Xero Odoo Integration | Odoo Xero Connector | Bi-directional Xero Odoo Integration
by Vraja Technologies http://www.vrajatechnologies.com$ 111.96
Xero Odoo Connector |
Community Enterprise Odoo.sh |
Xero is a cloud-based accounting platform, and this module provides seamless bi-directional integration between Odoo and Xero for synchronizing customers, vendors, invoices, payments, and other financial data
It supports importing customers/vendors, products, accounts, taxes, invoices, bills, payments, analytic accounts, contact groups, purchase orders, credit notes, prepayments, and overpayments from Xero into Odoo.
The module also allows exporting customers/vendors, products, accounts, analytic accounts, invoices, bills, consolidated invoices, payments, and invoice/bill credit notes from Odoo to Xero.
This integration ensures accurate financial data synchronization and reduces manual accounting effort.
End-to-end Odoo solutions for growing companies.
Explore the key features, workflow, and value of this Odoo module.
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Import Operations01) import customer/vendors : Import customer and vendor records from Xero into Odoo to keep contact data updated and synchronized. 02) import charts of account : Imports the chart of accounts from Xero into Odoo to ensure your account structure stays consistent and properly aligned. 03) import products : Imports product details from Xero into Odoo so that item information and pricing remain accurate and up to date. 04) import taxes : Imports tax records from Xero into Odoo to keep tax configurations consistent and properly maintained. 05) import invoice/bill : Imports invoices and bills from Xero into Odoo so that transaction records remain complete and synchronized. 06) import creditnote : Imports credit notes from Xero into Odoo to ensure refunds and adjustments are properly recorded. 07) import payments : Imports payment records from Xero into Odoo so that payment information stays accurate and synchronized. 08) import prepayment : Imports prepayment transactions from Xero into Odoo to properly record advance payments within the system. 09) import overpayment : Imports overpayment transactions from Xero into Odoo to accurately track and manage excess payments. 10) import analytic account : Imports analytic accounts from Xero into Odoo so that cost tracking and analysis remain consistent. 11) import contact group : Imports contact groups from Xero into Odoo to help organize and manage contacts effectively. 12) import purchase order: Imports purchase orders from Xero into Odoo so that procurement records remain complete and synchronized. |
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Export Operations01) Export Customer / Vendor : Export customer and vendor records from Odoo to Xero to keep your accounting system updated with the latest contact information. 02) Export product : Export product details from Odoo to Xero to ensure accurate item information and pricing in your accounting records. 03) Export Invoice / Bills : Export invoices and bills from Odoo to Xero to maintain up-to-date financial transactions and accounting accuracy. 04) Export Payments : Export payment records from Odoo to Xero to keep payment statuses and financial data synchronized. 05) Export Credit Note : Export credit notes from Odoo to Xero to accurately reflect refunds in your accounting system. 06) Export analytic account : Export analytic accounts from Odoo to Xero to maintain consistent tracking of cost centers and financial analysis. 07) Export charts of accounts : Export the chart of accounts from Odoo to Xero to ensure proper account structure and financial consistency. 08) Export Consolidated Invoices : Export merged invoices from Odoo to Xero by consolidating invoices with a payment state of Paid or In Payment, ensuring accurate and streamlined records. |
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Update Operations01) Update Invoice / Bills : Update invoices and bills from Odoo to Xero to keep transaction records accurate and up to date. 02) Update credit note to xero : Update credit notes from Odoo to Xero to ensure refunds and adjustments are properly reflected. 03) Update accounts to xero : Update chart of accounts from Odoo to Xero to maintain consistent and synchronized account records. |
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Delete Operations01) Delete payment to xero : Delete payment records from Odoo in Xero to keep payment data accurate and synchronized. |
Odoo - Xero Synchronization
| Synchronization Type | Action |
|---|---|
| Refresh Xero Access Token | Authentication Automatically refresh the Xero access token |
| Import Invoices / Bills / Credit Notes / Payments | Import Import invoices, bills, credit notes, and payments from Xero into Odoo |
| Process Credit Note Queue | Import Process queued credit notes and import them from Xero into Odoo |
| Process Invoice Queue | Import Process queued invoices and import them from Xero into Odoo |
Refresh Xero Access Token
Authentication Automatically refresh the Xero access token
Import Invoices / Bills / Credit Notes / Payments
Import Import invoices, bills, credit notes, and payments from Xero into Odoo
Process Credit Note Queue
Import Process queued credit notes and import them from Xero into Odoo
Process Invoice Queue
Import Process queued invoices and import them from Xero into Odoo
