Odoo is a suite of business management software tools including, for example, CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management. The integration between Odoo and Togai requires only a one-time setup. Follow the steps below:

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Install

  • Navigate to the No code Center section from the left navigation bar in Togai
  • Click on Apps to access the list of apps with tight integration support
  • Locate and select Odoo from the available apps
  • Click on the +Add connection button
  • Prompt with list of access policies that you would grant to Togai will be displayed, click on Accept to proceed
  • You will be redirected to Odoo login page
  • Enter your Odoo credentials and log in to your Odoo account
  • Click on Accept to grant Togai access to your Odoo account
  • You will be redirected back to Togai and the connection will be added to your account

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Flows

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1. Sync Togai accounts to Odoo

  • Flow is triggered when a new account is created in Togai
  • Togai then creates a corresponding customer in Odoo and syncs the customer identifier between Togai and Odoo, so that the customer can be identified in both systems.
  • The mapping of customer identifier in the Settings tab of every Togai Account. The setting name for MS Dynamics customer identifier in Togai is OdooAccountPlatformId.

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2. Sync Togai invoices to Odoo

  • Flow is triggered when a new invoice is created in Togai
  • Togai then creates a corresponding invoice on the accounting platform, Odoo using the customer identifier created in the previous flow.
  • Caution: If the customer does not have a Odoo customer identifier, the invoice will not be synced to Odoo.