Odoo Magento Integration

If you are a business owner that needs an eCommerce platform, look no further than Magento. Known for being a self-hosted, multi-channel eCommerce platform, Magento is built on open-source technology. This means that it provides online business owners with flexibility when it comes to their shopping cart system, along with the necessary control over the look, content, and functioning of their online store. Alone, Magento provides online merchants with powerful marketing, SEO, and catalog-management tools. So how exactly does Odoo play into this, and is the Odoo Magento integration necessary?

Before scrutinizing the concept of combining Odoo and Magento, let’s recap on Odoo. On the market, Odoo is known as an enterprise resource planning software that provides companies with a plethora of tools to better manage and optimize their business processes. Ultimately, Odoo is an all-in-one business management software that has helped hundreds of thousands of SMEs across all industries.

Now that we’ve established Odoo, let’s move on to the Odoo Magento integration and how it can help.

Essentially, the Odoo Magento integration helps store owners with the synchronization of their product catalog, sales orders, invoices, and much more. In fact, by integrating Odoo into Magento 2, online merchants can take advantage of both platforms by simplifying and automating the data management process. 

Now that we know how it can help, why is the Odoo Magento integration necessary?

The Magento Odoo integration is necessary due to multiple reasons. To start, after a certain level of growth of a business, the data naturally gets bigger and more complex to manage. Simply put, manual entry of data between the two platforms is no longer possible. With the Odoo-Magento 2 connector app, online merchants can automate their vital business processes and eliminate the need for manual data entry in Odoo. This is done by enabling bi-directional data exchange between both platforms.

So what does this accomplish exactly?

By doing this, the module not only saves time, but also instantly synchronizes your catalogs, orders, customers, and inventory data from your online store (one or more) in Magento 2 to Odoo. With this integration, eCommerce business owners can manage most of their operations from Odoo itself. This means they will not need to log into multiple platforms (not even the Magento 2 admin panel) to manage their business operations. Additionally, they will also be able to integrate the inventory module with other popular and necessary business apps like CRM, Purchasing, and even Accounting.

Odoo Magento Integration Features

Let’s take a closer look at the benefits this integration can provide to your business. Odoo explains the benefits of this integration by providing the chart seen below:

Other Benefits of the Odoo Magento 2 Integration

Below you’ll find other specific benefits of both importing and exporting operations of the Odoo Magento integration – as mentioned on the official Odoo page.

Import Operations

• Introducing Webhooks: When new Orders, Products, or customers are Created at Magento, get them instantly in Odoo without waiting for the next cron job. (Note that, it is not applicable for Update, Cancel, or any other operations of Orders and Products)
• Import Orders in bulk or choose a specific order to import based on the date range
• Import Products along with product variants
• Import Product Stock levels
• Import Customers

Export Operations

• Update stock from Odoo to Magento
• Update Order Shipment & Tracking Number
• Cancel Order from Odoo to Magento
• Create Invoice from Odoo to Magento

Odoo Magento Integration: Final Thoughts

This integration can certainly help eCommerce business owners who are looking to facilitate labor work and optimize their business processes. Merging Odoo with Magento is a powerhouse move that can enhance your operations by giving you access to invaluable data. This information can then allow you to see the bigger picture and help you make high-level decisions for your business.

However, who you choose to help you implement this integration matters. Selecting an ERP partner who has the experience and expertise to guide you to your best solutions, as well as the knowledge necessary for this to succeed, is key to attaining positive results.

Bista Solutions is the Odoo Gold Partner; earning the title of Odoo’s Best Partner North America in 2022, 2021, 2018, 2016, & 2014. We have over 350+ successful Odoo implementations under our belt. All this to say, you can rest assured our team knows our way around Odoo. With our firm belief in full transparency, our team will never recommend a software solution, integration, or app that wouldn’t help your business succeed. So if you want to learn more about the Odoo Magento integration, or anything else – contact us. We would be more than happy to schedule a free consultation and/or demo, to show you exactly how we can help. 

Odoo QuickBooks Integration

Odoo QuickBooks integration is used to import/export bills, invoices, vendors, customers, etc. from Odoo. QuickBooks is an accounting software, generally used by companies for accounting purposes only, while Odoo is a web-based ERP system through which you can manage all business processes from anywhere, You get real-time reports and data which allows you to make better forecasting decisions.

