Odoo integration

This is how you connect the open-source ERP suite Odoo with the sipgate app for contact and call activity synchronization.

Odoo is a fully integrated and customizable open-source suite of business applications. A large part of business requirements such as CRM, sales, projects, manufacturing, inventory, and accounting is covered by this all-in-one software solution. Odoo is designed to meet the needs of companies regardless of size and budget.

In the sipgate app, you can use your Odoo contacts directly. This way you always see who is calling and do not have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.

Connect sipgate and Odoo and benefit from automatic contact synchronization. All changes or new contacts that you add in the sipgate app during or after the call are automatically saved in Odoo. In addition, sipgate also updates your call activities on your contacts in Odoo. This way you are always up to date and know when you called which of your contacts and what you noted about your conversation.

Integration of Odoo in the sipgate app

1

Select integration

In the sipgate app, click the gear icon on the left and select the "Integrations" item.

Under "Integrations", search for the entry "Odoo" and click the "Connect with Odoo" button.

2

Enter API data

Enter the required Odoo API key and the API URL here.

Important: The API key is only included in the Custom plan and must be entered in the form "DATABASE_NAME:USER_EMAIL:ODOO_API_KEY". You can find the database name as an admin via Settings ➔ Developer tools: Enable developer mode (with assets) click and then see it at the top right next to the user logo. Or ask the AI assistant for your own database name.

For example sipgate:[e-mail]:API key

If you do not host Odoo yourself, or if Odoo hosts it for you, please enter the API URL in the form "https://<My-domain>.odoo.com".

3

Confirm connection

You have successfully connected Odoo and the sipgate app.

Depending on the number of contacts to be integrated, it may take a few minutes until they are displayed in full.

Find or create the API key in your Odoo account

In your account, click the user icon at the top right and select Admin settings .

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In the following window, select the tab Account security and in the section API keys click the New API key.

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Here you will find existing API keys, or you can create a new API key using the New API key button.

Please note that you can no longer view existing API keys. You will receive a corresponding notice when creating an API key.

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What permissions does the Odoo API user need?

The Odoo API user needs the following permissions. If one of these is missing, parts of the integration may fail without an error message:

• Contacts (res.partner): read, write, create, unlink (deletion is needed for sync)

• CRM leads (crm.lead): read, write, create, unlink — usually via the "Sales / Salesperson" group

• Activities (mail.activity): create and write — we create new activities and close them again

• Messages (mail.message): write — for updating the call log body

• Model metadata (ir.model): read

• Optional, only if contacts with linked users should be deleted: res.users write + unlink (administrator rights)

How does Click2Dial with Odoo work?

In the contact/deal next to the phone number click on Call click. The sipgate app will now open and call the phone number. For the call to work, the number should be stored in +49 format without spaces/special characters. If another app opens, you should set the sipgate app as the default for TEL in the operating system.

Set up Click2Dial with Odoo WebRTC

Odoo allows telephony via its own WebRTC solution. Odoo VoIP FAQ To do this, in Odoo ➔ Users ➔ User X ➔ ”VoIP” Login data: Username: SIP ID Secret: SIP password

log in. Then click "Manage provider" and create VoIP provider: Name: sipgate Websocket: wss://sip.sipgate.de PBX server IP: sipgate.de VoIP environment: “Production” Switch back to the user and select “sipgate” under provider. Start the phone and check whether status “Available” is shown. If you still see “Demo”, pressing CMD/Ctrl+R may help.

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Switch back to the user and select “sipgate” under provider. Start the phone and check whether status “Available” is shown. If you still see “Demo”, pressing CMD/Ctrl+R may help.

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How does call logging / note syncing work with Odoo?

You can open the notes during the call and write a note. You can write a note at the end of the call within 10 seconds. The note is sent to the Odoo contact with a short delay of 2-5s. In the sipgate app ➔ Settings ➔ Integrations: Call logging 0s + Contacts: automatically logs all calls without a note if no note is stored Call logging 5s to 60s + Contacts: logs only answered calls with X seconds duration If calls to voicemail should not be logged, we recommend setting the duration to 60s. \

Important: Note that only open deals are suggested if you want to attach the notes to the deals.

Errors & solutions

Error: "Odoo is connected, but contacts are not loading"\\

Note: if you have 100,000 - 400,000 contacts, you may have to wait up to 30 minutes the first time

Cause: The user lacks permission to read/write/create contacts Solution: the Odoo administrator can adjust the rights for the users: https://www.odoo.com/documentation/17.0/applications/general/users/access_rights.html\

Error: "Login data are invalid" Cause 1: Odoo trial/test phase (14 days) does not allow API access, even though an API key can be created. Solution 1: Convert the Odoo trial period into a regular account. Analysis 2.1: sipgate App log in, open the F12 console (Chrome), connect Odoo, error: POST https://integration.sipgate.cloud/users.integrations.create 400 (Bad Request) Note 2.1: mydatabase.odoo.com -> "mydatabase" may or may not be identical to the database name Cause 2.1: API key and/or API URL are invalid Solution 2.1: API key input: must be entered in the form "DATABASE_NAME:USER_EMAIL:ODOO_API_KEY" without spaces, email address use correctly with @ database name: log in as an administrator to Odoo and under Settings > Developer tools: click Activate developer mode (with assets), at the top right next to the user logo you can now see the database name Or ask the AI assistant for your own database name. Cause 2.2: User permissions were restricted too much Solution 2.2: Adjust user permissions See Odoo FAQ

OdooPermissions2.png

Error: Odoo is successfully connected, but 0 contacts were found Cause: multiple databases were created and database X was connected with 0 contacts Solution: You can find your created databases under user menu ➔ My databases

Error: Summary is not transferred to the Odoo contact ”Your latest changes for the selected associations could not be pushed” Cause: the Odoo user lacks write permissions - make sure that in the sipgate app ➔ Settings ➔ Integrations ➔ Odoo: logging to contacts/deals/companies and summary is enabled if you want to use the feature Solution: The Odoo admin must grant the Odoo user write permissions for mail.activity grant - generally, read, write, create permissions are required.