Integrate Odoo CRM with Xero

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Xero

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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
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Best Odoo CRM and Xero Integrations

  • Odoo CRM Integration Xero Integration

    Odoo CRM + Xero

    Create Sales Invoice to Xero from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Odoo CRM Integration Xero Integration

    Odoo CRM + Xero

    Create Bill to Xero from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Xero Integration Create Bill
  • Odoo CRM Integration Xero Integration

    Odoo CRM + Xero

    Create Purchase Order to Xero from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Xero Integration Create Purchase Order
  • Odoo CRM Integration Xero Integration

    Odoo CRM + Xero

    Create/Update Contact to Xero from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Xero Integration Create/Update Contact
  • Odoo CRM Integration Xero Integration

    Odoo CRM + Xero

    Create Payment to Xero from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Xero Integration Create Payment
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Xero in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & Xero Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo CRM to Xero.

    (2 minutes)

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

Integration of Odoo CRM and Xero

Xero is a cloud-based accounting software used by small businesses to run their accounting and manage their finances. It tracks all the financial transactions of a business. It is easy to use, very user friendly and allows you to automate your accounts. If you use Xero, it will not only update all your financial information into your bank accounts but also provide you with an extensive financial contrp. On the other hand, Odoo (open source ERP. is a comprehensive suite of business applications that could help you automate your business processes. It is a web-based application built using Python and JavaScript technpogies. It has modules for sales, marketing, HR management, manufacturing, finance, e-commerce and many others. This article will discuss the integration of Odoo CRM and Xero for the benefit of small and medium sized businesses.

The integration works like this:Businesses can integrate Xero with Odoo CRM through Odoo API, which allows you to get the data from Xero and import it into Odoo CRM.Businesses can also integrate both systems through a third party service provider.In what ways can companies benefit from the integration of Odoo CRM and Xero?

1. Improved Customer List:If you integrate Odoo CRM with Xero, then you can get a list of all your customers right inside your software. You do not have to go to Google or another search engine to find out who your customers are. All the information will be readily available in your CRM software.2. Improved Sales Management:With integration, you can connect your sales force with your customers, so they will know all about the products they sell and who they sell them to.3. Easy Access to Reports:You can create reports in Xero that give you financial information about your business performance over a period of time. These reports are available on your dashboard in Odoo CRM. You also have access to the reports from within Odoo CRM and can modify them as per your requirements.4. Improved Customer Service:Your customer service representatives will have all the information about your customers readily available to them. This means they will be able to provide better customer service.5. Easy Integration with Your Accounting Software:If you are using an accounting software like Xero or QuickBooks, you can integrate it with Odoo CRM without any problems. You just need to set up a connection between these two programs and every time you make a change in one program, it will automatically be reflected in the other one as well.6. Enhanced Efficiency in Sales and Marketing:If you are using Odoo CRM for sales and marketing, you can integrate it with the accounting software Xero so that all your sales and marketing tasks will be carried out more efficiently.7. Reduced IT Costs:If you are using an ERP software like Odoo CRM for your business operations, then integrating it with an accounting software like Xero can reduce your IT costs because all the information will be available in one place instead of on different platforms.8. Easier Access to Information:You can get access to all your business information in one place – Odoo CRM – instead of searching for it across different platforms. Because all your information is stored on one platform, it is easier to find out information related to different aspects of your business. For example, if you want to know about the number of customers you have or how many new leads you have generated recently, it will take less time to find out this information if you integrate Odoo CRM and Xero than if these two programs are not integrated together.9. Better Business Performance:Integrating Odoo CRM and Xero helps you keep track of all your business processes easily and effectively, which helps improve business performance. This makes managing the business much easier so that you can focus more on growing your business .

10. Improved Cplaboration:Integration allows employees from various departments of a company to cplaborate effectively because all the information is available in one place and they do not have to waste time searching for information across different platforms . Also, since there is consistency in how various business processes are carried out, employees can work on improving their business performance cplectively. Ultimately, companies that integrate Odoo CRM and Xero can enjoy better cplaboration among their employees as well as greater efficiency in their business operations . They can improve their business performance by focusing more on growing their business rather than spending time on figuring out how to carry out business operations effectively .

Integrating Odoo CRM and Xero is beneficial because businesses get access to a complete view of their customers as well as accurate information about their business performance across different departments . This helps improve customer service as well as cplaboration among employees . Since everything is stored in one place , it is easier for employees to find information they need for effective cplaboration . In addition , integration enables businesses to gain access to a wide range of reports that help them figure out their strengths and weaknesses . It also gives them greater flexibility as far as reporting requirements are concerned .

The process to integrate Odoo CRM 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.