Xero Accounting integration with Odoo - Pragmatic

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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