Odoo QuickBooks Configuration:

1. To Import/Export data from Odoo to QuickBooks or vice-versa, one needs to configure the credentials of QuickBooks in Odoo.
2. Login to your QuickBooks account and select the Keys & Oauth option as shown in Figure 1.1.

Figure 1.1

1. After this, you will see the client ID and Client Secret Key will be displayed.
2. Save those credentials and below you can see the Redirect URL.
3. That is when credentials are authenticated and data is transferred from anywhere, one needs to apply the URL, where the data needs to be transferred for that particular process.
4. This data is shown in Figure 1.3.

Figure 1.3

Figure 1.4

1. In Figure 1.4, the credentials have been configured in Odoo and also the redirect URLs have also been assigned.
2. Hence, Click on the AUTHENTICATE button and you will be redirected to a new window if all works fine there will be a message displayed as shown in Figure 1.5.
3. You can close the window and proceed further in the Odoo QuickBooks Integration connector.

Figure 1.5

QuickBooks Invoice Functional Process:

1. Once the sale order is confirmed, there are tasks generated as shown in Figure 2.1.
2. When you open and click them you can see the list of tasks generated as shown in Figure 2.2.

Figure 2.1

Figure 2.2

1. Now, an employee(Scott Morgan) will fill the timesheet and add a description about it so that it invoice will be created for that amount. of work done.
2. Click on the START button and when work is done click on the STOP button.
3. Enter the duration of time and description.
4. This is shown in Figure 2.3 & 2.4.

Figure 2.3

Figure 2.4

1. You can see the timesheet entry has been created.
2. If a new entry will be created, you can see in Figure 2.5, the invoiced one will be fainted.
3. This will tell the user which entries need to be invoiced.

Figure 2.5

Figure 2.6

• You can proceed to create an invoice as shown in Figure 2.6.

1. Users can create invoices based on the period ‘from’ till ‘to’ as shown in Figure 2.7.
2. Click on the CREATE AND VIEW INVOICE button and you can see the invoice has been created.
3. This is shown in Figure 2.7 & 2.8

Figure 2.8

Figure 2.8

1. Now, the Accounting Manager will get an Email for the invoice generated.
2. Hence He/She will log in to her account and Confirm the invoice that has been generated.
3. Access rights have been given to each and every user based on their roles. If the box is ticked it means that rights have been given to that particular user. This is shown in Figure 2.9.
4. e.g, here Project manager will not have any right to export customers, invoices, etc to QuickBooks. The option to Export data will not be visible to them.
5. Hence only the Account Manager will confirm the invoice and export data to QuickBook.

Figure 2.9

1. Hence when the Account manager logs in, He/She will go to the Accounting module—> Invoices. There one can set the filter of Invoices that are needed to be Posted or Confirmed as one can see in Figure 2.8
2. Only invoices that are posted can be exported to QuickBooks via Odoo QuickBooks integration. Hence one needs to Confirm the Invoice and Post it.
3. Hence the invoice will be confirmed by clicking the CONFIRM button as shown in Figure 3.1.

Figure 3.1

Figure 3.2

1. Once the Invoice is confirmed, click on the Action button and select Export to QBO
2. If there is no error and all credentials are configured, then you will be able to see an ID is generated as QBO Invoice Id.
3. This is shown in Figure 3.3

Figure 3.3

1. One can export multiple Invoices to QuickBooks by selecting all records from the tree view and selecting the Export to QBO option from Action
2. Note that the status should be POSTED.
3. This is shown in Figure 3.4.

Figure 3.4

1. Now the manager can go to QuickBooks and check whether the entry of that particular invoice is created or not.
2. Hence as shown in Figure 3.5, click on Sales—>Invoices.
3. Hence you can see that the entry of our invoice has been created. Here it will be Traced by Id, i.e in our case it is
4. This is shown in Figure 3.5.

Figure 3.5

1. Now to receive the payment, click on the Receive payment
2. Hence as shown in Figure 3.6, you can send an invoice to the customer or to the project.
3. Once you enter the details and click on save & new, the message of payment received will be displayed as shown in Figure 3.7.

Figure 3.6

Figure 3.7

You can see the state has been changed to Deposited, and you can print the invoice. This is shown in Figure 3.9.

Figure 3.9

1. Now in Odoo, the Automatic scheduler will run that will fetch/Sync the payment data.
2. One can sync manually from odoo
3. By Going to the company and selecting the SYNC CUSTOMER PAYMENT button, the data will sync automatically.
4. Note: this button is only visible to the Account Manager since access rights will be provided to him/her.
5. This is shown in Figure 3.10.

