainer, new Xero API changes, or an upgrade when you move to a new ERPNext version.
Which direction does the sync run — ERPNext to Xero, or both ways?
The default pattern pushes ERPNext invoices, bills, payments, and contacts to Xero, with a scheduled pull to reconcile status and IDs back. We confirm the exact direction per object during scoping; some teams want payments to flow both ways, others keep Xero as the read-only filing system of record. It is configured to your requirement.
How does it avoid duplicate contacts and double-posted invoices?
Each synced record stores a stable external-ID link to its Xero counterpart, and sync jobs are idempotent on the Xero ID — a retry updates the existing remote record rather than creating a new one. The `Xero Sync Log` DocType records every operation with the remote ID and a payload hash so you can audit exactly what synced.
Which ERPNext and Frappe versions are supported?
We target Frappe/ERPNext v15 with a v16-ready code path. If you are on an older version we will flag any constraints during scoping and can advise on an upgrade path as part of the engagement.
What if Xero is down or rate-limits us during a busy invoicing run?
Syncs run in background jobs via `frappe.enqueue`, so a Xero outage or throttle never blocks an ERPNext submission. The API client is rate-limit aware and backs off on 429 responses, and a scheduler event automatically retries failed items, logging each attempt to the sync log.
相关模块
ERPNext Xero Sync
A build-to-order Frappe app that keeps ERPNext and Xero in step — invoices, bills, payments, contacts, chart of accounts, and tracking categories — so ANZ/UK teams run operations in ERPNext while filing through Xero. ECOSIRE scopes, builds, installs, and supports it.
- Two-way sync of ERPNext `Sales Invoice`/`Purchase Invoice` to Xero invoices and bills, driven by `on_submit`/`on_cancel` doc events in `hooks.py`
- `Payment Entry` sync into Xero payments, aligned to the Xero bank reconciliation view so allocations match on both sides
- Customer and Supplier sync to Xero contacts with a stable external-ID link stored on both records to prevent duplicate creation
- Explicit chart-of-accounts mapping via a `Xero Account Mapping` child table — no silent account guessing