| Synchronization Type | Action |
|---|---|
| Customers / Vendors | Import / Export Import and export customers and vendors between Odoo and Xero |
| Chart of Accounts | Import / Export Import and export chart of accounts between Odoo and Xero |
| Products | Import / Export Import and export products between Odoo and Xero |
| Taxes | Import Import taxes from Xero into Odoo |
| Invoices / Bills | Import / Export Import and export invoices and bills between Odoo and Xero |
| Credit Notes | Import / Export Import and export credit notes between Odoo and Xero |
| Payments | Import / Export Import and export payments between Odoo and Xero |
| Prepayments | Import Import prepayments from Xero into Odoo |
| Overpayments | Import Import overpayments from Xero into Odoo |
| Analytic Accounts | Import / Export Import and export analytic accounts between Odoo and Xero |
| Contact Groups | Import Import contact groups from Xero into Odoo |
| Purchase Orders | Import Import purchase orders from Xero into Odoo |
| Consolidated Invoices | Export Export consolidated invoices from Odoo to Xero |
Customers / Vendors
Import / Export Import and export customers and vendors between Odoo and Xero
Chart of Accounts
Import / Export Import and export chart of accounts between Odoo and Xero
Products
Import / Export Import and export products between Odoo and Xero
Taxes
Import Import taxes from Xero into Odoo
Invoices / Bills
Import / Export Import and export invoices and bills between Odoo and Xero
Credit Notes
Import / Export Import and export credit notes between Odoo and Xero
Payments
Import / Export Import and export payments between Odoo and Xero
Prepayments
Import Import prepayments from Xero into Odoo
Overpayments
Import Import overpayments from Xero into Odoo
Analytic Accounts
Import / Export Import and export analytic accounts between Odoo and Xero
Contact Groups
Import Import contact groups from Xero into Odoo
Purchase Orders
Import Import purchase orders from Xero into Odoo
Consolidated Invoices
Export Export consolidated invoices from Odoo to Xero
Xero Benefits
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Increased EfficiencyAutomated synchronization between Odoo and Xero reduces manual data entry and minimizes the risk of errors. Customers, vendors, products, invoices, bills, payments, and accounting data are synchronized smoothly, saving time and effort. |
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Accurate Financial DataMaintain consistency between Odoo and Xero with reliable data synchronization. Imported and exported records ensure that invoices, bills, payments, credit notes, and accounts remain aligned across both systems. |
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Improved Accounting VisibilityBy integrating Xero with Odoo, accounting data such as analytic accounts, contact groups, purchase orders, prepayments, and overpayments can be managed centrally, providing better visibility into financial operations. |
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Quick ReconciliationAutomatically match payments with invoices and bills, making bank and account reconciliation faster, easier, and more accurate. |
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Smart AutomationBuilt-in scheduled actions automate routine processes such as token refresh, invoice and bill imports, queue processing, and payment synchronization, reducing manual effort and improving operational efficiency. |
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Complete VisibilityMonitor all import and export activities in Odoo through detailed logs and activities. Track which records were synchronized and when, providing complete transparency over the integration process. |
01 Xero connection setup and instance configuration process.
02 Configure your Xero instance in Odoo; this menu allows you to easily create and manage Xero integration instances.
03 Configure the instance by entering your Xero credentials to enable a secure connection between Odoo and Xero.
04 Retrieve the Client ID and Client Secret from the Xero Developer Portal and configure the Odoo callback URL as the Redirect URL in your Xero application.
05 Upon clicking Connect, you will be redirected to Xero to authorize the connection with your organization.
06 Clicking Connect will redirect you to the Xero authorization page to link your organization with Odoo.
07 After authorization, you will be redirected to Odoo and the instance will be connected successfully
08 import configuration
- creation
- Enabling Customer, Chart of Accounts, Analytic account, contact group, Products, and Taxes in the import configuration will automatically create the related Xero data in Odoo during import
- auto import
- Enable these options to automatically import invoices/bills and payments into Odoo from Xero.
09 export configuration
Enable these options to automatically update invoices and bills, export invoices and bills, and export payments from Odoo to Xero
- Auto Update Invoice/Bill : Automatically sync updates made to invoices and bills from Odoo to Xero.
- Automatic Export Invoices & Bills to Xero : Automatically export invoices and bills from Odoo to Xero.
- Automatic Export Payment to Xero : Automatically export customer and vendor payments from Odoo to Xero.
10 consolidated configuration
Enable this option to export multiple invoices as a single consolidated invoice for the selected partner.