Figure 3.10

1. Now the manager will go to Accounting—>Customers—>Payments to check with the invoice that needs to be reconciled.
2. This is shown in Figure 4.1 & 4.2.

   Figure 4.1

   

   Figure 4.2

   1. One can trace the invoice by looking at the Memo & QBO Payment Id.
   2. Now click on the Payment Matching smart button.
   3. This is shown in Figure 4.3.

   

   Figure 4.3

   1. Now select the invoice amount that needs to be reconciled.
   2. Then click on the RECONCILE
   3. This is shown in Figure 4.4 & 4.5.

   

   Figure 4.4

   

   Figure 4.5

   1. Once the record is reconciled, the invoice is in payment status, i.e. it’s been paid.
   2. One can see the smart button of Invoice is created. By clicking it that invoice will be opened and the state will be in Payment.
   3. Another option to see invoices is by clicking Customers—> Invoices.
   4. These steps are shown in Figure 4.6 & 4.7.
   5. Also, you can track payment ref. and invoice id.

   

   Figure 4.6

   

   Figure 4.7

   Expense Process From QuickBooks to Odoo ( Odoo QuickBooks integration):

   1. Now to import data from QuickBooks, the expense is created in QuickBooks.
   2. Go to QuickBooks and select
   3. Select the Project for which the expense is to be created.
   4. Now click on the Add to Project button and select Expense
   5. This is shown in Figure 5.1 & 5.2.

Figure 5.1

Figure 5.2

Figure 5.3

1. In Figure 5.3, after adding the Payee name, category of expense and the amount, click on the Save and Close button.
2. Hence you will see a message of expense has been created with the amount mentioned in it.
3. This is shown in Figure 5.4.

Figure 5.4

1. Now, since the expense is created in QuickBooks, we need to import that expense in odoo.
2. This is done automatically by the cron job action in odoo based on the duration set in the action.
3. One can also do it manually as did for the invoice.
4. Before doing it, one can actually see the data that is imported/exported to QuickBooks or vice-versa by adding a default group called Expense type.
5. This is shown in Figure 5.5.

Figure 5.5

1. Now, by going to the company, click on the 1-SYNC EXPENSE button, hence that expense will be imported in odoo.
2. This step is shown in Figure 5.7.

Figure 5.7

1. Now to check the data entry of expenses, go to Expense—> My expenses—> All my Expenses and set Group by as Expense type.
2. Hence you can see the entry of that amount and data Export from QuickBooks has been created.
   1. Now the Manager will log in and go to My Reports options in My Expenses where the amount to be reported, reimbursed, etc details will be listed along with the expenses needed to be approved.
   2. The state will be submitted hence after approval it will be in the approved state.
   3. Note: this approval will only be done by the Account Manager based on the Access Right rules set.
   4. This is shown in Figure 5.8 & 5.9

      Figure 5.8

      

      Figure 5.9

      1. Now the employee needs to create a report so that the Account Manager can approve the expense.
      2. One can track the expense by the details captured from QuickBooks as shown in Figure 5.10.
      3. Hence click on the CREATE REPORT
      4. Now the report has been created and the manager will approve it.

      

      Figure 5.10

      1. Now the Manager will log in and go to My Reports options in My Expenses where the amount to be reported, reimbursed, etc details will be listed along with the expenses needed to be approved.
      2. The state will be submitted hence after approval it will be in the approved state.
      3. Note: this approval will only be done by the Account Manager based on the Access Right rules set.
      4. This is shown in Figure A.

      

      Figure A

      • Once approved by clicking the APPROVE button the expense is approved.

      Expense Process from Odoo to QuickBooks:

      1. Now, one needs to export expenses from Odoo to QuickBooks, which creates a new expense and fills the category type, amount of the project to which one wants to add the expense, etc.
      2. Here the employee who has logged in, while creating a new expense, automatically his name will be displayed in the Employee field name. One can change it.
      3. This is shown in Figure 6.1.

      

      Figure 6.1

      1. Here once the expense is created and a report is generated by the employee, a similar process will follow for the Account Manager to get it Approved.
      2. Hence, He/She will approve the expense.
      3. Once approved, the manager will export this expense to Quickbook by clicking on the Action button and then clicking Export to QBO.
      4. This is shown in Figure 6.2 & 6.3

      

      Figure 6.1

      

      Figure 6.3

      1. To check the expense entry in QuickBooks, go to your account, select the Projects
      2. Select the project at which the expense was created in Odoo.4
      3. Click on the Transactions
      4. Hence, you can see our expense entry has been created
      5. You can open it and check the data entry of the same.
      6. This is shown in Figure 6.4

      

If you looking for an Odoo QuickBooks integration, contact us.

