| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 6551 |
| Technical Name |
wbl_odoo_xero_connector |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 6551 |
| Technical Name |
wbl_odoo_xero_connector |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 18.0 19.0 |
Request for a Demo
Xero Connector
This integration seamlessly connects Odoo ERP with Xero accounting software, enabling efficient and reliable synchronization of business data between both systems. It allows users to import and export essential records such as Products, Customers, Orders, Taxes, Accounts, Inventory, Currency, Invoices, Purchase Orders, and Bills, ensuring consistent and up-to-date information across platforms. The app offers flexible configuration options to control data mapping and synchronization processes according to business needs. With support for automated cron jobs, data can be synchronized at scheduled intervals without manual intervention. Additionally, detailed logs and digest reports provide clear visibility into all operations, helping users monitor activities and resolve issues easily. Overall, it simplifies accounting and operational workflows, reduces manual effort, improves data accuracy, and ensures smooth integration between Odoo and Xero.
Xero Connector Benefits
Automated Data Synchronization
Reduced Manual Work
Improved Data Accuracy
Real-Time Integration
Better Workflow Management
Centralized Data Control
Xero Connector Features
Xero Instance Management:
- Create and manage multiple Xero instances with secure authentication and connection verification.
Bi-directional Data Synchronization:
- Import and export data including Products, Customers, Orders, Taxes, Accounts, Inventory, Currency, Invoices, Purchase Orders, and Bills between Odoo and Xero.
Product Synchronization:
- Import products from Xero and export products from Odoo with filter-based control and list view tracking.
Customer Management Integration:
- Import customers from Xero into Odoo with structured data mapping and validation.
Invoice & Bill Management:
- Export invoices and import bills with filter options and list view tracking for verification.
Tax & Account Synchronization:
- Export taxes and import charts of accounts to maintain accurate financial data between systems.
Inventory Synchronization:
- Export inventory by configuring warehouse, adjustment account, and sync partner with full tracking support.
Filter-Based Import/Export:
- Use filter windows to define criteria before performing import and export operations.
Cron Automation:
- Schedule automatic synchronization processes using cron jobs to reduce manual effort.
Logs & Digest Reports:
- Track all synchronization activities using detailed logs and generate reports for monitoring and analysis.
Xero Connector Workflow
- Create a new Xero instance from the Xero Instances menu.
- Enter the required authentication details such as Client ID, Client Secret, Redirect URL, and Tenant ID.
- Save the configuration to proceed further.
- Click on the Test Connection button to verify the connection.
- Select the organization and grant access to complete authorization.
- After successful authentication, Xero is connected with Odoo.
- Configure product, order, tax, and inventory settings as required.
- Enable import and export options for data such as Products, Customers, Orders, Taxes, Accounts, Inventory, Currency, Invoices, Purchase Orders, and Bills.
- Select the desired module such as Products, Customers, Orders, Taxes, Accounts, Inventory, Currency, Invoices, Purchase Orders, or Bills.
- Click on the Import button to open the filter window.
- Set the required criteria and click on Start Import to import data from Xero to Odoo.
- Click on the Export button to open the filter window.
- Define the criteria and click on Start Export to export data from Odoo to Xero.
- View the imported and exported records in the list view for verification.
- Check synchronization results in Xero to ensure data accuracy.
- Monitor logs, reports, and scheduled cron jobs to manage and automate the synchronization process.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Xero Instances
This section allows users to view all Xero instances and create a new instance using the New button.
Xero Instance Configuration
Configure the Xero instance by entering the required authentication details such as Client ID, Client Secret, Redirect URL, and Tenant ID, then click on Test Connection to verify and save the configuration.
Xero Authorization
After clicking on Test Connection, users are redirected to the Xero authorization page where they can select the organization, review permissions, and click Continue to grant access.
Authentication Confirmation
A confirmation message is displayed indicating that the authentication process has been successfully completed.
Successful Integration
Once connected, users can seamlessly import and export data such as Products, Customers, Orders, Taxes, Accounts, Inventory, Currency, Invoices, Purchase Orders, and Bills between Odoo and Xero.
Enable Product Synchronization
Enable the import and export options for Products and click on the Products button to proceed with synchronization.
Product Synchronization
This section allows users to import and export products between Odoo and Xero for efficient product data management.
Import Products
Click on the Import button to open the filter window, set the required criteria, and proceed with Start Import to import products from Xero to Odoo.
Imported Products List
The imported products are displayed here for review and management within Odoo.
