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DW Accounting Import

by
Odoo

$ 1684.80

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 3773
Technical Name docuware_accounting
LicenseLGPL-3
Websitehttps://www.codebar.ch
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 3773
Technical Name docuware_accounting
LicenseLGPL-3
Websitehttps://www.codebar.ch

DocuWare Accounting Import

Import vendor bills and credit notes from DocuWare into Odoo Accounting.

codebar Solutions AG

docuware_accounting polls DocuWare file cabinets for documents flagged ready-to-import (configurable status field) and creates Odoo vendor bills or vendor credit notes from them. Header fields and line items (DocuWare index tables) are mapped to account.move and account.move.line via a flexible UI; partner, journal, account, tax and currency are resolved by VAT, code, external ID, name or email. Per-document audit log, dedupe via per-connection link records, optional auto-post, and configurable index-field writeback to DocuWare on success or error.

What’s in the box

Multiple import connections

One Accounting Import Connection per (DocuWare connection, file cabinet) pair. A single tenant can feed several import flows with different filters, mappings and writeback policies.

Table-based bookings

Each booking’s lines come from a DocuWare Index Table field on the document. Every row in the table becomes one account.move.line, with per-column mapping to account, tax, quantity, price and analytic distribution.

Round-trip status writeback

After every import attempt — success or error — user-configured rules update DocuWare index fields (e.g. STATUS = imported-to-odoo, ODOO_REF = bill number). DocuWare and Odoo stay in lockstep without a separate sync.

Dedupe + per-document audit

A per-(connection, DocuWare document) link record prevents double imports and surfaces failed documents as the operator’s error inbox. Every event lands in the shared DocuWare log.

How it works

  1. Configure a connection in DocuWare → Connections (provided by docuware_authentication) and authorize via OAuth.
  2. Open DocuWare → Accounting Imports and create one entry per (cabinet, document type) flow. Pick the file cabinet, optional search dialog, status field and the value that triggers an import (e.g. STATUS = ready-to-import-at-odoo).
  3. Define the header mapping (DocuWare index field → account.move field) and the line mapping (DocuWare table column → account.move.line field). Resolve relational targets by VAT, code, external ID, name or email.
  4. Add optional writeback rules that fire on success, on error, or always — e.g. flip the DocuWare status, write the Odoo bill number back into DocuWare.
  5. Enable polling and let the cron run, or click Run now. Imported bills appear in Accounting with the original PDF attached and a deep link back to the DocuWare document. Errors land on the connection’s link list with a redacted message.

Requirements

  • Odoo: 19.0
  • Odoo modules: docuware_authentication >= 19.1.0.0.0 (provides the OAuth connection, REST client, and the shared cabinet / dialog cache — pulled in automatically) and the standard Accounting app (account).
  • Strongly recommended: docuware_masterdata >= 19.1.0.0.0, which pushes Odoo’s chart of accounts, contacts (with VAT) and taxes into DocuWare so this module’s mapping layer can resolve VAT/code lookups against live DocuWare values.
  • A DocuWare tenant with one or more file cabinets exposing a status index field and an Index Table field for booking lines.
  • Optional: OCA queue_job with a running worker for asynchronous import execution. Without it, polls run inline in the cron / button thread — fine for small deployments.

Permissions

  • docuware_accounting.group_docuware_accounting — read access on connections, links and imported moves; sees the menu but cannot edit configuration.
  • docuware_accounting.group_docuware_accounting_manager — full CRUD on connections, mappings and writeback rules. Implies account.group_account_manager so managers can also work with imported bills.
  • All DocuWare credentials remain on the dw.connection record (gated to base.group_system); this module adds no secret-bearing fields.

License & support

Released under LGPL-3.0-or-later .

Built and maintained by codebar Solutions AG. Support: helpdesk@codebar.ch.

Privacy: see codebar.ch for our data protection notice.

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