Odoo CRM & Sales Integration Guide

Connect your Odoo ERP/CRM instance to Septra to sync pipeline opportunities, customer contacts, sales orders, and invoicing telemetry directly into your AI team's knowledge engine.

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1. Overview & Value to Your AI Team

Integrating Odoo connects your enterprise CRM and sales pipeline telemetry directly to your workspace AI team (CMO Agent and Operations Lead).

Once connected, your AI agents will:

• Monitor sales pipeline lead stages, deal values, and win/loss conversion rates.
• Synthesize customer contact interaction histories and lead source channel attribution.
• Audit sales order volumes, top product categories, and revenue performance.
• Cross-reference CRM lead closed revenue against paid marketing spend to compute true customer lifetime value (LTV) and return on ad spend (ROAS).

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2. Prerequisites Before Connecting

Before setting up the connection, confirm you have:

1. Septra Role: Owner or Admin role in your Septra workspace.
2. Odoo Credentials:
   • Odoo Instance URL (e.g., https://yourcompany.odoo.com or custom domain).
   • Database Name (found on your Odoo database selector page).
   • Username / User Email: Odoo user account email.
   • API Key / Password: User API Key generated inside Odoo (recommended over raw user password).

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3. Step-by-Step Connection Instructions

Follow these steps to connect Odoo:

Step 1: Generate an Odoo API Key (Recommended)

1. Log in to your Odoo instance.
2. Click your user avatar in the top-right corner and select Preferences (or My Profile).
3. Select the Account Security tab.
4. Click Developer API Keys → New API Key.
5. Label the key Septra Integration and click Generate API Key.
6. Copy the generated key string.

Step 2: Configure Odoo in Septra

1. Log in to your Septra Workspace.
2. Go to Intelligence → CRM.
3. Click Add Connector and select Odoo.
4. Enter your connection details:
   • Odoo Instance URL: https://yourcompany.odoo.com
   • Database Name: e.g., company_db
   • Username: Your Odoo login email
   • API Key: The generated API key
5. Select active modules to sync:
   • ✅ CRM (Leads, Opportunities, Stages)
   • ✅ Contacts (Partners, Customers, Companies)
   • ✅ Sales (Sales Orders, Quotations)
   • ⏹️ Products (Optional product catalog telemetry)
   • ⏹️ Invoicing (Optional invoice status metrics)
6. Click Save & Connect.

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4. Data Sync & Status Management

• Automated Daily Sync: Septra synchronizes Odoo CRM and sales data daily.
• Manual Sync: Click Sync Now under Intelligence → Odoo to run an immediate refresh.
• Status Indicators:
  • Connected (Green): Odoo authenticated and data syncing.
  • Error (Red): Authentication failure (incorrect database name, invalid API key, or URL unreachable). Click Edit Connection to correct details.

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5. Security & Privacy Safeguards

• Dependency-Free XML-RPC Protocol: Septra communicates securely over Odoo's standard /xmlrpc/2/ API protocol over HTTPS.
• Read-Only Telemetry Ingestion: Septra only ingests structured CRM and sales performance data. Septra agents cannot modify customer records, alter lead stages, or delete invoices in Odoo without human confirmation.
• KMS Encrypted: Odoo credentials and API keys are stored encrypted at rest.

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6. Troubleshooting & FAQs

Q: How do I find my Odoo Database Name?

If you host on Odoo Online or Odoo.sh, your database name is often the prefix in your URL (e.g. company in company.odoo.com). Alternatively, visit https://yourdomain.com/web/database/selector to view your database list.

Q: Why am I getting an XML-RPC connection error?

Check that your Odoo Instance URL begins with https:// and has no trailing slashes. Verify that your API Key was generated for the exact username specified.