Connect Cadulis to Odoo

Odoo Overview

Odoo is an open-source suite of business applications covering enterprise management: CRM, accounting, inventory, manufacturing, project management, HR, and more. All applications are integrated to provide a seamless and scalable experience.

Discover Odoo

Connect Odoo to Cadulis

By connecting Odoo to Cadulis, you benefit from bidirectional synchronization of your customers:

• Odoo → Cadulis: changes to your Odoo contacts are automatically reflected in Cadulis
• Cadulis → Odoo: updates to your Cadulis customers are sent to Odoo

Cadulis is compatible with Odoo version 14 and above. For versions 17+, real-time synchronization via webhook is available.

1. Activate the connector

Go to Settings > External Access, then click Add and select Odoo.

Enter your connection details:

• Base URL: the address of your Odoo instance (e.g., https://my-company.odoo.com)
• Database: the name of your Odoo database
• Login: your Odoo login email address
• API Key: a key generated from your Odoo profile

To generate an API key in Odoo: go to your User Profile > Account Security > API Keys

Save to test the connection. Cadulis will automatically verify your credentials and display your Odoo instance version.

2. Configure customer synchronization

Once connected, enable the synchronization options:

• Update from Odoo to Cadulis: import Odoo contacts into your Cadulis database. Synchronization is based on the external reference (Ref) or the Odoo ID.
• Update from Cadulis to Odoo: send updates from Cadulis customers to your Odoo instance.
• Force a full synchronization: trigger a complete import of all your Odoo contacts.

Customer record matching is done by external reference (the “Ref” field in Odoo). If this reference is not provided, Cadulis creates a new customer.

3. Real-time synchronization (Odoo 17+)

For Odoo version 17 and above, Cadulis can automatically set up an automation in your Odoo instance. This sends a webhook to Cadulis each time a contact is modified, enabling real-time synchronization.

When registering the connector, Cadulis:

1. Checks that the base_automation module is installed
2. Automatically creates an automation rule in Odoo
3. Displays the status of this configuration in the interface

For versions prior to Odoo 17, only periodic synchronization is available.

4. Compatibility

Cadulis automatically detects the fields available in your Odoo instance and adapts accordingly. Whatever your configuration (installed modules, custom fields), the connector will work properly.

Synchronized fields include (when available):

• Name, email, phone, mobile
• Address (street, postal code, city)
• External reference
• Type (company or individual)