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Integrate Xero with Odoo CRM

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

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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.

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.

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Best ways to Integrate Xero + Odoo CRM

  • Xero Integration Odoo CRM Integration

    Xero + Odoo CRM

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

    Xero + Odoo CRM

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

    Xero + Odoo CRM

    Update Customer in Odoo CRM when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Odoo CRM Integration Update Customer
  • Xero Integration Odoo CRM Integration

    Xero + Odoo CRM

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

    Xero + Odoo CRM

    Create Customer to Odoo CRM from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    Odoo CRM Integration Create Customer
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • 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)

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    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.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

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

How Xero & Odoo CRM Integrations Work

  1. Step 1: Choose Xero 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 Odoo CRM 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 Xero to Odoo CRM.

    (2 minutes)

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

Integration of Xero and Odoo CRM

Xero?

Xero was first founded in 2006 by Rod Drury and Paul Braithwaite. In New Zealand, it started as a cloud accounting software for small businesses but now it has grown and expanded into the US, Australia, and Canada. The headquarters are located in Wellington, New Zealand. Xero has grown to a $200 million business during the past year. Their clients include New Zealand’s largest retail store chain, Foodstuffs; Australia’s largest pharmacy chain, Chemist Warehouse; and the largest software company in the world, Microsoft.

Odoo CRM?

Odoo was first created in 2003 by a French businessman and his wife. It is now the leading open source ERP (Enterprise Resource Planning. spution used by more than 110,000 companies worldwide. Companies that use Odoo CRM include BMW Group, Renault, Daimler, Vpvo Car, Porsche AG, and Peugeot Citroen.

Integration of Xero and Odoo CRM

One of the main reasons why companies prefer Xero over other accounting software is because of its easy integration with other applications. For example, when a client purchases a car from Mercedes Benz, the vehicle information shows up automatically in Xero. This makes the accounting process much easier and more efficient for all the staff. Additionally, Xero can easily integrate with other popular accounting applications such as QuickBooks or Sage. It even integrates with Google Apps to make it easier for users to access their email and calendar while working on Xero. The company is also currently developing an integration with Salesforce that will allow users to manage all sales leads from one place. Due to its integrations with many other applications, this makes Xero the best accounting software to use for small businesses.

Benefits of Integration of Xero and Odoo CRM

There are many benefits of integrating Xero and Odoo CRM. First, it allows you to use features of both applications at the same time without having to switch back and forth between them. Businesses that have integrated these two applications have indicated that their ability to run their business more efficiently has increased dramatically due to this integration. Secondly, it allows you to save money by not having to purchase two separate applications for your business because you can do everything through one system. Finally, you can also increase productivity by having all your data in one place instead of jumping back and forth between multiple systems to get information.

The process to integrate Xero and Odoo CRM 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.