Files
automatisch/packages/docs/pages/apps/odoo/connection.md
Jack Dane 807be59f25 feat(odoo): add auth and create lead action (#1143)
* Add Odoo App and Icon

* Add Auth for Odoo

* Authorise with API key, the password would also work, but we should encourage an API key.

* Odoo Verify Credentials method

* Add the xmlrpc dependency so the backend can communicate with Odoo's API.
* Add a port to the auth fields to establish a connection that might not be over HTTPS.

* Add still verified method

* Currently no need to keep uid, so remove it from the auth data.
* Await the callback from the xmlrpc method call to ensure we don't verify credentials before the callback has been executed.

* Add Odoo create-lead action

* Provide basic functionality to create a lead.

* Add Odoo type option

* Let the user decide if the lead should be a "lead" or "opportunity" in the create-lead action.

* Add documentation for Odoo app

* Follow project standards

* Change indents to 2 spaces
* Use single quotes instead of double

* Commonise the authentication method (DRY)

* Use latest for API doc link

* refactor(odoo): abstract and organize implementation

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Co-authored-by: Ali BARIN <ali.barin53@gmail.com>
2023-06-29 15:56:20 +02:00

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Odoo

:::info This page explains the steps you need to follow to set up the Odoo connection in Automatisch. If any of the steps are outdated, please let us know! :::

To create a connection, you need to supply the following information:

  1. Fill the Host Name field with the Odoo host.
  2. Fill the Port field with the Odoo port.
  3. Fill the Database Name field with the Odoo database.
  4. Fill the Email Address field with the email address of the account that will be intereacting with the database.
  5. Fill the API Key field with the API key for your Odoo account.

Odoo's API documentation explains how to create API keys.