Xero Connector (OAuth 2.0)

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Xero is the QuickBooks alternative accounting software to manage invoicing, bank reconciliation, book keeping & more.

This module does bi-directional integration between Xero and Odoo for Accounts, Taxes, Contacts, Products and Invoices.


Edition: Odoo Community & Enterprise



App Description Page

                                                             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.

This module is compatible with

  • Community
  • Enterprise
  •    Odoo.sh
  •      

                                               Important notes for Xero & Odoo users


  • If you have been using Xero OAuth 1 and integrated Odoo with our OAuth 1 Xero-Odoo connector app and now you have updated your Xero with OAuth 2 then the following Xero connector app will be used - https://bit.ly/2NZkmMU

        The reason to use the above module is because the data in the database needs to be retrieved.


  • If you have been using Xero OAuth 1 and if you have not integrated Odoo with Xero. Now you have updated your Xero with OAuth 2 and if you want to integrate Xero with Odoo then following OAuth 2 Xero-Odoo connector will be used: https://bit.ly/3q8LpT2

        And if you have started with new Xero OAuth 2 and if you want to integrate it with Odoo,

        then also you have to use the above OAuth 2 Xero-Odoo connector.


  • If you have been using Xero OAuth 1 and if have not updated it to OAuth 2 and still using OAuth 1 in Xero and if you want to integrate Xero with Odoo then following Xero-Odoo connector will be used: https://bit.ly/387HQq1


Please Note: The above links provided are for referring the module to purchase as per your requirements. Please make sure you purchase the correct version needed, as there is no refund if you purchase a different version.


For Xero OAuth 2, the connector is only available for Odoo v12,v13 and v14. It is NOT available for Odoo v8, v9, v10, v11.

  Now supports OAuth 2.0 types of Xero Applications

Key Features

    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.

Xero Integration

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.


Boosted up the speed for API calling for import/export operations

Use pagination to retrieve 100 data at a time. Endpoints that currently support pagination are invoices, credit notes, contacts and manual journals.

        Use batches for put 50 data at a time. Endpoints that currently support batches are invoices, credit notes, contacts.

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 is 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 an invoice is 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 be applied in Odoo.

# Objects
OAuth2.0
1 Currencies
2 Taxes
3 Chart of Accounts
4 Manual Journals
5 Bank Accounts
6 Contact Groups
7 Contacts
8 Products (Tracked / Untracked)
9 Invoices / Bills
10 Credit Notes
11 Invoice / Bill Payments
12 Credit Notes Payments / Allocation
Export (Odoo to Xero)

  • Chart Of Accounts: Chart Of Accounts in Xero. Chart of Accounts is 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 a payment in Xero if an invoice is paid fully or partially in Odoo.
  • Bills: Bills with tax. Also, create a payment in Xero if bills are paid fully or partially in Odoo.
  • 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.
  • Inventory Adjustment: For tracked product, if qty will be increasing or decreasing in Odoo using an option like (Buying and selling inventory - bills and invoices, By Inventory adjustment, By Manufacturing process) it will be reflected in Xero.
  • Attachment: Attachments of Invoice/Vendor Bill will be sent to Xero.
Note: You can either Import or Export Credit Note based on configuration.

# Objects
OAuth2.0
1 Taxes
2 Chart of Accounts
3 Bank Accounts
4 Contact Groups
5 Contacts
6 Products
7 Invoices/ Bills
8 Credit Notes
9 Invoices/ Bills
10 Invoice / Bill Payments
11 Credit Notes Payments / Allocation
12 Inventory Adjustments
13 Invoice Attachments
14 Credit Notes Attachments
15 Contact Attachments

Xero setup guide

You will also find a full documentation with all screenshots for example
1 - How to configure Xero OAuth 1.0
2 - How to configure Xero OAuth 2.0
3 - How to configure Xero and Odoo Accounts?
4 - Import and Export Operations
You will find user_guide.pdf document in doc directory inside the module
Note: For Odoo.sh we have added installation steps in documentation, but if you need more then, we will provide you more support once you purchase support hours from us.

Disclaimer

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

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