v 13.0 Third Party 28
Required Apps Sales (sale_management)
Invoicing (account)
Inventory (stock)
Technical Name xero_connector
LicenseOPL-1
Websitehttp://www.synconics.com
Also available in version v 13.0 v 10.0 v 9.0 v 12.0 v 11.0 v 8.0
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Required Apps Sales (sale_management)
Invoicing (account)
Inventory (stock)
Technical Name xero_connector
LicenseOPL-1
Websitehttp://www.synconics.com
Also available in version v 13.0 v 10.0 v 9.0 v 12.0 v 11.0 v 8.0

Xero Integration

Integrating Odoo with Xero allows you to view all your invoices and expenses in Odoo. You can run reports, view financial data about your customers and projects and display important metrics on your dashboard.

This module is compatible with

  • Community
  • Enterprise
  • Odoo.sh

How Xero Integration works

Integration with Xero works both ways and can be set either as manual or automatic. All you need to do is configure, which data you would like to synchronize.

Instead of creating different Odoo instance for each Xero organization (account), you can connect multiple Xero organizations (accounts) to one Odoo instance. So, if your Odoo instance has multiple company accounts, you can now connect each account to a different Xero organization (account). This way all data on your companies are in one place.

Boosted up the speed for API calling for import/export operations

Use pagination to retrieve 100 data at a time. Endpoints that currently support pagination are invoices, credit notes, contacts and manual journals.

Use batches for put 50 data at a time. Endpoints that currently support batches are invoices, credit notes, contacts.

Benefits

  • Raise invoices from Odoo.
  • Allow your sales team to view overdue client accounts in Odoo.
  • Reduce double data entry between Odoo and Xero.
  • Improve cash flow by accelerating payment time.

What is synced

Import (Xero to Odoo)

  • Currencies: Pulled from Xero with the initial sync and create a new currency in Odoo if not available.
  • Chart Of Accounts: Chart Of Accounts in Odoo. Chart of Accounts is pulled from Xero with the initial sync.
  • Taxes / Tax Rates: Pulled from Xero with the initial sync. Any changes in Tax Rates in Xero are synced to Odoo.
  • Contact Groups / Contact Tags: Pulled from Xero with the initial sync and create new Contact Tags in Odoo.
  • Contacts (Suppliers / Customers): All contacts which are stored in Xero, it could be Supplier or Customer.
  • Bank Accounts: Accounts with bank type (not bank transaction and other details).
  • Manual Journal: All type of manual journal, which is recorded directly in Xero.
  • Items / Products: Products with its details (sale price, cost price, accounts, taxes etc), Also manage tracked and Untracked Products.
  • Invoices: Customer Invoices with taxes. Also, create payment lines in Odoo if an invoice is paid fully or partially in Xero.
  • Bills: Bills with taxes. Also, create payment lines in Odoo if bills are paid fully or partially in Xero.
  • Credit Note (ACCRECCREDIT): An Account Receivable (customer) Credit Note with payment and allocations.
  • Credit Note (ACCPAYCREDIT): An Accounts Payable (supplier) Credit Note with payment and allocations.
Note: As Xero API doesn't provide the tracking for credit note allocation, So when Credit Note goes in paid stage on Xero then allocation will be applied in Odoo.

# Objects
OAuth1.0
1 Currencies
2 Taxes
3 Chart of Accounts
4 Manual Journals
5 Bank Accounts
6 Contact Groups
7 Contacts
8 Products (Tracked / Untracked)
9 Invoices / Bills
10 Credit Notes
11 Invoice / Bill Payments
12 Credit Notes Payments/ Allocation
Export (Odoo to Xero)