Export Products
Click on the Export button to open the filter window, define the criteria, and proceed with Start Export to export products from Odoo to Xero.
Exported Products List
The exported products are displayed here for tracking and verification after synchronization.
Products in Xero
The exported products can be viewed in Xero after successful synchronization.
Import Customers
Click on the Import button, set the required criteria in the filter window, and proceed with Start Import to import customers from Xero to Odoo.
Imported Customers List
The imported customers are displayed here for review and management within Odoo.
Export Taxes
Click on the Export button to open the filter window, configure the required criteria, and proceed with Start Export to export taxes.
Taxes in Xero
In Xero, the exported taxes can be viewed under the Tax Rates section for verification and tracking.
Exported Taxes in Odoo
In Odoo, the exported taxes are displayed in the list view for tracking and verification after synchronization.
Import Accounts
Click on the Import button, set the required criteria in the filter window, and proceed with Start Import to import accounts from Xero to Odoo.
Imported Accounts List
The list of imported accounts is displayed here for review and validation within Odoo.
Import Orders
Click on the Import button, define the required criteria in the filter window, and proceed with Start Import to import orders from Xero to Odoo.
Imported Orders List
The imported orders are displayed here for review and management within Odoo.
Export Currency
Click on the Export button, configure the required criteria in the filter window, and proceed with Start Export to export currency from Odoo to Xero.
Currency in Xero
In Xero, the exported currency can be accessed in the Currencies section for review after synchronization.
Exported Currency in Odoo
In Odoo, the exported currency is displayed in the list view for tracking and verification after synchronization.
Inventory Configuration
Configure the warehouse, Inventory Adjustment Account, and Inventory Sync Partner, then enable the Export Inventory option and click on the Inventory button to proceed.
Export Inventory
Click on the Export button, define the required criteria in the filter window, and proceed with Start Export to export inventory from Odoo to Xero.
Inventory in Xero
In Xero, the exported inventory can be viewed for verification after successful synchronization.
Exported Inventory in Odoo
In Odoo, the exported inventory is displayed in the list view for tracking and verification after synchronization.
Import Purchase Orders
Click on the Import button, configure the required criteria in the filter window, and proceed with Start Import to import purchase orders from Xero to Odoo.
Imported Purchase Orders List
The list of imported purchase orders is displayed here for review and management within Odoo.
Export Invoices
Click on the Export button, set the required criteria in the filter window, and proceed with Start Export to export invoices from Odoo to Xero.
Invoices in Xero
In Xero, the exported invoices can be viewed for verification after successful synchronization.
Import Bills
Click on the Import button to bring bills from Xero into Odoo and view them in the list for tracking and management.
Log Management
The Log section provides detailed records of all import and export operations for tracking and troubleshooting.
Digest Reports
Navigate to Reports -> Digests to view the list of generated reports for monitoring and analysis.
Synchronization Details
Open any record from the list to view detailed statistics and a summary of synchronization activities.
Technical Details
Manage access tokens and connection mail settings for authentication and notification purposes.
Product Configuration & Statistics
Configure product settings such as default category and invoice policy, and view overall synchronization statistics including products, orders, customers, purchase orders, accounts, taxes, bills, and invoices.
Order & Tax Configuration
Configure order settings such as Payment Term, Sales Team, and Salesperson, and manage tax mapping between Odoo and Xero.
Cron Configuration
Schedule automatic synchronization tasks between Odoo and Xero using cron settings.
Automated Tax Import
Set the next execution date and priority in Tax Import Cron to automatically import taxes from Xero into Odoo.
Activity Tracking
Enable activity creation and select the activity type to automatically track import and export operations.
Email Reporting
Enable report sending, configure email content, and generate digest reports to be sent to the specified email address.
Log Cleanup Automation
Configure retention days and enable log cleanup cron to automatically remove old logs and keep the system optimized.
Manage Xero Instances
Create and manage multiple Xero instances from this menu for better control and organization.
Weblytic Labs Odoo Services
Implementation
Services
Development
Consultation
Developers
Services
Development
Customization
Development
Development
Development
Weblytic Labs - Your one-stop solution
Thank you for exploring our Odoo App. We are committed to continuous improvement to enhance your
experience.
Should you encounter any issues or have feature requests for our Odoo App, please don't hesitate
to contact us at
support@weblyticlabs.com
We eagerly await your notification!
Must Have Apps
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.
Please log in to comment on this module