🚨 PREREQUISITES

• The integration is enabled for Odoo versions 13 and above for Odoo.sh et 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 connexion

🛠 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 of unsure) Find the version of your Odoo account in your settings

   • Go to Configuration → Settings

     

   • In the left menu, select General Settings. Then, scroll down to the About section to see your version.

     

3. Find your database name

   • Activate developer mode in Odoo.

   • Your database name will appear in the top-right corner under your username.

   
   

⚡️ CONNECTION

Step 1: Choose a name for your connexion. (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 is 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 connexion.

CONFIGURATION

Step 1: Select the company to connect to on Odoo.

Step 2: Click "Submit" to finalise the configuration