Xero Connector

by
Odoo          
v 12.0 Third Party 11

350.00 €

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Technical name xero_connector
LicenseOPL-1
Websitehttp://www.synconics.com
Read description for v 11.0 v 10.0 v 9.0 v 8.0
Required Apps Sales (sale_management)
Sales (sale)
Invoicing (account)
Inventory (stock)
Technical name xero_connector
LicenseOPL-1
Websitehttp://www.synconics.com
Read description for v 11.0 v 10.0 v 9.0 v 8.0
Required Apps Sales (sale_management)
Sales (sale)
Invoicing (account)
Inventory (stock)

Xero integration

Integrating Odoo with Xero allows you to view all your invoices and expenses in Odoo. You can run reports, view financial data about your customers and projects and display important metrics on your dashboard.


How Xero integration works

Integration with Xero works both ways and can be set either as manual or automatic. All you need to do, is configure, which data you would like to synchronize.

Instead of creating different Odoo instance for each Xero organization (account), you can connect multiple Xero organizations (accounts) to one Odoo instance. So, if your Odoo instance has multiple company accounts, you can now connect each account to a different Xero organization (account). This way all data on your companies are in one place.

Benefits

  • Raise invoices from Odoo.
  • Allow your sales team to view overdue client accounts in Odoo.
  • Reduce double data entry between Odoo and Xero.
  • Improve cash flow by accelerating payment time.

What is synced

Import (Xero to Odoo)

  • Currencies: Pulled from Xero with the initial sync and create a new currency in Odoo if not available.
  • Chart Of Accounts: Chart Of Accounts in Odoo. Chart of Accounts are pulled from Xero with the initial sync.
  • Taxes / Tax Rates: Pulled from Xero with the initial sync. Any changes in Tax Rates in Xero are synced to Odoo.
  • Contact Groups / Contact Tags: Pulled from Xero with the initial sync and create new Contact Tags in Odoo.
  • Contacts (Suppliers / Customers): All contacts which are stored in Xero, it could be Supplier or Customer.
  • Bank Accounts: Accounts with bank type (not bank transaction and other details).
  • Manual Journal: All type of manual journal, which is recorded directly in Xero.
  • Items / Products: Products with its details (sale price, cost price, accounts, taxes etc), Also manage tracked and Untracked Products.
  • Invoices: Customer Invoices with taxes. Also create payment lines in Odoo if invoice are paid fully or partially in Xero.
  • Bills: Bills with taxes. Also create payment lines in Odoo if bills are paid fully or partially in Xero.
  • Credit Note (ACCRECCREDIT): An Account Receivable (customer) Credit Note with payment and allocations.
  • Credit Note (ACCPAYCREDIT): An Accounts Payable (supplier) Credit Note with payment and allocations.
Note: As Xero API doesn't provide the tracking for credit note allocation, So when Credit Note goes in paid stage on Xero then allocation will applied in Odoo.
Export (Odoo to Xero)

  • Chart Of Accounts: Chart Of Accounts in Xero. Chart of Accounts are created in Xero with the initial sync.
  • Taxes / Tax Rates: Tax Rates in Xero. Tax rates are created in Xero with the initial sync.
  • Contact Groups / Contact Tags: All Contact Tags of Odoo will be created as Contact Groups in Xero.
  • Contacts (Suppliers / Customers): All contacts which are stored in Odoo, whether Customer or Supplier.
  • Bank Accounts: Accounts with bank type.
  • Items / Products: Products with its details (sale price, cost price, accounts, taxes etc), Also manage tracked and Untracked Products.
  • Invoices: Customer Invoice with tax. Also create payment in Xero if invoice are paid fully or partially in Odoo.
  • Bills: Bills with tax. Also create payment in Xero if bills are paid fully or partially in Odoo.
  • Inventory Adjustment: For tracked product if qty will be increasing or decreasing in Odoo using option like (Buying and selling inventory - bills and invoices, By Inventory adjustment, By Manufacturing process) it will be reflect in Xero.
  • Attachment: Attachments of Invoice/Vendor Bill will be send to Xero.

Xero setup guide

Here's a step by step guide to setting up the integration, as well as some helpful information on how Odoo and Xero work together once connected. Pleases go through the user_guide.pdf which is available in the doc directory inside module.

Disclaimer

Whenever there is a change in API from Xero or change in related Odoo objects you can contact us to look into it.

Free Support

1) One month free bug support period will be offered pertaining to any one server used, testing or live.
2) If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
3) Please note that you are not allowed to distribute or resell this module after purchase.
4) This module is tested and working on Odoo vanilla with Ubuntu OS.
Checkout Other Apps Developed By Synconics Technologies Click Here
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

Odoo
by on

Feature for import Credit Note (Xero -> Odoo) Available now for v12. You can download latest source from Odoo apps.


Odoo
Credit Notes features missing
by on

This module doesn't sync customer and vendor credit notes.


Odoo
Payroll Integration with Xero
by on

Hi Do you any plan to integrate with Odoo Payroll with XERO as well? Nihat