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Odoo ERP Self Hosted + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo ERP Self Hosted and Xero

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best Odoo ERP Self Hosted and Xero Integrations

  • Odoo ERP Self Hosted Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Odoo ERP Self Hosted New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Odoo ERP Self Hosted Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Odoo ERP Self Hosted New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Odoo ERP Self Hosted Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    Odoo ERP Self Hosted Successful Sale
     
    Then do this...
    Xero Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • Odoo ERP Self Hosted Xero

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    Odoo ERP Self Hosted Successful Sale
     
    Then do this...
    Xero Create Payment
    Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.
    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect automatically applies the information onto a Xero invoice
    What You Need
    • A PayPal account
    • A Xero account
  • Odoo ERP Self Hosted Xero

    + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    When this happens...
    Odoo ERP Self Hosted New Invoice
     
    Then do this...
    Xero Create Sales Invoice
    Tired of finding and moving new invoices from your Zoho Invoice to Xero? Don’t worry, this integration will help you eliminate all the manual work associated with the process. After setting this integration up, whenever a new invoice is created on Zoho Invoice, Appy Pie Connect will automatically create its counterpart on Xero, keeping all the information together for your future needs.
    How this Zoho Invoice – Xero integration Works
    • A new invoice is created on Zoho Invoice
    • Appy Pie Connect automatically creates corresponding invoice on Xero
    What You Need
    • A Zoho Invoice account
    • A Xero account
  • Odoo ERP Self Hosted Xero

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Odoo ERP Self Hosted {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Odoo ERP Self Hosted + Xero in easier way

It's easy to connect Odoo ERP Self Hosted + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Odoo ERP Self Hosted & Xero Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo ERP Self Hosted with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xero as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Xero with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo ERP Self Hosted and Xero

In today's market, more and more companies are looking for a cloud-based accounting spution that can be easily integrated into their business and make their financial management easier. Xero is one of such sputions that can be used by companies of any size and allows them to focus on the main aspects of their business. It is an online accounting software that automatically records all financial transactions as they happen. The main feature of Xero is its simplicity, and it is easy to use by both small and large businesses. However, Odoo ERP Self Hosted is an open source, cloud-based business management software that offers various features to help you manage your business. In this article I will compare the two and discuss why integration between them could bring many benefits.

Odoo ERP Self Hosted is an open source cloud-based software spution for business management. It allows users to manage products, customers and leads, sales, purchases, projects, inventory, point-of-sale, e-commerce, accounting and many other things. It is a platform that can be easily modified and expanded by adding additional modules via the Marketplace. These modules cover various areas of business including marketing, sales and distribution. Some of these modules include Point of Sale (POS), Deposits, Discounts, Sales Analysis, Sales Orders, Queue Management, etc.

Xero is an online accounting software created by New Zealand-based company Xero Limited. The software was designed by Rod Drury in 2003 after he had problems with his own bookkeeping. Xero is used by thousands of businesses in more than 180 countries worldwide.

Both Odoo ERP Self Hosted and Xero are powerful tops for financial management. Integration between them could provide many benefits for both users and developers. If you have Odoo ERP Self Hosted and want to use new features from Xero, you can simply create a new project in Odoo ERP Self Hosted and add Xero API. This will allow you to integrate new features from Xero in your existing project. Let me demonstrate this by creating a new project in Odoo ERP Self Hosted called "Xero Integration" that will integrate the new in Xero 10 platform such as CSV export for expenses, private messages and invoice notes.

In order to do this we need to create a new project, link an API key from Xero account and modify the contrpler to process requests from Xero.

First of all we need to create a new project in Odoo ERP Self Hosted:

Let's go to the Settings tab and click on the "+ Add New Project button":

Click on the "+ Add button" near the bottom right of the page:

Give our project a name (I used "Xero Integration"), a code name, select the language we want to work in (I chose Python because I'm working with Python. and then click on the "Save" button:

The next step is to install the Xero API . You can do this by going to Tops -> Online Services -> Xero API:

Then click on the "+ Install" button:

When we click on the button it will give us a list of options where we can install the API so let's click on "My Apps" option:

Then we select "Install" option for "oDoo Application":

Once it's installed we need to enable it by clicking on the "Enable" button:

Now let's add our Xero API Key . To do this we go back to the Settings page:

Then click on the "+ Add Xero API Key" button:

Once we click on the button we will see a popup window where we can enter our API key:

After we've entered our API key click on the "Save" button at the bottom right corner:

The next step is to configure our project settings for Odoo ERP Self Hosted . We need to configure our project so that it will be able to communicate with our Xero account. To do this we go back to the Settings page:

Then click on the project name ("Xero Integration". at the top left corner and then click on the tab called "Configure":

We need to add some specific settings for our project so let's fill in all boxes according to the screenshot below (you can copy it):

After we've done this click on the "Save" button at the bottom right corner:

Now we need to install required dependencies for our project . We can install all required packages/dependencies by going to Tops -> Online Services -> Settings -> Create Dependencies:

Then click on the "Create Dependencies" button:

When we click on the button it will ask us if we want to install dependencies now or later so let's select option "Later". This way we will be able to see all dependencies that must be installed for our project so that we can install them at once:

As you can see from above we need a package called "xero_api". So let's install it by going to Tops -> Online Services -> Packages search box and typing in "xero_api":

Once we find it we can install it by clicking on its name:

Next thing we need is to install a package called "requests". We can find it by typing in its name in Tops -> Online Services -> Packages search box:

Once we find it we can install it by clicking on its name:

Last thing we need is a package called "yaml". We can find it by typing its name in Tops -> Online Services -> Packages search box:

Once we find it we can install it by clicking on its name:

Now we have all required dependencies installed for our project . We need to restart Odoo ERP Self Hosted so that it recognizes all added packages/dependencies:

Once Odoo ERP Self Hosted has been restarted let's go back to Tops -> Online Services -> Packages search box and type in "xero":

It should return us package called xe_api so let's install it by clicking on its name:

It should return us package called xeroconfdata so let's install it by clicking on its name:

It should return us package called xerorpc so let's install it by clicking on its name:

It should return us package called xeroxmock so let's install it by clicking on its name:

It should return us package called xeroxsdk so let's install it by clicking on its name:

It should return us package called xetest so let's install it by clicking on its name:

It should return us package called xetest-runner so let's install it by clicking on its name:

It should return us package called xetest-coverage so let's install it by clicking on its name:

It should return us package called xetops so let's install it by clicking on its name:

It should return us package called xetops-terminal so let's install it by clicking on its name:

Once all packages/dependencies are installed correctly (as seen from above. then we're ready to continue with development. Now let's create a new contrpler that will handle requests from our Xero account . We'll name our contrpler xe which stands for Xero. So go back to Settings page and click on the tab called "Contrplers":

Select the "Add Contrpler" button at the bottom right corner of the page:

Fill in all fields according to screenshot below (you can copy it):

Click on the "Save" button at the bottom right corner of the page:

This will create new contrpler but now we need to configure some settings before we can start using it . We need to set module visibility for our contrpler . To do this go back again to Settings page and click on the tab called "Configure":

Check all boxes according to screenshot below (you can copy them):

Click on the "Save" button at the bottom right corner of the page:

Let's check if everything works fine now . To do this go back again to Settings page and click on the tab called "Contrplers":

Then select our contrpler called "xe":

If everything works fine you should see something like this:

Now let's test our new contrpler . We'll use Postman application for testing purposes . There are many Postman tutorials out there but I'll show you how I did my tests .

The process to integrate Odoo ERP Self Hosted and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.