Xero Integration OAuth 2.0 REST API

by
Odoo

303.06

v 13.0 Third Party 152
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Lines of code 6821
Technical Name pragmatic_odoo_xero_connector
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Versions 16.0 17.0 11.0 12.0 10.0 13.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Lines of code 6821
Technical Name pragmatic_odoo_xero_connector
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Versions 16.0 17.0 11.0 12.0 10.0 13.0 14.0 15.0

Our Customer Reviews

" Everything is moving forward smoothly. There isn't a need for any adjustments right now, but maybe next year. We'll contact you through the Odoo app store."

-Mihai

Odoo XERO Connector With REST API

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup

support@pragtech.co.in pragtech

We support for English / French / Spanish at an additional cost

Note : Odoo should be accessible in the https protocol to
connect to Odoo XERO Connector With REST API

Supported Odoo versions & platforms
Odoo.sh
Self Hosted
Enterprise
Community
Odoo Online

Works & tested on standard installations of Odoo with no third party apps

Free support only for odoo installations with no third party apps

Paid support availaible for Odoo installations with third party apps.

Our Service Offerings

Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: support@pragtech.co.in

For more information on Odoo XERO Connector With REST API,
visit the blog and the user manual links below.

XERO Connector User manual :

https://www.pragtech.co.in/pdf/xero_connector_user_manual.pdf

XERO Connector blog :

https://blog.pragtech.co.in/odoo-xero-integration/

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
Pragmatic Odoo XERO Connector is an Odoo App which does bi-directional integration between Xero and Odoo for following features:

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

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.

  1. 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.
  2. Click on AutomatedAuthentication.

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⇒ServerActions

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















Frequently Asked Questions

A: yes, Though manual export or as a scheduled action.
A :There is no such function available.
A : Discount are in terms of % . NO Marketing campaigns are included.
A :There is no direct way to update inventory to XERO System. The only possible way is by creating Sales Invoice and Vendor bills for the Stack-able items in Odoo and export them to XERO.
A : It is available in the scheduled actions.

Odoo XERO Connector Features

Pragmatic Odoo XERO Connector is an Odoo App which does bi-directional integration between Xero and Odoo

Help Support Covid Relief

Pragmatic has always been contributing itswarsa social causes by exercising its Corporate Social Responsibility. We are pledged to COVID relief and have been donating a major share of our profits to COVID Pandemic Relief. By purchasing our apps and services you are becoming a part of helping the needy in these critical times. If you want to help further please connect with us and we will help you find NGOs whom you can donate directly.

support@pragtech.co.in

Contact / Support

(Monday-Friday 10am to 7pm IST)

Pragmatic Techsoft Pvt. Ltd.

Support

Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.

If you need any help or want more additional features, you may contact us through:

www.pragtech.co.in

Our solutions focus on your problems

  • Odoo Implementation
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  • ERP Development and Implementation
  • Odoo Ipass Cloud
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Get In Touch

Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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Sage One Integration
by
Sucaba Global (Pty) Ltd
on 8/31/20, 7:07 AM

Hey guys, any chance you may have a SageOne Integration similar to this one? I am speaking Sage One found here: https://www.sage.com/en-za/sage-business-cloud/accounting

If you do not have, what is the chance of doing one? And can we use this system for the base of it?

Thanks in advance.