Xero Integration

Synconics integrates Odoo ERP CRM with Xero Cloud accounting, creating a powerful and agile system that turbo-charges your business. Sales teams work faster, invoices are paid quicker, finance departments increase efficiency, and management has vital information at their fingertips.

What you can do with Odoo ERP and Xero: Synconics offers full, two-way sync of Invoices. You can create Invoices from within Odoo ERP, or from within Xero, and they will be synced to Odoo ERP and kept up-to-date. Import your accounts from Xero to Odoo ERP. This automatically configures Odoo ERP so it is ready to export your invoices “pre-booked” to Xero. Import your contacts from Xero to Odoo ERP. If you are creating your new leads in a CRM linked to Xero, then you can import them to Odoo ERP so as to enter their order data. You can also import all your contacts when you start using Odoo ERP.

Import items from Xero to Odoo ERP. At start up time you can bulk import items created in Xero. (You can also import using spread sheets or copy and pasting to Odoo ERP’s startup wizard.) Export sales and purchase invoices from Odoo ERP to Xero. This will include details of the invoices together with customer and supplier data and also the items that you are selling or buying. You can choose if your invoices are exported as draft, submitted or approved.


What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses. It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile. Your bank statements are automatically imported and categorised, letting you see your cash flow in real-time. Invite your team and work together on financials. You can collaborate over your up-to-date numbers.

What’s it all add up to?

For sales, a complete, integrated automated process from sales quotation to sales order to shipment to invoice to Xero for accounts and account receivable. For purchases, a complete, integrated automated process planned purchases (calculated from net requirements) to receipt to invoice matching to Xero for accounts and accounts payable.


Configuration


Import (imported from Xero displayed in odoo)

Synconics integrates Odoo ERP CRM with Xero Cloud accounting, creating a powerful and agile system that turbo-charges your business. Sales teams work faster, invoices are paid quicker, finance departments increase efficiency, and management has vital information at their fingertips.

Below are the screenshots which are imported from xero and displayed in odoo.


Currencies

All currency will be brought over to Odoo.


Taxes

All Taxes with its component will be brought over to Odoo at the time of creation and updation at Xero side.


Chart of Accounts

All types of Accounts will be brought over to Odoo at the time of creation and updation at Xero side.


Bank Accounts

All kind of bank accounts will be brought over to Odoo.


Contact Groups

Entire contact groups will be brought over to Odoo.


Contacts

All contacts(it could be Supplier or Customer) will be brought over to Odoo at the time of creation and updation at Xero side.


Products

Product with its sale and cost price will be brought over to Odoo at the time of creation and updation at Xero side.


Invoices

Customer and Supplier Invoice with tax will be brought over to Odoo.


Invoice Payments

It will also create payment lines in Odoo if invoices are paid fully or partially in Xero.


Exported (exported from odoo displayed in xero)

Synconics integrates Odoo ERP CRM with Xero Cloud accounting, creating a powerful and agile system that turbo-charges your business. Sales teams work faster, invoices are paid quicker, finance departments increase efficiency, and management has vital information at their fingertips.

Below are the screenshots which are exported from odoo displayed in xero.


Taxes

Taxes with its component will be brought over to Xero.


Chart of Accounts

All types of Accounts will be brought over to Xero.


Bank Accounts

All kind of bank accounts will be brought over to Xero.


Contact Groups

Entire contact groups will be brought over to Xero.


Contacts

All contacts(it could be Supplier or Customer) will be brought over to Xero at the time of creation and updation at Odoo side.