> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/odoo-integration.md). # Odoo integration Odoo is a fully integrated and customizable open-source suite of business applications. A large part of business needs 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 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 spoke with which of your contacts and what you noted about your conversation. #### **Integration of Odoo in the sipgate app** {% stepper %} {% step %} **Select integration** In the sipgate app, click the gear icon on the left and select the "Integrations" item. Under "Integrations", search for "Odoo" and click the "Connect with Odoo" button. ![odoo.png](/files/03405353980832865c34c1084f585b57a5e314e1) {% endstep %} {% step %} **Enter API data** Enter the required Odoo API key and the API URL here. {% hint style="warning" %} **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: [Activate developer mode (with assets)](https://sipgate-gmbh2.odoo.com/odoo/settings?debug=1) click and then see it at the top right next to the user logo.\ Or ask the AI assistant for your own database name. {% endhint %} For example :API key If you do not host Odoo yourself, or have Odoo host it for you, please enter the API URL in the form "**https\://\.odoo.com**". {% endstep %} {% step %} **Confirm connection** You have now successfully connected Odoo and the sipgate app. {% hint style="info" %} Depending on the number of contacts to be integrated, it may take a few minutes until they are displayed completely. {% endhint %} {% endstep %} {% endstepper %} #### **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** . ![Odoo1 copy.png](/files/7c14442c08007a601ee19e872086b55764b8b50b) In the following window, select the tab **Account Security** and in the section **API keys** click the button **New API key**. ![Odoo2 copy.png](/files/ae025b03731f92560b21bc7cd3061e43bdb47bcb) Here you will find existing API keys, or you can create a new API key here via the button **New API key** . Please note that you can no longer view existing API keys. You will receive a corresponding notice when creating an API key. ![Odoo2a copy.png](/files/f1e2f57743f2d9c395a93f18909b2176626cf713) #### **What permissions does the Odoo API user need?** The Odoo API user needs the following permissions. If one 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 are to be deleted: `res.users` write + unlink (administrator rights) #### **How does Click2Dial with Odoo work?** In the contact/deal, next to the phone number, click **Call** . The sipgate app will now open and dial the 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 TEL app in the operating system.\ ![OdooAnruf.png](/files/b02cfc0a987901ebd3191dbb2f9c6406cccb1d98) #### Set up Click2Dial with Odoo WebRTC Odoo allows telephony via its own WebRTC solution.[ Odoo VoIP FAQ](https://www.odoo.com/documentation/18.0/de/applications/productivity/voip.html)\ For this, in Odoo ➔ Users ➔ User X ➔ ”**VoIP**”\ **Login data**:\ **Username**: SIP ID\ **Secret**: SIP password log in. Then click "Manage provider" and create a VoIP provider:\ **Name**: sipgate\ **WebSocket**: wss\://sip.sipgate.de\ **PBX server IP**: [sipgate.de](http://sipgate.de)\ **VoIP environment:** “Production”\ Switch back to the user and select provider “sipgate”.\ Start the phone and check whether the status “Available” is displayed.\ If you still see “Demo”, pressing CMD/Ctrl+R may help. ![Odoo02.png](/files/4348dcb140f957235f53fb3a9db5479e85fd21a1) Switch back to the user and select provider “sipgate”.\ Start the phone and check whether the status “Available” is displayed.\ If you still see “Demo”, pressing CMD/Ctrl+R may help. ![Odoo01.png](/files/99d4ab5cc7eeb9bb0167fbf0444b4522b078d35b) #### **How does call logging / syncing notes with Odoo work?** 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 answered calls with X seconds duration\ If calls to voicemail should not be logged, we recommend setting the duration to 60s.\ ![OdooLog.png](/files/46825a5433afe504bc95fe146396db44b10c09ab)\\ {% hint style="warning" %} **Important:** Please note that only open deals are suggested if you want to attach the notes to the deals. {% endhint %} #### Errors & solutions Error: "Odoo is connected, but contacts are not loading"\\ {% hint style="info" %} Note: if you have 100,000 - 400,000 contacts, you may have to wait up to 30 minutes the first time {% endhint %} **Cause:** The user lacks permission to read/write/create contacts\ **Solution:** the Odoo administrator can adjust the permissions for the users:\ \\ **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 phase into a regular account.\ **Analysis 2.1:** [sipgate app](https://workspace.sipgate.com/) log in, open F12 console (Chrome), connect Odoo, error: POST 400 (Bad Request)\ **Note 2.1:** [mydatabase.odoo.com](http://mydatabase.odoo.com) -> "mydatabase" can/must 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 administrator and under\ Settings > Developer tools: click Activate developer mode (with assets), then you will 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 have been restricted too much\ **Solution 2.2:** Adjust permissions for the user. See Odoo [FAQ](https://www.odoo.com/documentation/17.0/applications/general/users/access_rights.html)\ ![OdooRechte1.png](/files/e7bb8480f0d23045b55ea7047b2ef7e2421bf7c3) ![OdooRights2.png](/files/4305ae52c29cf4032fe26580d847b232e84d28a3) **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 the 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 function\ **Solution**: the Odoo admin must grant the Odoo user write permissions for\ `mail.activity` - generally, permissions for read, write, create are required. --- # Agent Instructions This documentation is published with GitBook. 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