BNI · XEROOnDraft

BNI project · shipped

Xero → Logistaas

cash in one system, operations in the other.

The flagship software development BNI flow: when Xero records a payment, Logistaas should already know — without a person rekeying, and without a duplicate when someone retries.

Show us the bottleneck →Technical page
Shipped flow

The path, without folklore

01Event

Xero payment-received context arrives.

02Enrich

Map to the Logistaas fields the operation actually uses.

03Guard

Duplicate-check before write.

04Write

create_payment with serial XERO-{id}.

05Settle

422 already-exists is success. The run is recorded.

Problem

Payments are recorded in Xero, then typed or exported into Logistaas. Timing drifts. Duplicates appear when someone retries. Month-end becomes a reconciliation of two truths.

System

Payment-received context from Xero is enriched to Logistaas fields, duplicate-checked, and posted with serial XERO-{id}. A 422 already-exists response is treated as success. Process runs are recorded.

Outcome

Less rekeying, faster reconciliation, and operational visibility of payment state without asking finance to screenshot Xero.

What the same connection unlocks

A payment join is rarely the last join. Once finance and operations share one event, the next bottlenecks become visible: release rules in the warehouse, more accounting platforms on the same pattern, operators who can ask Bud what happened instead of screenshotting Xero.

  • Finance ↔ warehouse / operations — cash as an operational fact, not a month-end surprise.
  • QuickBooks andSage — same class of problem, scoped to the ledger you actually run. Not a pretend one-click tile.
  • Bud bell — notify when a payment path waits on a person or throws an exception.
  • Flow Designer — the process is visible, versioned, and not locked in one developer’s head.
Commercial integration page Technical Xero → Logistaas flow BNI projects

The payment path

What does the Xero → Logistaas flow actually do?

It enriches the Xero payment event, duplicate-checks, and calls create_payment with serial XERO-{id}. A 422 already-exists response is treated as success. Process runs are recorded.

Why does this matter to a BNI member?

Finance and operations stop arguing from two screens. Givers Gain® here is shipping a join another member’s client can feel, not a slide about ‘integrations’.

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