01 Import customer from Xero to Odoo (you can apply date filter also) and import contact group
02 The Customer Mapping table in the Mapping section lists customers mapped between Xero and Odoo and Contact group Mapping table lists contact group mapped between Xero and Odoo
03 During the import process, the Customer Mapping table is created using data imported from Xero into Odoo.
04 During the import process, the contact group Mapping table is created using data imported from Xero into Odoo.
05 During the import process, this customer was created in Odoo using the data received from Xero, keeping both systems in sync and generating the matching record in Odoo.
06 Imports charts of accounts, analytic accounts, and tax records into Odoo using a structured process to ensure Accuracy.
07 In the Mapping section, the Chart of Accounts, Analytic Account, and Tax Mapping tables display the corresponding records mapped between Xero and Odoo.
08 During the import process, the Charts of account Mapping table is created using data imported from Xero into Odoo.
09 During the import process, this account was created in Odoo using data from Xero, keeping both systems synchronized and generating the corresponding record in Odoo.
10 During the import process, the Analytic acoount Mapping table is created using data imported from Xero into Odoo.
11 During the analytic account import process, this account was created in Odoo using data from Xero.
12 During the import process, the Tax Mapping table is created using data imported from Xero into Odoo.
13 During tax import process, this tax is created in odoo using data import from xero.
14 During the import process, a logbook is generated to monitor data imported from Xero into Odoo
15 Each logbook entry represents a single import operation and displays response details and status messages received from Xero
16 Import Product from Xero to Odoo to ensure accurate item information your accounting records.
17 The Product Mapping table in the Mapping section lists product mapped between Xero and Odoo
18 During the import process, the Product Mapping table is created using data imported from Xero into Odoo.
19 During the import process, this Product was generated in Odoo based on data received from xero, ensuring synchronization between both platforms and creating the corresponding record in Odoo.
20 Import Invoice/Bills from Xero to Odoo
21 During invoice import, records are added to the Invoice Queue and processed automatically or manually with status tracking and detailed logging
22 Invoice queue, lists all Invoice/Bill Queues with their Xero instance, creation date, and processing status for easy monitoring
23 Once the Invoice/Bill Queues are created, they automatically process and create all invoices and bills in Odoo. There is also an option to manually process the queue for creating invoices/bills in Odoo. The queues manage the state based on the process execution.
24 After Completion of Process Queue it can updates the queue status to Partially Completed, Completed, or Failed based on the results
25 Imported invoices display their associated Xero details such as Xero Instance, Move ID, Invoice Number, and Move Type in the Xero Details tab
26 Import CreditNote from Xero to Odoo
27 Credit note queue lists all Invoice/Bill Queues with their Xero instance, creation date, and processing status for easy monitoring
28 Once the CreditNote Queues are created, they automatically process and create all Credit Note in Odoo. The queues manage the state based on the process execution.Clicking Process Queue Manually processes all pending records and creat that records in odoo
29 After Completion of Process Queue it can updates the queue status to Partially Completed, Completed, or Failed based on the results.
30 Imported credit note display their associated Xero Details such as Xero Instance, Move ID, Invoice Number, and Move Type in the Xero Details tab
31 Import Purchase Order from Xero to Odoo
32 Imported purchase order display their associated Xero details such as Xero Instance , Move ID, Invoice Number, and Move type in Xero Details tab
33 Import Payment from Xero to Odoo
34 Imported payment display their associated Xero details such as Xero Instance , Payment type, Payment ID in Xero Details tab
35 Import Prepayment from Xero to Odoo
36 Imported Prepayment display their associated Xero details such as Xero Instance , Payment type, Payment ID in Xero Details tab
37 Import Overpayment from Xero to Odoo
38 Imported Overpayment display their associated Xero details such as Xero Instance , Payment type, Payment ID in Xero Details tab When Automatic Import Payment option is enabled in import configuration then payment , prepayments and overpayments will be imported auto matically
01 Export Customer/Vendor to Xero from Odoo
02 The exported customer is created in Xero with the all the details as defined in Odoo.
03 Export Products to Xero from Odoo
04 The exported Product is created in Xero with the all the details as defined in Odoo.
05 Export invoice/bill to Xero from Odoo
When Auto Export Invoice/Bill option is enabled in the export configuration, invoices, bills, and credit notes are automatically exported when they are confirmed.
06 Exports payment records from Odoo to Xero to keep payment data synchronized and up to date.
07 payment is exported to Xero with all details preserved exactly as defined in Odoo, ensuring accurate record matching.
