ZenHR’s Native Integration with Odoo
Odoo is a comprehensive open-source enterprise resource planning (ERP) software. It offers a wide range of business applications, integrating CRM, sales, project management, manufacturing, inventory management, accounting, human resources management, marketing activities, customer support tools, and other business activities into a single software solution.
ZenHR’s native integration with Odoo allows you to:
Store and transfer employee data and updates.
Create off-cycle and provision journal entries.
Send payroll data as journal entries from ZenHR.
Sync GL accounts from Odoo to ZenHR.
How to
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Activate
Activating the Odoo Integration on ZenHR:
To activate Odoo on ZenHR, first set up your Journal Entries Structure and generate the needed API keys to proceed with the integration process.
Step 1: Set Up Journal Entries Structure
To set up your Journal Entries Structure, follow these steps:
On ZenHR, click your user icon on the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→ Journal Entries Structure.
Set up the way you would like your journal entries structured by completing the following fields, then click “Save”.
Step 2: Generate API Keys
To generate the API keys, follow these steps:
Click your user icon on the upper right corner and go to System Preferences→ Integration Setup →API Keys.
On the API keys list page, click the “Add” button.
Then add the API key name and select your desired Permissions.
Add the IP addresses and select Credentials as the Authentication type.
Then, under Credentials, add your Odoo Username and Password.
Click “Create” to generate the API key.
Step 3: Setup Odoo
On ZenHR, click your user icon on the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Odoo Setup.
Select the API key that you created from the drop-down list.
Add the Odoo URL in the URL field.
Add the Odoo CompanyDB in the Odoo Company database identifier field.
Add the Odoo Journal ID in the Journal ID field.
Activate the toggles in the Employee Data and Journal Entry sections.
Then click “Save”.
That’s it; your financial integration will now be complete! You can now post journal entries directly from ZenHR.
Employee Data
Once you add or update an employee on ZenHR, the following information will be sent to your Odoo account:
Employee name
Email
Phone number
Effective To (Termination Date)
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Use the Integration
Using the Odoo Integration:
Posting Salaries From ZenHR to Odoo
To post salaries from ZenHR to Odoo, follow these steps:
On the left side of the page, go to Main Menu→Payroll →Manage Financials → Manage Salaries.
Filter the desired salary year and month for all employees, and click “Filter”.
Then click “Send to Odoo”, and your salaries will be transferred as journals.
Posting Off-Cycle Payments From ZenHR to Odoo
To auto-generate separate journals for off-cycle payments and post them with your payroll journal entries, follow these steps:
Click your user icon in the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Journal Entries Structure.
Activate the Auto-generate separate journals for off-cycle payments checkbox and click “Save”.
You can then post salaries from ZenHR to Odoo, and the transferred journals will include separate journal entries for your off-cycle payments.
To manually generate your off-cycle payments journal entries, follow these steps:
Click your user icon in the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Journal Entries Structure.
Clear the Auto-generate separate journals for off-cycle payments checkbox and click “Save”.
Go to Main Menu→Payroll →Manage Financials →Manage Financial Transactions → Off-Cycle Payments
Use the “Date from” and “to” filters to filter out the duration of the transactions you wish to include in your journal entries, and click “Filter”.
In the Employee ID column, select the transactions you wish to include in your journal entries.
Then click “Send to Odoo”, and your off-cycle payments will be transferred as journals.
Posting Off-Cycle Vacation In-Advance Salaries From ZenHR to Odoo
To auto-generate separate journals for off-cycle vacation in-advance salaries and post them with your payroll journal entries, follow these steps:
Click your user icon in the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Journal Entries Structure
Activate the Auto-generate separate journals for off-cycle vacation in-advance salaries checkbox and click “Save”.
You can then post salaries from ZenHR to Odoo, and the transferred journals will include separate journal entries for your off-cycle vacation in-advance salaries.
To manually generate your off-cycle vacation in-advance journal entries, follow these steps:
Click your user icon in the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Journal Entries Structure.
Clear the Auto-generate separate journals for off-cycle vacation in-advance checkbox.
Then click “Save”.
Go to Main Menu→Payroll →Manage Financials →Manage Vacation In-Advance Salary.
Filter out the vacation in-advance salaries that fall within a specific time period by using the “In-advance from date” and “In-advance to date” filters.
Select “Off-cycle” under Payroll status and click “Apply Filters”.
Then, under Employee No. column, select the in-advance salaries you wish to include in your exported journal entries. Or you can select all the filtered salaries by clicking the “Select all” checkbox.
Then click “Send to Odoo”, and your off-cycle vacation in-advance salaries will be transferred as journals.
