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Odoo - XERO Accounting Integration
Business organisations uses different software specifically to different department activities eg : XERO Accounting system is used to keep online records of Invoices and its payment.
Pragmatic Techsoft Pvt. Ltd. developed a new module to sync. Invoices and payments between Odoo openERP and XERO Accounting system. This synchronisation can be triggered on schedule frequency. This module keeps validation on the accounts to be hit for Income/ Sales Account also for Payments. Similarly, Invoices get reconciled against payments imported from XERO.
Features Comparison with Other Connectors
| Features | Pragmatic Techsoft Pvt.Ltd. | Warloc Technologies Pvt.Ltd. |
| Analytic Account Groups / Tracking Categories |  |  |
| Analytic Accounts / Tracking Options | | |
| Prepayments | | |
| OverPayments | | |
| Sales Orders | | |
| Purchase Orders | | |
| Manual Journal Entry | | |
| Accounts | | |
| Taxes | | |
| Products | | |
| Contacts | | |
| Customer Invoices | | |
| Credit Notes | | |
| Vendor Bills | | |
| Refunds | | |
| Customer/ Vendor Payments | | |
Features
Pragmatic Odoo XERO Connector is an Odoo App which does bi-directional integration between Xero and Odoo for following features:
Odoo XERO Connector Import Features
Accounts
Analytic Accounts / Tracking Options
Analytic Account Groups / Tracking Categories
Taxes
Products
Contacts
Purchase Orders
Customer Invoices
Credit Notes
Vendor Bills
Refunds
Customer/ Vendor Payments
OverPayments
Sales Orders
Manual Journals
Currencies
Odoo XERO Connector Export Features
Accounts
Analytic Accounts / Tracking Options
Analytic Account Groups / Tracking Categories
Products
Contacts
Purchase Orders
Customer Invoices
Credit Notes
Vendor Bills
Refunds
Customer/ Vendor Payments
Sales Orders
Manual Journals
Enhanced Features
Automated Actions(Schedulers) -Invoices,Purchase Orders,Payments
Xero Error Logs
Sync Schedulers for Purchase Orders
Schedulers for Invoices
Schedulers for Payments
Inventory updates using Vendor bills and Invoices
Provision to export invoice with or without products
Provision to export Vendor Bills with or without products
Provision to export Invoices with status Draft or Approved in XERO
Odoo XERO Connector Features
Pragmatic Odoo XERO Connector is an Odoo App which does bi-directional integration between Xero and Odoo
Xero Accounting Interface
Step 1: Go to https://developer.xero.com and click on My Apps and login to xero if you have not logged in. Fill username and password and click on signinbutton (If you are already have an Account or else continue with Signup process)
Step 2: After successful login, click New Apps button and create a Public App.
Step 3: Select the created App, you will get all the details from the page.
Odoo Interface
Step 4: Sign In to Odoo Admin Account -> Go to Settings -> Companies
Step 5: Click on company name as per requirement -> Select Xero Accounting Menu
Step 6: Inside Xero configuration you can see two different menus named as Import, Log Details and Credentials. Click on Credentials.
Paste the credentials for Client Id, Client Secret copied from Xero to respective fields in Odoo.
Step 7: There are two ways to do the Authentication.
- Click on Test Connection and you will be redirected to a new page (allow popup windows for your browser) where you will find the verifier code, copy the code from there and paste it in the verifier code field in odoo and then click onAuthenticate.
- Click on Automated Authentication.
Authentication:-This will check the credentials from both the sides and if it matches, authentication gets successful, only then it will give permission to sync the data.
Step 8: Xero Configuration:
Inside Xero configuration you can see two different menus named as Import and Credentials. When you click on Import, you can see all the data fields available for Sync operation. Select specific option as per your requirement.
Import From XERO to Odoo
Export Accounts From Odoo to XERO
Exporting data from Odoo to Xero: [This setting is required only for Odoo 10 ]
Goto 〉 Settings 〉 Actions 〉 Server Actions
In this Actions, you need to sync the data to be exported from Oddo to Xero for Selected Master. Server Actions enable the 〉 Export to Xero 〉 options in Action Item.
Accounts created in Odoo can be exported to XERO using export option from Accounts List View or Form View
Export Taxes From Odoo to XERO
XERO has their predefined Taxes and Tax Type for different countries. Tax sync is handled effectively through this connector.
Export Customer/ Vendor From Odoo to XERO
Export Invoices From Odoo to XERO
Import Payments From XERO to Odoo
Export Purchase Orders From Odoo To XERO
Xero Logs
Schedulers
Journal Entries
Export/ Import of Journal Entries between Odoo and XERO as Manual journals
Update Quantity on Hand From Odoo to Xero
