Xero Connector (OAuth 2.0 REST API)
by Synconics Technologies Pvt. Ltd. http://www.synconics.com$ 285.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) • Inventory (stock) |
| Lines of code | 7555 |
| Technical Name |
sync_xero_connector |
| License | OPL-1 |
| Website | http://www.synconics.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) • Inventory (stock) |
| Lines of code | 7555 |
| Technical Name |
sync_xero_connector |
| License | OPL-1 |
| Website | http://www.synconics.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Make a smart move towards more accurate and streamlined system with Odoo-Xero connector and experience a new level of efficiency in handling your accounting data. The integration will allow you to view and manage your invoices and expenses related activities efficiently in Odoo. Furthermore, the integration will Import and Export the data seamlessly from Purchase, Sales, Charts of accounts, Taxes/Tax rate, Currencies, Contacts groups/ Contact tags, Contacts (suppliers/customers), Bank accounts, Manual journal are only import from Xero to Odoo, Items/Products, Invoices, Bills, Credit Notes for customers (either import or export), Credit Notes (Refund) for suppliers (either import or export), Attachments are only exported from Odoo to Xero, for Invoices, Bills, Credit note (supplier/customer), Contact, sales order and purchase order.
Configuration is provided for all import operations, to update, create or perform both update and create operations.
Community-
Enterprise
(On-premises) - Odoo.sh
Online
Community
Online
The import and export of confirmed invoices are seamlessly managed from both sides. However, unlike other applications, Synconics' Xero-Odoo Connector uniquely handles the import and export of draft invoices as well. Our application extends this functionality to include draft vendor bills, purchase orders, and sales orders, ensuring comprehensive two-way synchronization.
Our application supports the seamless import and export of draft credit notes. However, the process operates one direction at a time. For instance, if the import option is selected, it will exclusively import credit notes in either the draft or confirmed stage. Similarly, the export operation works in the similar manner.
Note : If tax settings of invoices and bills in draft stage are changed or updated from inclusive taxes to exclusive taxes or vice-a-versa, then those updated draft invoices and bills will not be imported or exported.
The Synconics Xero-Odoo Connector supports importing invoices from Xero to Odoo, even when they do not include products. This functionality is ideal for companies that manage products exclusively in Xero and not in Odoo. Both draft and confirmed invoices without products can be seamlessly imported into Odoo from Xero.
The Synconics Xero-Odoo Connector enables the export of inventory adjustment product quantities from Odoo to Xero, ensuring accurate synchronization of product quantities on the Xero side.
Multi Currency is supported and managed in our application.
Multi Company is also handled by our application.
The Synconics Odoo-Xero Connector provides a comprehensive log of mismatched records generated during import or export operations. This log includes detailed information such as record name, source model, source ID, import/export date, company name (for multi-company setups), and a descriptive note. These details help users efficiently track and resolve mismatched records, streamlining import and export processes.
To simplify manual data synchronization, Synconics provides a single-button solution for importing and exporting data. In most other applications, when synchronizing data manually, each individual record must be transferred. For example, if you have hundreds or thousands of contact records, each one would need to be transferred manually. However, with our application, all records for a specific object can be transferred at once with the click of a single button. For instance, if you have thousands of contacts whether vendor, customer, or other types these can be imported or exported together with just one click. This feature is individually available for a wide range of objects, including Contacts, Products, Sales Orders, Purchase Orders, Invoices/Bills, Credit Notes/Supplier Refunds, Currencies, Taxes, Chart of Accounts, and Bank Accounts. Additionally, an export button is provided for Attachments and Inventory Adjustments, while an import button is available for Manual Journals.
