Winbooks – OpenERP Integration

The Integration module aims to import data from openerp into winbooks. Integration of openerp with winbooks software is described below. Its a one way integration with importing the invoices created in openerp into winbooks.

1) A customer is created in openerp and an invoice for that customer is created as shown below

Figure 1

Figure 2

2) Using the openerp module , these data are exported into ACT and CSF files (Files compactable for import into winbooks). The invoices within a time period can be selected as shown inFigure 3. When the button “export to csf and act” is clicked, the files are created.

Figure 3

3) The files created in step 3 are then moved to the windows machine running winbooks. By using the Winbooks Linker application, the files can be imported to winbooks as shown in Figure 4.

Figure 4

4) The test button in the Figure 4 can be used to check for errors. Using the import button, the data can be imported into winbooks. The imported data in demo version of winbooks is shown below.

Figure 5

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