Odoo integration

How to connect the open-source ERP suite Odoo with the sipgate App for synchronization of contacts and call activities.

Odoo is a fully integrated and customizable open-source suite of business applications. A large part of business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are fulfilled by this all-in-one software solution. Odoo is designed to meet the needs of businesses regardless of size and budget.

In the sipgate app, you can use your Odoo contacts directly. This way, you can 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 item "Integrations".

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 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". The database name can be found as an admin via Settings ➔ Developer tools: Activate 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:[email protected]:API key

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

3

Confirm connection

You have now successfully connected Odoo and the sipgate app.

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

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 Account security tab and in the API keys section click the New API key.

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Here you can find existing API keys, or create a new API key here 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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How does Click2Dial with Odoo work?

In the contact/deal, click Call next to the phone number. The sipgate app will open and call the phone number. For the call to work, the phone number should be stored in the format +49 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 through 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 providers” 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 the status “Available” is displayed. 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 the status “Available” is displayed. 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 within 10 seconds at the end of the call. The note is sent to the Odoo contact with a short delay of 2-5 seconds. In the sipgate app ➔ Settings ➔ Integrations: Call Logging 0s + Contacts: logs all calls automatically without a note if no note is stored Call Logging 5s to 60s + Contacts: logs only accepted calls with X seconds duration If calls to voicemail should not be logged, we recommend setting the duration to 60s. \

Important: Please note that only open deals are suggested when you want to attach the notes to deals.

Errors & solutions

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

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 permissions for the users: https://www.odoo.com/documentation/17.0/applications/general/users/access_rights.html\

Error: "Login data is 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 phase 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 to Odoo as an administrator and under Settings > Developer tools: click Activate developer mode (with assets), now you can see the database name at the top right next to the user logo Or ask the AI assistant for your own database name. Cause 2.2: User permissions were restricted too much Solution 2.2: Adjust permissions for the user see Odoo FAQ

OdooRights2.png

Error: Odoo is successfully connected, but 0 contacts were found Cause: several 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/overview is not transferred to 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 - permissions for read, write, create are generally required.