Odoo Overview

Odoo Overview

Odoo Integration Overview

Darbpay’s direct integration with Odoo lets you push card spend and reimbursements straight into your Odoo Accounting, using your own tax codes and chart of accounts. Once Odoo is connected, Darbpay relies on your Odoo configuration to create clean, review-ready journal entries for every approved transaction.

This article covers:

  • What the Odoo integration page looks like in Darbpay

  • How the setup wizard works (taxes, accounts, bank journal)

  • How exports appear inside Odoo

  • FAQs about tax codes, accounts, and sync behaviour

What does the Odoo integration look like in Darbpay?

You’ll find Odoo under:

Settings → Accounting integrations → Odoo

On this page you’ll see:

  • Connection status

    • Connected / Not connected / Action required (reconnect)

  • Linked Odoo environment

    • Host URL and database name that Darbpay is connected to

    • Odoo company and journal selected for exports

  • Sync summary

    • Last sync time

    • Number of expenses exported

    • Any recent errors (for example, invalid tax code or account)

From here, you can open the Odoo setup wizard, which guides you through five simple steps:

  1. Connect

  2. Tax codes

  3. Expense accounts

  4. Bank account

  5. Finish

Step 1: Connecting Darbpay to Odoo

When you click Connect with Odoo, Darbpay opens a secure connection form where you enter your Odoo details:

  • Host URL – your Odoo instance URL (for example, https://odoo.yourcompany.com)

  • Database name – the Odoo database you want Darbpay to use

  • Email – the Odoo user that owns the API key

  • API key – the API key generated for that Odoo user

After you click Connect:

  • Darbpay validates the credentials against Odoo.

  • If something is wrong (URL, database, API key), you’ll see a clear error and can adjust the details.

  • If successful, Darbpay securely stores the connection details (encrypted) and marks Odoo as Connected for this Darbpay company.

Once connected, Darbpay can fetch your Odoo companies, journals, tax codes and chart of accounts in the next steps.

Step 2: Choose Odoo company & journal

After a successful connection, the Odoo card shows as Connected and the wizard will ask you to choose:

  • Odoo company: Which legal entity in Odoo should receive Darbpay exports

  • Odoo journal: The journal where Darbpay transactions will be posted (often a dedicated bank or clearing journal for Darbpay)

You simply pick the company and journal from dropdown lists pulled directly from Odoo. Darbpay stores these selections and uses them for all future exports from this Darbpay account.

Step 3: Import Odoo tax codes into Darbpay

The Tax codes step lets you bring your Odoo VAT configuration into Darbpay so that VAT is applied correctly on every transaction.

On this screen you’ll see:

  • A short explanation that Darbpay will import tax codes from Odoo and use them when posting expenses.

  • A button to Import tax codes.

When you click Import tax codes:

  • Darbpay calls Odoo to fetch the active tax codes (for example, 15% VAT, zero rated, exempt), including their names, rates and internal IDs.

  • Existing Odoo-sourced tax codes in Darbpay are refreshed to avoid duplicates.

  • The imported codes are then available for mapping to expense categories and for use when creating journal entries.

This keeps Odoo as the single source of truth for VAT, while Darbpay focuses on accurate transaction and receipt data.

Step 4: Import and map expense accounts

Next, the Expense accounts step lets you pull in the expense-related GL accounts from your Odoo chart of accounts.

You’ll see:

  • A button to Import accounts from Odoo.

  • A mapping area where you can link Darbpay expense categories to Odoo accounts and default tax codes.

When you click Import accounts:

  • Darbpay fetches your chart of accounts from Odoo and filters to relevant expense-type accounts (and any other configured types needed for your setup).

  • For each account, Darbpay stores:

    • Odoo account ID

    • Account name and code

    • Account type

You can then map each Darbpay expense category to:

  • A specific Odoo expense account

  • A default tax code imported from the previous step

These mappings will be used every time Darbpay builds journal entries in Odoo.

Step 5: Map Darbpay wallets to an Odoo bank account

In the Bank account step, you map your Darbpay wallet or card balance to the right Odoo bank / clearing account.

Typically you will:

  • Select the Odoo bank or clearing account that represents your Darbpay balance.

  • Confirm which Darbpay wallets or card programs should post into that account.

From an accounting perspective, this ensures that every transaction:

  • Debits the correct expense account

  • Credits the Odoo bank / clearing account representing Darbpay

This makes reconciliation against your Darbpay statements straightforward and keeps your Odoo ledger aligned with your actual balance.

How do Darbpay transactions appear in Odoo?

Once setup is complete and you export activity from Darbpay, Odoo shows Journal Entries in the journal you selected (for example, a dedicated “Darbpay” bank journal).

Each exported batch or transaction creates:

  • A Draft journal entry in Odoo, in the configured journal.

  • Date – typically the transaction or posting date.

  • Reference – a unique reference that links back to the Darbpay statement or batch.

  • Total amount – the total value of the transactions in that entry (for example, 34.08 SAR).

Inside the journal entry, you’ll see:

  • A clearing / bank account line for the Darbpay bank or clearing account.

  • One or more expense lines, posting to the Odoo expense accounts you mapped for each Darbpay category.

  • VAT populated from the chosen tax codes, so that Odoo’s tax grid reflects base and tax amounts correctly.

Darbpay also uploads the receipt or invoice PDF as an attachment to the journal entry, so accountants can visually verify each transaction right from Odoo.

Once the finance team is satisfied, they simply click Post in Odoo:

  • The entry moves from Draft to Posted and becomes part of your official ledger.

  • The selected bank / journal card in Odoo’s Accounting dashboard is updated and reflects the Darbpay-related postings in its balance and “Misc. operations” section.

From that point, the spend flows into Odoo’s native reports (ledger, trial balance, P&L, etc.) with no extra steps.

FAQs

Does Darbpay sync vendors from Odoo?

No. Darbpay does not create, edit, or sync vendor master data from Odoo.

Instead, Darbpay sends transaction-level details such as:

  • Merchant name

  • Merchant VAT / TRN (where available)

  • Other relevant merchant metadata

These are stored on each journal entry or supporting records, so you maintain full visibility without Darbpay touching your vendor list.

You can continue to:

  • Maintain vendors directly in Odoo

  • Import or update vendors using Odoo’s own tools

  • Map expenses to vendors within Odoo if your accounting policy requires it

Do I need to set up VAT/tax rates in Darbpay manually?

No. Darbpay imports tax codes directly from Odoo during the setup wizard.

In summary:

  1. Connect your Odoo instance (host, database, email, API key).

  2. Click Import tax codes on the Odoo integration page in Darbpay.

  3. Choose which Odoo tax codes Darbpay is allowed to use.

Those codes are then used automatically when Darbpay posts expenses into Odoo, keeping Odoo as the single source of truth for VAT.

Can I control which accounts Darbpay uses in Odoo?

Yes.

On the Odoo integration page and in the setup wizard, you can:

  • Map Darbpay wallets / cards to the correct bank or clearing account in Odoo.

  • Choose the expense accounts (GL) Darbpay should use for each expense category.

Any changes you make to these mappings affect future exports. Existing journal entries already created in Odoo are not modified.

How often does Darbpay sync with Odoo?

You can either:

  • Enable automatic sync on a schedule (for example, once per day), and/or

  • Use manual sync to push data on demand from the Odoo integration page.

Only transactions that are cleared, approved, and fully mapped in Darbpay are eligible for export. Once exported, they are locked for editing in Darbpay to keep Odoo and Darbpay in sync.

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