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View Failed Events
Odoo Event Viewer:
To view all events and retry sending failed posts, go to User Menu → System Preferences → Integration Setup →Financial Integrations→Odoo
On the Event Viewer page, click “Retry” to send journal entries again.
Activating the Odoo Integration on ZenHR:
To activate Odoo on ZenHR, first set up your Journal Entries Structure and generate the needed API keys to proceed with the integration process.
Step 1: Set Up Journal Entries Structure
To set up your Journal Entries Structure, follow these steps:
On ZenHR, click your user icon on the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→ Journal Entries Structure.
Set up the way you would like your journal entries structured by completing the following fields, then click “Save”.
Step 2: Generate API Keys
To generate the API keys, follow these steps:
Click your user icon on the upper right corner and go to System Preferences→ Integration Setup →API Keys.
On the API keys list page, click the “Add” button.
Then add the API key name and select your desired Permissions.
Add the IP addresses and select Credentials as the Authentication type.
Then, under Credentials, add your Odoo Username and Password.
Click “Create” to generate the API key.
Step 3: Setup Odoo
On ZenHR, click your user icon on the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Odoo Setup.
Select the API key that you created from the drop-down list.
Add the Odoo URL in the URL field.
Add the Odoo CompanyDB in the Odoo Company database identifier field.
Add the Odoo Journal ID in the Journal ID field.
Activate the toggles in the Employee Data and Journal Entry sections.
Then click “Save”.
That’s it; your financial integration will now be complete! You can now post journal entries directly from ZenHR.
Employee Data
Once you add or update an employee on ZenHR, the following information will be sent to your Odoo account:
Employee name
Email
Phone number
Effective To (Termination Date)
Using the Odoo Integration:
Posting Salaries From ZenHR to Odoo
To post salaries from ZenHR to Odoo, follow these steps:
On the left side of the page, go to Main Menu→Payroll →Manage Financials → Manage Salaries.
Filter the desired salary year and month for all employees, and click “Filter”.
Then click “Send to Odoo”, and your salaries will be transferred as journals.
Posting Off-Cycle Payments From ZenHR to Odoo
To auto-generate separate journals for off-cycle payments and post them with your payroll journal entries, follow these steps:
Click your user icon in the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Journal Entries Structure.
Activate the Auto-generate separate journals for off-cycle payments checkbox and click “Save”.
You can then post salaries from ZenHR to Odoo, and the transferred journals will include separate journal entries for your off-cycle payments.
To manually generate your off-cycle payments journal entries, follow these steps:
Click your user icon in the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Journal Entries Structure.
Clear the Auto-generate separate journals for off-cycle payments checkbox and click “Save”.
Go to Main Menu→Payroll →Manage Financials →Manage Financial Transactions → Off-Cycle Payments
Use the “Date from” and “to” filters to filter out the duration of the transactions you wish to include in your journal entries, and click “Filter”.
In the Employee ID column, select the transactions you wish to include in your journal entries.
Then click “Send to Odoo”, and your off-cycle payments will be transferred as journals.
Posting Off-Cycle Vacation In-Advance Salaries From ZenHR to Odoo
To auto-generate separate journals for off-cycle vacation in-advance salaries and post them with your payroll journal entries, follow these steps:
Click your user icon in the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Journal Entries Structure
Activate the Auto-generate separate journals for off-cycle vacation in-advance salaries checkbox and click “Save”.
You can then post salaries from ZenHR to Odoo, and the transferred journals will include separate journal entries for your off-cycle vacation in-advance salaries.
To manually generate your off-cycle vacation in-advance journal entries, follow these steps:
Click your user icon in the upper right corner and go to System Preferences→ Integration Setup → Financial Integrations→Journal Entries Structure.
Clear the Auto-generate separate journals for off-cycle vacation in-advance checkbox.
Then click “Save”.
Go to Main Menu→Payroll →Manage Financials →Manage Vacation In-Advance Salary.
Filter out the vacation in-advance salaries that fall within a specific time period by using the “In-advance from date” and “In-advance to date” filters.
Select “Off-cycle” under Payroll status and click “Apply Filters”.
Then, under Employee No. column, select the in-advance salaries you wish to include in your exported journal entries. Or you can select all the filtered salaries by clicking the “Select all” checkbox.
Then click “Send to Odoo”, and your off-cycle vacation in-advance salaries will be transferred as journals.
Odoo Event Viewer:
To view all events and retry sending failed posts, go to User Menu → System Preferences → Integration Setup →Financial Integrations→Odoo
On the Event Viewer page, click “Retry” to send journal entries again.
