This guide outlines essential preparations and key considerations to ensure a smooth and successful integration between your Erply and Xero accounts using eXconnect. Taking these steps beforehand can save you time and help prevent common issues.
Think of data mapping as telling eXconnect how information from your Erply account should be recorded in your Xero account. For your financial information to sync correctly, eXconnect relies on a configured mapping for your Chart of Accounts.
While Xero comes with a set of default accounts, eXconnect requires certain specific accounts to be present in your Xero Chart of Accounts before you begin the setup. This ensures your Erply transactions and documents are synced accurately. Please review and create the following if they don't already exist:
Sales - POS
Sales - B2B
Cost of Goods Sold - POS
Cost of Goods Sold - B2B
Shipping Revenue
(or Freight Collected
- for income from charging customers for shipping)Shipping Expense
(or Freight Paid
- for costs you incur for shipping goods)Inventory Adjustments/Write-offs
: For tracking changes or discrepancies in your inventory.Erply Inventory
(or a similar unique name): This separate asset account is used by eXconnect to manage your inventory value from Erply.Card Payments Clearing
(or Undeposited Card Funds
)Cash Clearing
(or Cash on Hand
)Bank Transfer Clearing
(if there's a delay or batching)Online Sales Clearing
(e.g., for PayPal, Stripe, if not directly deposited)If you have existing customer and supplier lists in both your Erply account and your Xero account, careful attention is needed before you integrate to avoid creating duplicates.
Before you start the setup, run through this quick checklist:
Once you've gone through these preparatory steps and checked off your list, you're ready to begin the eXconnect setup process!