  • Chart Of Accounts: Chart Of Accounts in Xero. Chart of Accounts is created in Xero with the initial sync.
  • Taxes / Tax Rates: Tax Rates in Xero. Tax rates are created in Xero with the initial sync.
  • Contact Groups / Contact Tags: All Contact Tags of Odoo will be created as Contact Groups in Xero.
  • Contacts (Suppliers / Customers): All contacts which are stored in Odoo, whether Customer or Supplier.
  • Bank Accounts: Accounts with bank type.
  • Items / Products: Products with its details (sale price, cost price, accounts, taxes etc), Also manage tracked and Untracked Products.
  • Invoices: Customer Invoice with tax. Also, create a payment in Xero if an invoice is paid fully or partially in Odoo.
  • Bills: Bills with tax. Also, create a payment in Xero if bills are paid fully or partially in Odoo.
  • Credit Note (ACCRECCREDIT): An Account Receivable (customer) Credit Note with payment and allocations.
  • Credit Note (ACCPAYCREDIT): An Accounts Payable (supplier) Credit Note with payment and allocations.
  • Inventory Adjustment: For tracked product, if qty will be increasing or decreasing in Odoo using an option like (Buying and selling inventory - bills and invoices, By Inventory adjustment, By Manufacturing process) it will be reflected in Xero.
  • Attachment: Attachments of Invoice/Vendor Bill will be sent to Xero.
Note: You can either Import or Export Credit Note based on configuration.

# Objects
OAuth1.0
1 Taxes
2 Chart of Accounts
3 Bank Accounts
4 Contact Groups
5 Contacts
6 Products
7 Invoices / Bills
8 Credit Notes
9 Invoices / Bills
10 Invoice / Bill Payments
11 Credit Notes Payments / Allocation
12 Inventory Adjustments
13 Invoice Attachments
14 Credit Notes Attachments
15 Contact Attachments

Xero setup guide

Here's a step by step guide to setting up the integration, as well as some helpful information on how Odoo and Xero work together once connected. Please go through the user_guide.pdf which is available in the doc directory inside the module.
You will also find a full documentation with all screenshots for example
1 - How to configure Xero OAuth 1.0
2 - How to configure Xero and Odoo Accounts?
3 - Import and Export Operations
You will find user_guide.pdf document in doc directory inside the module
Note: For Odoo.sh we have added installation steps in documentation, but if you need more then, we will provide you more support once you purchase support hours from us.

Disclaimer

1) Whenever there is a change in API from Xero or change in related Odoo objects you can contact us to look into it.
2) This module is only compatible for OAuth 1.0 types of Xero applications right now.

Xero Connector FAQs

  • 1 I am just not clear on the account mapping on both ends. so, for example, our Odoo is vanilla, but we have products in there. does this mean that once we import the chart of accounts from Xero, we need to remap?
    -> As for different countries, Xero maintains different kinds of charts of accounts and if some Chart of Accounts and Taxes names will be same at Odoo side also then we have to, first of all, rename them and then we will be able to map Chart of Accounts and Tax again for Import or an Export process So basically it is a one-time mapping process only, you do not have to map Charts of Accounts and Taxes each and every time.
  • 2 Can I Import and Export Vendor Bills also?
    -> Yes you can also import and export Vendor Bills.
  • 3 Are all Vendor Bills and Invoices marked as drafts when imported across? even historic?
    -> No, we have also mapped stages for Customer Invoices and Vendor Bills here, so basically while Import and Export process system will also map stages and display records only on those relevant stages at Odoo side.
  • 4 Does your module provide an automatic import and export process without manual intervention?
    -> Yes, we have also provided automated schedulers here for import and export process automatically at the given time duration.
  • 5 Does your module support a multi-company scenario?
    -> Yes, our module supports multi-company scenario, you can configure different Xero Accounts for different companies here.
  • 6 Does your module support Mismatch Logs or Mismatch Historical Data?
    -> Yes, our module supports Mismatch Logs when any serious warning prompts users to do import and export operation, you can find basic details from created Mismatch Logs lines.
  • 7 I have so much amount of data as well as Customer Invoices and Vendor Bills in my Xero Account, is your module capable to import and export so much amount of data?
    -> Yes, we have optimized and developed this module in such a way so that it will also work with a huge amount of data. We have boosted up the speed for API calling for import/export operations, you can also see this section in the starting of this Index file, you can find detailed information from there also.
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