Odoo integration

What it does

Create an Odoo CRM lead or contact from each submission. Delivery is asynchronous and retried automatically, and any credentials you enter are encrypted at rest.

Step 1: set up Odoo

Do this once in Odoo to get the details you'll paste into ShipMyForm.

1. 1Create an API key. In Odoo, open Preferences → Account Security → New API Key and copy it. Use it in place of a password.
2. 2Note your database and login. You'll need your instance URL (e.g. https://mycompany.odoo.com), the database name, and the login email of a user allowed to create records.
3. 3Pick a target model. crm.lead creates a CRM lead (requires the CRM app); res.partner creates a contact and works on any Odoo instance.

Step 2: connect it in ShipMyForm

1. 1Open your form's Connectors tab. Choose odoo from the connector list.
2. 2Enter your details. Paste Odoo URL, Database name, Username / login email, API key, Target (optional) from the steps above.
3. 3Add and test. Click Add, then Test to send a sample submission and confirm it arrives.

What you'll enter

• Odoo URL: Your Odoo instance base URL (must be reachable from the internet).
• Database name: The Odoo database to write to.
• Username / login email: A user allowed to create the record.
• API key: Odoo → Preferences → Account Security → New API Key.
• Target (optional): crm.lead for a CRM lead (default), or res.partner for a contact.

Use cases

• Turn website leads into Odoo CRM opportunities for your sales team.
• Create contacts in Odoo from signup and enquiry forms.
• Feed your ERP without exporting CSVs or building a custom integration.