| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 2074 |
| Technical Name |
procountor_odoo_connector |
| License | OPL-1 |
| Website | http://www.vrajatechnologies.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 2074 |
| Technical Name |
procountor_odoo_connector |
| License | OPL-1 |
| Website | http://www.vrajatechnologies.com |
| Versions | 17.0 18.0 |
Procountor Odoo Integration
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Overview
The purpose of the Procountor Odoo connectivity user manual is to help users make the most of the connectivity between the Procountor and Odoo financial systems. By automating important financial procedures and streamlining data sharing, this connection lowers manual labor and guarantees data consistency across platforms.
In order to ensure the smooth synchronization of crucial financial data, this guide offers a step-by-step method for configuring, utilizing, and managing the integration features. An outline of the main features discussed in this tutorial may be found below:
Key Features of the Integration
- Instance Configuration (API Credentials Configuration)
- Import Product
- Import Customer
- Import VAT Details
- Export Invoice
- Fetch Payments (Using Scheduled Action)
Benefits of the Integration
- Enhanced Data Consistency
- Improved Efficiency
- Comprehensive Financial Management
- Scalability
- Improved Cash Flow Visibility
- Secure Data Transfer
- User-Friendly Configuration
1. First, create an API Key from Procountor from Procountor Dashboard.
2. Go to Procountor Connector > Configuration > Instance and click New.
3. In the new window, enter your credentials: Client ID, Client Secret, Redirect URL, and API Key from Procountor.
4. To Import Customer : Go to Operations > Select the instance, Click on Import Customer > Execute.
5. To Import Product, Go to Operations > Select Instance >
(a) Click on Import Products - In case you want to import all the products from Procountor Dashboard > Execute
(b) Mention Specific Product IDs to import a few products as per your requirements separated by comma > Execute
6.To Import VAT, Go to Operations > Select Instance > Import VATS > Execute. All theVAT percentage and status will be imported from Procountor to Odoo.
7. To Check The VAT Import : Go to Invoicing > Configuration > Taxes > Advanced Options. Imported VAT Percentage and Status will be seen in the drop-down menu.
8. To Export Customer open Open List View > Select the Customers > Action Button > Click Export Customers to Procountor > Select Instance and Export it.
9. To Export Invoice, Make List View > Select the invoice of your choice > Action Button > Click on Export Invoice to Procountor > Select Instance
10. Payments will be fetched from Procountor to Odoo and will be marked as paid in Odoo. Cron Job will run automatically in every mentioned hour and fetch the payments.
11. Logs will be created for every successful import / export. Log Book Line will show you if there is any fault in the process so you can correct it.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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