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User Guides3 min readUpdated Jul 27, 2026
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Odoo CRM & Sales Integration Guide

Learn how to connect your Odoo instance to Septra via XML-RPC to sync CRM opportunities, contacts, sales orders, and invoicing data.

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:

  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.