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; these best practices are explained within this guide.
Why connect Brightpearl to Xero?
Brightpearl has its own integrated, multi-currency accounting built specifically for retail and wholesale businesses. As such, it is possible to run Brightpearl alone without any finance connector. But, 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 & 1,000 purchases bills per month, a total of 4,000 products & 10,000 contacts and 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 & returns and purchase orders & returns.
Accounts payable is managed in Xero, with any payments or refunds relating to your purchase orders being pushed back to Brightpearl. Accounts receivable can be managed in either system.
These processes are discussed in more detail in the following articles.