Odoo Shopify Integration

What is Shopify?

Shopify is an eCommerce platform that helps individuals and businesses set up an online store in order to sell their products on multiple channels. Not only does the platform manage everything that is required for a business to thrive, it is used by all types of people; from your local mom-and-pop shops to multi-million dollar companies. Shopify is one of the best e-commerce platforms that can be integrated with any ERP such as Odoo Shopify integration, NetSuite Shopify Integration & Acumatic Shopify integration, etc.

In addition to being an all-encompassing eCommerce platform, Shopify supports over 100 payment processes (i.e. inbuilt payment services such as PayPal, Amazon Pay, Apple Pay, and much more). Furthermore, Shopify encourages users to make use of other sales channels to help increase their sales. These channels include Facebook, Amazon, Pinterest as well as Mobile Apps. 

So how does this tie into Odoo?

Well before we jump into the significance of the Odoo Shopify integration, it’s important to recap the key points of Odoo ERP. Beyond being an open-source ERP software, Odoo combines a suite of business management software tools that can be used company-wide. It uses Odoo Connector to easily integrate with third-party software. This integration gives users a full suite of business applications to help manage everything from sales, inventory management, purchasing, and CRM to human resources and finances.

Odoo Connector

Odoo Connector is a powerful framework used to develop a bi-directional connector between Odoo and any other service or software. Completely open-source (source code is on GitHub), Odoo Connector enables eCommerce businesses to synchronize customers, products, inventory, orders, and payments from Shopify to Odoo. It also enables businesses to create invoices, payment, and delivery reports in Odoo. 

Click above to buy Odoo Shopify Connector

Odoo Shopify Integration

The Odoo Shopify integration, on the other hand, enables businesses to manage multiple products in an efficient manner. With the integration, businesses can track product details like quality, price, color variations, product images, and more on their Shopify store by using Odoo as their backend ERP. Essentially, employees can import products from the Shopify store to Odoo in real-time. Any small change, such as a change in stock, is automatically updated in the Odoo database via a scheduler – which allows businesses to actively monitor stock levels and avoid under/overstocking. 

Odoo Shopify Integration: Key Highlights

Odoo to Shopify – Export Operations

• Export and update products and product details
• Export and update product stock, price, and images
• Publish or Unpublish products to the Shopify store from Odoo
• Update Order Status of Completed and Cancelled orders
• Manage Refunds

Shopify to Odoo – Import Operations

• Webhooks
• Import or Synchronize products
• Import Product Stock, price, and image
• Import Unfulfilled Orders
• Import Customer Details
• Import Shipped Orders from Shopify to Odoo
• Import, Process, and Reconcile the Shopify Payout transactions

Features of Shopify Odoo Connector

• Cross-platform compatibility
• Enable businesses to integrate their Shopify store with Odoo
• Synchronizes Shopify store customers to Odoo
• Imports Shopify collections to Odoo
• Map taxes present in Shopify store to Odoo taxes
• Imports order placed on Shopify store to Odoo
• Import and update products from the Shopify store to Odoo in real-time

Odoo Shopify Integration Partner: Bista Solutions

Odoo ERP is the ideal all-in-one solution for SME businesses and Shopify is an excellent platform for B2C companies. In fact, this integration allows for effective product management, efficient management of purchase and procurement orders as well as accounting and invoicing of orders, extensive customer databases, and so much more. It’s basically an integration that keeps giving. So if you are looking to incorporate it within Odoo, or are looking to reap the benefits of Odoo in addition to Shopify – look no further than the team at Bista Solutions. 

Bista Solutions is the Odoo Gold Partner; earning the title of Odoo’s Best Partner USA in 2022, 2021, 2018, 2016, & 2014. This means our team knows our way around Odoo, and by choosing us to implement your Odoo eCommerce Integration or any Odoo integration, you can rest assured you’re in capable hands. 

With our firm belief in full transparency, our team will never recommend a software solution or an app that wouldn’t help your business succeed. So if you wish to learn more about the Odoo Shopify integration, get in touch with us. We would be more than happy to schedule a free consultation, and demo, to show you how we can help. With over 350 successful ERP implementations under our belts, you can rest assured we’ve got your company fully covered.