Odoo
Odoo
10 articles
- Chatter, tasks, and owners in OdooCampaign messages land in the Odoo chatter, Enginy tasks become Odoo activities, and campaign fields no longer depend on message logging.
- Configure Field Mapping in OdooTwo sync options rather than five, two tabs rather than three, and the required-fields rule that decides which records Enginy may create.
- Connect, reconnect, or disconnect OdooFill in four fields to connect. Reconnecting after a key expires keeps your whole configuration.
- Contacts, companies, and leads: what Enginy syncs in OdooOdoo keeps people and companies in one model, and your workspace commits to either contacts or leads. Understanding this answers half the questions.
- Export contacts, companies, and leads to OdooWhat gets written, how Enginy isolates a failing record so the rest still land, and what happens when the only matching lead is lost.
- How Enginy identifies existing records in OdooThe matching rules for contacts, companies and leads, why archived records count, and what to check when duplicates appear.
- Import contacts, companies, and leads from OdooImport by filters with a preview, or by tag. Lost leads come in too, and re-importing updates rather than duplicates.
- Odoo and Enginy: how the integration worksConnect Odoo to Enginy to import data from your CRM and send back the information you work on in Enginy.
- Requirements, Odoo plan, and API key for connectingWhat you need on the Odoo side before connecting: the right plan, a dedicated user, and an API key rather than a password.
- Troubleshoot common Odoo integration issuesMost Odoo issues come down to permissions or an expired key. Start with the Permissions tab, then work through connection, import and export.