Odoo Integration

Introduction to Odoo Integration

Invoices Reader offers seamless integration with Odoo ERP, allowing you to:

Automatically export processed invoices to Odoo
Synchronize vendor and product data
Create vendor bills directly in Odoo
Maintain a consistent workflow between invoice processing and accounting

The Odoo integration eliminates manual data entry and ensures that your invoice data flows smoothly into your accounting system, saving time and reducing errors.

Prerequisites

Before setting up the Odoo integration, ensure you have:

An active Odoo instance (version 14.0 or later)
Administrator access to your Odoo instance
API access enabled on your Odoo server
Invoices Reader version 2.3 or later

Required Odoo Modules

Ensure the following Odoo modules are installed:

Accounting (account)
Contacts (contacts)
Web Services (web_services)

Connection Setup

Follow these steps to set up the connection between Invoices Reader and Odoo:

Access Odoo Settings

In Invoices Reader, click on the Odoo Settings button in the toolbar.
Enter Connection Details

Odoo Connection Settings

Odoo Server URL
Include https:// and do not add /web at the end

Database Name

Username

API Key
Test Connection

Click the Test Connection button to verify the connection settings.
Save Settings

If the connection test is successful, click Save to store your settings.

Obtaining an API Key

To get an API key for Odoo:

Log in to your Odoo instance as an administrator
Go to Settings > Technical > API Keys
Click "Create" and follow the instructions
Copy the generated API key for use in Invoices Reader

Field Mapping

Configure how invoice fields map to Odoo fields:

Field Mapping Configuration

Invoice Reader Field	Odoo Field
Invoice Number	reference
Invoice Date	invoice_date
Due Date	invoice_date_due
Vendor Name	partner_id
Total Amount	amount_total
Tax Amount	amount_tax

To customize field mapping:

Click the Customize Mapping button
Select the Invoice Reader field you want to map
Choose the corresponding Odoo field from the dropdown
Set any transformation rules if needed (e.g., date format conversion)
Save your custom mapping

Advanced Mapping

For complex scenarios, you can create custom mapping rules using the advanced mapping editor. This allows for field transformations, conditional mapping, and custom calculations.

Exporting Invoices to Odoo

Once your connection and mapping are set up, you can export invoices to Odoo:

Manual Export

Export selected invoices on demand:

Select the invoices you want to export in the database view
Click Export to Odoo from the actions menu
Review the export preview
Click Confirm Export to send to Odoo

Automatic Export

Configure automatic export after processing:

Go to Settings > Odoo Integration
Enable Auto-export after processing
Configure any additional auto-export rules
Click Save Settings

Batch Export

Export entire batches of invoices:

Open the batch in the database view
Click Export Batch to Odoo
Review the batch export summary
Click Confirm Batch Export

Export Options

When exporting to Odoo, you can choose from several options:

Create Draft Bills: Creates vendor bills in draft state for review
Create and Validate: Creates and automatically validates the bills
Update Existing: Updates existing bills if they match by reference number

Troubleshooting

Connection Issues

If you can't connect to Odoo:

Verify the server URL is correct and includes https://
Check that your API key is valid and not expired
Ensure your Odoo instance is accessible from your network
Verify that API access is enabled on your Odoo server

Export Failures

If invoice exports are failing:

Check the error log for specific error messages
Verify that required fields are properly mapped
Ensure the vendor exists in Odoo or enable auto-creation
Check for data format issues (dates, currency formats, etc.)

Vendor Matching Issues

If vendors aren't matching correctly:

Configure vendor matching rules in the settings
Use tax ID or other unique identifiers for matching
Enable fuzzy matching for name-based matching
Set up vendor aliases for variations in vendor names

Common Error: Permission Denied

If you receive "Permission Denied" errors, ensure your Odoo user has the necessary access rights for:

Vendor Bills (account.invoice)
Contacts (res.partner)
Products (product.product)

Tips & Best Practices

Test in Staging First

Always test your integration with a staging or test Odoo instance before connecting to your production environment.

Vendor Master Data

Maintain clean vendor master data in Odoo for better matching. Use tax IDs or other unique identifiers when possible.

Regular Sync Checks

Periodically check the synchronization log to identify and resolve any recurring issues.

Keep API Keys Secure

Rotate your API keys periodically and never share them. Use separate API keys for different environments.