Table of Contents

Odoo

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

Odoo

The Odoo modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. allow you to monitor, create, update, send, retrieve, list, and delete the conversations, and leads in your Odoo account.

To get started with Odoo, create an account at odoo.com.

For the list of available endpoints, refer to the Odoo API Documentation.

Connect Odoo to Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes.

To connect to the Odoo app:

1. Go to Boost.space Integrator and open the Odoo module’sCreate a Connectiondialog.

2. In the Connection name field, enter a name for the connection.

3. In the Host field, enter your Odoo account’s hostname. For example, if your account URL address is https://www.xyz.odoo.com, your hostname is xyz.odoo.com.

4. In the Login and Password fields, enter your Odoo account’s login credentials.

5. In the Database field, enter the name you want to connect to. For example, from step 3, the database is xyz.

6. Click Save.

The connection has been established.

Build Odoo ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.

After connecting the app, you can perform the following actions:

Create an Inventory Type

Creates a new inventory type.
Get an Inventory Type

Retrieves an existing inventory type.
Update an Inventory Type

Updates an inventory type.
List Inventory Types

Searches for inventories or lists them all.
Create an Inventory

Creates a new inventory.
Get an Inventory

Retrieves an existing inventory.
Update an Inventory

Updates an inventory.
List Inventories

Searches for inventories or lists them all.
Delete an Inventory

Deletes an inventory.
Create a Batch Tracking

Creates a new batch tracking.
Get a Batch Tracking

Retrieves an existing batch tracking.
Update a Batch Tracking

Updates batch tracking.
List Batches Tracking

Searches for batch tracking or lists them all.
Delete a Batch Tracking

Deletes a batch tracking.
Create a Lead

Creates a new lead.
Get a Lead

Gets a single lead by ID.
Update a Lead

Updates a lead.
List Leads

Lists all leads.
Delete a Lead

Deletes a lead.
Make an API Call

Performs an arbitrary authorized API call.

Getting Started with Odoo

Prerequisites

An Odoo account – create an Odoo account at odoo.com/

Note

The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory!

Connect Odoo to Boost.space Integrator

To connect to the Odoo app:

1. Go to Boost.space Integrator and open the Odoo module’sCreate a Connectiondialog.

2. In the Connection name field, enter a name for the connection.

3. In the Host field, enter your Odoo account’s hostname. For example, if your account URL address is https://www.xyz.odoo.com, your hostname is xyz.odoo.com.

4. In the Login and Password fields, enter your Odoo account’s login credentials.

5. In the Database field, enter the name you want to connect to. For example, from step 3, the database is xyz.

6. Click Save.

The connection has been established.

Leads

List Leads

Lists All leads.

Connection	Establish a connection to your Odoo account.
Limit	Set the maximum number of leads Boost.space Integrator should return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..

Get a Lead

Gets a single lead by ID.

Connection	Establish a connection to your Odoo account.
Lead ID	Select or map the Lead ID whose details you want to retrieve.

Create a Lead

Creates a new lead.

Connection	Establish a connection to your Odoo account.
Lead Entry Name	Enter (map) the lead’s name.
Priority	Select or map the lead’s priority: Low Medium High Very High
Referred By	Enter (map) the name of the source or memberIn Boost.space, a Member is a role within a space that permits an individual to view and manage records using existing statuses and labels. Members cannot manage other members or modify space settings. who has referred the lead.
Probability	Enter (map) the probability percentage that the lead would convert to a customer. For example, for `85%` enter the value as `85`.
Stage ID	Select or map the Stage ID of the lead. For example, `New`.
Deadline Date	Enter (map) the date by when the opportunity with the lead must be closed.
Lead’s Contact Name	Enter (map) the lead’s contact person’s name.
Email	Enter (map) the lead’s email address.
Website	Enter (map) the lead’s or lead’s company website URL address.
Country	Select or map the country of the lead’s or lead’s company.
City	Enter (map) the city name of the lead or lead’s company.
Street	Enter (map) the street name of the residence of the lead or lead’s company.
Street 2	Enter (map) the street name of the residence of the lead or lead’s company.
ZIP	Enter (map) the area zip code of the lead’s residence or lead’s company.
Phone	Enter (map) the lead’s or lead’s company contact phone number.
Mobile	Enter (map) the lead’s or lead’s company contact mobile number.

Update a Lead

Updates a lead.

Connection	Establish a connection to your Odoo account.
Lead ID	Select or map the Lead ID whose details you want to update.
Lead Entry Name	Enter (map) the lead’s name.
Priority	Select or map the lead’s priority: Low Medium High Very High
Referred By	Enter (map) the name of the source or member who has referred the lead.
Probability	Enter (map) the probability percentage that the lead would convert to a customer. For example, for `85%` enter the value as `85`.
Stage ID	Select or map the Stage ID of the lead. For example, `New`.
Deadline Date	Enter (map) the date by when the opportunity with the lead must be closed.
Lead’s Contact Name	Enter (map) the lead’s contact person’s name.
Email	Enter (map) the lead’s email address.
Website	Enter (map) the lead’s or lead’s company website URL address.
Country	Select or map the country of the lead’s or lead’s company.
City	Enter (map) the city name of the lead or lead’s company.
Street	Enter (map) the street name of the residence of the lead or lead’s company.
Street 2	Enter (map) the street name of the residence of the lead or lead’s company.
ZIP	Enter (map) the area zip code of the lead’s residence or lead’s company.
Phone	Enter (map) the lead’s or lead’s company contact phone number.
Mobile	Enter (map) the lead’s or lead’s company contact mobile number.

Delete a Lead

Deletes a lead.

Connection	Establish a connection to your Odoo account.
Lead ID	Select or map the Lead ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call

Connection

Establish a connection to your Odoo account.

Entity

Select or map the entity for which you want to call the API.

	Note
	For the list of available endpoints, refer to the Odoo API Documentation.

Action

Select or map the action your want to perform.

Parameters

Object or arrayWithin a bundle, data items of the same type are sometimes in an array. You can find an array by looking at the details of a bundle. Depending on the details of your scenario, you can map other modules to a specific item in an array or use iterators and aggregators to manipulate your data into other formats. When mapping,... in JSON format. For example:

To create a Lead, enter, [{"city": "London", "name: ""John Doe", "Probability": 56}]

For Search and Read actions, you can use filtering in the following format: [[["city","=","London]]]

Use Boolean values instead of true or false, such as 0=false, and 1=true when setting the parameters.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Example of Use – List Leads

The following API call returns all the leads from your Odoo account:

Entity: Lead/Opportunity

Action: Search and Read

Matches of the search can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. > Body.

In our example, 3 leads were returned: