Xero Custom Integration Case study: How a Global Business was able to integrate its Custom-built ERP with Unleashed and Xero

jamesk
April 19, 2022

With over 700 add-on third-party applications in the Xero App Marketplace, small businesses are spoilt for choice when choosing a custom business application such as inventory, payroll, or time tracking systems to support their business. However, some businesses may only want to use Xero to replace their existing Accounting system but may want to keep other legacy systems that work well for them. Finding such companies which provide custom-built integrations is possible and these types of companies can be found in the Xero App marketplace. Here, Xero Approved Developers such as Stellaris can help find a solution to challenging integration projects. A Xero Approved developer is a Xero partner who can build apps and software around the Xero ecosystem. For example, Stellaris is a Xero Approved Developer who is also a complete outsourced IT team, covering Custom Development, Support, Disaster Recovery, and Cloud Services.

Xero Custom Integration Case study

A global business that designs, manufactures, and sells computer kits with operations in the United Kingdom and China was growing rapidly but was finding that its operational and financial information was dysfunctional and not matching. For example, stock, sales, manufacturing, and financial information were held in a variety of systems and spreadsheets. Financial reporting was slow and inaccurate. Stock movements and levels across warehouses were difficult to track. The business was looking to scale further by adding more products and channels (routes to market). They also realized that the costs of implementation and timescales involved in a full-scale branded ERP solution were out of the question.

The solution

After a short project definition stage, Stellaris scoped out a plan to integrate a custom-built data warehouse with a lightweight cloud-based ERP solution; Unleashed. They designed a custom integration between the data warehouse, Unleashed, and Xero that automatically creates sales orders, shipments, and invoices in Unleashed and Xero from sales information in the data warehouse. They rolled out Unleashed in China so that the team could use it to manufacture the product and accurately track production costs and inventory.

The results

The outcome has transformed the accuracy and timeliness of financial reporting. The custom connector carries out many consistency checks on the data warehouse improving the quality of information that is being reported. Information in Unleashed and Xero is synced automatically so that financial and operational data are consistent. If you would like to know more about Xero or would like to take up our discounted implementation offer, submit your contact details here and one of our consultants will be in touch.

DISCLAIMER

This article contains an extract from the Stellaris website and is written in general terms and therefore cannot be relied on to cover specific situations; application of the principles set out will depend upon the particular circumstances involved and we recommend that you obtain professional advice before acting or refraining from acting on any of its contents.

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