This help guide provides key information regarding the system integration between Brightpearl and Xero.
Throughout these articles you will find examples of how the connector synchronizes data between the two software solutions while maintaining the individual functionality of each.
When using this connector, it is important to be aware of best practices within each application to ensure the accuracy of your data in both Brightpearl and Xero. This guide aims to detail those best practices.
Why connect Brightpearl to Xero?
Brightpearl has its own integrated, multi-currency accounting module built specifically for retail and wholesale businesses, making it possible to run the system without the use of an external finance package.
However, if you prefer to use Xero as your accounting package while running Brightpearl for order and inventory management, then this integration will remove the need to manually enter sales, purchasing and inventory data into both systems.
Limitations in Xero
Please be aware that Xero is designed for volumes of:
- up to 1,000 sales invoices per month
- up to 1,000 purchases bills per month
- a total of 4,000 products
- a total of 10,000 contacts
- a daily maximum of 5,000 API calls
The diagram below shows the directional flow of data between Brightpearl and Xero.
Information relating to invoices and credits, such as item quantities, values and taxes, are synced automatically. Brightpearl will be the master for customer data, product records, inventory levels, sales orders and returns, and purchase orders and returns. This information will be pushed from Brightpearl to Xero, creating corresponding records in your Xero account.
Accounts payable is managed in Xero, with any payments or refunds relating to your purchase orders being pushed from Xero into Brightpearl.
Accounts receivable can be managed in either system.