Step 1: Get your Odoo credentials
First, you need to find your Odoo username, API key, Server URL, and database name.
Username is the name of the Odoo user. You can find it on the Change Password page in Odoo.
The server URL is your domain. For the cloud version of Odoo, it could look something like mycompany.odoo.com
For the cloud version, the database name is the subdomain. In the example mycompany.odoo.com, the subdomain is mycompany
Step 2: Create Odoo data sources in Plecto
In Plecto, go to Data management > Data sources > + New data source > Odoo.
Fill out the details, then click Next.
Choose the data types you want to import.
(Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
Click Next to finish and import your data.
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.
To use this feature, you need to purchase the following extensions from Odoo:
Odoo Webhook: https://apps.odoo.com/apps/modules/16.0/webhooks/
Odoo REST API: https://apps.odoo.com/apps/modules/16.0/restapi/
How to configure deletion webhooks
Open your Odoo data source settings in Plecto and click Refresh webhooks.
You will see a yellow warning message containing a callback URL. Copy the link.
In a new browser tab, open Odoo and go to Settings > Technical > Webhooks.
Click NEW in the top-left corner.
Fill out the following details:
Webhook name, user, secret, model, format, language.
Paste the link you got from Plecto in the Callback URL field.
Leave the Fields field blank.
Under Event, select On Deletion.
Click the little cloud icon next to the heading (Webhooks / New) to save the webhook.
Your deletion webhooks are now all set up! 🎉
Available data types
There are no predetermined data types to choose from. Odoo can be used in many different ways, and since Plecto integrates with everything, we cannot provide you with a complete list of data types – that depends on your Odoo account.
You will see your list of data types when you create an Odoo data source in Plecto. For each data type you import, Plecto will create one data source and store it under Data management > Data sources.