| # | Functionality | Import (Xero to Odoo) | Export (Odoo to Xero) | Other Apps |
|---|---|---|---|---|
| 1 | Currencies | |||
| 2 | Draft - Customer Invoices | |||
| 3 | Draft - Vendor Bills | |||
| 4 | Draft - Credit Note | |||
| 5 | Draft - Suppliers Refund | |||
| 6 | Draft - Sales Order | |||
| 7 | Draft - Purchase Order | |||
| 8 | Attachments | |||
| 9 | Inventory Adjustment (Product Quantity) | |||
| 10 | Bank Accounts | |||
| 11 | Contacts Groups/ Contacts tags | |||
| 12 | Contacts (Supplier/ Customers) | |||
| 13 | Manual Update of Records | |||
| 14 | Automatic Records Update (Schedular) | |||
| 15 | Accounts / Chart of Accounts | |||
| 16 | Taxes | |||
| 17 | Manual Journal | |||
| 18 | Items / Products | |||
| 19 | Sales Orders | |||
| 20 | Purchase Orders | |||
| 21 | Customer Invoices | |||
| 22 | Vendor Bills | |||
| 23 | Customer Invoice Payment | |||
| 24 | Vendor Bills Payment | |||
| 25 | Suppliers Refund | |||
| 26 | Credit Note for Customers | |||
| 27 | Credit Note Payment/Allocation | |||
| 28 | Suppliers Refund Payment & Allocation |
| # | Additional Features | Synconics | Other Apps | |
|---|---|---|---|---|
| 1 | Import invoice without product from Xero to Odoo | |||
| 2 | Supports Multi Company | |||
| 3 | Supports Multi Currency | |||
| 4 | Mismatch Log Files | |||
| 5 | Restricts Contacts Duplication | |||
| 6 | Sync Data with Single Button for Import & Export Operations | other column1 | other column12 | |
|---|---|---|---|---|
| Currencies | ||||
| Chart of Accounts | ||||
| Taxes | ||||
| Bank Accounts | ||||
| Manual Journals | ||||
| Contacts | ||||
| Products | ||||
| Sales Orders | ||||
| Purchase Orders | ||||
| Invoices | ||||
| Bills | ||||
| Credit Note | ||||
| Refunds | ||||
| Inventory Adjustments | ||||
| Attachments | ||||
| 7 | Export Attachment for | other column1 | other column12 | |
|---|---|---|---|---|
| Contacts | ||||
| Sales Orders | ||||
| Purchase Orders | ||||
| Invoices | ||||
| Bills | ||||
| Credit Note | ||||
| Refunds | ||||
| 8 | Draft or Approved Status Update for | other column1 | other column12 | |
|---|---|---|---|---|
| Purchase Order | ||||
| Sales Order | ||||
| Invoice | ||||
| Bills | ||||
| Credit Note | ||||
| Suppliers Refund | ||||
Automatic & Manual Synchronization
Supports Multi Company
Supports Multi Currency
Import Export Operations Error Logs
Import & Export Currencies
Import & Export Charts of Accounts
Import & Export Tax/ Tax Rules
Import & Export Contact Groups/ Contact Tags
Import & Export Contacts (Supplier/ Customers)
Import & Export Bank Accounts
Import Manual Journal
Import & Export Items/ Products
Import & Export Invoices with Payment
Import & Export Bills with Payment
Import & Export Credit notes for Suppliers
Import & Export Credit notes for Customers
Export Inventory Update (Adjustment)
Import & Export Sales Orders
Import Export Purchase Orders
Export Attachments
Bi-Directional Invoice Status Update
Bi-Directional Bills Status Update
Bi-Directional Sales Order Status Update
Bi-Directional Purchase Order Status Update
Go to: https://developer.Xero.com/
Click on My Apps Tab
Login to Your Account
User name: Xero account username
Password: Xero account password
Create a New Application:
These are Oauth 2.0 accounts on Xero,as explained below:
OAuth Type 2.0
configure Oauth 2.0 Xero Account on Xero side: -
Input Application name.
Input Company or Application URL, for e.g. - https://www.synconics.com
Input OAuth2.0 redirect URL
Here you have to write your online Odoo URL, from which you are accessing our module.
When you create a new Application and save, it will generate a new Client ID and Client Secret. Client ID and Client Secret are used for connection between Xero and Odoo.
Xero configuration video link:- https://youtu.be/fV5XVvzCCC8
These are Oauth 2.0 accounts on Xero, as explained below:
Client ID, Client Secret and Call Back URI (which are copied from Xero application) are to be input as described in this screenshot.
Click on "Generate OAuth2 URL" button to generate Xero Authorization URL.
Click on URL and it will redirect you on Xero Authorization page.
Where by allowing access, you can get URL.
Copy generated URL and paste it in "Raw URI" field on Xero Account configuration in Odoo.
Click on "AUTHENTICATION" button to Authenticate your Account and select Import/Export Xero Organization for Import/Export Operations.
Note: You have to click on "Authentication" button only one time.
After that Import/Export Xero Orgabization option will be visibled, from there select Xero organization to map it with Odoo.
Accounting Configuration in Odoo
Customer Invoice Journal will be used for importing invoices from Xero to Odoo.
Vendor Bill Journal will be used for importing Vendor Bills from Xero to Odoo.
Miscellaneous Operations Journal will be used for importing Manual Journal entries from Xero to Odoo.
