Turbocharge Your Business with Odoo-Xero Accounting Integration

Smart businesses use different software specific to a particular function or multiple departments.  Xero accounting system is one such solution largely used to keep online records of invoices and their payment.

What is Xero? 

Xero is an online accounting software that is specifically designed for small businesses. It has over 3 million subscribers worldwide and is one of the most popular accounting software packages. All your accounting data, including invoices, payments, taxes, payment conditions, and expenses, can be managed through this system.

If you have a computer, laptop, or mobile device, you can log in and work whenever and wherever you like. Real-time cash flow analysis is provided by automatically importing and categorizing your bank statements. You can organize your team and work on financials together. The numbers you have up-to-date can also be shared with each other using Xero accounting software.

What is Odoo? 

Odoo is an open-source ERP system that is globally recognized for efficiently automating all business processes. It is a highly customizable and cost-efficient solution which makes it a preferred choice of companies across the world for business management.  Odoo offers better convenience and control than any other ERP software in the market. You get to choose function-specific modules or applications that suit your industry, and integrate them within the Odoo system or with other software tools, without interfering with the existing system.

Why Integrate Xero and Odoo?

When you combine one of the most widely-used accounting systems with a globally-proven business management software, your business growth is bound to gain new momentum. Your sales team works more efficiently and invoices are paid sooner. Your finance department becomes more productive and management has access to crucial information at any time. In other words, this integration creates a powerful and agile business system that accelerates your profits.

Odoo-Xero Accounting Integration module by Pragmatic

Pragmatic has developed a new module ‘Odoo Xero Connector’ to sync invoices and payments between Odoo and Xero accounting system. It is the best solution to integrate both applications with minimum effort. All data for managing the account can be efficiently imported and exported via the module. It allows you to analyze the data with graphs in a centralized dashboard. The tool also provides you with navigation to particular settings or mappings.

Let’s take a look at the preliminary offerings of the module –

• Odoo and Xero can be easily connected.
• It is possible to import the data at a scheduled time using the cron feature.
• The import process includes accounts, customers, products, orders, invoices, and payments.
• Also, it supports exporting of accounts, customers, products, orders, invoices, and payments.
• The entity mapping between Odoo and Xero can be done manually.
• You can track all your connected Xero instances from the dashboard.
• Using the dashboard, you will be able to check all the details in one place.
• Additionally, the module makes it easy to navigate to particular settings or mappings.

Features of Odoo Xero Connector 

Pragmatic Odoo Xero Connector does bi-directional integration between Xero and Odoo for the following features:

Accounts: Import account from Xero to Odoo and export from Odoo to Xero

Analytic Accounts/Tracking Options: Import analytic accounts from Xero to Odoo and export from Odoo to Xero

Analytic Account Groups/Tracking Categories: Import analytic account groups/tracking categories from Xero to Odoo and export from Odoo to Xero

Taxes: Import taxes from Xero to Odoo and export from Odoo to Xero

Products: Import products from Xero to Odoo and export from Odoo to Xero

Contacts: Import contacts from the Xero to Odoo and Export from Odoo to Xero

Purchase Orders: Import purchase orders from Xero to Odoo and export from Odoo to Xero

Customer Invoices: Import customer invoices from Xero to Odoo and export from Odoo to Xero

Credit Notes: Import credit notes from Xero to Odoo and export from Odoo to Xero

Vendor Bills: Import vendor bills from Xero to Odoo and export from Odoo to Xero

Analytic Account Groups: Import analytic account groups from Xero to Odoo and export from Odoo to Xero

Vendor Payments: Import the customer/vendor payments from Xero to Odoo and export from Odoo to Xero

Dashboard Overview: Odoo Xero Connector Module is one of the best software to integrate Odoo with Xero because it is easy to configure and implement. To get an overview of the dashboard or order a Free Demo, kindly Click here

Prepayments/OverPayments: Import prepayments and overpayment from Xero to Odoo

Sales Orders: Import the sales orders from Xero to Odoo and export from Odoo to Xero

Manual Journal Entry: Import the manual journal entry from Xero to Odoo and export from Odoo to Xero

Refunds: Import refunds from Xero to Odoo and export from Odoo to Xero

Currencies: Import currencies from Xero to Odoo

Single Place For Import: Single place for import from Xero to Odoo and export from Odoo to Xero

Single Sync Button: Single sync button on every form view to export data instantly from Xero to Odoo or from Odoo to Xero

Use Xero Connector, Odoo and Pragmatic expertise to give a new momentum to your business. Get Free Demo here

Benefits of Odoo-Xero Accounting Integration 

• Inventory updates using vendor bills and invoices
• Xero error logs
• Provision to export invoice with or without products
• Provision to export vendor bills with or without products
• Sync schedulers for purchase orders
• Schedulers for payments
• Schedulers for invoices
• Provision to export invoices with the status draft or approved in Xero

Why choose Odoo Xero Connector module by Pragmatic?

We strive to provide the best Odoo ERP business management solutions for the changing requirements of enterprises globally.

Pragmatic Techsoft has many years of experience providing software for a diverse range of industries. We have helped our clients with customized Odoo ERP systems to achieve their specific business goals. Our software solutions have propelled the business capabilities of numerous organizations across 50+ countries for over a decade. With a vast range of custom modules to accommodate different business functions, you can optimize operations to their fullest potential. You can automate routine tasks and focus more on the things that need your immediate attention.

If you are looking for Xero accounting integration with Odoo or any other Odoo apps solution to transform your process, click here now to talk to our Odoo experts.