Keep ERPNext and Xero aligned with secure, bidirectional accounting synchronisation. Sync invoices, bills, payments, journals, contacts, items, accounts, credit notes, quotations, purchase orders and bank transactions—supported by OAuth 2.0, webhooks, background processing and a comprehensive monitoring dashboard.

ERPNext → Xero

• Sales Invoices → Invoices

• Purchase Invoices → Bills

• Payment Entries → Payments

• Journal Entries → Manual Journals

• Customers and Suppliers → Contacts, including addresses and contact persons

• Items and Chart of Accounts

• Credit Notes

• Quotations → Quotes

• Purchase Orders

Line items, taxes and rounding adjustments are handled during transaction synchronisation.

Bank transactions are intentionally not pushed directly to Xero. Bank movements are represented through synced payments and manual journals, helping prevent duplicate accounting entries.

Xero → ERPNext

Import and synchronise:

• Chart of Accounts

• Contacts and contact notes

• Items

• Invoices and Bills

• Credit Notes

• Payments

• Bank Transactions

Trial Balance, Profit and Loss, and Balance Sheet reports can also be retrieved from Xero to support reconciliation.

Monitoring and reliability

• Central dashboard with integration health, entity-level sync status and analytics

• Manual and bulk synchronisation controls

• Searchable logs with retry functionality

• Background processing through Frappe queues

• Automatic rate limiting and exponential-backoff retries

• Idempotency protection to prevent duplicate records

• Near-real-time updates through Xero webhooks for supported entities

• Scheduled polling for entities not covered by webhooks

• Content hashing and hook suppression to prevent sync loops

• Complete audit history through the Xero Log DocType

Important: Customers must validate their configuration, account mappings, tax treatment and synchronised transactions in a test environment before enabling production synchronisation. Customers remain responsible for reviewing and reconciling their financial records and ensuring the accuracy of all accounting, tax and statutory submissions. Use of this integration is subject to the Cohenix Terms of Use.