Here for payment Journal on Incoming payments tab, Outgoing receipt account we will have to select bank or cash account based on Xero payment account type.
Here for payment Journal on outgoing payments tab, incoming receipt account we will have to select bank or cash account based on Xero payment account type.
You need to configure Xero Accounts on Odoo Accounting Journals (Journals which is used for payments in Odoo).
On Setting page need to select all Journals which is used for Odoo as well as Xero.
Disable Export (Accounts & Taxes)
If user doesn't want to export Odoo Charts of accounts, Taxes and Bank Accounts to Xero then user can enable this option.
Note: Make sure in the system you have configured/used Xero Chart of Accounts and taxes (Imported from Xero) instead of Chart of Accounts and taxes.
Contact overwrite
If user want to Same name & Email are same that time contact is overwrite both side then user can enable this option.
Currencies: All Currency from Xero will be imported and export to Odoo.
Xero: Settings >> General Settings >> Currencies
Odoo: Accounting >> Configuration >> MultiâCurrencies >> Currencies.
Taxes: All Taxes with their components will be imported from Xero to Odoo at the time of Creation and Updation at Xero side.
Xero: Settings >> Looking for advanced settings >> Tax rates
Tax rates
Odoo: Accounting >> Configuration >> Accounting >> Taxes
Chart of Accounts: All types of Charts of Accounts will be imported from Xero to Odoo at the time of creation and updation at Xero side.
Xero: Settings >> Chart of Accounts
Odoo: Accounting >> Chart of Accounts
Manual Journals: Manual Journals are generally used for recording Credits and Debits of unique transactions which cannot be recorded directly.
Here all kinds of Manual Journals will be imported from Xero to Odoo.
Xero: Reports >> All reports >> Journal Report >> Manual Journal
Odoo: Invoicing >> Accounting >> Accounting Entries >> Journal Entries
Bank Accounts: All kinds of Bank Accounts will be imported from Xero to Odoo.
Xero: Accounts >> Bank Accounts
Note: Install Contact Application at Odoo side to see below menu.
Odoo: Contacts >> Configuration >> Bank Accounts >> Bank Accounts
Contact Groups: Entire Contact Groups will be imported from Xero to Odoo.
Note: Contact Groups are also get imported automatically when you import Contacts or Contact Groups.
Xero: Contacts >> All Contacts >> Groups
Odoo: Contacts >> Configuration >> Contact Tags
You can see in Contact tags, this contact record is coming, even from the contact from view as well you will be able to see Sales Tag there.
Contacts All Contacts (Suppliers or Customers) will be imported from Xero to Odoo at the time of creation and updation at Xero side.
Xero: Contacts >> All Contacts
Odoo:
Products: Products with their Sale price, Cost price and Product Category(Track/Untrack) will be imported from Xero to Odoo at the time of creation and updation at Xero side.
Track able Product Category - Will be useful if we want to track and manage stock of products.
-
Untrackable Product Category - Will be useful if we do not want to manage stock of products that is for consumable or service related products. Generally it is used with Consumable kind of products
Odoo configuration: Configure Product Category like Tracked Category and Untracked Category. All tracked products of Xero will be set under the "Tracked Category" and the rest of all will be set under "Untracked Category".
Untracked Products:
Xero: >> Business >> Products and Services
Odoo: >> Sales >> Sales >> Products
Tracked Products:
Xero: >> Business >> Products and Services
Odoo: >> Sales >> Sales >> Products
Quotes: All Quotes from Xero will be imported to Odoo.
Xero >> Business >> Quotes
Odoo: >> Sales >> Quotations
Purchase Orders: All Purchase Order from Xero will be imported to Odoo.
Xero >> Business >> Purchase Orders
Odoo: >> Purchase >> Orders >> Request For Quotations
Invoices: Customer and Supplier Invoices with Taxes will be imported from Xero to Odoo.
Xero: >> Accounts >> Sales >> Invoices
Odoo: >> Accounting >> Sales >> Customer Invoices
Invoice Payments: It will also create payment lines in Odoo if invoices are paid fully or partially in Xero.
Xero: >> Accounts >> Sales >> Invoices
Odoo: >> Accounting >> Sales >> Customer Invoices
Credit Notes: Credit Notes (ACCRECCREDIT & ACCPAYCREDIT) will be imported from Xero to Odoo.
Xero: >> Accounts >> Sales >> Invoices >> Credit Note
Odoo: >> Invoicing >> Customers >> Credit Notes
Credit Note Cash Refund: In Xero if you have Refund by cash then in Odoo it will create payment.
