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Odoo

Step 1: Get your Odoo credentials

First, you need to find your Odoo username, API key, Server URL, and database name.

Username

Username is the name of the Odoo user. You can find it on the Change Password page in Odoo.

  1. Open Odoo, then go to Settings > Users & Companies > Users.

  2. Choose a user, then click Action > Change Password.

API Key

  1. Click on your profile in the top-right corner, then click Preferences.

  2. Open the Account Security tab.

  3. Click New API Key under Developer API Keys.

  4. Enter a key description, for example, Plecto.

  5. Click Generate Key. Make sure you store the key securely – you won't be able to access it again.

Server URL

The server URL is your domain. For the cloud version of Odoo, it could look something like mycompany.odoo.com

Database name

For the cloud version, the database name is the subdomain. In the example mycompany.odoo.com, the subdomain is mycompany

Step 2: Integrate Odoo with Plecto

  1. In Plecto, go to Data sources > New data source > Odoo.

  2. (Optional) Rename your credentials.

  3. Enter the username, API key, server URL, and database name you obtained in Step 1, and click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

How to set up automatic registration deletion with webhooks

It's possible to configure deletion webhooks between Plecto and Odoo. It means that whenever you delete data in Odoo, it will also be deleted from Plecto.

Requirements

To use this feature, you need to purchase the following extensions from Odoo:

How to configure deletion webhooks

  1. Open your Odoo data source settings in Plecto and click Refresh webhooks.

  2. You will see a yellow warning message containing a callback URL. Copy the link.

  3. In a new browser tab, open Odoo and go to Settings > Technical > Webhooks.

  4. Click NEW in the top-left corner.

  5. Fill out the following details:

    1. Webhook name, user, secret, model, format, language.

    2. Paste the link you got from Plecto in the Callback URL field.

    3. Leave the Fields field blank.

  6. Under Event, select On Deletion.

  7. Click the little cloud icon next to the heading (Webhooks / New) to save the webhook.

Your deletion webhooks are now all set up! 🎉

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