Interfaces

Interfaces and data import

Connect line-of-business systems, import data with checks

At a glance

  1. Payroll, POS, payment providers, telematics, SAP exports and online shops connected to Odoo.

  2. For each interface it is defined which system leads.

  3. File imports via a staging table whose rows a person checks.

  4. Take over sevDesk vouchers and lexoffice data repeatably.

Line-of-business systems around OdooOdooPayrollpayroll journalPOS and terminalsPayment providerssettlementsOnline shopsSAP exportsExcel filesvia staging tablesevDeskvoucherslexoffice
Line-of-business systems around Odoo For each interface it is defined which system leads. File imports go through a staging table whose rows a person checks.

Simplify-ERP connects line-of-business systems to Odoo: payroll journal, POS and ticket terminals, payment-provider settlements, telematics and workshop, and SAP exports. For each interface we define which system leads. Data imports run with a human check: an agent maps a file's columns onto a staging table, a person checks the rows, and only then does code write into Odoo.

Details

Line-of-business systems

  • Payroll

    The payroll journal from the payroll system is booked in Odoo.

  • POS and ticket terminals

    Sales data from the terminals flows into Odoo.

  • Payment providers

    Payment-provider settlements are staged and booked.

  • Telematics and workshop

    Data from telematics and workshop systems is connected to Odoo.

  • SAP exports

    Exports from SAP are taken over into Odoo.

  • Online shops

    Connectors for Shopify, Shopware, WooCommerce and PrestaShop.

  • Export for BMD

    Accounting data is exported for the Austrian accounting software BMD using export profiles.

Data import with a human check

On import an agent maps the file's columns onto a staging table, a person checks the rows, and only then does code write into Odoo. Vouchers from sevDesk are transferred repeatably as vendor bills with account and tax mapping.

  • Learned column names

    The import learns column aliases from earlier imports.

  • Dry run

    Posted entries are never overwritten; a dry run writes nothing.

  • lexoffice

    Contacts, products, orders and invoices are imported from lexoffice through its API.

  • Excel and legacy systems

    Customers, products, projects and stock are checked, cleaned and imported.

Key facts

Systems
Payroll, POS, payment providers, telematics, workshop, SAP exports
Per interface
Defined leading system
Import check
Staging table, row review by a person
Import sources
Excel, legacy systems, sevDesk, lexoffice

FAQ

Frequently asked questions

Why define a leading system for each interface?

If two systems may change the same data, it is unclear which value is correct. Defining which system leads fixes where data is maintained and in which direction it flows.

How does an import with a human check work?

An agent maps the columns of the file onto a staging table, a person checks the rows, and only then does code write them into Odoo. The import learns column aliases from earlier imports.

Can vouchers be taken over from sevDesk?

Yes. sevDesk vouchers are transferred repeatably as Odoo vendor bills with account and tax mapping. Posted entries are never overwritten, and a dry run writes nothing.

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