ACCOUNTING
MANAGEMENT
INTEGRATION
Xero Integration with 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.
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.
