Odoo is an open-source enterprise resource planning (ERP) system that integrates a wide range of applications to facilitate the management of various business functions such as sales, CRM, accounting, inventory, eCommerce and more. It is known for its modularity, customisation and ease of use, adapting to the specific needs of different types and sizes of businesses.
Ringover integration in Odoo allows you to:
- Log calls
- Log SMS
- Synchronise notes and tags
- Synchronise your contacts
- Use Odoo's integrated dialer with Ringover
- Integrate custom CRM fields into the dialer
- Automatically create tickets for calls and SMS (Helpdesk)
Now, let's proceed with the tool integration 📳
Prerequisite:
- You must have a Ringover Business or Advanced account to benefit from this integration 💳
- The integration must be performed by a Ringover account administrator 👨💼
- The integration must be performed by an Odoo administrator 👨💼
Step 1: Generate an API key in Odoo:
- Click on "Settings"
- Then click on "Activate the developer mode"
- Click on "Preferences"
- Go to the "Account Security" tab and click on "New API Key"
- Name it "Ringover" and click on "Generate Key"
- Copy this key and paste it into the API field in the Odoo activation section of your Ringover dashboard.
Step 2: Configuration in Ringover
💻 Go to your Dashboard> Store> Integrations and click "activate" across from "Odoo"
- Enter your Odoo login info
- The integration will be activated by default for all agents with identical email addresses on Ringover and Odoo.
You can add or deactivate users by clicking on “Manage users”:
- You can customize the integration so that it suits yours needs:
💡 For more information on the configuration, check out our dedicated section "How to configure your tool?"
Step 3: Installation of the integrated dialer
- You can integrate the Ringover dialer into your Odoo interface.
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- Download the source code here: https://apps.odoo.com/apps/modules/17.0/ringover_dialer
There you have it, the integration is complete. You can now retrieve all your call logs in Odoo! 🎉