This is the second article in our Odoo Guide, which explains how to successfully connect Moss and Odoo.

Before you start connecting Moss and Odoo, please ensure that you meet all requirements and have completed the preparation steps described in the first article of the Odoo Guide.

Connecting your Moss account to Odoo allows you to automatically import accounting data from Odoo and export expenses from Moss into your accounting system.

Depending on your setup, Moss can import:

Once connected, expenses can be exported directly from Moss into Odoo with just a few clicks.

To connect Moss with Odoo, you need a Moss user account with either:

1. Open Moss and navigate to “Settings” → “Accounting”

2. Click “Set up Accounting”

3. Confirm that you are responsible for accounting

You will be asked whether you are responsible for accounting and have access to all required bookkeeping functions within your company.

If you do, proceed with the setup.

If not, assign this task to the appropriate person and invite them to Moss if they have not joined yet.

4. Select Odoo as your accounting software

5. Enter your Odoo connection details

You will now be asked to enter:

Copy the values prepared during the setup phase and enter them into Moss.

Example Base URL: https://your-company.odoo.com

Once completed, click "Connect".

6. Validate the connection

Moss will verify the provided credentials and establish a secure connection with Odoo.

If the validation succeeds, you will see a confirmation message.

If validation fails:

7. Synchronise accounting data

After the connection has been established, Moss will synchronise data from Odoo.

Depending on your configuration, this may include:

Click 'Sync and continue' once the synchronisation has completed.

8. Configure your Moss Bank Journal and Top-up in-Transit Account

Map the Moss Wallet Bank Journal you have created in Odoo earlier. Also map a “Funds in Transit” account here to reflect your top-up transactions to your Moss wallet through our Odoo integration.

9. Supplier Accounting Setup

Enable Supplier accounting for card transactions if you want to post transactions against the respective merchant’s suppliers. You can toggle the option off if you want to post all card transactions against one single Moss Default Supplier.

10. Analytic Fields Mapping

Map your first two analytic fields (for example Cost Centres or Project Codes) into Moss. You can map more dimensions at a later step if needed.

11. Review Accounting Configuration

In this step you can review the configuration of the previous steps. You will also have to

Then continue.

12. Configure imported General Ledger Accounts

You can mark accounts inactive if you don’t need them in Moss context by selecting the accounts, click “Edit” > “Status” and select “Inactive”. You can always get back to these settings and re-activate accounts.

Then continue.

13. Configure imported Suppliers

You can mark suppliers inactive if you don’t need them for Moss.

Moss synchronises these supplier fields in both directions:

Continue to the next step.

14. Configure imported Taxes

You can mark VAT codes inactive if you don’t need them in Moss (to code purchases against them).

15. Configure imported Analytic Accounts

If Analytic Accounting is enabled in Odoo, Moss imports available Analytic Accounts.

You will see the mapped analytic accounts from the previous step here (cost centre and project codes). Review the imported dimensions and deactivate any values that should not be available in Moss. The next step shows the second analytic dimension you have imported.

You can add more analytic dimensions later..

These dimensions can later be used for coding expenses and reporting.

16. Finish Setup

Finish setup in the last step. You can now navigate the settings and make any changes if needed.

The setup is now complete.

Your bookings will now be exported directly from Moss to Odoo together with the document images including the audit log protocol.