Xero: >> Accounts >> Sales >> Invoices >> Credit Note
Odoo: >> Invoicing >> Customers >> Credit Notes
Currencies: All Currency from Xero will be exported from Odoo to Xero.
Odoo: Accounting >> Configuration >> Multi Currencies >> Currencies.
Xero: Settings >> General Settings >> Currencies
Taxes: Taxes with their components will be exported from Odoo to Xero.
Odoo: >> Accounting >> Configuration >> Accounting >> Taxes
Xero: >> Settings >> General Settings >> Tax Rates
Chart of Accounts: All types of Charts of Accounts will be exported from Odoo to Xero.
Odoo: >> Accounting >> Adviser >> Chart of Accounts
Xero: >> Settings >> Chart of Accounts
Bank Accounts: All kinds of Bank Accounts will be exported from Odoo to Xero.
Odoo: >> Contacts >> Configuration >> Bank Accounts >> Bank Accounts
Xero: >> Accounts >> Bank Accounts
Contact Groups: Entire Contact Groups will be exported from Odoo to Xero.
Note: Contact Groups are also get exported automatically when you export Contacts or Contact Groups.
Odoo: >> Contacts >> Configuration >> Contact Tags
Xero: >> Contacts >> All Contacts >> Groups Contacts
Contacts: All Contacts (Suppliers or Customers) will be exported from Odoo to Xero at the time of creation and updation at Odoo side.
Odoo: >> Accounting >> Sales >> Customer
Xero: >> Contacts >> All Contacts
Products: Products with their Sale price,Cost price and Category will be exported from Odoo to Xero at the time of creation and updation at Odoo side.
- Untracked Products: In Odoo if product/product category Inventory valuation method is "Manual" then it will created as Untracked product in Xero.
Odoo: >> Sales >> Sales >> Products
Xero: >> Business >> Products and Services
- Tracked Products:
Chart of Accounts Configuration: For Assets Account which is configured on products or product categories, user needs to tick an option named "Use As Inventory In Xero" on Chart of Accounts.
Odoo: >> Invoicing >> Configuartion >> Accounting >> Chart of Accounts
In Odoo if product/product category Inventory valuation method is "Automated" then it will be created as Tracked product in Xero.
For Tracked product if qty will be increasing or decreasing in Odoo using below option it will be reflected in Xero.
- Buying and selling inventory (Bills and Invoices).
- By Inventory Adjustments.
- By Manufacturing process.
Odoo: >> Sales >> Sales >> Products
Xero: >> Business >> Products and Services
Quotes: All Quotes will be exported from Odoo to Xero.
Odoo: >> Sales >> Quotations
Xero: >> Business >> Quotes
Purchase Orders: All Purchase Order from Xero will be exported from Odoo to Xero.
Odoo: >> Purchase >> Orders >> Request For Quotations
Xero >> Business >> Purchase Orders
Invoices: Customers and Suppliers Invoices with related Taxes will be exported from Odoo to Xero.
Odoo: >> Accounting >> Sales >> Customer Invoices
Xero: >> Accounting >> Sales >> Invoices
Payments: Customers and Suppliers Invoices with related Payments will be exported from Odoo to Xero.
Odoo: >> Accounting >> Sales >> Customer Invoices
Xero: >> Accounting >> Sales >> Invoices
Credit Notes: Credit Notes (ACCRECCREDIT & ACCPAYCREDIT) with payments will be exported from Odoo to Xero.
Odoo: >> Invoicing >> Customers >> Credit Notes
Xero: >> Accounts >> Sales >> Invoices >> Credit Note
Inventory Adjustments: Product Inventory will be exported from Odoo to Xero.
Odoo: >> Sales >> Sales >> Products
Xero: >> Business >> Products and Services
Attachments: Attachments of Customer Invoices/Vendor Bills will be exported from Odoo to Xero.
Notes: Maximum upload limit for one Attachment is 3 MB.
Apart from customer Invoices and Vendor bills, attachments can be exported to :
- Contacts
- Credit note - Customers and Suppliers
- Purchase orders
- Sales Orders
Xero:
If you have multiple Xero Accounts and you want to integrate Odoo with those multiple Xero Accounts, then you need to create multiple Accounts (company wise) in Odoo as well.
Go to Accounting >> Configuration >> Xero >> Xero Accounts
One time free configurtion setup will be done for Xero-Odoo integration.