08 When the Auto Export Payment option is enabled in the export configuration, payments created from this Pay popup screen in Odoo are automatically exported to Xero
09 Exports the credit note from Odoo to Xero with all relevant details accurately.
10 The exported Creditnote is created in Xero with the same details as defined in Odoo.
11 Exports analytic accounts from Odoo to Xero, and if the related analytic plan does not exist in Xero, it is automatically created during the export; note that a Xero organization can have a maximum of two active analytic plans and four analytic plans in total (including both active and archived).
12 The exported analytic account created in Xero with same analytic plan as Odoo
13 Export the chart of accounts from Odoo to Xero to ensure proper account structure and financial consistency.
14 The exported charts of accounts is created in Xero with the same details as defined in Odoo.
15 Export Consolidated invoice , If you want to export invoices as consolidated invoice then enable its option in consolidated configuration and select a partner for it then select Multiple invoice to export invoices as consolidated invoice with its Payment State must be Paid or in Payment.
Exports invoices that have the same partner selected in the Consolidated Invoice tab, and automatically skips any selected invoice that belongs to a different partner to ensure consistency.
16 The consolidated invoice is exported to Xero with the same details as defined in Odoo, ensuring consistency between both systems.
01 Update
When the Auto Update Invoice/Bill option is enabled in the export configuration, any updated invoice, bill, or credit note is automatically updated to Xero to keep records synchronized.
Updated invoices, bills, and credit notes are automatically synchronized to Xero, ensuring records remain accurate and up to date.
Updates previously exported chart of accounts from Odoo to Xero to keep account records consistent and up to date.
Updates charts of accounts along with their account types in Xero to keep account records accurate and consistent.
02 Delete
Deletes payment records from both Xero and Odoo to keep data consistent across both plateforms.
Same payment is also deleted from the xero.
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Do I need technical knowledge to use the Xero integration?No, the integration is designed to be user-friendly. Daily operations such as import, export, and synchronization can be performed without technical expertise. |
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What data can I import from Xero to Odoo?You can import the following records from Xero into Odoo: 1. Customers / Contacts 2. Vendors / Suppliers 3. Chart of Accounts 4. Taxes 5. Payment Terms 6. Products / Items 7. Bank Accounts 8. Customer Invoices / Vendor Bills 9. Payments During import, you can choose to automatically create missing records in Odoo or skip them based on your configuration. |
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What data can I export from Odoo to Xero?You can export the following data from Odoo to Xero: 1. Customers / Contacts 2. Vendors / Suppliers 3. Products / Items 4. Chart of Accounts 5. Taxes 6. Payment Terms 7. Customer Invoices / Vendor Bills 8. Payments |
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What happens if synchronization fails?If any import or export fails, the system logs the error and creates an activity for the failed import process. This helps users quickly identify and resolve issues. |
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How are invoices and bills processed after import?Once the Invoice/Bill Queues are created, they automatically process and create invoices and bills in Odoo. You can also manually process the queue whenever required. |
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What happens if some records are missing during import?During import, if related records (such as customers, products, or accounts) do not exist in Odoo, the system can automatically create them if the creation option is enabled in the import configuration; otherwise, the records are added only to the mapping table for that process. |
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How does the system track processing status of queue?The Invoice/Bill Queues automatically manage and update their state based on the execution process, allowing users to monitor progress and identify any issues easily. |
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Do I need to refresh the token every time to run import or export processes?No, manual token refresh is not required. The system includes an automatic scheduled job (cron) that refreshes the token periodically, ensuring uninterrupted import and export operations. |
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Will my data remain accurate between Odoo and Xero?Yes, synchronization ensures that your Odoo and Xero data stays aligned and up to date. |
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I would like to request a custom feature for this application. What’s the process to get it implemented?We’re happy to help tailor the application to meet your business needs! You can reach us via sales@vrajatechnologies.com |
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Which Sender Address Will Be Considered for Shipping?The sender address is taken from the configured warehouse. You can also set up multiple warehouses, each with its own address |
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Are integration updates covered when the API provider updates their API?Yes, Minor updates or fixes that fall under routine maintenance may be included at no additional cost. |
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Who is the point of contact for technical support, configuration support or bug-related queries?You can reach us via support@vrajatechnologies.com |
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Included App SupportNo Time-Limit Support for Supported Versions |
If you encounter any issues while using our app that are caused by the app itself, we offer complimentary support for 90 days from the date of purchase.
Contact Us
vrajatechnologies.com/contactusSupport Policy
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| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 4944 |
| Technical Name |
xero_odoo_integration |
| License | OPL-1 |
| Website | http://www.vrajatechnologies.com |
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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