Databases & CRM

Set up Odoo (ERP)

Connect an Odoo ERP. It reads your customers, sales orders, invoices, leads and products and how they relate, and turns each into a record the assistant reasons over — with order and invoice totals summarised per customer, and attached files (invoice PDFs and the like) brought in as documents. Read-only.

Before you start

• In Odoo click your avatar → Preferences → Account Security → New API Key — copy it right away, Odoo shows it once. The user's ordinary password also works, but a key is revocable on its own and survives password changes.
• Use a read-only user where possible: the source reads exactly what its login can see.
• Only authenticate, search and read calls are ever made — nothing is written to Odoo.

1. Documents → Odoo, enter the Odoo URL, database name and login, and paste the API key.
2. Under Advanced, choose whether the chatter thread (notes and logged emails) comes in — it does by default — and optionally list Only these models to narrow the sync.
3. Choose access groups, Test, then Sync.

What comes in

• Customers, sales orders, invoices (customer invoices and vendor bills only — bare journal entries left out) and leads, with products, as linked records — orders and invoices show their customer with exact totals.
• The chatter thread — internal notes and logged emails on each record — as dated activity, unless Records only is chosen.
• Attached files (invoice PDFs and the like) as documents. Archived records are never synced.

Access

Visible only to the access groups chosen when the source is set up — Odoo exposes no per-record viewers here, so that list covers everything the source brings in.

Last updated 20 Sep 2026