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The configuration setup will ONLY be established between Xero and Odoo using the HTTPS protocol. Without HTTPS protocal the connection won't be establish.
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The free configuration does not include support for data import or export operations.
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Due to API restrictions, certain bidirectional integrations are limited to either import or export operations, not both.
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90 Days bug free support is only provided for the bugs reported in our module tested with Odoo vanilla system, withour any third-party modules.
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Free support will be provided from Monday to Friday, 10:30 AM to 7 PM IST (Indian Standard Time).
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Free support will not be provided during Indian public holidays or company holidays.
One time free configurtion setup will be done for Xero-Odoo integration.
I am not just clear on the account mapping on both ends, am I supposed to remap it again whenever I add on any data?
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 you 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.
Can I Import and Export Vendor bills?
Yes you can easily Import and Export vendor bills.
Are all Vendor Bills and Invoices marked as drafts when imported across? Even historic?
No, you also have to map stages for Customer Invoices and Vendor Bills here, so basically the Import and Export process system will also map stages and display records only on those relevant stages at Odoo side.
Does your module provide an automatic import and export process without manual intervention?
Yes , in our module , we have also provided automated schedulers here for import and export processes automatically at the given time duration/ temur.
Does your module provide automatic Import and Export functionality?
Yes we have provided automated schedulers to automate import and export functionality in our module.
Does your module support a multi-company scenario?
Yes, our module supports multi-company scenarios, you can configure different Xero Accounts for different companies here.
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.
Do you have full documentation for this module?
When you purchase this module then you will find a complete PDF guide with every import and export operations along with Screenshots in detail. For the complete functional flow of our module, you can refer to this index file or see our functional video.
I want to process inventory adjustments automatically at Odoo side. How to do that?
We have provided this functionality by default for Import Operations and Custom functionality for Export Operations as well.
I have so much data as well as Customer Invoices and Vendor Bills in my Xero Account, is your module capable of importing and exporting so much data?
Yes, we have optimized and developed this module in such a way, that it will 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.
What are Mismatch Logs ?
Mismatched Logs contain details of all record processes which have found mismatch while import/export data.
I or my client just wants import operations, he/she doesn't want export operations or vice versa.
Yes, you can disable or archive Export Scheduler so that the system will not do export operations from Odoo to Xero or vice versa.
Justify me this Scenario - I have not imported the newly created Customer/Vendor from Xero to Odoo till now, now I have created an Invoice/Vendor Bill from the Xero side for that related Customer and directly imported Invoice from Xero to Odoo, now How Odoo will react then?
We have developed our module in such a way so that when any Entity is dependent on another Entity and while doing operations directly for a second entity then the system will find all dependencies for that record and automatically create them.
I have so many Invoices created at the Xero side so when I import them to Odoo, will my system create any errors or hang?
Not at all , with our optimized code and pagination techniques, we have already tested this module for huge amounts of data so no need to panic for it.
We have seen your module. We want some additional customization in your module according to my or my client's requirements, how can I proceed?
Of course, our experienced developer team is ready for any kind of customization ,feel free to contact us. Kindly Email us your requirements on contact@synconics.com.You can also ping us on our Skype Account - synconics.technologies
I want to see Live Preview for this module related functionality
For seeing Live Preview for this module related functionality , kindly Email us your requirements on contact@synconics.com. You can also ping us on our Skype Account - synconics.technologies
I want to talk with you regarding commercial or other terms and conditions and Support
At the bottom of this Index file there is a section named Free Support in which we have clarified our terms and conditions, you can refer to that. If you still have any query then kindly Email us on contact@synconics.com. You can also ping us on our Skype Account - synconics.technologies
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All the apps are to be purchased separately, for individual versions and
individual edition.
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One month free bug support period will be offered pertaining to any one
server used, testing or live.
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Synconics is not responsible for installation or updating of the module on
any of your server.
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If an error appears in our app due to other custom modules installed in your
system or if Odoo base source code is not updated on your system, to make it
compatible with your source code, we'll charge you for our efforts to
resolve those errors and make the module compatible with your source code.
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Please refer the document for configuration. If any support is needed for
module configuration, installation, updating or any help is needed, it will
be considered in paid support.
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Please note that you are not allowed to distribute or resell this module
after purchase.
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This module is tested and working on Odoo vanilla with Ubuntu OS.
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Support services will be provided from Monday to Friday, 10:30 AM to 7 PM
IST (Indian Standard Time).
-
Support will not be provided during Indian public holidays or company
holidays.
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