Skip to main content

🚨 PREREQUISITES

  • The integration is enabled for Odoo versions 13 and above for Odoo.sh and Odoo SaaS.
  • A “custom” pricing plan is necessary for the activation of the integration with Odoo. (Odoo’s Plans & Pricing)
  • The user must have admin permissions to enable the connection
Constraints added in customisations in Odoo may impact the performances of the connector.

🛠 PREPARATION

Watch this video: https://chift-connector-videos.s3.eu-west-3.amazonaws.com/1000/1000-config.mp4
  1. Find your Odoo URL.
  2. (If you don’t know it or are unsure) Find the version of your Odoo account in your settings
    • Go to Configuration → Settings image.png
    • In the left menu, select General Settings. Then, scroll down to the About section to see your version. image.png
  3. Find your database name
    • Activate developer mode in Odoo.
    • Your database name will appear in the top-right corner under your username.image.pngimage.png

⚡️ CONNECTION

Step 1: Choose a name for your connection. (If the connection name field isn’t visible, simply skip this step and continue.) Step 2: Enter the url of your Odoo instance. Step 3: Enter the version of your odoo account. Step 4: Enter the database name Step 5: Enter your Odoo account username. Step 6: Enter your Odoo account password. ⚠ Please note that if you activated the MFA on your Odoo account, you will need to setup an API Key and use it instead of your password. Step 6-1: If you need to generate an API Key, log into Odoo and click on the right top corner button and on “preferences”. Step 6-2: Select “Account security” Step 6-3: Select “New API key” Step 6-4: Fill your password Step 6-5: Give a name to your API key and give “persistant key” as duration. Step 6-6: Here is your API key that you can use in Chift funnel to connect Odoo. Step 7: Click “Connect” to finalise the connection.

CONFIGURATION

Step 1: Select the company to connect to on Odoo. Step 2: Click “Submit” to finalise the configuration